Institutional shares held 7.95 Million
0 calls
0 puts
Total value of holdings $168M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in PFLD

Top Purchases

Q2 2024
Raymond James & Associates Shares Held: 206K ($4.36M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 218K ($4.62M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 54.3K ($1.15M)
Q2 2024
Sound Income Strategies, LLC Shares Held: 245K ($5.19M)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 7.78K ($165K)

Top Sells

Q2 2024
Webster Bank, N. A. Shares Held: 177 ($3.75K)
Q2 2024
Janney Montgomery Scott LLC Shares Held: 76.6K ($1.62M)
Q2 2024
Key Client Fiduciary Advisors, LLC Shares Held: 54.6K ($1.16M)
Q2 2024
Simplicity Wealth,Llc Shares Held: 237K ($5.02M)
Q2 2024
Hexagon Capital Partners LLC Shares Held: 5.11K ($108K)

About PFLD

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