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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
13 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
195 filers reported a long position in PWV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| MORGAN STANLEY | $279.9M | 3.7M | +4.6% |
| LPL Financial LLC | $172M | 2.3M | +11.3% |
| BANK OF AMERICA CORP /DE/ | $62.7M | 827.8K | +0.8% |
| RAYMOND JAMES FINANCIAL INC | $42.8M | 564.6K | +4.6% |
| Arkadios Wealth Advisors | $35M | 461.9K | +19.4% |
| UBS Group AG | $34M | 448.4K | -3.6% |
| IAG Wealth Partners, LLC | $25M | 330.1K | +2.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.8M | 287.2K | -14.9% |
| Atlas Private Wealth Advisors | $18.7M | 246.9K | +3.1% |
| Waverly Advisors, LLC | $17M | 224.4K | +1,259.2% |
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