Institutional shares held 50.9 Million
0 calls
0 puts
Total value of holdings $961M
$0 calls
$0 puts
# of Institutions 120


Latest Institutional Activity in PREF

Top Purchases

Q2 2025
Fiduciary Alliance LLC Shares Held: 103K ($1.95M)
Q2 2025
Grant Private Wealth Management Inc Shares Held: 11.2K ($211K)
Q2 2025
Pinnacle Bancorp, Inc. Shares Held: 6.14K ($116K)
Q2 2025
Ehrlich Financial Group Shares Held: 16.6K ($313K)
Q1 2025
Permanens Capital L.P. Shares Held: 1.38M ($26.1M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.21M ($22.9M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 915 ($17.3K)
Q2 2025
Massmutual Trust CO Fsb Shares Held: 129K ($2.44M)
Q2 2025
First Citizens Financial Corp Shares Held: 50.8K ($960K)
Q1 2025
Flynn Zito Capital Management, LLC Shares Held: 118K ($2.23M)

About PREF

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