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Funds Holding PDO

On this page, we present all of the funds holding PDO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PDO, with a link to that fund's top holdings. The next columns indicate the amount of PDO stock held by each of the funds holding PDO, followed by the PDO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 104 funds holding PDO 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 PDO), click the fund name in the "Holder" column of the funds-holding-PDO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley5,543,843$67,857 12/31/2023
     PDO5,543,843$67,857 12/31/2023
UBS Group AG1,907,751$23,351 12/31/2023
     PDO1,907,751$23,351 12/31/2023
Wells Fargo & Company MN1,759,635$21,538 12/31/2023
     PDO1,759,635$21,538 12/31/2023
Cohen & Steers Inc.1,356,340$16,602 12/31/2023
     PDO1,356,340$16,602 12/31/2023
Invesco Ltd.1,129,211$13,822 12/31/2023
     PDO1,129,211$13,822 12/31/2023
Bank of America Corp DE1,080,733$13,228 12/31/2023
     PDO1,080,733$13,228 12/31/2023
SOL Capital Management CO1,003,865$13,221 03/31/2024
     PDO1,003,865$13,221 03/31/2024
Penserra Capital Management LLC1,039,484$12,723 12/31/2023
     PDO1,039,484$12,723 12/31/2023
Commonwealth Equity Services LLC671,513$8,219 12/31/2023
     PDO671,513$8,219 12/31/2023
Rivernorth Capital Management LLC634,202$7,763 12/31/2023
     PDO634,202$7,763 12/31/2023
Royal Bank of Canada625,430$7,655 12/31/2023
     PDO625,430$7,655 12/31/2023
Cornerstone Advisory LLC447,509$5,478 12/31/2023
     PDO447,509$5,478 12/31/2023
Guggenheim Capital LLC410,407$5,023 12/31/2023
     PDO410,407$5,023 12/31/2023
Shaker Financial Services LLC316,056$3,876 12/31/2023
     PDO316,056$3,876 12/31/2023
Capital Investment Advisors LLC252,223$3,322 03/31/2024
     PDO252,223$3,322 03/31/2024
Element Wealth LLC262,647$3,215 12/31/2023
     PDO262,647$3,215 12/31/2023
Raymond James Financial Services Advisors Inc.235,545$3,102 03/31/2024
     PDO235,545$3,102 03/31/2024
PFG Investments LLC217,109$2,859 03/31/2024
     PDO217,109$2,859 03/31/2024
Advisor Group Holdings Inc.211,673$2,591 12/31/2023
     PDO211,673$2,591 12/31/2023
Consolidated Portfolio Review Corp190,876$2,336 12/31/2023
     PDO190,876$2,336 12/31/2023
LPL Financial LLC159,295$1,950 12/31/2023
     PDO159,295$1,950 12/31/2023
Icon Advisers Inc. Co.155,702$1,906 12/31/2023
     PDO155,702$1,906 12/31/2023
HighTower Advisors LLC145,833$1,784 12/31/2023
     PDO145,833$1,784 12/31/2023
U.S. Capital Wealth Advisors LLC135,845$1,663 12/31/2023
     PDO135,845$1,663 12/31/2023
Cambridge Investment Research Advisors Inc.113,858$1,500 03/31/2024
     PDO113,858$1,500 03/31/2024
Scotia Capital Inc.116,450$1,425 12/31/2023
     PDO116,450$1,425 12/31/2023
Prevail Innovative Wealth Advisors LLC104,199$1,275 12/31/2023
     PDO104,199$1,275 12/31/2023
Leavell Investment Management Inc.94,707$1,259 03/31/2024
     PDO94,707$1,259 03/31/2024
