Institutional shares held 1.88 Million
0 calls
0 puts
Total value of holdings $94.2M
$0 calls
$0 puts
# of Institutions 27


Latest Institutional Activity in PFRL

Top Purchases

Q2 2025
Moody National Bank Trust Division Shares Held: 125K ($6.27M)
Q1 2025
Arete Wealth Advisors, LLC Shares Held: 704K ($35.2M)
Q1 2025
Rovin Capital Shares Held: 62.9K ($3.15M)
Q1 2025
Assured Partners Investment Advisors, LLC Shares Held: 62.6K ($3.13M)
Q1 2025
Wright Fund Management, LLC Shares Held: 36.9K ($1.85M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 107K ($5.34M)
Q2 2025
Sheets Smith Wealth Management Shares Held: 17.9K ($898K)
Q2 2025
Secure Asset Management, LLC Shares Held: 9.28K ($464K)
Q1 2025
Founders Financial Securities LLC Shares Held: 20.1K ($1M)
Q1 2025
Jane Street Group, LLC Shares Held: 50.4K ($2.52M)

About PFRL

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