Institutional shares held 36.8 Million
0 calls
0 puts
Total value of holdings $1.38B
$0 calls
$0 puts
# of Institutions 119


Latest Institutional Activity in PVAL

Top Purchases

Q1 2025
Harbor Group, Inc. Shares Held: 749K ($28.2M)
Q1 2025
Baker Tilly Wealth Management, LLC Shares Held: 284K ($10.7M)
Q1 2025
Ivc Wealth Advisors LLC Shares Held: 183K ($6.87M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.88M ($70.9M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 368K ($13.9M)

Top Sells

Q1 2025
Ggm Financials LLC Shares Held: 59.2K ($2.23M)
Q1 2025
Brand Asset Management Group, Inc. Shares Held: 11.8K ($445K)
Q4 2024
Turtle Creek Wealth Advisors, LLC Shares Held: 51.6K ($1.94M)
Q4 2024
Patriot Financial Group Insurance Agency, LLC Shares Held: 111K ($4.17M)
Q4 2024
Provident Wealth Management, LLC Shares Held: 87.1K ($3.28M)

About PVAL

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