Institutional shares held 9.94 Million
0 calls
0 puts
Total value of holdings $468M
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in PFM

Top Purchases

Q1 2025
Jones Financial Companies Lllp Shares Held: 110K ($5.18M)
Q1 2025
Steel Peak Wealth Management LLC Shares Held: 152K ($7.18M)
Q1 2025
Lpl Financial LLC Shares Held: 1.66M ($78.4M)
Q1 2025
Wells Fargo & Company Shares Held: 429K ($20.2M)
Q1 2025
Truvestments Capital LLC Shares Held: 16.7K ($788K)

Top Sells

Q1 2025
Flaharty Asset Management, LLC Shares Held: 472K ($22.2M)
Q1 2025
Citigroup Inc Shares Held: 2.98K ($140K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 21.9K ($1.03M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 62.3K ($2.93M)
Q1 2025
Integrated Wealth Concepts LLC Shares Held: 5.15K ($243K)

About PFM

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