Institutional shares held 7.5 Million
0 calls
0 puts
Total value of holdings $945M
$0 calls
$0 puts
# of Institutions 202


Latest Institutional Activity in PWB

Top Purchases

Q3 2025
Act Wealth Management, LLC Shares Held: 195K ($24.5M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 8.35K ($1.05M)
Q3 2025
Secure Asset Management, LLC Shares Held: 2.55K ($321K)
Q3 2025
Avaii Wealth Management, LLC Shares Held: 1.69K ($213K)
Q3 2025
Fifth Third Securities, Inc. Shares Held: 9K ($1.13M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 63.5K ($8M)
Q3 2025
Prism Advisors, Inc. Shares Held: 24.4K ($3.08M)
Q3 2025
Private Trust CO Na Shares Held: 2.82K ($355K)
Q3 2025
Founders Financial Securities LLC Shares Held: 6.5K ($819K)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 14.2K ($1.79M)

About PWB

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