Institutional shares held 298,559
0 calls
0 puts
Total value of holdings $27.6M
$0 calls
$0 puts
# of Institutions 60


Latest Institutional Activity in PSR

Top Purchases

Q3 2025
Long View Wealth Management Shares Held: 2.24K ($207K)
Q3 2025
Independent Wealth Network Inc. Shares Held: 4.09K ($378K)
Q3 2025
Global Retirement Partners, LLC Shares Held: 600 ($55.5K)
Q3 2025
Montz Harcus Wealth Management LLC Shares Held: 9.12K ($843K)
Q3 2025
Cx Institutional Shares Held: 267 ($24.7K)

Top Sells

Q3 2025
Aa Financial Advisors, LLC Shares Held: 7.88K ($729K)
Q3 2025
Merit Financial Group, LLC Shares Held: 4.98K ($460K)
Q2 2025
Wells Fargo & Company Shares Held: 1.97K ($182K)
Q2 2025
Lpl Financial LLC Shares Held: 18.5K ($1.71M)
Q2 2025
Morgan Stanley Shares Held: 22.1K ($2.04M)

About PSR

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