Institutional shares held 37.7 Million
0 calls
0 puts
Total value of holdings $1.37B
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in PVAL

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.04M ($38M)
Q1 2025
Harbor Group, Inc. Shares Held: 749K ($27.3M)
Q1 2025
Truist Financial Corp Shares Held: 470K ($17.1M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 1.43M ($52M)
Q1 2025
Baker Tilly Wealth Management, LLC Shares Held: 284K ($10.3M)

Top Sells

Q1 2025
Ggm Financials LLC Shares Held: 59.2K ($2.16M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 53.9K ($1.96M)
Q1 2025
Provident Wealth Management, LLC Shares Held: 66K ($2.4M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.08M ($39.3M)
Q1 2025
D.A. Davidson & Co. Shares Held: 56.3K ($2.05M)

About PVAL

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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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