Institutional shares held 9.11 Million
0 calls
0 puts
Total value of holdings $444M
$0 calls
$0 puts
# of Institutions 143


Latest Institutional Activity in PFM

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 1.97M ($96M)
Q2 2025
Morgan Stanley Shares Held: 722K ($35.2M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 140K ($6.82M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 26.6K ($1.3M)
Q2 2025
Td Waterhouse Canada Inc. Shares Held: 95.1K ($4.64M)

Top Sells

Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 5.59K ($273K)
Q2 2025
Wells Fargo & Company Shares Held: 203K ($9.91M)
Q2 2025
Steel Peak Wealth Management LLC Shares Held: 17.3K ($843K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 9.79K ($478K)
Q2 2025
Cetera Investment Advisers Shares Held: 53.8K ($2.63M)

About PFM

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