Institutional shares held 14.9 Million
0 calls
0 puts
Total value of holdings $271M
$0 calls
$0 puts
# of Institutions 127


Latest Institutional Activity in PHB

Top Purchases

Q4 2024
Seros Financial, LLC Shares Held: 55.1K ($1M)
Q4 2024
Capital Planning LLC Shares Held: 16.1K ($294K)
Q4 2024
Moller Financial Services Shares Held: 53.2K ($969K)
Q4 2024
Colorado Capital Management, Inc. Shares Held: 205K ($3.73M)
Q4 2024
Prairiewood Capital, LLC Shares Held: 56.6K ($1.03M)

Top Sells

Q4 2024
Atomi Financial Group, Inc. Shares Held: 16.2K ($294K)
Q4 2024
Omega Financial Group, LLC Shares Held: 119K ($2.17M)
Q4 2024
Great Waters Wealth Management Shares Held: 47K ($856K)
Q3 2024
Invesco Ltd. Shares Held: 1.46M ($26.6M)
Q3 2024
Morgan Stanley Shares Held: 387K ($7.05M)

About PHB

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