Institutional shares held 4.69 Million
8.9K calls
0 puts
Total value of holdings $525M
$996K calls
$0 puts
# of Institutions 241


Latest Institutional Activity in PKW

Top Purchases

Q1 2025
North Crest Asset Manangement, LLC Shares Held: 13K ($1.45M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 6.54K ($732K)
Q1 2025
Nbc Securities, Inc. Shares Held: 2.17K ($243K)
Q1 2025
Breakwater Capital Group Shares Held: 17.8K ($2M)
Q1 2025
Pacific Sun Financial Corp Shares Held: 15.3K ($1.71M)

Top Sells

Q1 2025
Park Edge Advisors, LLC Shares Held: 6.06K ($678K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 39.3K ($4.41M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 5.01K ($561K)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 9.32K ($1.04M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 23.9K ($2.67M)

About PKW

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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