Institutional shares held 36.2 Million
0 calls
0 puts
Total value of holdings $879M
$0 calls
$0 puts
# of Institutions 128


Latest Institutional Activity in PWZ

Top Purchases

Q3 2025
Wealthfront Advisers LLC Shares Held: 18.9M ($459M)
Q3 2025
Mercer Global Advisors Inc Shares Held: 2.24M ($54.3M)
Q3 2025
Gerber Kawasaki Wealth & Investment Management Shares Held: 1.73M ($42M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 463K ($11.2M)
Q3 2025
Bank Of America Corp Shares Held: 985K ($23.9M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 30.7K ($746K)
Q3 2025
Miracle Mile Advisors, LLC Shares Held: 1.37M ($33.3M)
Q3 2025
Stratos Wealth Partners, Ltd. Shares Held: 1.3M ($31.6M)
Q3 2025
First Foundation Advisors Shares Held: 464K ($11.3M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 232K ($5.63M)

About PWZ

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