Institutional shares held 7.86 Million
0 calls
0 puts
Total value of holdings $167M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in PFLD

Top Purchases

Q2 2024
Sound Income Strategies, LLC Shares Held: 245K ($5.21M)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 7.78K ($165K)
Q1 2024
Morgan Stanley Shares Held: 3.18M ($67.6M)
Q1 2024
Cetera Investment Advisers Shares Held: 249K ($5.28M)
Q1 2024
Curtis Advisory Group, LLC Shares Held: 135K ($2.86M)

Top Sells

Q2 2024
Webster Bank, N. A. Shares Held: 177 ($3.76K)
Q2 2024
Key Client Fiduciary Advisors, LLC Shares Held: 54.6K ($1.16M)
Q2 2024
Simplicity Wealth,Llc Shares Held: 237K ($5.03M)
Q2 2024
Hexagon Capital Partners LLC Shares Held: 5.11K ($108K)
Q1 2024
Jaffetilchin Investment Partners, LLC Shares Held: 16.6K ($351K)

About PFLD

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