Institutional shares held 17.7 Million
0 calls
0 puts
Total value of holdings $433M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in PWZ

Top Purchases

Q4 2024
Mercer Global Advisors Inc Shares Held: 1.25M ($30.8M)
Q4 2024
Syon Capital LLC Shares Held: 1.09M ($26.9M)
Q4 2024
Atlas Legacy Advisors, LLC Shares Held: 449K ($11.1M)
Q4 2024
Bank Of America Corp Shares Held: 1.38M ($34M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 1.24M ($30.6M)

Top Sells

Q4 2024
First Foundation Advisors Shares Held: 1.35M ($33.3M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 421K ($10.4M)
Q4 2024
Steel Peak Wealth Management LLC Shares Held: 86.8K ($2.14M)
Q4 2024
Affinity Capital Advisors, LLC Shares Held: 210K ($5.17M)
Q4 2024
Williams & Novak, LLC Shares Held: 53.7K ($1.32M)

About PWZ

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