Institutional shares held 9.86 Million
0 calls
0 puts
Total value of holdings $478M
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in PFM

Top Purchases

Q2 2025
Sovran Advisors, LLC Shares Held: 4.75K ($230K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.1K ($492K)
Q2 2025
Focus Financial Network, Inc. Shares Held: 113K ($5.5M)
Q2 2025
Bfsg, LLC Shares Held: 293 ($14.2K)
Q2 2025
Parallel Advisors, LLC Shares Held: 373 ($18.1K)

Top Sells

Q2 2025
Capital Advisory Group Advisory Services, LLC Shares Held: 54.3K ($2.63M)
Q2 2025
Nova Wealth Management, Inc. Shares Held: 2.26K ($110K)
Q1 2025
Flaharty Asset Management, LLC Shares Held: 472K ($22.9M)
Q1 2025
Citigroup Inc Shares Held: 2.98K ($144K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 21.9K ($1.06M)

About PFM

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