Institutional shares held 51.2 Million
0 calls
0 puts
Total value of holdings $968M
$0 calls
$0 puts
# of Institutions 127


Latest Institutional Activity in PREF

Top Purchases

Q2 2025
Kwb Wealth Shares Held: 209K ($3.96M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 403K ($7.63M)
Q2 2025
Bensler, LLC Shares Held: 582K ($11M)
Q2 2025
Essex Financial Services, Inc. Shares Held: 47.4K ($895K)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 43.9K ($829K)

Top Sells

Q2 2025
Tyche Wealth Partners LLC Shares Held: 408K ($7.71M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.21M ($22.9M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 915 ($17.3K)
Q2 2025
Legacy Bridge, LLC Shares Held: 130K ($2.46M)
Q2 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 36.2K ($683K)

About PREF

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