Institutional shares held 36.4 Million
0 calls
0 puts
Total value of holdings $883M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in PWZ

Top Purchases

Q4 2025
Chatterton & Associates Inc. Shares Held: 92.4K ($2.24M)
Q4 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 99.7K ($2.42M)
Q4 2025
Wedmont Private Capital Shares Held: 20.7K ($502K)
Q4 2025
Apella Capital, LLC Shares Held: 14.9K ($361K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 1.32M ($32M)

Top Sells

Q4 2025
Steel Peak Wealth Management LLC Shares Held: 86.9K ($2.11M)
Q4 2025
Mc Naughton Wealth Management, LLC Shares Held: 75.9K ($1.84M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 15.3K ($371K)
Q4 2025
Private Client Services, LLC Shares Held: 8.49K ($206K)
Q4 2025
Affinity Capital Advisors, LLC Shares Held: 41.5K ($1.01M)

About PWZ

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