Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $659M
$0 calls
$0 puts
# of Institutions 170


Latest Institutional Activity in PWV

Top Purchases

Q1 2025
Atlas Private Wealth Advisors Shares Held: 457K ($25.9M)
Q1 2025
Good Life Advisors, LLC Shares Held: 77.4K ($4.39M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 290K ($16.5M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 4.84K ($275K)
Q1 2025
Mason & Associates Inc Shares Held: 3.46K ($196K)

Top Sells

Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 110K ($6.25M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 58.2K ($3.3M)
Q1 2025
Jnba Financial Advisors Shares Held: 21.3K ($1.21M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 6.05K ($343K)
Q1 2025
Parker Financial LLC Shares Held: 7.67K ($435K)

About PWV

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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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