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Funds Holding PBD

On this page, we present all of the funds holding PBD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PBD, with a link to that fund's top holdings. The next columns indicate the amount of PBD stock held by each of the funds holding PBD, followed by the PBD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 73 funds holding PBD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding PBD), click the fund name in the "Holder" column of the funds-holding-PBD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley312,558$4,992 12/31/2023
     PBD312,558$4,992 12/31/2023
Ameritas Advisory Services LLC212,487$3,393 12/31/2023
     PBD212,487$3,393 12/31/2023
Jane Street Group LLC199,202$3,181 12/31/2023
     PBD199,202$3,181 12/31/2023
Mercer Global Advisors Inc. ADV119,605$1,910 12/31/2023
     PBD119,605$1,910 12/31/2023
LPL Financial LLC99,426$1,588 12/31/2023
     PBD99,426$1,588 12/31/2023
Ameriprise Financial Inc.70,158$1,119 12/31/2023
     PBD70,158$1,119 12/31/2023
OLD Mission Capital LLC62,835$1,003 12/31/2023
     PBD62,835$1,003 12/31/2023
Commonwealth Equity Services LLC58,775$939 12/31/2023
     PBD58,775$939 12/31/2023
Compagnie Lombard Odier SCmA58,400$933 12/31/2023
     PBD58,400$933 12/31/2023
UBS Group AG53,605$856 12/31/2023
     PBD53,605$856 12/31/2023
Johnson Financial Group LLC53,383$853 12/31/2023
     PBD53,383$853 12/31/2023
Financial Engines Advisors L.L.C.51,228$818 12/31/2023
     PBD51,228$818 12/31/2023
Colorado Capital Management Inc.51,546$729 03/31/2024
     PBD51,546$729 03/31/2024
JFS Wealth Advisors LLC36,697$586 12/31/2023
     PBD36,697$586 12/31/2023
Royal Bank of Canada36,401$581 12/31/2023
     PBD36,401$581 12/31/2023
Harel Insurance Investments & Financial Services Ltd.35,640$569 12/31/2023
     PBD35,640$569 12/31/2023
Pathstone Holdings LLC35,657$569 12/31/2023
     PBD35,657$569 12/31/2023
Stifel Financial Corp35,044$560 12/31/2023
     PBD35,044$560 12/31/2023
IHT Wealth Management LLC31,998$511 12/31/2023
     PBD31,998$511 12/31/2023
Raymond James Financial Services Advisors Inc.29,665$474 12/31/2023
     PBD29,665$474 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.27,225$435 12/31/2023
     PBD27,225$435 12/31/2023
Trust Co. of Vermont26,555$424 12/31/2023
     PBD26,555$424 12/31/2023
Modera Wealth Management LLC26,380$421 12/31/2023
     PBD26,380$421 12/31/2023
Wells Fargo & Company MN26,188$418 12/31/2023
     PBD26,188$418 12/31/2023
JPMorgan Chase & Co.25,885$413 12/31/2023
     PBD25,885$413 12/31/2023
Ramirez Asset Management Inc.23,771$380 12/31/2023
     PBD23,771$380 12/31/2023
Joel Isaacson & Co. LLC22,647$362 12/31/2023
     PBD22,647$362 12/31/2023
Advisor Group Holdings Inc.18,901$302 12/31/2023
     PBD18,901$302 12/31/2023
Perigon Wealth Management LLC18,218$291 12/31/2023
     PBD18,218$291 12/31/2023
Citadel Advisors LLC13,170$210 12/31/2023
     PBD13,170$210 12/31/2023
Mather Group LLC.14,580$206 03/31/2024
     PBD14,580$206 03/31/2024
Pettinga Financial Advisors LLC11,754$166 03/31/2024
     PBD11,754$166 03/31/2024
