Institutional shares held 5.97 Million
0 calls
0 puts
Total value of holdings $643M
$0 calls
$0 puts
# of Institutions 178


Latest Institutional Activity in PWB

Top Purchases

Q4 2024
Cornerstone Wealth Management, LLC Shares Held: 71.6K ($7.71M)
Q4 2024
Evolution Wealth Advisors, LLC Shares Held: 5K ($539K)
Q4 2024
Pfg Investments, LLC Shares Held: 2.49K ($268K)
Q4 2024
Merit Financial Group, LLC Shares Held: 20.1K ($2.17M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 5.05K ($544K)

Top Sells

Q4 2024
Geneos Wealth Management Inc. Shares Held: 12.9K ($1.39M)
Q4 2024
Capital Investment Counsel, LLC Shares Held: 96.8K ($10.4M)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 51.3K ($5.53M)
Q4 2024
Institute For Wealth Management, Llc. Shares Held: 31.9K ($3.43M)
Q4 2024
Prism Advisors, Inc. Shares Held: 20.8K ($2.24M)

About PWB

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