Institutional shares held 11.9 Million
16.4K calls
19K puts
Total value of holdings $222M
$304K calls
$353K puts
# of Institutions 128


Latest Institutional Activity in PHB

Top Purchases

Q3 2025
Asset Allocation Strategies LLC Shares Held: 203K ($3.77M)
Q3 2025
Revolve Wealth Partners, LLC Shares Held: 319K ($5.93M)
Q3 2025
Global Retirement Partners, LLC Shares Held: 152K ($2.83M)
Q3 2025
Prairiewood Capital, LLC Shares Held: 76.1K ($1.41M)
Q3 2025
Mbl Wealth, LLC Shares Held: 357K ($6.64M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 0 ($0)
Q3 2025
Wagner Wealth Management, LLC Shares Held: 38K ($707K)
Q3 2025
Sowell Financial Services LLC Shares Held: 11.6K ($215K)
Q3 2025
Friedenthal Financial Shares Held: 9.82K ($183K)
Q3 2025
Dhjj Financial Advisors, Ltd. Shares Held: 3.11K ($57.9K)

About PHB

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