Institutional shares held 36.3 Million
0 calls
0 puts
Total value of holdings $651M
$0 calls
$0 puts
# of Institutions 87

Latest Institutional Activity in PREF

Top Purchases

Q4 2023
Berger Financial Group, Inc Shares Held: 1.39M ($24.9M)
Q4 2023
Bank Of America Corp Shares Held: 5.93M ($107M)
Q4 2023
Ubs Group Ag Shares Held: 6.86M ($123M)
Q4 2023
Wells Fargo & Company Shares Held: 4.46M ($80.2M)
Q4 2023
Cornerstone Wealth Group, LLC Shares Held: 672K ($12.1M)

Top Sells

Q4 2023
Baird Financial Group, Inc. Shares Held: 363K ($6.52M)
Q4 2023
Rogco, LP Shares Held: 286K ($5.13M)
Q4 2023
Envestnet Asset Management Inc Shares Held: 453K ($8.14M)
Q4 2023
Cerity Partners LLC Shares Held: 165K ($2.97M)
Q4 2023
New Edge Advisors, LLC Shares Held: 79K ($1.42M)

About PREF

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