Institutional shares held 9.49 Million
0 calls
0 puts
Total value of holdings $483M
$0 calls
$0 puts
# of Institutions 143


Latest Institutional Activity in PFM

Top Purchases

Q3 2025
Kingswood Wealth Advisors, LLC Shares Held: 45.4K ($2.31M)
Q3 2025
Cetera Investment Advisers Shares Held: 93.2K ($4.74M)
Q3 2025
Lido Advisors, LLC Shares Held: 16.8K ($854K)
Q3 2025
Goldman Sachs Group Inc Shares Held: 43K ($2.19M)
Q3 2025
Great Banc Trust CO Shares Held: 12.2K ($618K)

Top Sells

Q3 2025
Lpl Financial LLC Shares Held: 1.83M ($92.9M)
Q3 2025
Atlas Private Wealth Advisors Shares Held: 47.6K ($2.42M)
Q3 2025
Ubs Group Ag Shares Held: 75.6K ($3.85M)
Q3 2025
Clearstead Advisors, LLC Shares Held: 417K ($21.2M)
Q3 2025
Royal Bank Of Canada Shares Held: 114K ($5.78M)

About PFM

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