Institutional shares held 10.4 Million
0 calls
0 puts
Total value of holdings $234M
$0 calls
$0 puts
# of Institutions 58


Latest Institutional Activity in PBP

Top Purchases

Q3 2025
Sumitomo Life Insurance CO Shares Held: 6.22M ($141M)
Q3 2025
Bank Of America Corp Shares Held: 178K ($4.03M)
Q3 2025
Lpl Financial LLC Shares Held: 200K ($4.53M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 483K ($10.9M)
Q3 2025
Mai Capital Management Shares Held: 412K ($9.32M)

Top Sells

Q3 2025
Ubs Group Ag Shares Held: 2.41K ($54.4K)
Q3 2025
Royal Bank Of Canada Shares Held: 37.6K ($852K)
Q3 2025
Creative Planning Shares Held: 182K ($4.13M)
Q3 2025
Provenance Wealth Advisors, LLC Shares Held: 6.98K ($158K)
Q3 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 92.1K ($2.09M)

About PBP

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