Two Sigma Securities LLC10,321$165 12/31/2023
     PBD10,321$165 12/31/2023
Running Point Capital Advisors LLC9,231$147 12/31/2023
     PBD9,231$147 12/31/2023
GWM Advisors LLC7,886$126 12/31/2023
     PBD7,886$126 12/31/2023
US Bancorp DE7,592$121 12/31/2023
     PBD7,592$121 12/31/2023
SOA Wealth Advisors LLC.8,380$119 03/31/2024
     PBD8,380$119 03/31/2024
Citigroup Inc.6,988$112 12/31/2023
     PBD6,988$112 12/31/2023
Princeton Global Asset Management LLC6,491$104 12/31/2023
     PBD6,491$104 12/31/2023
CWM LLC5,741$81 03/31/2024
     PBD5,741$81 03/31/2024
Allworth Financial LP3,653$58 12/31/2023
     PBD3,653$58 12/31/2023
Steward Partners Investment Advisory LLC2,600$42 12/31/2023
     PBD2,600$42 12/31/2023
Clearstead Advisors LLC2,220$35 12/31/2023
     PBD2,220$35 12/31/2023
Whittier Trust Co.2,023$32 12/31/2023
     PBD2,023$32 12/31/2023
Larson Financial Group LLC2,012$32 12/31/2023
     PBD2,012$32 12/31/2023
Comerica Bank1,930$31 12/31/2023
     PBD1,930$31 12/31/2023
The PNC Financial Services Group Inc.1,891$30 12/31/2023
     PBD1,891$30 12/31/2023
Asset Dedication LLC1,833$25 03/31/2024
     PBD1,833$25 03/31/2024
National Bank of Canada FI865$14 12/31/2023
     PBD865$14 12/31/2023
Bank of America Corp DE635$10 12/31/2023
     PBD635$10 12/31/2023
Pacific Center for Financial Services643$10 12/31/2023
     PBD643$10 12/31/2023
CGC Financial Services LLC645$10 12/31/2023
     PBD645$10 12/31/2023
Qube Research & Technologies Ltd537$9 12/31/2023
     PBD537$9 12/31/2023
Harbour Investments Inc.495$8 12/31/2023
     PBD495$8 12/31/2023
Bank of Montreal Can499$8 12/31/2023
     PBD499$8 12/31/2023
Advisory Services Network LLC482$8 12/31/2023
     PBD482$8 12/31/2023
Matrix Private Capital Group LLC524$8 12/31/2023
     PBD524$8 12/31/2023
Fifth Third Bancorp366$6 12/31/2023
     PBD366$6 12/31/2023
Aptus Capital Advisors LLC290$5 12/31/2023
     PBD290$5 12/31/2023
Guardian Wealth Advisors LLC NC290$5 12/31/2023
     PBD290$5 12/31/2023
GPS Wealth Strategies Group LLC221$4 12/31/2023
     PBD221$4 12/31/2023
Westside Investment Management Inc.200$3 12/31/2023
     PBD200$3 12/31/2023
Financial Connections Group Inc.200$3 12/31/2023
     PBD200$3 12/31/2023
Farther Finance Advisors LLC198$3 12/31/2023
     PBD198$3 12/31/2023
Ancora Advisors LLC100$2 12/31/2023
     PBD100$2 12/31/2023
Bank Julius Baer & Co. Ltd Zurich120$2 12/31/2023
     PBD120$2 12/31/2023
First Command Advisory Services Inc.112$2 12/31/2023
     PBD112$2 12/31/2023
FSA Wealth Management LLC136$2 12/31/2023
     PBD136$2 12/31/2023
ST Germain D J Co. Inc.80$1 03/31/2024
     PBD80$1 03/31/2024
Northwestern Mutual Wealth Management Co.58$1 12/31/2023
     PBD58$1 12/31/2023
Focused Wealth Management Inc53$1 12/31/2023
     PBD53$1 12/31/2023
Capital Investment Advisory Services LLC48$1 12/31/2023
     PBD48$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PBD0$0 12/31/2023
Tennessee Valley Asset Management Partners15$0 12/31/2023
     PBD15$0 12/31/2023

See Summary: Institutional Holders of PBD
See Details: Top 10 Hedge Funds Holding PBD
Also See: PBD Holdings Changes

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