Institutional shares held 3.02 Million
0 calls
0 puts
Total value of holdings $175M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in PEJ

Top Purchases

Q3 2025
Goldman Sachs Group Inc Shares Held: 145K ($8.37M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 70K ($4.06M)
Q3 2025
Baird Financial Group, Inc. Shares Held: 21.8K ($1.26M)
Q3 2025
Morgan Stanley Shares Held: 498K ($28.8M)
Q3 2025
Outlook Wealth Advisors, LLC Shares Held: 18.4K ($1.06M)

Top Sells

Q3 2025
Jpmorgan Chase & CO Shares Held: 30.5K ($1.77M)
Q3 2025
Prudential PLC Shares Held: 91.2K ($5.28M)
Q3 2025
Wells Fargo & Company Shares Held: 130K ($7.54M)
Q3 2025
Raymond James Financial Inc Shares Held: 188K ($10.9M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 33.5K ($1.94M)

About PEJ

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