Pfg Investments, LLC Purchases in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OVID
Ovid Therapeutics Inc.

Healthcare
14K
New
$0.26 - $0.35 $3.63K - $4.89K
14K $4.61M
ONCY
Oncolytics Biotech Inc

Healthcare
1K
+ 7.74%
$0.33 - $0.77 $330 - $770
13.9K $10.8M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
472
+ 0.78%
$25.69 - $26.9 $12.1K - $12.7K
61.3K $1.63B
NAK
Northern Dynasty Minerals LTD

Basic Materials
1K
+ 10.0%
$0.8 - $1.55 $800 - $1.55K
11K $14.7M
STAG
Stag Industrial, Inc.

Real Estate
53
+ 0.64%
$30.08 - $37.02 $1.59K - $1.96K
8.36K $303M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1
+ 0.01%
$21.85 - $22.76 $21.9 - $22.8
10.5K $238M
Mobix Labs Inc
6.35K
+ 47.73%
N/A
19.7K $15M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
3
+ 0.03%
$25.57 - $29.33 $76.7 - $88
9.02K $260M
FT
Franklin Universal Trust

Financial Services
190
+ 1.63%
$6.95 - $7.62 $1.32K - $1.45K
11.8K $90.3M
ITW
Illinois Tool Works Inc

Industrials
19
+ 0.57%
$218.41 - $252.43 $4.15K - $4.8K
3.37K $833M
Ashford Hospitality Tr Inc
2.63K
+ 21.47%
N/A
14.9K $89.6M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1.5K
+ 6.58%
$12.22 - $13.5 $18.3K - $20.3K
24.3K $307M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
273
+ 0.68%
$8.06 - $8.67 $2.2K - $2.37K
40.4K $345M
TMUS
T Mobile Us, Inc.

Communication Services
176
+ 12.25%
$220.99 - $268.54 $38.9K - $47.3K
1.61K $384M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
413
+ 1.17%
$8.43 - $8.77 $3.48K - $3.62K
35.8K $311M
Global X Fds
7
+ 0.21%
N/A
3.38K $339M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
71
+ 0.61%
$5.17 - $5.91 $367 - $420
11.6K $68.6M
PRU
Prudential Financial Inc

Financial Services
264
+ 4.0%
$95.12 - $112.71 $25.1K - $29.8K
6.86K $737M
XPEV
Xpeng Inc.

Consumer Cyclical
2K
+ 16.03%
$16.42 - $22.25 $32.8K - $44.5K
14.5K $259M
XLP
Consumer Staples Sector Spdr

ETFs
126
+ 0.79%
N/A
16K $1.3B
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1.76K
+ 7.28%
$11.76 - $13.64 $20.7K - $24K
26K $330M
BDX
Becton Dickinson & CO

Healthcare
641
+ 32.7%
$165.15 - $226.42 $106K - $145K
2.6K $448M
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
1K
+ 7.69%
$13.89 - $15.26 $13.9K - $15.3K
14K $197M
LCID
Lucid Group, Inc.

Consumer Cyclical
1.15K
+ 9.73%
$2.1 - $2.96 $2.42K - $3.42K
13K $27.5M
OTIS
Otis Worldwide Corp

Industrials
121
+ 3.66%
$90.88 - $104.3 $11K - $12.6K
3.43K $339M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
374
+ 0.51%
$1.85 - $2.65 $692 - $991
74.3K $182M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
252
+ 2.26%
$9.36 - $10.03 $2.36K - $2.53K
11.4K $109M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
2
+ 0.0%
$8.4 - $8.8 $16.8 - $17.6
73.1K $641M
Gsk PLC
16
+ 0.16%
N/A
10.1K $386M
LAND
Gladstone Land Corp

Real Estate
1.24K
+ 2.81%
$8.95 - $10.51 $11.1K - $13K
45.1K $459M
PECO
Phillips Edison & Company, Inc.

Real Estate
1.05K
+ 3.85%
$33.53 - $37.33 $35.3K - $39.3K
28.4K $996M
HYD
Vaneck High Yield Muni ETF

ETFs
18
+ 0.41%
$49.08 - $51.35 $883 - $924
4.4K $221M
WEA
Western Asset Premier Bond Fund

Financial Services
23
+ 0.19%
$10.28 - $11.05 $236 - $254
12K $131M
TM
Toyota Motor Corp

Consumer Cyclical
14
+ 0.92%
$158.63 - $195.39 $2.22K - $2.74K
1.54K $266M
KIE
Spdr S&P Insurance ETF

ETFs
3
+ 0.05%
$53.63 - $61.12 $161 - $183
5.77K $344M
BBDC
Barings Bdc, Inc.

Financial Services
213
+ 1.27%
$7.89 - $9.51 $1.68K - $2.03K
17K $156M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
3
+ 0.03%
$3.9 - $4.7 $11.7 - $14.1
10.7K $44.1M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
76
+ 0.65%
$8.83 - $9.85 $671 - $749
11.8K $108M
WAT
Waters Corp

Healthcare
60
+ 4.37%
$307.71 - $366.67 $18.5K - $22K
1.43K $500M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
342
+ 9.36%
$78.47 - $92.25 $26.8K - $31.5K
4K $324M
TSE
Trinseo PLC

Basic Materials
2
+ 0.01%
$2.45 - $4.33 $4.9 - $8.66
14K $43.7M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
114
+ 0.36%
$11.34 - $12.35 $1.29K - $1.41K
32K $381M
OGE
Oge Energy Corp.

Utilities
30
+ 0.48%
$42.23 - $46.38 $1.27K - $1.39K
6.34K $281M
BGNE
Bei Gene, Ltd.

Healthcare
75
+ 8.24%
N/A
985 $238M
K
Kellogg CO

Consumer Defensive
14
+ 0.37%
$77.85 - $82.88 $1.09K - $1.16K
3.83K $305M
EBC
Eastern Bankshares, Inc.

Financial Services
216
+ 1.72%
$14.18 - $16.5 $3.06K - $3.56K
12.8K $195M
APLE
Apple Hospitality Reit, Inc.

Real Estate
460
+ 3.48%
$10.66 - $12.92 $4.9K - $5.94K
13.7K $160M
AEE
Ameren Corp

Utilities
10
+ 0.34%
$94.23 - $101.68 $942 - $1.02K
2.92K $280M
Ckx Lds Inc
200
+ 1.67%
N/A
12.2K $130M
Activity Summary
Buys All Purchases 605 New Holdings 121 Increased Positions 484 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 0
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