Institutional shares held 23.2 Million
44.5K calls
18.6K puts
Total value of holdings $563M
$1.08M calls
$452K puts
# of Institutions 123


Latest Institutional Activity in PWZ

Top Purchases

Q3 2025
Cerity Partners LLC Shares Held: 41.8K ($1.02M)
Q3 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 77.6K ($1.89M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 10.4K ($253K)
Q3 2025
Private Client Services, LLC Shares Held: 8.9K ($216K)
Q3 2025
Simpli Fi, Inc. Shares Held: 69K ($1.68M)

Top Sells

Q3 2025
Miracle Mile Advisors, LLC Shares Held: 1.37M ($33.4M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 59.4K ($1.44M)
Q3 2025
Steel Peak Wealth Management LLC Shares Held: 92.8K ($2.26M)
Q3 2025
Pure Financial Advisors, LLC Shares Held: 291K ($7.07M)
Q3 2025
Affinity Capital Advisors, LLC Shares Held: 41.7K ($1.01M)

About PWZ

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