Institutional shares held 15.2 Million
0 calls
0 puts
Total value of holdings $298M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in PFLD

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 165K ($3.22M)
Q2 2025
Global Financial Private Client, LLC Shares Held: 22.2K ($434K)
Q2 2025
Alpine Bank Wealth Management Shares Held: 5.19K ($101K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 26.9K ($526K)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 89.3K ($1.75M)

Top Sells

Q2 2025
Sound Income Strategies, LLC Shares Held: 258K ($5.05M)
Q2 2025
Oregon Pacific Wealth Management, LLC Shares Held: 19K ($371K)
Q1 2025
Coppell Advisory Solutions LLC Shares Held: 75.8K ($1.48M)
Q1 2025
Stifel Financial Corp Shares Held: 285K ($5.58M)
Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 15.8K ($309K)

About PFLD

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