Institutional shares held 52.7 Million
0 calls
0 puts
Total value of holdings $1.01B
$0 calls
$0 puts
# of Institutions 130


Latest Institutional Activity in PREF

Top Purchases

Q3 2025
Mbl Wealth, LLC Shares Held: 23K ($439K)
Q3 2025
Fiduciary Alliance LLC Shares Held: 118K ($2.26M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 55.6K ($1.06M)
Q3 2025
First Citizens Financial Corp Shares Held: 59.3K ($1.13M)
Q3 2025
Berger Financial Group, Inc Shares Held: 430K ($8.22M)

Top Sells

Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 30.6K ($585K)
Q3 2025
Ehrlich Financial Group Shares Held: 15.1K ($289K)
Q3 2025
Davenport & CO LLC Shares Held: 10.7K ($204K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 732 ($14K)
Q2 2025
Raymond James Financial Inc Shares Held: 1.53M ($29.3M)

About PREF

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