Institutional shares held 47 Million
0 calls
0 puts
Total value of holdings $866M
$0 calls
$0 puts
# of Institutions 109


Latest Institutional Activity in PREF

Top Purchases

Q1 2025
Gsb Wealth Management, LLC Shares Held: 193K ($3.56M)
Q1 2025
Bensler, LLC Shares Held: 521K ($9.6M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.23M ($22.7M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 43.4K ($800K)
Q1 2025
Signature Securities Group Corporation Shares Held: 77.7K ($1.43M)

Top Sells

Q1 2025
Whipplewood Advisors, LLC Shares Held: 700 ($12.9K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 14.3K ($263K)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 133K ($2.45M)
Q1 2025
Ibex Wealth Advisors Shares Held: 93.5K ($1.72M)
Q1 2025
Ehrlich Financial Group Shares Held: 14.7K ($271K)

About PREF

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