Institutional shares held 13.2 Million
5.1K calls
8.8K puts
Total value of holdings $947M
$364K calls
$629K puts
# of Institutions 434


Latest Institutional Activity in PHO

Top Purchases

Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc. Shares Held: 9.48K ($678K)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 2.98K ($213K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 26.7K ($1.91M)
Q4 2025
Sea Crest Wealth Management, LLC Shares Held: 20.4K ($1.46M)
Q4 2025
Ransom Advisory, LTD Shares Held: 908 ($64.9K)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 15.4K ($1.1M)
Q4 2025
Silverlake Wealth Management LLC Shares Held: 27.6K ($1.97M)
Q4 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 5.7K ($407K)
Q3 2025
Raymond James Financial Inc Shares Held: 447K ($32M)
Q3 2025
Ameriprise Financial Inc Shares Held: 69.3K ($4.95M)

About PHO

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