Institutional shares held 11.4 Million
0 calls
0 puts
Total value of holdings $403M
$0 calls
$0 puts
# of Institutions 103


Latest Institutional Activity in PHYL

Top Purchases

Q4 2025
State Of New Jersey Common Pension Fund D Shares Held: 1.73M ($60.8M)
Q4 2025
Breakwater Capital Group Shares Held: 116K ($4.07M)
Q4 2025
Morris Retirement Advisors, LLC Shares Held: 35.1K ($1.24M)
Q4 2025
Ellenbecker Investment Group Shares Held: 154K ($5.44M)
Q4 2025
Capital Performance Advisors LLP Shares Held: 86.1K ($3.04M)

Top Sells

Q4 2025
Gibbs Wealth Management Shares Held: 45.5K ($1.61M)
Q4 2025
Austin Wealth Management, LLC Shares Held: 12.8K ($451K)
Q4 2025
Cwm, LLC Shares Held: 360 ($12.7K)
Q4 2025
Milestone Asset Management, LLC Shares Held: 11.4K ($402K)
Q4 2025
Mbe Wealth Management, LLC Shares Held: 20.8K ($732K)

About PHYL

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