Stifel Financial Corp100,022$1,224 12/31/2023
     PDO100,022$1,224 12/31/2023
Americana Partners LLC98,534$1,200 12/31/2023
     PDO98,534$1,200 12/31/2023
First Trust Advisors LP83,018$1,016 12/31/2023
     PDO83,018$1,016 12/31/2023
Wedbush Securities Inc.78,451$960 12/31/2023
     PDO78,451$960 12/31/2023
First Foundation Advisors70,790$866 12/31/2023
     PDO70,790$866 12/31/2023
Palogic Value Management L.P.69,352$849 12/31/2023
     PDO69,352$849 12/31/2023
Bramshill Investments LLC68,355$837 12/31/2023
     PDO68,355$837 12/31/2023
Atria Wealth Solutions Inc.61,025$750 12/31/2023
     PDO61,025$750 12/31/2023
Samalin Investment Counsel LLC57,620$705 12/31/2023
     PDO57,620$705 12/31/2023
Nicola Wealth Management LTD.54,000$661 12/31/2023
     PDO54,000$661 12/31/2023
Rockefeller Capital Management L.P.53,995$661 12/31/2023
     PDO53,995$661 12/31/2023
Gridiron Partners LLC51,085$625 12/31/2023
     PDO51,085$625 12/31/2023
Riverbridge Partners LLC50,002$612 12/31/2023
     PDO50,002$612 12/31/2023
Envestnet Asset Management Inc.48,430$593 12/31/2023
     PDO48,430$593 12/31/2023
Sunbelt Securities Inc.44,442$585 03/31/2024
     PDO44,442$585 03/31/2024
Private Advisor Group LLC47,228$578 12/31/2023
     PDO47,228$578 12/31/2023
D.A. Davidson & CO.45,790$560 12/31/2023
     PDO45,790$560 12/31/2023
Belpointe Asset Management LLC42,752$523 12/31/2023
     PDO42,752$523 12/31/2023
Kingswood Wealth Advisors LLC37,858$499 03/31/2024
     PDO37,858$499 03/31/2024
J.W. Cole Advisors Inc.39,825$487 12/31/2023
     PDO39,825$487 12/31/2023
Perigon Wealth Management LLC30,381$372 12/31/2023
     PDO30,381$372 12/31/2023
Raymond James & Associates27,826$366 03/31/2024
     PDO27,826$366 03/31/2024
Northwestern Mutual Wealth Management Co.29,528$361 12/31/2023
     PDO29,528$361 12/31/2023
Truist Financial Corp29,405$360 12/31/2023
     PDO29,405$360 12/31/2023
Tectonic Advisors LLC28,017$343 12/31/2023
     PDO28,017$343 12/31/2023
Hennion & Walsh Asset Management Inc.21,875$288 03/31/2024
     PDO21,875$288 03/31/2024
Williams Jones Wealth Management LLC.22,710$278 12/31/2023
     PDO22,710$278 12/31/2023
Cetera Advisor Networks LLC21,311$261 12/31/2023
     PDO21,311$261 12/31/2023
National Bank of Canada FI19,850$246 12/31/2023
     PDO19,850$246 12/31/2023
GWM Advisors LLC18,950$242 12/31/2023
     PDO18,950$242 12/31/2023
Wealth Enhancement Advisory Services LLC17,751$234 03/31/2024
     PDO17,751$234 03/31/2024
Kestra Advisory Services LLC17,954$220 12/31/2023
     PDO17,954$220 12/31/2023
CI Private Wealth LLC17,299$212 12/31/2023
     PDO17,299$212 12/31/2023
Optimum Investment Advisors16,000$211 03/31/2024
     PDO16,000$211 03/31/2024
Janney Montgomery Scott LLC17,109$209 12/31/2023
     PDO17,109$209 12/31/2023
Journey Strategic Wealth LLC16,000$196 12/31/2023
     PDO16,000$196 12/31/2023
The PNC Financial Services Group Inc.15,516$190 12/31/2023
     PDO15,516$190 12/31/2023
WESPAC Advisors LLC14,183$187 03/31/2024
     PDO14,183$187 03/31/2024
