Institutional shares held 198 Million
454K calls
746K puts
Total value of holdings $6.3B
$14.4M calls
$23.7M puts
# of Institutions 1,104


Latest Institutional Activity in PFF

Top Purchases

Q2 2024
Horizon Wealth Management, LLC Shares Held: 891K ($28.3M)
Q2 2024
Falcon Wealth Planning Shares Held: 669K ($21.3M)
Q2 2024
Good Life Advisors, LLC Shares Held: 153K ($4.86M)
Q2 2024
Amg National Trust Bank Shares Held: 310K ($9.87M)
Q2 2024
Burke & Herbert Bank & Trust CO Shares Held: 111K ($3.52M)

Top Sells

Q2 2024
True Private Wealth Advisors Shares Held: 888K ($28.3M)
Q2 2024
Rebalance, LLC Shares Held: 58.5K ($1.86M)
Q2 2024
Friedenthal Financial Shares Held: 220 ($7K)
Q2 2024
Tempus Wealth Planning, LLC Shares Held: 6.91K ($220K)
Q2 2024
Orgel Wealth Management, LLC Shares Held: 1.77M ($56.2M)

About PFF

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