Institutional shares held 13.8 Million
0 calls
0 puts
Total value of holdings $392M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in PSFF

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 971K ($27.6M)
Q1 2025
Brass Tax Wealth Management, Inc Shares Held: 56.5K ($1.6M)
Q1 2025
Sugar Maple Asset Management, LLC Shares Held: 183K ($5.2M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 45.7K ($1.3M)
Q1 2025
Trinity Wealth Management, LLC Shares Held: 44K ($1.25M)

Top Sells

Q1 2025
Retirement Guys Formula LLC Shares Held: 355K ($10.1M)
Q1 2025
Brookstone Capital Management Shares Held: 100K ($2.85M)
Q1 2025
Hbw Advisory Services LLC Shares Held: 13.7K ($389K)
Q1 2025
Novem Group Shares Held: 8.65K ($245K)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 2.95K ($83.7K)

About PSFF

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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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