Institutional shares held 37.4 Million
0 calls
0 puts
Total value of holdings $686M
$0 calls
$0 puts
# of Institutions 89


Latest Institutional Activity in PREF

Top Purchases

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.29M ($23.7M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 395K ($7.24M)
Q2 2024
Pallas Capital Advisors LLC Shares Held: 1.44M ($26.4M)
Q2 2024
Raymond James & Associates Shares Held: 980K ($18M)
Q2 2024
Tyche Wealth Partners LLC Shares Held: 588K ($10.8M)

Top Sells

Q2 2024
Meadow Creek Wealth Advisors LLC Shares Held: 82.5K ($1.51M)
Q2 2024
Dearborn Partners LLC Shares Held: 106K ($1.94M)
Q2 2024
First Citizens Financial Corp Shares Held: 51.6K ($945K)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 11.6K ($213K)
Q2 2024
Gilliland Jeter Wealth Management LLC Shares Held: 80.9K ($1.48M)

About PREF

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