Institutional shares held 9.1 Million
0 calls
0 puts
Total value of holdings $460M
$0 calls
$0 puts
# of Institutions 143


Latest Institutional Activity in PFM

Top Purchases

Q3 2025
Kingswood Wealth Advisors, LLC Shares Held: 45.4K ($2.29M)
Q3 2025
Merit Financial Group, LLC Shares Held: 39.4K ($1.99M)
Q3 2025
Xml Financial, LLC Shares Held: 5.07K ($256K)
Q3 2025
Spire Wealth Management Shares Held: 681 ($34.4K)
Q2 2025
Lpl Financial LLC Shares Held: 1.97M ($99.4M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 83.1K ($4.2M)
Q3 2025
Nestegg Advisors, Inc. Shares Held: 49.5K ($2.5M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 3.79K ($191K)
Q3 2025
Focus Financial Network, Inc. Shares Held: 113K ($5.72M)
Q3 2025
Miracle Mile Advisors, LLC Shares Held: 22.9K ($1.16M)

About PFM

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