Institutional shares held 7.25 Million
0 calls
0 puts
Total value of holdings $871M
$0 calls
$0 puts
# of Institutions 200


Latest Institutional Activity in PWB

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 1.06M ($128M)
Q2 2025
Elevation Capital Advisory, LLC Shares Held: 76.5K ($9.19M)
Q2 2025
Win Advisors, Inc Shares Held: 121K ($14.5M)
Q2 2025
Morgan Stanley Shares Held: 839K ($101M)
Q2 2025
Ethos Financial Group, LLC Shares Held: 64.8K ($7.79M)

Top Sells

Q2 2025
Goldman Sachs Group Inc Shares Held: 103K ($12.3M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 29.5K ($3.55M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 250K ($30.1M)
Q2 2025
Spire Wealth Management Shares Held: 24.2K ($2.91M)
Q2 2025
United Capital Financial Advisers, LLC Shares Held: 40.2K ($4.82M)

About PWB

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