Institutional shares held 18.6 Million
0 calls
0 puts
Total value of holdings $348M
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in PCEF

Top Purchases

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 695K ($13M)
Q2 2024
Dumont & Blake Investment Advisors LLC Shares Held: 275K ($5.15M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 432K ($8.11M)
Q2 2024
Sax Wealth Advisors, LLC Shares Held: 12.5K ($235K)
Q2 2024
Atlas Private Wealth Advisors Shares Held: 11.4K ($213K)

Top Sells

Q2 2024
Pasadena Private Wealth, LLC Shares Held: 29K ($543K)
Q2 2024
Geneos Wealth Management Inc. Shares Held: 38.8K ($728K)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 1.31K ($24.6K)
Q2 2024
Janney Montgomery Scott LLC Shares Held: 23.9K ($448K)
Q2 2024
Apollon Wealth Management, LLC Shares Held: 47.8K ($897K)

About PCEF

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