Institutional shares held 3.95 Million
0 calls
0 puts
Total value of holdings $91.9M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in PFFV

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 176K ($4.09M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 295K ($6.86M)
Q1 2025
Integral Investment Advisors, Inc. Shares Held: 50.6K ($1.17M)
Q1 2025
Investment Partners Asset Management, Inc. Shares Held: 167K ($3.88M)
Q1 2025
Truist Financial Corp Shares Held: 24.3K ($566K)

Top Sells

Q1 2025
Seed Wealth Management, Inc. Shares Held: 33.4K ($777K)
Q1 2025
Beacon Financial Group Shares Held: 21.6K ($502K)
Q1 2025
Creative Financial Designs Inc Shares Held: 817 ($19K)
Q1 2025
Sound Income Strategies, LLC Shares Held: 143 ($3.32K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 25.9K ($602K)

About PFFV

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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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