Institutional shares held 24.6 Million
0 calls
0 puts
Total value of holdings $442M
$0 calls
$0 puts
# of Institutions 141


Latest Institutional Activity in PCEF

Top Purchases

Q1 2025
Bts Asset Management, Inc. Shares Held: 16.4K ($295K)
Q1 2025
Dumont & Blake Investment Advisors LLC Shares Held: 138K ($2.48M)
Q1 2025
Buska Wealth Management, LLC Shares Held: 19.2K ($346K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 2.85K ($51.4K)
Q1 2025
Nbc Securities, Inc. Shares Held: 2.4K ($43.3K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 220K ($3.96M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 439K ($7.9M)
Q1 2025
Goldstone Financial Group, LLC Shares Held: 54.3K ($978K)
Q1 2025
Future Financial Wealth Managment LLC Shares Held: 54.3K ($978K)
Q1 2025
Merit Financial Group, LLC Shares Held: 84.8K ($1.53M)

About PCEF

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