Institutional shares held 185 Million
375K calls
1.29M puts
Total value of holdings $6.09B
$12.3M calls
$42.3M puts
# of Institutions 1,087


Latest Institutional Activity in PFF

Top Purchases

Q3 2024
First Citizens Bank & Trust CO Shares Held: 434K ($14.2M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 520K ($17.1M)
Q3 2024
Good Life Advisors, LLC Shares Held: 338K ($11.1M)
Q3 2024
Houlihan Financial Resource Group, Ltd. Shares Held: 169K ($5.53M)
Q3 2024
Canandaigua National Bank & Trust CO Shares Held: 140K ($4.61M)

Top Sells

Q3 2024
Insight Wealth Strategies, LLC Shares Held: 685K ($22.5M)
Q3 2024
Dumont & Blake Investment Advisors LLC Shares Held: 86.6K ($2.84M)
Q3 2024
Balanced Wealth Group LLC Shares Held: 126K ($4.14M)
Q3 2024
Forth Right Wealth Management, LLC Shares Held: 103K ($3.38M)
Q3 2024
Keybank National Association Shares Held: 975K ($32M)

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