Institutional shares held 6.25 Million
0 calls
0 puts
Total value of holdings $623M
$0 calls
$0 puts
# of Institutions 179


Latest Institutional Activity in PWB

Top Purchases

Q1 2025
Win Advisors, Inc Shares Held: 47.4K ($4.72M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 261K ($26M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 9.85K ($981K)
Q1 2025
Keybank National Association Shares Held: 9.93K ($989K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 106K ($10.5M)

Top Sells

Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 22K ($2.19M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 3.73K ($371K)
Q1 2025
Apollon Wealth Management, LLC Shares Held: 14.6K ($1.45M)
Q1 2025
Spire Wealth Management Shares Held: 34.4K ($3.42M)
Q1 2025
Cwm, LLC Shares Held: 66.3K ($6.6M)

About PWB

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