Institutional shares held 100 Million
0 calls
455K puts
Total value of holdings $4.39B
$0 calls
$19.9M puts
# of Institutions 216


Latest Institutional Activity in PVAL

Top Purchases

Q4 2025
Auctus Advisors LLC Shares Held: 957K ($41.8M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 398K ($17.4M)
Q4 2025
Embree Financial Group Shares Held: 607K ($26.5M)
Q4 2025
Cwm, LLC Shares Held: 3.25M ($142M)
Q4 2025
Fundamentun, LLC Shares Held: 177K ($7.73M)

Top Sells

Q4 2025
Prosperity Financial Group, Inc. Shares Held: 153K ($6.68M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 4.74K ($207K)
Q4 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 130K ($5.69M)
Q4 2025
Sentinel Pension Advisors Inc Shares Held: 10.9K ($474K)
Q4 2025
Northwest Capital Management Inc Shares Held: 1.29K ($56.5K)

About PVAL

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