Institutional shares held 10.1 Million
0 calls
0 puts
Total value of holdings $486M
$0 calls
$0 puts
# of Institutions 146


Latest Institutional Activity in PFM

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 833K ($39.8M)
Q4 2024
Citigroup Inc Shares Held: 108K ($5.19M)
Q4 2024
Jones Financial Companies Lllp Shares Held: 68.2K ($3.26M)
Q4 2024
Steel Peak Wealth Management LLC Shares Held: 56.9K ($2.72M)
Q4 2024
Mai Capital Management Shares Held: 38.8K ($1.86M)

Top Sells

Q4 2024
Lpl Financial LLC Shares Held: 1.6M ($76.4M)
Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 86.3K ($4.13M)
Q4 2024
Flaharty Asset Management, LLC Shares Held: 799K ($38.2M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 6.03K ($288K)
Q4 2024
Atlas Private Wealth Advisors Shares Held: 119K ($5.7M)

About PFM

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