Institutional shares held 47.3 Million
0 calls
0 puts
Total value of holdings $876M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in PREF

Top Purchases

Q1 2025
Gsb Wealth Management, LLC Shares Held: 193K ($3.59M)
Q1 2025
Bensler, LLC Shares Held: 521K ($9.67M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.23M ($22.9M)
Q1 2025
Advisor Resource Council Shares Held: 38.7K ($718K)
Q1 2025
Psi Advisors, LLC Shares Held: 254K ($4.72M)

Top Sells

Q1 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 64.8K ($1.2M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 700 ($13K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 14.3K ($265K)
Q1 2025
Investment Partners, Ltd. Shares Held: 127K ($2.36M)
Q1 2025
Pinnacle Financial Partners Inc Shares Held: 30.3K ($562K)

About PREF

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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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