Institutional shares held 283 Million
4.3K calls
1.1K puts
Total value of holdings $3.64B
$55K calls
$14K puts
# of Institutions 460


Latest Institutional Activity in PDBC

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 1.49M ($18.9M)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 704K ($8.95M)
Q1 2025
Liquid Strategies, LLC Shares Held: 240K ($3.05M)
Q1 2025
Worth Asset Management, LLC Shares Held: 141K ($1.8M)
Q1 2025
Econ Financial Services Corp Shares Held: 124K ($1.58M)

Top Sells

Q1 2025
Park Avenue Securities LLC Shares Held: 1.86M ($23.6M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 75.5K ($961K)
Q1 2025
Private Harbour Investment Management & Counsel, LLC Shares Held: 338K ($4.3M)
Q1 2025
Green Square Capital Advisors LLC Shares Held: 92.3K ($1.17M)
Q1 2025
Umb Bank, N.A. Shares Held: 2.99K ($38K)

About PDBC

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