Institutional shares held 9.59 Million
0 calls
0 puts
Total value of holdings $484M
$0 calls
$0 puts
# of Institutions 143


Latest Institutional Activity in PFM

Top Purchases

Q3 2025
Flaharty Asset Management, LLC Shares Held: 500K ($25.3M)
Q3 2025
Kingswood Wealth Advisors, LLC Shares Held: 45.4K ($2.29M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 148K ($7.5M)
Q3 2025
Merit Financial Group, LLC Shares Held: 39.4K ($1.99M)
Q3 2025
Flagship Harbor Advisors, LLC Shares Held: 19.6K ($991K)

Top Sells

Q3 2025
Atlas Private Wealth Advisors Shares Held: 47.6K ($2.41M)
Q3 2025
Pnc Financial Services Group, Inc. Shares Held: 2.87K ($145K)
Q3 2025
Citizens Financial Group Inc Shares Held: 115K ($5.82M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 37.5K ($1.9M)
Q3 2025
Stratos Wealth Partners, Ltd. Shares Held: 9.28K ($469K)

About PFM

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