Institutional shares held 3.8 Million
5.7K calls
7.9K puts
Total value of holdings $72.8M
$109K calls
$151K puts
# of Institutions 142


Latest Institutional Activity in PBW

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 135K ($2.59M)
Q4 2024
Tiger Oak Management, L.L.C. Shares Held: 18.8K ($360K)
Q4 2024
Prism Advisors, Inc. Shares Held: 10.3K ($198K)
Q4 2024
John G Ullman & Associates Inc Shares Held: 126K ($2.41M)
Q4 2024
First Horizon Advisors, Inc. Shares Held: 1.33K ($25.5K)

Top Sells

Q4 2024
Evolution Wealth Advisors, LLC Shares Held: 11.1K ($213K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 43K ($823K)
Q4 2024
Moller Financial Services Shares Held: 34K ($651K)
Q4 2024
Motco Shares Held: 2.25K ($43K)
Q4 2024
Nwam LLC Shares Held: 11.2K ($214K)

About PBW

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