Institutional shares held 9.65 Million
0 calls
0 puts
Total value of holdings $491M
$0 calls
$0 puts
# of Institutions 150


Latest Institutional Activity in PFM

Top Purchases

Q4 2025
Consolidated Planning Corp Shares Held: 152K ($7.75M)
Q4 2025
Cape Ann Savings Bank Shares Held: 15.2K ($773K)
Q4 2025
Steel Peak Wealth Management LLC Shares Held: 9.03K ($459K)
Q4 2025
Td Waterhouse Canada Inc. Shares Held: 99.7K ($5.07M)
Q4 2025
Allspring Global Investments Holdings, LLC Shares Held: 1.6K ($81.4K)

Top Sells

Q4 2025
Merit Financial Group, LLC Shares Held: 18.6K ($948K)
Q4 2025
Citizens Financial Group Inc Shares Held: 95.7K ($4.87M)
Q4 2025
Choreo, LLC Shares Held: 95.1K ($4.84M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 16.3K ($830K)
Q4 2025
Capital Advisory Group Advisory Services, LLC Shares Held: 53.2K ($2.7M)

About PFM

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