Institutional shares held 4.61 Million
9K calls
0 puts
Total value of holdings $547M
$1.07M calls
$0 puts
# of Institutions 236


Latest Institutional Activity in PKW

Top Purchases

Q1 2025
Bank Of America Corp Shares Held: 765K ($90.7M)
Q1 2025
Raymond James Financial Inc Shares Held: 269K ($31.8M)
Q1 2025
New Edge Advisors, LLC Shares Held: 24.2K ($2.87M)
Q1 2025
J.W. Cole Advisors, Inc. Shares Held: 18.8K ($2.23M)
Q1 2025
Kovitz Investment Group Partners, LLC Shares Held: 14.3K ($1.7M)

Top Sells

Q1 2025
Elevation Capital Advisory, LLC Shares Held: 5.79K ($687K)
Q1 2025
Truist Financial Corp Shares Held: 72.3K ($8.58M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 66.7K ($7.92M)
Q1 2025
Park Edge Advisors, LLC Shares Held: 6.06K ($718K)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 13.8K ($1.64M)

About PKW

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