Institutional shares held 9.4 Million
0 calls
0 puts
Total value of holdings $439M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in PFM

Top Purchases

Q3 2024
Wells Fargo & Company Shares Held: 382K ($17.8M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 109K ($5.11M)
Q3 2024
Dorsey Wright & Associates Shares Held: 50K ($2.34M)
Q3 2024
Kingswood Wealth Advisors, LLC Shares Held: 45.1K ($2.11M)
Q3 2024
Everstar Asset Management, LLC Shares Held: 41.5K ($1.94M)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 90K ($4.21M)
Q3 2024
Kestra Advisory Services, LLC Shares Held: 12.8K ($599K)
Q3 2024
Bank Of America Corp Shares Held: 271K ($12.7M)
Q3 2024
Flaharty Asset Management, LLC Shares Held: 820K ($38.3M)
Q3 2024
Atlas Private Wealth Advisors Shares Held: 128K ($5.98M)

About PFM

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