Institutional shares held 11.8 Million
57.2K calls
116K puts
Total value of holdings $217M
$1.06M calls
$2.13M puts
# of Institutions 133


Latest Institutional Activity in PHB

Top Purchases

Q2 2025
Prairiewood Capital, LLC Shares Held: 70K ($1.29M)
Q2 2025
Colorado Capital Management, Inc. Shares Held: 206K ($3.81M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 26.7K ($493K)
Q2 2025
Soa Wealth Advisors, Llc. Shares Held: 3.63K ($66.9K)
Q2 2025
Moller Financial Services Shares Held: 51.9K ($957K)

Top Sells

Q2 2025
Td Private Client Wealth LLC Shares Held: 23.2K ($427K)
Q2 2025
First International Bank & Trust Shares Held: 15.8K ($291K)
Q2 2025
Mc Adam, LLC Shares Held: 56.5K ($1.04M)
Q2 2025
Truist Financial Corp Shares Held: 282K ($5.2M)
Q2 2025
Wagner Wealth Management, LLC Shares Held: 40.4K ($745K)

About PHB

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