Institutional shares held 523,173
30.9K calls
0 puts
Total value of holdings $20.6M
$1.22M calls
$0 puts
# of Institutions 7


Latest Institutional Activity in PSQ

Top Purchases

Q3 2024
Iht Wealth Management, LLC Shares Held: 6.93K ($273K)
Q2 2024
Mather Group, Llc. Shares Held: 268 ($10.6K)
Q1 2024
Morgan Stanley Shares Held: 2.53M ($99.9M)
Q1 2024
Goldman Sachs Group Inc Shares Held: 1.39M ($54.7M)
Q1 2024
Imc Chicago, LLC Shares Held: 1.04M ($41.2M)

Top Sells

Q2 2024
Udine Wealth Management, Inc. Shares Held: 304K ($12M)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 1.19K ($46.9K)
Q1 2024
Acute Investment Advisory, LLC Shares Held: 11.1K ($438K)
Q1 2024
Kaydan Wealth Management, Inc. Shares Held: 1.57M ($61.8M)
Q1 2024
Cpr Investments Inc. Shares Held: 77.9K ($3.07M)

About PSQ

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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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