Institutional shares held 9.4 Million
0 calls
0 puts
Total value of holdings $451M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in PFM

Top Purchases

Q3 2024
Wells Fargo & Company Shares Held: 382K ($18.4M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 109K ($5.28M)
Q3 2024
Dorsey Wright & Associates Shares Held: 50K ($2.41M)
Q3 2024
Kingswood Wealth Advisors, LLC Shares Held: 45.1K ($2.17M)
Q3 2024
Everstar Asset Management, LLC Shares Held: 41.5K ($2M)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 90K ($4.34M)
Q3 2024
Kestra Advisory Services, LLC Shares Held: 12.8K ($618K)
Q3 2024
Bank Of America Corp Shares Held: 271K ($13.1M)
Q3 2024
Flaharty Asset Management, LLC Shares Held: 820K ($39.5M)
Q3 2024
Atlas Private Wealth Advisors Shares Held: 128K ($6.17M)

About PFM

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