Institutional shares held 42.9 Million
0 calls
0 puts
Total value of holdings $1.63B
$0 calls
$0 puts
# of Institutions 299


Latest Institutional Activity in PRFZ

Top Purchases

Q1 2025
Gamma Investing LLC Shares Held: 89.1K ($3.38M)
Q1 2025
Verum Partners LLC Shares Held: 74.6K ($2.83M)
Q1 2025
Johnson & White Wealth Management, LLC Shares Held: 230K ($8.7M)
Q1 2025
Charles Schwab Trust CO Shares Held: 71.9K ($2.72M)
Q1 2025
Efficient Frontier Advisors LLC Shares Held: 7.74K ($293K)

Top Sells

Q1 2025
Whipplewood Advisors, LLC Shares Held: 42 ($1.59K)
Q1 2025
Arlington Financial Advisors, LLC Shares Held: 162K ($6.12M)
Q1 2025
Kwb Wealth Shares Held: 28.9K ($1.1M)
Q1 2025
Legacy Private Trust Co. Shares Held: 96.3K ($3.65M)
Q1 2025
Boston Standard Wealth Management, LLC Shares Held: 41.3K ($1.56M)

About PRFZ

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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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