Institutional shares held 15.3 Million
0 calls
0 puts
Total value of holdings $299M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in PFLD

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 165K ($3.22M)
Q2 2025
Global Financial Private Client, LLC Shares Held: 22.2K ($434K)
Q2 2025
Massmutual Trust CO Fsb Shares Held: 2.1K ($41K)
Q1 2025
Morgan Stanley Shares Held: 5.68M ($111M)
Q1 2025
Wells Fargo & Company Shares Held: 2.27M ($44.4M)

Top Sells

Q1 2025
Coppell Advisory Solutions LLC Shares Held: 75.8K ($1.48M)
Q1 2025
Stifel Financial Corp Shares Held: 285K ($5.58M)
Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 15.8K ($309K)
Q1 2025
Susquehanna International Group, LLP Shares Held: 15K ($294K)
Q1 2025
Comerica Bank Shares Held: 18K ($353K)

About PFLD

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