Institutional shares held 24.9 Million
0 calls
0 puts
Total value of holdings $458M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in PCEF

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 2.63M ($48.6M)
Q1 2025
Larson Financial Group LLC Shares Held: 58K ($1.07M)
Q1 2025
Adell Harriman & Carpenter Inc Shares Held: 119K ($2.19M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 234K ($4.31M)
Q1 2025
Oppenheimer & CO Inc Shares Held: 62.7K ($1.16M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 220K ($4.06M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 439K ($8.09M)
Q1 2025
Goldstone Financial Group, LLC Shares Held: 54.3K ($1M)
Q1 2025
Future Financial Wealth Managment LLC Shares Held: 54.3K ($1M)
Q1 2025
Spire Wealth Management Shares Held: 250 ($4.61K)

About PCEF

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