On this page, we present all of the funds holding PBE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PBE, with a link to that fund's top holdings. The next columns indicate the amount of PBE stock held by each of the funds holding PBE, followed by the PBE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 94 funds holding PBE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gerber Kawasaki Wealth & Investment Management. For more details on the positions held by Gerber Kawasaki Wealth & Investment Management (or by any of the other funds holding PBE), click the fund name in the "Holder" column of the funds-holding-PBE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Gerber Kawasaki Wealth & Investment Management | 301,293 | $19,837 | 12/31/2023 |
PBE | 301,293 | $19,837 | 12/31/2023 |
Morgan Stanley | 197,514 | $13,004 | 12/31/2023 |
PBE | 197,514 | $13,004 | 12/31/2023 |
Wells Fargo & Company MN | 97,896 | $6,445 | 12/31/2023 |
PBE | 97,896 | $6,445 | 12/31/2023 |
Royal Bank of Canada | 93,574 | $6,161 | 12/31/2023 |
PBE | 93,574 | $6,161 | 12/31/2023 |
LPL Financial LLC | 83,063 | $5,469 | 12/31/2023 |
PBE | 83,063 | $5,469 | 12/31/2023 |
UBS Group AG | 76,957 | $5,067 | 12/31/2023 |
PBE | 76,957 | $5,067 | 12/31/2023 |
Bank of America Corp DE | 71,148 | $4,684 | 12/31/2023 |
PBE | 71,148 | $4,684 | 12/31/2023 |
Change Path LLC | 27,787 | $1,830 | 12/31/2023 |
PBE | 27,787 | $1,830 | 12/31/2023 |
YHB Investment Advisors Inc. | 22,755 | $1,498 | 12/31/2023 |
PBE | 22,755 | $1,498 | 12/31/2023 |
Institute for Wealth Management LLC. | 20,775 | $1,368 | 12/31/2023 |
PBE | 20,775 | $1,368 | 12/31/2023 |
One Capital Management LLC | 19,799 | $1,304 | 12/31/2023 |
PBE | 19,799 | $1,304 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 18,967 | $1,227 | 03/31/2024 |
PBE | 18,967 | $1,227 | 03/31/2024 |
Envestnet Asset Management Inc. | 17,454 | $1,149 | 12/31/2023 |
PBE | 17,454 | $1,149 | 12/31/2023 |
US Bancorp DE | 16,500 | $1,086 | 12/31/2023 |
PBE | 16,500 | $1,086 | 12/31/2023 |
Advisor Group Holdings Inc. | 15,444 | $1,017 | 12/31/2023 |
PBE | 15,444 | $1,017 | 12/31/2023 |
NewEdge Wealth LLC | 15,064 | $992 | 12/31/2023 |
PBE | 15,064 | $992 | 12/31/2023 |
Abbot Financial Management Inc. | 15,000 | $988 | 12/31/2023 |
PBE | 15,000 | $988 | 12/31/2023 |
Massachusetts Wealth Management | 14,699 | $951 | 03/31/2024 |
PBE | 14,699 | $951 | 03/31/2024 |
Stifel Financial Corp | 13,793 | $908 | 12/31/2023 |
PBE | 13,793 | $908 | 12/31/2023 |
Commonwealth Equity Services LLC | 13,606 | $896 | 12/31/2023 |
PBE | 13,606 | $896 | 12/31/2023 |
Cetera Investment Advisers | 13,061 | $860 | 12/31/2023 |
PBE | 13,061 | $860 | 12/31/2023 |
Newman Dignan & Sheerar Inc. | 12,686 | $835 | 12/31/2023 |
PBE | 12,686 | $835 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 11,150 | $734 | 12/31/2023 |
PBE | 11,150 | $734 | 12/31/2023 |
Dakota Wealth Management | 10,470 | $678 | 03/31/2024 |
PBE | 10,470 | $678 | 03/31/2024 |
Rockefeller Capital Management L.P. | 10,060 | $662 | 12/31/2023 |
PBE | 10,060 | $662 | 12/31/2023 |
