Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $779M
$0 calls
$0 puts
# of Institutions 181


Latest Institutional Activity in PWV

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 1.37M ($85.4M)
Q2 2025
Bank Of America Corp Shares Held: 774K ($48.2M)
Q2 2025
Fundamentun, LLC Shares Held: 122K ($7.6M)
Q2 2025
Cetera Investment Advisers Shares Held: 75.3K ($4.69M)
Q2 2025
Firestone Capital Management Shares Held: 37.5K ($2.34M)

Top Sells

Q2 2025
Maia Wealth LLC Shares Held: 3.66K ($228K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 104K ($6.45M)
Q2 2025
Arkadios Wealth Advisors Shares Held: 100K ($6.24M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 15K ($931K)
Q2 2025
Wharton Business Group, LLC Shares Held: 170K ($10.6M)

About PWV

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