Institutional shares held 305 Million
52.3K calls
0 puts
Total value of holdings $4.03B
$690K calls
$0 puts
# of Institutions 430


Latest Institutional Activity in PDBC

Top Purchases

Q3 2025
Sig Fig Wealth Management, LLC Shares Held: 7.45M ($98.5M)
Q3 2025
Fsc Wealth Advisors, LLC Shares Held: 145K ($1.91M)
Q3 2025
Cwm, LLC Shares Held: 1.48M ($19.6M)
Q3 2025
Silver Oak Securities, Inc Shares Held: 71.9K ($950K)
Q3 2025
Arkadios Wealth Advisors Shares Held: 581K ($7.68M)

Top Sells

Q3 2025
Magnus Financial Group LLC Shares Held: 69.4K ($917K)
Q3 2025
Johnson Financial Group, LLC Shares Held: 665K ($8.78M)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 1.19M ($15.7M)
Q3 2025
Kingswood Wealth Advisors, LLC Shares Held: 12.2K ($162K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.06M ($14M)

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