Institutional shares held 111 Million
0 calls
200 puts
Total value of holdings $5.07B
$0 calls
$9K puts
# of Institutions 612


Latest Institutional Activity in PRF

Top Purchases

Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 8.44K ($385K)
Q4 2025
Fermata Advisors, LLC Shares Held: 5.22K ($238K)
Q4 2025
Sovereign Financial Group, Inc. Shares Held: 22.4K ($1.02M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 10.5K ($478K)
Q4 2025
Gsg Advisors LLC Shares Held: 14.9K ($681K)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.59M ($118M)
Q4 2025
Breakwater Capital Group Shares Held: 449K ($20.5M)
Q4 2025
Charles Schwab Trust CO Shares Held: 649K ($29.7M)
Q4 2025
Precedent Wealth Partners, LLC Shares Held: 91.1K ($4.16M)
Q4 2025
Cooper Financial Group Shares Held: 18.2K ($830K)

About PRF

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