Institutional shares held 8.53 Million
0 calls
0 puts
Total value of holdings $321M
$0 calls
$0 puts
# of Institutions 42


Latest Institutional Activity in PVAL

Top Purchases

Q2 2024
Redhawk Wealth Advisors, Inc. Shares Held: 218K ($8.19M)
Q2 2024
Harbor Group, Inc. Shares Held: 41.7K ($1.57M)
Q2 2024
Advisor Net Financial, Inc Shares Held: 83.8K ($3.16M)
Q2 2024
Opal Wealth Advisors, LLC Shares Held: 1.08M ($40.6M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 8.83K ($332K)

Top Sells

Q1 2024
Prosperity Financial Group, Inc. Shares Held: 126K ($4.75M)
Q1 2024
Kestra Advisory Services, LLC Shares Held: 304K ($11.5M)
Q1 2024
Royal Bank Of Canada Shares Held: 172 ($6.48K)
Q1 2024
Kestra Private Wealth Services, LLC Shares Held: 59.3K ($2.23M)
Q1 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 37.1K ($1.4M)

About PVAL

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