Cetera Advisor Networks LLC | 9,061 | $597 | 12/31/2023 |
PBE | 9,061 | $597 | 12/31/2023 |
Susquehanna International Group LLP | 8,791 | $579 | 12/31/2023 |
PBE | 8,791 | $579 | 12/31/2023 |
M&T Bank Corp | 8,750 | $576 | 12/31/2023 |
PBE | 8,750 | $576 | 12/31/2023 |
Flagship Harbor Advisors LLC | 8,141 | $527 | 03/31/2024 |
PBE | 8,141 | $527 | 03/31/2024 |
Pacific Sun Financial Corp | 7,518 | $495 | 12/31/2023 |
PBE | 7,518 | $495 | 12/31/2023 |
Hills Bank & Trust Co | 7,086 | $467 | 12/31/2023 |
PBE | 7,086 | $467 | 12/31/2023 |
Raymond James & Associates | 6,976 | $451 | 03/31/2024 |
PBE | 6,976 | $451 | 03/31/2024 |
Joel Isaacson & Co. LLC | 6,730 | $443 | 12/31/2023 |
PBE | 6,730 | $443 | 12/31/2023 |
SignalPoint Asset Management LLC | 6,681 | $432 | 03/31/2024 |
PBE | 6,681 | $432 | 03/31/2024 |
Kestra Advisory Services LLC | 5,566 | $366 | 12/31/2023 |
PBE | 5,566 | $366 | 12/31/2023 |
Janney Montgomery Scott LLC | 5,445 | $358 | 12/31/2023 |
PBE | 5,445 | $358 | 12/31/2023 |
Axxcess Wealth Management LLC | 5,342 | $352 | 12/31/2023 |
PBE | 5,342 | $352 | 12/31/2023 |
Banque Cantonale Vaudoise | 5,184 | $335 | 03/31/2024 |
PBE | 5,184 | $335 | 03/31/2024 |
Pathstone Holdings LLC | 5,000 | $329 | 12/31/2023 |
PBE | 5,000 | $329 | 12/31/2023 |
GeoWealth Management LLC | 4,896 | $322 | 12/31/2023 |
PBE | 4,896 | $322 | 12/31/2023 |
IHT Wealth Management LLC | 4,768 | $314 | 12/31/2023 |
PBE | 4,768 | $314 | 12/31/2023 |
Strategic Blueprint LLC | 4,822 | $312 | 03/31/2024 |
PBE | 4,822 | $312 | 03/31/2024 |
Investment House LLC | 4,650 | $306 | 12/31/2023 |
PBE | 4,650 | $306 | 12/31/2023 |
MML Investors Services LLC | 4,590 | $302 | 12/31/2023 |
PBE | 4,590 | $302 | 12/31/2023 |
Signet Financial Management LLC | 4,501 | $291 | 03/31/2024 |
PBE | 4,501 | $291 | 03/31/2024 |
HighTower Advisors LLC | 4,032 | $267 | 12/31/2023 |
PBE | 4,032 | $267 | 12/31/2023 |
Wharton Business Group LLC | 3,746 | $247 | 12/31/2023 |
PBE | 3,746 | $247 | 12/31/2023 |
Capital Market Strategies LLC | 3,777 | $244 | 03/31/2024 |
PBE | 3,777 | $244 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 3,676 | $238 | 03/31/2024 |
PBE | 3,676 | $238 | 03/31/2024 |
Private Advisor Group LLC | 3,546 | $233 | 12/31/2023 |
PBE | 3,546 | $233 | 12/31/2023 |
Bank of Montreal Can | 3,465 | $231 | 12/31/2023 |
PBE | 3,465 | $231 | 12/31/2023 |
Strategic Advisors LLC | 3,501 | $227 | 03/31/2024 |
PBE | 3,501 | $227 | 03/31/2024 |
CWM LLC | 3,429 | $222 | 03/31/2024 |
PBE | 3,429 | $222 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 3,347 | $220 | 12/31/2023 |
PBE | 3,347 | $220 | 12/31/2023 |
Baird Financial Group Inc. | 3,275 | $216 | 12/31/2023 |
PBE | 3,275 | $216 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 3,219 | $212 | 12/31/2023 |
PBE | 3,219 | $212 | 12/31/2023 |
Captrust Financial Advisors | 3,122 | $206 | 12/31/2023 |
PBE | 3,122 | $206 | 12/31/2023 |
Glenmede Trust Co. NA | 1,860 | $122 | 12/31/2023 |
PBE | 1,860 | $122 | 12/31/2023 |
Webster Bank N. A. | 1,825 | $118 | 03/31/2024 |
PBE | 1,825 | $118 | 03/31/2024 |
