Institutional shares held 5.69 Million
0 calls
0 puts
Total value of holdings $263M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in PALC

Top Purchases

Q1 2025
Silver Oak Securities, Inc Shares Held: 58.4K ($2.7M)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 7.7K ($356K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 247K ($11.4M)
Q1 2025
Enzi Wealth Shares Held: 257K ($11.9M)
Q1 2025
Financial Designs Corp Shares Held: 99.1K ($4.58M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 130K ($6.03M)
Q1 2025
Burt Wealth Advisors Shares Held: 45.8K ($2.12M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 65.1K ($3.01M)
Q1 2025
Unified Investment Management Shares Held: 11.8K ($548K)
Q1 2025
Integrated Advisors Network LLC Shares Held: 13.7K ($632K)

About PALC

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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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