Institutional shares held 1.68 Million
0 calls
0 puts
Total value of holdings $83.5M
$0 calls
$0 puts
# of Institutions 30


Latest Institutional Activity in PFRL

Top Purchases

Q3 2025
Tbh Global Asset Management, LLC Shares Held: 9.66K ($480K)
Q3 2025
Rovin Capital Shares Held: 70K ($3.48M)
Q3 2025
Tactive Advisors, LLC Shares Held: 7.66K ($380K)
Q3 2025
Moody National Bank Trust Division Shares Held: 126K ($6.27M)
Q3 2025
Sheets Smith Wealth Management Shares Held: 18.9K ($939K)

Top Sells

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 51.5K ($2.56M)
Q3 2025
Wright Fund Management, LLC Shares Held: 23.3K ($1.16M)
Q3 2025
Founders Financial Securities LLC Shares Held: 13.2K ($656K)
Q3 2025
One Ascent Wealth Management LLC Shares Held: 4.09K ($203K)
Q3 2025
Aj Advisors, LLC Shares Held: 5.02K ($249K)

About PFRL

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