Institutional shares held 4.67 Million
9K calls
0 puts
Total value of holdings $584M
$1.12M calls
$0 puts
# of Institutions 241


Latest Institutional Activity in PKW

Top Purchases

Q2 2025
Sovran Advisors, LLC Shares Held: 46K ($5.75M)
Q2 2025
Park Edge Advisors, LLC Shares Held: 16.4K ($2.06M)
Q2 2025
Breakwater Capital Group Shares Held: 20.8K ($2.59M)
Q2 2025
Aaron Wealth Advisors LLC Shares Held: 2.24K ($280K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 1.69K ($211K)

Top Sells

Q1 2025
Elevation Capital Advisory, LLC Shares Held: 5.79K ($724K)
Q1 2025
Truist Financial Corp Shares Held: 72.3K ($9.04M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 66.7K ($8.34M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 13.8K ($1.73M)
Q1 2025
Legacy Capital Wealth Partners, LLC Shares Held: 69.6K ($8.7M)

About PKW

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