Institutional shares held 12 Million
0 calls
0 puts
Total value of holdings $724M
$0 calls
$0 puts
# of Institutions 173


Latest Institutional Activity in PWV

Top Purchases

Q1 2025
Atlas Private Wealth Advisors Shares Held: 457K ($27.6M)
Q1 2025
Lpl Financial LLC Shares Held: 1.22M ($73.8M)
Q1 2025
Morgan Stanley Shares Held: 3.73M ($226M)
Q1 2025
Ameriprise Financial Inc Shares Held: 58.1K ($3.51M)
Q1 2025
Equitable Holdings, Inc. Shares Held: 105K ($6.35M)

Top Sells

Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 110K ($6.66M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 58.2K ($3.52M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 141K ($8.5M)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 6.93K ($419K)
Q1 2025
Arkadios Wealth Advisors Shares Held: 113K ($6.8M)

About PWV

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