Institutional shares held 2.4 Million
0 calls
0 puts
Total value of holdings $85.7M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in PHDG

Top Purchases

Q2 2025
Sowell Financial Services LLC Shares Held: 77.7K ($2.78M)
Q2 2025
Philip James Wealth Mangement, LLC Shares Held: 115K ($4.11M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 26.6K ($951K)
Q1 2025
Lcnb Corp Shares Held: 126K ($4.5M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 93.7K ($3.35M)

Top Sells

Q2 2025
First Premier Bank Shares Held: 330K ($11.8M)
Q2 2025
Congress Park Capital LLC Shares Held: 6K ($214K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 1.66K ($59.4K)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 43.1K ($1.54M)
Q1 2025
Lpl Financial LLC Shares Held: 109K ($3.91M)

About PHDG

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