Institutional shares held 6.48 Million
0 calls
0 puts
Total value of holdings $134M
$0 calls
$0 puts
# of Institutions 51

Latest Institutional Activity in PFLD

Top Purchases

Q1 2024
Sound Income Strategies, LLC Shares Held: 237K ($4.91M)
Q4 2023
Morgan Stanley Shares Held: 2.26M ($46.8M)
Q4 2023
Rainey & Randall Investment Management Inc. Shares Held: 543K ($11.2M)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 183K ($3.79M)
Q4 2023
Cambridge Investment Research Advisors, Inc. Shares Held: 129K ($2.67M)

Top Sells

Q1 2024
Webster Bank, N. A. Shares Held: 99.5K ($2.06M)
Q1 2024
Key Client Fiduciary Advisors, LLC Shares Held: 56.5K ($1.17M)
Q4 2023
Jaffetilchin Investment Partners, LLC Shares Held: 234K ($4.86M)
Q4 2023
Cetera Advisor Networks LLC Shares Held: 250K ($5.18M)
Q4 2023
Lpl Financial LLC Shares Held: 566K ($11.7M)

About PFLD

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