Institutional shares held 16 Million
0 calls
0 puts
Total value of holdings $571M
$0 calls
$0 puts
# of Institutions 191


Latest Institutional Activity in PFEB

Top Purchases

Q2 2024
Advisor Group Holdings, Inc. Shares Held: 889K ($31.7M)
Q2 2024
Kovitz Investment Group Partners, LLC Shares Held: 231K ($8.25M)
Q2 2024
Gradient Investments LLC Shares Held: 2.25M ($80.2M)
Q2 2024
Chris Bulman Inc Shares Held: 51.9K ($1.85M)
Q2 2024
Resources Investment Advisors, Llc. Shares Held: 73.7K ($2.63M)

Top Sells

Q2 2024
Brookstone Capital Management Shares Held: 178K ($6.36M)
Q2 2024
Miracle Mile Advisors, LLC Shares Held: 37.7K ($1.35M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 165K ($5.89M)
Q2 2024
Mercer Global Advisors Inc Shares Held: 88.4K ($3.15M)
Q2 2024
Belpointe Asset Management LLC Shares Held: 38.5K ($1.37M)

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