Institutional shares held 282 Million
4.3K calls
1.1K puts
Total value of holdings $3.63B
$55K calls
$14K puts
# of Institutions 461


Latest Institutional Activity in PDBC

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 1.49M ($18.5M)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 704K ($8.73M)
Q1 2025
Liquid Strategies, LLC Shares Held: 240K ($2.97M)
Q1 2025
Worth Asset Management, LLC Shares Held: 141K ($1.75M)
Q1 2025
Davenport & CO LLC Shares Held: 137K ($1.7M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 3.58M ($44.4M)
Q1 2025
Lfa Lugano Financial Advisors Sa Shares Held: 109K ($1.36M)
Q1 2025
Blb&B Advisors, LLC Shares Held: 16.1K ($200K)
Q1 2025
Principal Financial Group Inc Shares Held: 872K ($10.8M)
Q1 2025
Keybank National Association Shares Held: 268K ($3.32M)

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