Institutional shares held 135 Million
1.3K calls
500 puts
Total value of holdings $5.1B
$49K calls
$18K puts
# of Institutions 567


Latest Institutional Activity in PRF

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 6.86M ($259M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.68M ($101M)
Q1 2025
Charles Schwab Trust CO Shares Held: 549K ($20.7M)
Q1 2025
Breakwater Capital Group Shares Held: 484K ($18.3M)
Q1 2025
Prosperity Wealth Management, Inc. Shares Held: 24.7K ($934K)

Top Sells

Q1 2025
Whipplewood Advisors, LLC Shares Held: 600 ($22.7K)
Q1 2025
Grimes & Company, Inc. Shares Held: 798K ($30.1M)
Q1 2025
Marion Wealth Management Shares Held: 155K ($5.87M)
Q1 2025
Kwb Wealth Shares Held: 78.2K ($2.95M)
Q1 2025
Insigneo Advisory Services, LLC Shares Held: 7.24K ($273K)

About PRF

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