Institutional shares held 1.47 Million
0 calls
0 puts
Total value of holdings $77.5M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in PFIX

Top Purchases

Q1 2025
Comprehensive Money Management Services LLC Shares Held: 4.14K ($219K)
Q1 2025
Copia Wealth Management Shares Held: 2.21K ($117K)
Q4 2024
Goldman Sachs Group Inc Shares Held: 465K ($24.6M)
Q4 2024
Thomas J. Herzfeld Advisors, Inc. Shares Held: 53.2K ($2.81M)
Q4 2024
Global View Capital Management LLC Shares Held: 25.3K ($1.34M)

Top Sells

Q1 2025
Ferguson Shapiro LLC Shares Held: 7.63K ($403K)
Q1 2025
Professional Financial Advisors, LLC Shares Held: 15.8K ($838K)
Q1 2025
Holcombe Financial, Inc. Shares Held: 36.1K ($1.91M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 58.3K ($3.08M)
Q1 2025
Drum Hill Capital, LLC Shares Held: 110K ($5.8M)

About PFIX

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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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