Institutional shares held 1.81 Million
0 calls
0 puts
Total value of holdings $91.3M
$0 calls
$0 puts
# of Institutions 26


Latest Institutional Activity in PFRL

Top Purchases

Q2 2025
Moody National Bank Trust Division Shares Held: 125K ($6.3M)
Q1 2025
Arete Wealth Advisors, LLC Shares Held: 704K ($35.4M)
Q1 2025
Rovin Capital Shares Held: 62.9K ($3.16M)
Q1 2025
Assured Partners Investment Advisors, LLC Shares Held: 62.6K ($3.15M)
Q1 2025
Wright Fund Management, LLC Shares Held: 36.9K ($1.86M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 107K ($5.37M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 7.86K ($396K)
Q2 2025
Sheets Smith Wealth Management Shares Held: 17.9K ($903K)
Q2 2025
Secure Asset Management, LLC Shares Held: 9.28K ($467K)
Q1 2025
Founders Financial Securities LLC Shares Held: 20.1K ($1.01M)

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