Institutional shares held 5.49 Million
0 calls
0 puts
Total value of holdings $509M
$0 calls
$0 puts
# of Institutions 163


Latest Institutional Activity in PWB

Top Purchases

Q1 2024
Ethos Financial Group, LLC Shares Held: 93.5K ($8.68M)
Q1 2024
Regal Investment Advisors LLC Shares Held: 70.5K ($6.55M)
Q1 2024
Raymond James & Associates Shares Held: 400K ($37.2M)
Q1 2024
Firestone Capital Management Shares Held: 36.4K ($3.38M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 96.4K ($8.95M)

Top Sells

Q1 2024
United Capital Financial Advisers, LLC Shares Held: 72.4K ($6.72M)
Q1 2024
Morgan Stanley Shares Held: 718K ($66.6M)
Q1 2024
Geo Wealth Management, LLC Shares Held: 0 ($0)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 32.6K ($3.03M)
Q1 2024
Commonwealth Equity Services, LLC Shares Held: 110K ($10.2M)

About PWB

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