Institutional shares held 11.8 Million
57.2K calls
116K puts
Total value of holdings $217M
$1.06M calls
$2.13M puts
# of Institutions 134


Latest Institutional Activity in PHB

Top Purchases

Q1 2025
Advisors Preferred, LLC Shares Held: 352K ($6.5M)
Q1 2025
Goldman Sachs Group Inc Shares Held: 95.3K ($1.76M)
Q1 2025
Lpl Financial LLC Shares Held: 845K ($15.6M)
Q1 2025
Ameriprise Financial Inc Shares Held: 266K ($4.91M)
Q1 2025
Wells Fargo & Company Shares Held: 1.39M ($25.7M)

Top Sells

Q1 2025
Bank Of America Corp Shares Held: 328K ($6.05M)
Q1 2025
Anfield Capital Management, LLC Shares Held: 2.41K ($44.4K)
Q1 2025
First International Bank & Trust Shares Held: 21.4K ($395K)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 4.12K ($76K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 326K ($6.01M)

About PHB

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