Institutional shares held 12 Million
0 calls
0 puts
Total value of holdings $750M
$0 calls
$0 puts
# of Institutions 173


Latest Institutional Activity in PWV

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 24.3K ($1.52M)
Q2 2025
Wealth Group LTD Shares Held: 3.3K ($206K)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 10.3K ($644K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 4.13K ($258K)
Q2 2025
Philip James Wealth Mangement, LLC Shares Held: 23.8K ($1.49M)

Top Sells

Q2 2025
Institute For Wealth Management, Llc. Shares Held: 14.3K ($895K)
Q2 2025
Sea Crest Wealth Management, LLC Shares Held: 4.17K ($261K)
Q2 2025
Consolidated Planning Corp Shares Held: 16.3K ($1.02M)
Q2 2025
Org Wealth Partners, LLC Shares Held: 758 ($47.4K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 58.2K ($3.64M)

About PWV

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