Institutional shares held 12.6 Million
0 calls
0 puts
Total value of holdings $833M
$0 calls
$0 puts
# of Institutions 187


Latest Institutional Activity in PWV

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 1.53M ($101M)
Q3 2025
Raymond James Financial Inc Shares Held: 327K ($21.7M)
Q3 2025
Capstone Wealth Management Group, LLC Shares Held: 63.8K ($4.23M)
Q3 2025
Private Advisor Group, LLC Shares Held: 63.5K ($4.21M)
Q3 2025
Bank Of America Corp Shares Held: 816K ($54M)

Top Sells

Q3 2025
Atlas Private Wealth Advisors Shares Held: 220K ($14.6M)
Q3 2025
Morgan Stanley Shares Held: 3.63M ($240M)
Q3 2025
Ameriprise Financial Inc Shares Held: 7.4K ($490K)
Q3 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 29.2K ($1.93M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 82.6K ($5.47M)

About PWV

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