Institutional shares held 14.8 Million
0 calls
0 puts
Total value of holdings $291M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in PFLD

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 369K ($7.24M)
Q4 2025
Alpine Bank Wealth Management Shares Held: 41.6K ($816K)
Q3 2025
L2 Asset Management, LLC Shares Held: 249K ($4.89M)
Q3 2025
Cetera Investment Advisers Shares Held: 256K ($5.02M)
Q3 2025
Jane Street Group, LLC Shares Held: 72.6K ($1.42M)

Top Sells

Q4 2025
Sound Income Strategies, LLC Shares Held: 232K ($4.54M)
Q4 2025
National Wealth Management Group, LLC Shares Held: 22.6K ($442K)
Q4 2025
Oregon Pacific Wealth Management, LLC Shares Held: 18.2K ($357K)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 1.72K ($33.7K)
Q3 2025
Lpl Financial LLC Shares Held: 955K ($18.7M)

About PFLD

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