Advisory Services Network LLC | 1,550 | $102 | 12/31/2023 |
PBE | 1,550 | $102 | 12/31/2023 |
Citigroup Inc. | 850 | $56 | 12/31/2023 |
PBE | 850 | $56 | 12/31/2023 |
Covestor Ltd | 769 | $51 | 12/31/2023 |
PBE | 769 | $51 | 12/31/2023 |
First PREMIER Bank | 670 | $43 | 03/31/2024 |
PBE | 670 | $43 | 03/31/2024 |
FMR LLC | 660 | $43 | 12/31/2023 |
PBE | 660 | $43 | 12/31/2023 |
Oakworth Capital Inc. | 611 | $40 | 03/31/2024 |
PBE | 611 | $40 | 03/31/2024 |
Global Retirement Partners LLC | 600 | $39 | 03/31/2024 |
PBE | 600 | $39 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 563 | $37 | 12/31/2023 |
PBE | 563 | $37 | 12/31/2023 |
Hollencrest Capital Management | 516 | $34 | 12/31/2023 |
PBE | 516 | $34 | 12/31/2023 |
Comerica Bank | 406 | $27 | 12/31/2023 |
PBE | 406 | $27 | 12/31/2023 |
Harbour Investments Inc. | 388 | $26 | 12/31/2023 |
PBE | 388 | $26 | 12/31/2023 |
Blair William & Co. IL | 400 | $26 | 12/31/2023 |
PBE | 400 | $26 | 12/31/2023 |
GWM Advisors LLC | 377 | $25 | 12/31/2023 |
PBE | 377 | $25 | 12/31/2023 |
Financial Perspectives Inc | 350 | $23 | 03/31/2024 |
PBE | 350 | $23 | 03/31/2024 |
FinTrust Capital Advisors LLC | 316 | $21 | 12/31/2023 |
PBE | 316 | $21 | 12/31/2023 |
The PNC Financial Services Group Inc. | 300 | $20 | 12/31/2023 |
PBE | 300 | $20 | 12/31/2023 |
Robbins Farley LLC | 282 | $18 | 03/31/2024 |
PBE | 282 | $18 | 03/31/2024 |
BlackRock Inc. | 213 | $14 | 12/31/2023 |
PBE | 213 | $14 | 12/31/2023 |
Signaturefd LLC | 213 | $14 | 12/31/2023 |
PBE | 213 | $14 | 12/31/2023 |
Tsfg LLC | 200 | $13 | 03/31/2024 |
PBE | 200 | $13 | 03/31/2024 |
McIlrath & Eck LLC | 205 | $13 | 12/31/2023 |
PBE | 205 | $13 | 12/31/2023 |
Financial Avengers Inc. | 200 | $13 | 12/31/2023 |
PBE | 200 | $13 | 12/31/2023 |
Allworth Financial LP | 167 | $11 | 03/31/2024 |
PBE | 167 | $11 | 03/31/2024 |
Cornerstone Planning Group LLC | 164 | $11 | 12/31/2023 |
PBE | 164 | $11 | 12/31/2023 |
Harbor Investment Advisory LLC | 150 | $10 | 03/31/2024 |
PBE | 150 | $10 | 03/31/2024 |
First Horizon Advisors Inc. | 156 | $10 | 12/31/2023 |
PBE | 156 | $10 | 12/31/2023 |
Aspire Wealth Management Corp | 89 | $6 | 12/31/2023 |
PBE | 89 | $6 | 12/31/2023 |
Ameritas Investment Partners Inc. | 70 | $5 | 12/31/2023 |
PBE | 70 | $5 | 12/31/2023 |
Tyler Stone Wealth Management | 72 | $5 | 12/31/2023 |
PBE | 72 | $5 | 12/31/2023 |
Parallel Advisors LLC | 56 | $4 | 12/31/2023 |
PBE | 56 | $4 | 12/31/2023 |
Baldwin Brothers Inc. MA | 50 | $3 | 03/31/2024 |
PBE | 50 | $3 | 03/31/2024 |
Adirondack Trust Co. | 47 | $3 | 03/31/2024 |
PBE | 47 | $3 | 03/31/2024 |
Blue Bell Private Wealth Management LLC | 21 | $1 | 03/31/2024 |
PBE | 21 | $1 | 03/31/2024 |
Coppell Advisory Solutions LLC | 13 | $1 | 12/31/2023 |
PBE | 13 | $1 | 12/31/2023 |
Huntington National Bank | 1 | $0 | 12/31/2023 |
PBE | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PBE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PBE
See Details: Top 10 Hedge Funds Holding PBE
Also See: PBE Holdings Changes
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