Institutional shares held 47.9 Million
0 calls
0 puts
Total value of holdings $970M
$0 calls
$0 puts
# of Institutions 190


Latest Institutional Activity in PXH

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 292K ($5.92M)
Q1 2025
Lmcg Investments, LLC Shares Held: 78.3K ($1.59M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 38.6K ($783K)
Q1 2025
Integrated Advisors Network LLC Shares Held: 19.9K ($403K)
Q1 2025
Johnson & White Wealth Management, LLC Shares Held: 270K ($5.47M)

Top Sells

Q1 2025
Kwb Wealth Shares Held: 111K ($2.25M)
Q1 2025
Net Worth Advisory Group Shares Held: 28.9K ($585K)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 99.1K ($2.01M)
Q1 2025
Aries Wealth Management Shares Held: 209K ($4.23M)
Q1 2025
Charles Schwab Trust CO Shares Held: 74.3K ($1.51M)

About PXH

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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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