Institutional shares held 20.5 Million
0 calls
0 puts
Total value of holdings $409M
$0 calls
$0 puts
# of Institutions 137


Latest Institutional Activity in PCEF

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 968K ($19.1M)
Q4 2024
Independent Advisor Alliance Shares Held: 625K ($12.3M)
Q4 2024
Wells Fargo & Company Shares Held: 2.24M ($44.2M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 2.44M ($48.2M)
Q4 2024
Royal Bank Of Canada Shares Held: 2.08M ($41.1M)

Top Sells

Q4 2024
Ameriprise Financial Inc Shares Held: 1.66M ($32.8M)
Q4 2024
Ubs Group Ag Shares Held: 333K ($6.57M)
Q4 2024
Beck Bode, LLC Shares Held: 52K ($1.03M)
Q4 2024
Creative Planning Shares Held: 76.9K ($1.52M)
Q4 2024
High Tower Advisors, LLC Shares Held: 177K ($3.49M)

About PCEF

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