Institutional shares held 14.2 Million
73.6K calls
134K puts
Total value of holdings $251M
$1.31M calls
$2.37M puts
# of Institutions 137


Latest Institutional Activity in PHB

Top Purchases

Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 15.4K ($274K)
Q1 2025
Aurora Private Wealth, Inc. Shares Held: 15K ($266K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 2.07K ($36.8K)
Q1 2025
Consolidated Portfolio Review Corp Shares Held: 13.9K ($246K)
Q1 2025
Nbc Securities, Inc. Shares Held: 1.11K ($19.7K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 22.5K ($400K)
Q1 2025
Seros Financial, LLC Shares Held: 51.7K ($918K)
Q1 2025
Colorado Capital Management, Inc. Shares Held: 202K ($3.59M)
Q1 2025
Moller Financial Services Shares Held: 51.9K ($921K)
Q1 2025
Friedenthal Financial Shares Held: 10.2K ($182K)

About PHB

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