Institutional shares held 12.6 Million
0 calls
0 puts
Total value of holdings $834M
$0 calls
$0 puts
# of Institutions 188


Latest Institutional Activity in PWV

Top Purchases

Q4 2025
Stonebridge Wealth Management, LLC Shares Held: 7.08K ($469K)
Q4 2025
Rda Financial Network Shares Held: 6.8K ($450K)
Q3 2025
Lpl Financial LLC Shares Held: 1.53M ($101M)
Q3 2025
Raymond James Financial Inc Shares Held: 327K ($21.7M)
Q3 2025
Capstone Wealth Management Group, LLC Shares Held: 63.8K ($4.23M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.77K ($449K)
Q4 2025
Noble Wealth Management Pbc Shares Held: 275 ($18.2K)
Q3 2025
Atlas Private Wealth Advisors Shares Held: 220K ($14.6M)
Q3 2025
Morgan Stanley Shares Held: 3.63M ($240M)
Q3 2025
Ameriprise Financial Inc Shares Held: 7.4K ($490K)

About PWV

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