Institutional shares held 40.1 Million
0 calls
0 puts
Total value of holdings $744M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in PREF

Top Purchases

Q4 2024
Massmutual Trust CO Fsb Shares Held: 141K ($2.62M)
Q4 2024
Fiduciary Alliance LLC Shares Held: 85.8K ($1.6M)
Q4 2024
Psi Advisors, LLC Shares Held: 217K ($4.05M)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 35.9K ($669K)
Q4 2024
Ehrlich Financial Group Shares Held: 14.9K ($278K)

Top Sells

Q4 2024
Pallas Capital Advisors LLC Shares Held: 61.7K ($1.15M)
Q4 2024
Umb Bank, N.A. Shares Held: 54K ($1.01M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.14M ($21.2M)
Q4 2024
Xml Financial, LLC Shares Held: 19.3K ($359K)
Q3 2024
Envestnet Asset Management Inc Shares Held: 256K ($4.77M)

About PREF

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