Institutional shares held 135 Million
1.3K calls
500 puts
Total value of holdings $5.14B
$49K calls
$19K puts
# of Institutions 566


Latest Institutional Activity in PRF

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 6.86M ($261M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.68M ($102M)
Q1 2025
Charles Schwab Trust CO Shares Held: 549K ($20.9M)
Q1 2025
Breakwater Capital Group Shares Held: 484K ($18.4M)
Q1 2025
Rothschild Investment LLC Shares Held: 620K ($23.6M)

Top Sells

Q1 2025
Whipplewood Advisors, LLC Shares Held: 600 ($22.8K)
Q1 2025
Grimes & Company, Inc. Shares Held: 798K ($30.4M)
Q1 2025
Marion Wealth Management Shares Held: 155K ($5.92M)
Q1 2025
Kwb Wealth Shares Held: 78.2K ($2.98M)
Q1 2025
Insigneo Advisory Services, LLC Shares Held: 7.24K ($276K)

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