Institutional shares held 10.2 Million
0 calls
0 puts
Total value of holdings $448M
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in PFM

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 14.9K ($664K)
Q1 2025
Brown Miller Wealth Management, LLC Shares Held: 8.17K ($363K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 51.9K ($2.31M)
Q1 2025
Nbc Securities, Inc. Shares Held: 1.65K ($73.4K)
Q1 2025
Focus Financial Network, Inc. Shares Held: 113K ($5.02M)

Top Sells

Q1 2025
Atlas Private Wealth Advisors Shares Held: 110K ($4.89M)
Q1 2025
Arrow Investment Advisors, LLC Shares Held: 76K ($3.38M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 8.65K ($384K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 1.86K ($82.7K)
Q1 2025
Capital Advisory Group Advisory Services, LLC Shares Held: 55.2K ($2.45M)

About PFM

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