Institutional shares held 3.48 Million
0 calls
0 puts
Total value of holdings $83.6M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in PFFV

Top Purchases

Q3 2024
Morgan Stanley Shares Held: 1.37M ($32.8M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 102K ($2.45M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 43.3K ($1.04M)
Q3 2024
Creative Planning Shares Held: 172K ($4.11M)
Q3 2024
Integral Investment Advisors, Inc. Shares Held: 38.1K ($912K)

Top Sells

Q3 2024
Janney Montgomery Scott LLC Shares Held: 20.9K ($500K)
Q3 2024
Stifel Financial Corp Shares Held: 12.5K ($300K)
Q3 2024
Walter & Keenan Wealth Management LLC Shares Held: 8.73K ($209K)
Q3 2024
Bedel Financial Consulting, Inc. Shares Held: 231K ($5.54M)
Q3 2024
Ubs Group Ag Shares Held: 313 ($7.49K)

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