Institutional shares held 9.87 Million
0 calls
0 puts
Total value of holdings $535M
$0 calls
$0 puts
# of Institutions 140


Latest Institutional Activity in PWV

Top Purchases

Q1 2024
Grimes & Company, Inc. Shares Held: 3.91K ($212K)
Q1 2024
Lex Aurum Advisors, LLC Shares Held: 3.83K ($208K)
Q1 2024
Cwm, LLC Shares Held: 261 ($14.1K)
Q4 2023
Cooksen Wealth, LLC Shares Held: 52.3K ($2.83M)
Q4 2023
Mill Creek Capital Advisors, LLC Shares Held: 106K ($5.76M)

Top Sells

Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 7.53K ($408K)
Q4 2023
Atlas Private Wealth Advisors Shares Held: 391K ($21.2M)
Q4 2023
Morris Retirement Advisors, LLC Shares Held: 4.39K ($238K)
Q4 2023
Morgan Stanley Shares Held: 3.48M ($188M)
Q4 2023
Bank Of America Corp Shares Held: 610K ($33.1M)

About PWV

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