Institutional shares held 2.95 Million
1.5K calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
# of Institutions 118


Latest Institutional Activity in PSJ

Top Purchases

Q1 2025
Berkshire Money Management, Inc. Shares Held: 158K ($0)
Q1 2025
Truist Financial Corp Shares Held: 7.55K ($0)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 5.47K ($0)
Q1 2025
Envestnet Asset Management Inc Shares Held: 10.9K ($0)
Q1 2025
Clear Creek Financial Management, LLC Shares Held: 16.5K ($0)

Top Sells

Q1 2025
Kingsview Wealth Management, LLC Shares Held: 28.6K ($0)
Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 7.92K ($0)
Q1 2025
Pacific Sun Financial Corp Shares Held: 10.8K ($0)
Q1 2025
First Premier Bank Shares Held: 125 ($0)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.8K ($0)

About PSJ

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