Institutional shares held 555,297
0 calls
0 puts
Total value of holdings $13.8M
$0 calls
$0 puts
# of Institutions 29


Latest Institutional Activity in PVI

Top Purchases

Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 34.5K ($856K)
Q1 2025
Financial Advocates Investment Management Shares Held: 9.23K ($229K)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 47.2K ($1.17M)
Q1 2025
Private Trust CO Na Shares Held: 1.87K ($46.3K)
Q1 2025
First Affirmative Financial Network Shares Held: 32.7K ($810K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 11.9K ($295K)
Q1 2025
Janney Capital Management LLC Shares Held: 40.5K ($1M)
Q4 2024
Ubs Group Ag Shares Held: 718 ($17.8K)
Q4 2024
Morgan Stanley Shares Held: 39.8K ($985K)
Q4 2024
Foundations Investment Advisors, LLC Shares Held: 9.87K ($245K)

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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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