Institutional shares held 8.55 Million
0 calls
0 puts
Total value of holdings $366M
$0 calls
$0 puts
# of Institutions 127


Latest Institutional Activity in PFM

Top Purchases

Q1 2024
Focus Financial Network, Inc. Shares Held: 113K ($4.86M)
Q1 2024
Flaharty Asset Management, LLC Shares Held: 823K ($35.3M)
Q1 2024
Stratos Wealth Partners, Ltd. Shares Held: 78.7K ($3.37M)
Q1 2024
Warren Averett Asset Management, LLC Shares Held: 58.6K ($2.51M)
Q1 2024
Cetera Investment Advisers Shares Held: 47.3K ($2.03M)

Top Sells

Q1 2024
Atlas Private Wealth Advisors Shares Held: 91.5K ($3.92M)
Q1 2024
Citigroup Inc Shares Held: 2.98K ($127K)
Q1 2024
Lpl Financial LLC Shares Held: 2.33M ($100M)
Q1 2024
Steel Peak Wealth Management LLC Shares Held: 17.3K ($740K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 61.7K ($2.64M)

About PFM

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