Institutional shares held 8.79 Million
0 calls
0 puts
Total value of holdings $384M
$0 calls
$0 puts
# of Institutions 129


Latest Institutional Activity in PFM

Top Purchases

Q2 2024
Raymond James & Associates Shares Held: 370K ($16.2M)
Q2 2024
Atlas Private Wealth Advisors Shares Held: 140K ($6.1M)
Q2 2024
Stratos Wealth Partners, Ltd. Shares Held: 105K ($4.57M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 449K ($19.6M)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 216K ($9.45M)

Top Sells

Q2 2024
Koshinski Asset Management, Inc. Shares Held: 14.2K ($619K)
Q2 2024
Good Life Advisors, LLC Shares Held: 5.94K ($260K)
Q2 2024
Wbh Advisory Inc Shares Held: 12.3K ($539K)
Q2 2024
Janney Montgomery Scott LLC Shares Held: 7.09K ($309K)
Q2 2024
Webster Bank, N. A. Shares Held: 570 ($24.9K)

About PFM

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