Institutional shares held 24.2 Million
44.5K calls
18.6K puts
Total value of holdings $558M
$1.02M calls
$427K puts
# of Institutions 121


Latest Institutional Activity in PWZ

Top Purchases

Q2 2025
Wealthfront Advisers LLC Shares Held: 5.17M ($119M)
Q2 2025
Syon Capital LLC Shares Held: 1.35M ($31.1M)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 305K ($7M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 1.67M ($38.3M)
Q2 2025
Mercer Global Advisors Inc Shares Held: 1.67M ($38.3M)

Top Sells

Q2 2025
Atlas Legacy Advisors, LLC Shares Held: 17.7K ($406K)
Q2 2025
Susquehanna International Group, LLP Shares Held: 10.2K ($234K)
Q2 2025
Ameriprise Financial Inc Shares Held: 75.4K ($1.74M)
Q2 2025
First Foundation Advisors Shares Held: 953K ($21.9M)
Q2 2025
Bank Of America Corp Shares Held: 699K ($16.1M)

About PWZ

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