Institutional shares held 1.01 Million
0 calls
0 puts
Total value of holdings $51.4M
$0 calls
$0 puts
# of Institutions 21


Latest Institutional Activity in PFRL

Top Purchases

Q4 2024
Moody National Bank Trust Division Shares Held: 110K ($5.59M)
Q4 2024
Aj Advisors, LLC Shares Held: 5.84K ($296K)
Q3 2024
Founders Financial Securities LLC Shares Held: 143K ($7.22M)
Q3 2024
One Ascent Wealth Management LLC Shares Held: 14.6K ($741K)
Q3 2024
Atria Wealth Solutions, Inc. Shares Held: 14.5K ($735K)

Top Sells

Q4 2024
Secure Asset Management, LLC Shares Held: 8.42K ($427K)
Q3 2024
Jane Street Group, LLC Shares Held: 10.3K ($520K)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 141K ($7.13M)
Q3 2024
Core Cap Advisors, LLC Shares Held: 1.31K ($66.2K)
Q3 2024
Ameritas Advisory Services, LLC Shares Held: 14.4K ($728K)

About PFRL

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