Institutional shares held 4.11 Million
0 calls
0 puts
Total value of holdings $96M
$0 calls
$0 puts
# of Institutions 39


Latest Institutional Activity in PICB

Top Purchases

Q1 2025
Checchi Capital Advisers, LLC Shares Held: 860K ($20.1M)
Q1 2025
Tanager Wealth Management LLP Shares Held: 747K ($17.4M)
Q1 2025
Mc Ginn Investment Management, Inc. Shares Held: 13.4K ($312K)
Q1 2025
Millington Financial Advisors, LLC Shares Held: 23.7K ($554K)
Q1 2025
Pacifica Partners Inc. Shares Held: 15.3K ($357K)

Top Sells

Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 50.6K ($1.18M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 25.4K ($593K)
Q1 2025
Rosenberg Matthew Hamilton Shares Held: 253 ($5.91K)
Q1 2025
Vontobel Holding Ltd. Shares Held: 22.1K ($517K)
Q4 2024
Wells Fargo & Company Shares Held: 148K ($3.45M)

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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