Institutional shares held 20.5 Million
12.9K calls
0 puts
Total value of holdings $475M
$298K calls
$0 puts
# of Institutions 129


Latest Institutional Activity in PWZ

Top Purchases

Q1 2025
Susquehanna International Group, LLP Shares Held: 343K ($7.95M)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 1.79M ($41.5M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 1.44M ($33.3M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.43M ($33M)
Q1 2025
First American Trust, Fsb Shares Held: 325K ($7.52M)

Top Sells

Q1 2025
Bank Of America Corp Shares Held: 859K ($19.9M)
Q1 2025
Gamma Investing LLC Shares Held: 19.7K ($456K)
Q1 2025
First Foundation Advisors Shares Held: 1.12M ($25.8M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 13.6K ($314K)
Q1 2025
Mariner, LLC Shares Held: 129K ($2.99M)

About PWZ

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