Institutional shares held 4.37 Million
26.8K calls
11.4K puts
Total value of holdings $93.8M
$575K calls
$244K puts
# of Institutions 151


Latest Institutional Activity in PBW

Top Purchases

Q2 2024
Family Firm, Inc. Shares Held: 78.2K ($1.68M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 51.9K ($1.11M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 102K ($2.2M)
Q2 2024
Raymond James & Associates Shares Held: 99.8K ($2.14M)
Q2 2024
Moller Financial Services Shares Held: 34.1K ($731K)

Top Sells

Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 16.4K ($351K)
Q2 2024
Albion Financial Group Shares Held: 1.4K ($30K)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 12.8K ($274K)
Q2 2024
Geneos Wealth Management Inc. Shares Held: 141 ($3.03K)
Q2 2024
Harbour Investments, Inc. Shares Held: 590 ($12.7K)

About PBW

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