Institutional shares held 40.5 Million
0 calls
0 puts
Total value of holdings $758M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in PREF

Top Purchases

Q3 2024
Bank Of America Corp Shares Held: 8M ($150M)
Q3 2024
Morgan Stanley Shares Held: 5.29M ($99M)
Q3 2024
Benjamin Edwards Inc Shares Held: 744K ($13.9M)
Q3 2024
Lpl Financial LLC Shares Held: 1.66M ($31.1M)
Q3 2024
Ubs Group Ag Shares Held: 6.52M ($122M)

Top Sells

Q3 2024
Pallas Capital Advisors LLC Shares Held: 343K ($6.43M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 256K ($4.8M)
Q3 2024
Principal Securities, Inc. Shares Held: 219K ($4.11M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.14M ($21.4M)
Q3 2024
Truist Financial Corp Shares Held: 113K ($2.12M)

About PREF

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