Institutional shares held 12.6 Million
0 calls
0 puts
Total value of holdings $802M
$0 calls
$0 puts
# of Institutions 183


Latest Institutional Activity in PWV

Top Purchases

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 508K ($32.5M)
Q3 2025
Arkadios Wealth Advisors Shares Held: 107K ($6.8M)
Q3 2025
Cullen/Frost Bankers, Inc. Shares Held: 154K ($9.82M)
Q3 2025
Consolidated Planning Corp Shares Held: 17.8K ($1.14M)
Q3 2025
Cx Institutional Shares Held: 1.46K ($93.2K)

Top Sells

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.32K ($468K)
Q3 2025
Philip James Wealth Mangement, LLC Shares Held: 18.2K ($1.17M)
Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 108K ($6.92M)
Q3 2025
Jnba Financial Advisors Shares Held: 19.4K ($1.24M)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 578 ($36.9K)

About PWV

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