Institutional shares held 23.1 Million
0 calls
0 puts
Total value of holdings $1.04B
$0 calls
$0 puts
# of Institutions 324


Latest Institutional Activity in PRFZ

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 23.1K ($1.04M)
Q3 2025
Three Bridge Wealth Advisors, LLC Shares Held: 267K ($12.1M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 490K ($22.1M)
Q3 2025
Legacy Trust Shares Held: 17.1K ($771K)
Q3 2025
Stonebridge Financial Group, LLC Shares Held: 692K ($31.3M)

Top Sells

Q3 2025
Arbor Investment Advisors, LLC Shares Held: 776K ($35M)
Q3 2025
Cerity Partners LLC Shares Held: 121K ($5.49M)
Q3 2025
Legacy Private Trust Co. Shares Held: 76.8K ($3.47M)
Q3 2025
Accredited Investors Inc. Shares Held: 186K ($8.42M)
Q3 2025
Marquette Asset Management, LLC Shares Held: 18.9K ($855K)

About PRFZ

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