Institutional shares held 317 Million
83K calls
100 puts
Total value of holdings $4.13B
$1.08M calls
$1K puts
# of Institutions 448


Latest Institutional Activity in PDBC

Top Purchases

Q2 2025
Olympus Wealth Management, LLC Shares Held: 277K ($3.61M)
Q2 2025
Trust CO Of Oklahoma Shares Held: 46.9K ($611K)
Q2 2025
Patton Fund Management, Inc. Shares Held: 461K ($6M)
Q2 2025
Peak Financial Advisors LLC Shares Held: 16.1K ($209K)
Q2 2025
Org Wealth Partners, LLC Shares Held: 91.2K ($1.19M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.09M ($14.3M)
Q2 2025
Maridea Wealth Management LLC Shares Held: 31.1K ($405K)
Q2 2025
Janney Capital Management LLC Shares Held: 859K ($11.2M)
Q2 2025
Park Avenue Securities LLC Shares Held: 1.83M ($23.8M)
Q2 2025
Wolff Wiese Magana LLC Shares Held: 1.45K ($18.9K)

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