Institutional shares held 8.59 Million
0 calls
0 puts
Total value of holdings $383M
$0 calls
$0 puts
# of Institutions 128

Latest Institutional Activity in PFM

Top Purchases

Q2 2024
Atlas Private Wealth Advisors Shares Held: 140K ($6.22M)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 1.29K ($57.4K)
Q2 2024
Tsfg, LLC Shares Held: 1.19K ($53.1K)
Q1 2024
Focus Financial Network, Inc. Shares Held: 113K ($5.05M)
Q1 2024
Flaharty Asset Management, LLC Shares Held: 823K ($36.6M)

Top Sells

Q2 2024
Koshinski Asset Management, Inc. Shares Held: 14.2K ($631K)
Q2 2024
Wbh Advisory Inc Shares Held: 12.3K ($550K)
Q2 2024
Webster Bank, N. A. Shares Held: 570 ($25.4K)
Q1 2024
Citigroup Inc Shares Held: 2.98K ($133K)
Q1 2024
Lpl Financial LLC Shares Held: 2.33M ($104M)

About PFM

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