Institutional shares held 15.2 Million
0 calls
0 puts
Total value of holdings $298M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in PFLD

Top Purchases

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 352K ($6.92M)
Q3 2025
Fidelis Capital Partners, LLC Shares Held: 50.7K ($994K)
Q3 2025
Hb Wealth Management, LLC Shares Held: 42.4K ($832K)
Q3 2025
Alpine Bank Wealth Management Shares Held: 39.1K ($768K)
Q3 2025
Cullen/Frost Bankers, Inc. Shares Held: 17.6K ($345K)

Top Sells

Q3 2025
Gladstone Institutional Advisory LLC Shares Held: 15K ($295K)
Q3 2025
Sound Income Strategies, LLC Shares Held: 242K ($4.75M)
Q3 2025
Rainey & Randall Investment Management Inc. Shares Held: 657K ($12.9M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 64.1K ($1.26M)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 27.1K ($533K)

About PFLD

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