Institutional shares held 8.83 Million
0 calls
0 puts
Total value of holdings $366M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in PFM

Top Purchases

Q4 2023
Focus Financial Network Inc /Adv Shares Held: 113K ($4.67M)
Q4 2023
Citigroup Inc Shares Held: 106K ($4.39M)
Q4 2023
Creative One Wealth, LLC Shares Held: 48.1K ($1.99M)
Q4 2023
Steel Peak Wealth Management LLC Shares Held: 29.5K ($1.22M)
Q4 2023
Royal Bank Of Canada Shares Held: 270K ($11.2M)

Top Sells

Q4 2023
Atlas Private Wealth Advisors Shares Held: 483K ($20M)
Q4 2023
Morgan Stanley Shares Held: 662K ($27.4M)
Q4 2023
Bank Of America Corp Shares Held: 306K ($12.7M)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 72.5K ($3.01M)
Q4 2023
Avantax Advisory Services, Inc. Shares Held: 29.2K ($1.21M)

About PFM

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