Institutional shares held 23.6 Million
0 calls
0 puts
Total value of holdings $319M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 124


Latest Institutional Activity in PDO

Top Purchases

Q1 2025
Sol Capital Management CO Shares Held: 1.56M ($21.1M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 84.7K ($1.14M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 72.1K ($972K)
Q1 2025
Consolidated Portfolio Review Corp Shares Held: 216K ($2.92M)
Q1 2025
Tennessee Valley Asset Management Partners Shares Held: 15.8K ($213K)

Top Sells

Q1 2025
Goldstone Financial Group, LLC Shares Held: 65K ($876K)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 221K ($2.98M)
Q1 2025
D.A. Davidson & Co. Shares Held: 27.6K ($372K)
Q1 2025
Element Wealth, LLC Shares Held: 249K ($3.36M)
Q1 2025
Pfg Investments, LLC Shares Held: 29.9K ($403K)

About PDO


Insider Transactions at PDO

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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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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