Institutional shares held 8.97 Million
0 calls
0 puts
Total value of holdings $424M
$0 calls
$0 puts
# of Institutions 128


Latest Institutional Activity in PFM

Top Purchases

Q3 2024
Kingswood Wealth Advisors, LLC Shares Held: 45.1K ($2.13M)
Q3 2024
Stratos Wealth Partners, Ltd. Shares Held: 127K ($6.01M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 465K ($22M)
Q3 2024
Raymond James & Associates Shares Held: 385K ($18.2M)
Q3 2024
Sanibel Captiva Trust Company, Inc. Shares Held: 13.4K ($634K)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 90K ($4.26M)
Q3 2024
Flaharty Asset Management, LLC Shares Held: 820K ($38.8M)
Q3 2024
Atlas Private Wealth Advisors Shares Held: 128K ($6.05M)
Q3 2024
Creative Planning Shares Held: 9.22K ($436K)
Q3 2024
Wbh Advisory Inc Shares Held: 12.3K ($581K)

About PFM

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