Institutional shares held 4.84 Million
0 calls
0 puts
Total value of holdings $246M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in PALC

Top Purchases

Q3 2025
Enzi Wealth Shares Held: 260K ($13.2M)
Q3 2025
Centurion Wealth Management LLC Shares Held: 10.7K ($544K)
Q3 2025
Cwm, LLC Shares Held: 441 ($22.4K)
Q2 2025
Geneos Wealth Management Inc. Shares Held: 299K ($15.2M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 360K ($18.3M)

Top Sells

Q3 2025
Financial Enhancement Group LLC Shares Held: 241K ($12.2M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 63.3K ($3.21M)
Q3 2025
Sound Income Strategies, LLC Shares Held: 17 ($863)
Q2 2025
Ameriprise Financial Inc Shares Held: 423K ($21.5M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 33.9K ($1.72M)

About PALC

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