Institutional shares held 20.6 Million
0 calls
0 puts
Total value of holdings $408M
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in PCEF

Top Purchases

Q3 2025
Larson Financial Group LLC Shares Held: 892K ($17.7M)
Q3 2025
Sykon Capital LLC Shares Held: 170K ($3.36M)
Q3 2025
Morgan Stanley Shares Held: 2.24M ($44.3M)
Q3 2025
Cetera Investment Advisers Shares Held: 556K ($11M)
Q3 2025
Intrua Financial, LLC Shares Held: 528K ($10.5M)

Top Sells

Q3 2025
Gamma Investing LLC Shares Held: 4.05K ($80.1K)
Q3 2025
Ameriprise Financial Inc Shares Held: 440K ($8.71M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 423K ($8.38M)
Q3 2025
Wells Fargo & Company Shares Held: 1.97M ($39M)
Q3 2025
Creative Planning Shares Held: 40.4K ($799K)

About PCEF

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