Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $276M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in PFLD

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 91.6K ($1.81M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 301K ($5.92M)
Q1 2025
Sound Income Strategies, LLC Shares Held: 261K ($5.13M)
Q1 2025
Webster Bank, N. A. Shares Held: 735 ($14.5K)
Q1 2025
Fiduciary Advisors, Inc. Shares Held: 2.7K ($53.2K)

Top Sells

Q1 2025
Cornerstone Wealth Management, LLC Shares Held: 13.8K ($271K)
Q4 2024
Stifel Financial Corp Shares Held: 332K ($6.54M)
Q4 2024
Cetera Investment Advisers Shares Held: 185K ($3.65M)
Q4 2024
All Square Wealth Management LLC Shares Held: 205K ($4.04M)
Q4 2024
Rockefeller Capital Management L.P. Shares Held: 15.2K ($299K)

About PFLD

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