Carnegie Capital Asset Management LLC15,000$184 12/31/2023
     PDO15,000$184 12/31/2023
Comerica Bank14,526$178 12/31/2023
     PDO14,526$178 12/31/2023
Elequin Capital LP14,557$178 12/31/2023
     PDO14,557$178 12/31/2023
Farther Finance Advisors LLC13,750$168 12/31/2023
     PDO13,750$168 12/31/2023
Parisi Gray Wealth Management12,285$162 03/31/2024
     PDO12,285$162 03/31/2024
Onyx Bridge Wealth Group LLC13,241$162 12/31/2023
     PDO13,241$162 12/31/2023
LM Advisors LLC12,663$155 12/31/2023
     PDO12,663$155 12/31/2023
Family Management Corp12,527$153 12/31/2023
     PDO12,527$153 12/31/2023
Crumly & Associates Inc.12,500$153 12/31/2023
     PDO12,500$153 12/31/2023
CTC Alternative Strategies Ltd.12,056$148 12/31/2023
     PDO12,056$148 12/31/2023
Single Point Partners LLC10,405$138 03/31/2024
     PDO10,405$138 03/31/2024
Nomura Holdings Inc.11,250$138 12/31/2023
     PDO11,250$138 12/31/2023
DAVENPORT & Co LLC10,690$131 12/31/2023
     PDO10,690$131 12/31/2023
Virtu Financial LLC10,279$126 12/31/2023
     PDO10,279$126 12/31/2023
Ethos Financial Group LLC10,000$124 12/31/2023
     PDO10,000$124 12/31/2023
TD Waterhouse Canada Inc.7,518$96 12/31/2023
     PDO7,518$96 12/31/2023
Harbour Investments Inc.5,610$69 12/31/2023
     PDO5,610$69 12/31/2023
Advisory Services Network LLC3,772$46 12/31/2023
     PDO3,772$46 12/31/2023
Bank of New Hampshire2,945$39 03/31/2024
     PDO2,945$39 03/31/2024
CWM LLC2,113$28 03/31/2024
     PDO2,113$28 03/31/2024
Financial Management Professionals Inc.1,584$21 03/31/2024
     PDO1,584$21 03/31/2024
Larson Financial Group LLC1,600$20 12/31/2023
     PDO1,600$20 12/31/2023
FNY Investment Advisers LLC1,600$19 12/31/2023
     PDO1,600$19 12/31/2023
AllSquare Wealth Management LLC1,200$15 12/31/2023
     PDO1,200$15 12/31/2023
Tompkins Financial Corp1,025$13 03/31/2024
     PDO1,025$13 03/31/2024
Tradition Wealth Management LLC1,046$13 12/31/2023
     PDO1,046$13 12/31/2023
IFP Advisors Inc1,000$12 12/31/2023
     PDO1,000$12 12/31/2023
Lindbrook Capital LLC1,000$12 12/31/2023
     PDO1,000$12 12/31/2023
Hobbs Group Advisors LLC1,000$12 12/31/2023
     PDO1,000$12 12/31/2023
Advisors Asset Management Inc.852$10 12/31/2023
     PDO852$10 12/31/2023
Toth Financial Advisory Corp400$5 03/31/2024
     PDO400$5 03/31/2024
Hollencrest Capital Management400$5 12/31/2023
     PDO400$5 12/31/2023
NBC Securities Inc.250$3 03/31/2024
     PDO250$3 03/31/2024
PFS Partners LLC256$3 03/31/2024
     PDO256$3 03/31/2024
Focused Wealth Management Inc125$2 12/31/2023
     PDO125$2 12/31/2023
Wolff Wiese Magana LLC81$1 03/31/2024
     PDO81$1 03/31/2024
Principal Securities Inc.59$1 12/31/2023
     PDO59$1 12/31/2023
FMR LLC52$1 12/31/2023
     PDO52$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PDO0$0 12/31/2023

See Summary: Institutional Holders of PDO
See Details: Top 10 Hedge Funds Holding PDO
Also See: PDO Insider Buying
Also See: PDO Holdings Changes

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