Institutional shares held 11 Million
0 calls
0 puts
Total value of holdings $645M
$0 calls
$0 puts
# of Institutions 163


Latest Institutional Activity in PWV

Top Purchases

Q3 2024
Pfg Private Wealth Management, LLC Shares Held: 183K ($10.8M)
Q3 2024
Morgan Stanley Shares Held: 3.41M ($200M)
Q3 2024
Good Life Advisors, LLC Shares Held: 123K ($7.22M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 421K ($24.8M)
Q3 2024
Lpl Financial LLC Shares Held: 1.13M ($66.3M)

Top Sells

Q3 2024
Atlas Private Wealth Advisors Shares Held: 237K ($13.9M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 85.5K ($5.02M)
Q3 2024
Mill Creek Capital Advisors, LLC Shares Held: 69K ($4.05M)
Q3 2024
Arkadios Wealth Advisors Shares Held: 122K ($7.14M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 35.2K ($2.07M)

About PWV

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