HoldingsChannel.com
On this page, we present all of the funds holding PBDC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PBDC, with a link to that fund's top holdings. The next columns indicate the amount of PBDC stock held by each of the funds holding PBDC, followed by the PBDC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 21 funds holding PBDC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Putnam Investments LLC. For more details on the positions held by Putnam Investments LLC (or by any of the other funds holding PBDC), click the fund name in the "Holder" column of the funds-holding-PBDC table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Putnam Investments LLC | 800,000 | $25,329 | 12/31/2023 |
| PBDC | 800,000 | $25,329 | 12/31/2023 |
| Evolution Wealth Advisors LLC | 129,755 | $4,400 | 03/31/2024 |
| PBDC | 129,755 | $4,400 | 03/31/2024 |
| Commonwealth Equity Services LLC | 114,517 | $3,626 | 12/31/2023 |
| PBDC | 114,517 | $3,626 | 12/31/2023 |
| Stonebridge Financial Planning Group LLC | 61,777 | $1,956 | 12/31/2023 |
| PBDC | 61,777 | $1,956 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 41,386 | $1,404 | 03/31/2024 |
| PBDC | 41,386 | $1,404 | 03/31/2024 |
| Prosperity Financial Group Inc. | 43,575 | $1,380 | 12/31/2023 |
| PBDC | 43,575 | $1,380 | 12/31/2023 |
| Cetera Advisor Networks LLC | 33,126 | $1,049 | 12/31/2023 |
| PBDC | 33,126 | $1,049 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 30,050 | $951 | 12/31/2023 |
| PBDC | 30,050 | $951 | 12/31/2023 |
| Royal Bank of Canada | 23,619 | $748 | 12/31/2023 |
| PBDC | 23,619 | $748 | 12/31/2023 |
| Envestnet Asset Management Inc. | 12,601 | $399 | 12/31/2023 |
| PBDC | 12,601 | $399 | 12/31/2023 |
| Janney Montgomery Scott LLC | 11,450 | $363 | 12/31/2023 |
| PBDC | 11,450 | $363 | 12/31/2023 |
| Goldman Sachs Group Inc. | 10,563 | $334 | 12/31/2023 |
| PBDC | 10,563 | $334 | 12/31/2023 |
| CWM LLC | 8,250 | $280 | 03/31/2024 |
| PBDC | 8,250 | $280 | 03/31/2024 |
| Advisor Group Holdings Inc. | 7,836 | $249 | 12/31/2023 |
| PBDC | 7,836 | $249 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 7,808 | $247 | 12/31/2023 |
| PBDC | 7,808 | $247 | 12/31/2023 |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,620 | $241 | 12/31/2023 |
| PBDC | 7,620 | $241 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 6,293 | $213 | 03/31/2024 |
| PBDC | 6,293 | $213 | 03/31/2024 |
| Comerica Bank | 2,500 | $79 | 12/31/2023 |
| PBDC | 2,500 | $79 | 12/31/2023 |
| UBS Group AG | 1,760 | $56 | 12/31/2023 |
| PBDC | 1,760 | $56 | 12/31/2023 |
| Fortitude Family Office LLC | 1,174 | $40 | 03/31/2024 |
| PBDC | 1,174 | $40 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| PBDC | 0 | $0 | 12/31/2023 |
| Morgan Stanley | 1 | $0 | 12/31/2023 |
| PBDC | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PBDC
See Details: Top 10 Hedge Funds Holding PBDC
Also See: PBDC Holdings Changes
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