Institutional shares held 280 Million
4.3K calls
1.1K puts
Total value of holdings $3.77B
$57K calls
$14K puts
# of Institutions 456


Latest Institutional Activity in PDBC

Top Purchases

Q1 2025
Worth Asset Management, LLC Shares Held: 141K ($1.9M)
Q1 2025
Marion Wealth Management Shares Held: 983K ($13.2M)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 6.57M ($88.4M)
Q1 2025
J2 Capital Management Inc Shares Held: 127K ($1.71M)
Q1 2025
Farmers Trust CO Shares Held: 13.5K ($182K)

Top Sells

Q1 2025
Versant Capital Management, Inc Shares Held: 410 ($5.52K)
Q4 2024
Charles Schwab Investment Management Inc Shares Held: 93.8K ($1.26M)
Q4 2024
Wells Fargo & Company Shares Held: 122M ($1.64B)
Q4 2024
Morgan Stanley Shares Held: 18.2M ($246M)
Q4 2024
Lockheed Martin Investment Management CO Shares Held: 1.32M ($17.7M)

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