Institutional shares held 17.4 Million
0 calls
0 puts
Total value of holdings $696M
$0 calls
$0 puts
# of Institutions 220


Latest Institutional Activity in PFEB

Top Purchases

Q3 2025
Advisor Group Holdings, Inc. Shares Held: 1.26M ($50.4M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 83.6K ($3.34M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 37.4K ($1.49M)
Q3 2025
Global Assets Advisory, LLC Shares Held: 37.3K ($1.49M)
Q3 2025
Morgan Stanley Shares Held: 34.8K ($1.39M)

Top Sells

Q3 2025
Old Mission Capital LLC Shares Held: 34.8K ($1.39M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 81.9K ($3.27M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.03M ($41M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 12.5K ($501K)
Q3 2025
Raymond James Financial Inc Shares Held: 292K ($11.7M)

About PFEB

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