Institutional shares held 15 Million
0 calls
0 puts
Total value of holdings $294M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in PFLD

Top Purchases

Q3 2025
Farther Finance Advisors, LLC Shares Held: 1.11K ($21.9K)
Q2 2025
Wells Fargo & Company Shares Held: 2.65M ($52.2M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 165K ($3.24M)
Q2 2025
Coppell Advisory Solutions LLC Shares Held: 54.9K ($1.08M)
Q2 2025
Gotham Asset Management, LLC Shares Held: 114K ($2.24M)

Top Sells

Q3 2025
Sound Income Strategies, LLC Shares Held: 242K ($4.75M)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 27.1K ($534K)
Q3 2025
Private Trust CO Na Shares Held: 12.6K ($247K)
Q2 2025
Morgan Stanley Shares Held: 5.16M ($101M)
Q2 2025
Stifel Financial Corp Shares Held: 170K ($3.35M)

About PFLD

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