Institutional shares held 11 Million
0 calls
0 puts
Total value of holdings $626M
$0 calls
$0 puts
# of Institutions 163


Latest Institutional Activity in PWV

Top Purchases

Q3 2024
Pfg Private Wealth Management, LLC Shares Held: 183K ($10.4M)
Q3 2024
Morgan Stanley Shares Held: 3.41M ($195M)
Q3 2024
Good Life Advisors, LLC Shares Held: 123K ($7.01M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 421K ($24M)
Q3 2024
Lpl Financial LLC Shares Held: 1.13M ($64.4M)

Top Sells

Q3 2024
Atlas Private Wealth Advisors Shares Held: 237K ($13.5M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 85.5K ($4.88M)
Q3 2024
Mill Creek Capital Advisors, LLC Shares Held: 69K ($3.94M)
Q3 2024
Arkadios Wealth Advisors Shares Held: 122K ($6.93M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 35.2K ($2.01M)

About PWV

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