Institutional shares held 1.08 Million
0 calls
0 puts
Total value of holdings $105M
$0 calls
$0 puts
# of Institutions 91


Latest Institutional Activity in PKB

Top Purchases

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.62K ($543K)
Q3 2025
One Ascent Financial Services LLC Shares Held: 3.55K ($342K)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 2.44K ($236K)
Q3 2025
Accel Wealth Management Shares Held: 7.51K ($725K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 9.75K ($941K)

Top Sells

Q3 2025
Silver Oak Securities, Inc Shares Held: 2.34K ($226K)
Q3 2025
Pfg Investments, LLC Shares Held: 2.97K ($287K)
Q3 2025
Spire Wealth Management Shares Held: 571 ($55.1K)
Q3 2025
Great Diamond Partners, LLC Shares Held: 26.6K ($2.57M)
Q3 2025
Wmg Financial Advisors, LLC Shares Held: 3.62K ($349K)

About PKB

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