Institutional shares held 11.4 Million
0 calls
0 puts
Total value of holdings $693M
$0 calls
$0 puts
# of Institutions 167


Latest Institutional Activity in PWV

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 258K ($15.7M)
Q4 2024
Morgan Stanley Shares Held: 3.67M ($223M)
Q4 2024
Stonebridge Financial Group, LLC Shares Held: 109K ($6.64M)
Q4 2024
Atlas Private Wealth Advisors Shares Held: 277K ($16.9M)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 65.6K ($3.99M)

Top Sells

Q4 2024
Pfg Private Wealth Management, LLC Shares Held: 782 ($47.5K)
Q4 2024
Lpl Financial LLC Shares Held: 1.05M ($64M)
Q4 2024
Good Life Advisors, LLC Shares Held: 64.7K ($3.93M)
Q4 2024
Iag Wealth Partners, LLC Shares Held: 283K ($17.2M)
Q4 2024
Goldman Sachs Group Inc Shares Held: 9.24K ($562K)

About PWV

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