Institutional shares held 56.5 Million
0 calls
0 puts
Total value of holdings $1.08B
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in PREF

Top Purchases

Q4 2025
Miller Global Investments, LLC Shares Held: 158K ($3.01M)
Q4 2025
Diversified Trust CO Shares Held: 25.3K ($483K)
Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 12.6K ($241K)
Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 66.1K ($1.26M)
Q4 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 38.7K ($739K)

Top Sells

Q4 2025
Wright Fund Management, LLC Shares Held: 192K ($3.66M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.19M ($22.7M)
Q4 2025
Signature Securities Group Corporation Shares Held: 52.4K ($1M)
Q4 2025
Legacy Bridge, LLC Shares Held: 126K ($2.4M)
Q4 2025
Gilliland Jeter Wealth Management LLC Shares Held: 78.2K ($1.49M)

About PREF

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