Institutional shares held 1.36 Million
0 calls
0 puts
Total value of holdings $96.7M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in PBE

Top Purchases

Q3 2025
Sowell Financial Services LLC Shares Held: 2.98K ($212K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 8.68K ($618K)
Q3 2025
Yhb Investment Advisors, Inc. Shares Held: 24.3K ($1.73M)
Q3 2025
North Capital, Inc. Shares Held: 3 ($214)
Q2 2025
Mariner, LLC Shares Held: 12.2K ($871K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 25K ($1.78M)
Q3 2025
Newman Dignan & Sheerar, Inc. Shares Held: 9.77K ($696K)
Q3 2025
Archford Capital Strategies, LLC Shares Held: 3.19K ($227K)
Q3 2025
Cwm, LLC Shares Held: 3.31K ($236K)
Q3 2025
Massachusetts Wealth Management Shares Held: 18.3K ($1.31M)

About PBE

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