On this page, we present all of the funds holding PFN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFN, with a link to that fund's top holdings. The next columns indicate the amount of PFN stock held by each of the funds holding PFN, followed by the PFN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 103 funds holding PFN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Rivernorth Capital Management LLC. For more details on the positions held by Rivernorth Capital Management LLC (or by any of the other funds holding PFN), click the fund name in the "Holder" column of the funds-holding-PFN table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Rivernorth Capital Management LLC | 1,521,498 | $11,000 | 12/31/2023 |
PFN | 1,521,498 | $11,000 | 12/31/2023 |
LPL Financial LLC | 948,609 | $6,858 | 12/31/2023 |
PFN | 948,609 | $6,858 | 12/31/2023 |
Invesco Ltd. | 786,132 | $5,684 | 12/31/2023 |
PFN | 786,132 | $5,684 | 12/31/2023 |
EverSource Wealth Advisors LLC | 724,459 | $5,238 | 12/31/2023 |
PFN | 724,459 | $5,238 | 12/31/2023 |
Cohen & Steers Inc. | 696,234 | $5,034 | 12/31/2023 |
PFN | 696,234 | $5,034 | 12/31/2023 |
Guggenheim Capital LLC | 684,938 | $4,952 | 12/31/2023 |
PFN | 684,938 | $4,952 | 12/31/2023 |
Penserra Capital Management LLC | 476,598 | $3,445 | 12/31/2023 |
PFN | 476,598 | $3,445 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 473,262 | $3,422 | 12/31/2023 |
PFN | 473,262 | $3,422 | 12/31/2023 |
Shaker Financial Services LLC | 463,132 | $3,377 | 12/31/2023 |
PFN | 463,132 | $3,377 | 12/31/2023 |
Ameriprise Financial Inc. | 395,105 | $2,857 | 12/31/2023 |
PFN | 395,105 | $2,857 | 12/31/2023 |
Consolidated Portfolio Review Corp | 378,023 | $2,733 | 12/31/2023 |
PFN | 378,023 | $2,733 | 12/31/2023 |
Morgan Stanley | 317,242 | $2,294 | 12/31/2023 |
PFN | 317,242 | $2,294 | 12/31/2023 |
Commonwealth Equity Services LLC | 305,263 | $2,207 | 12/31/2023 |
PFN | 305,263 | $2,207 | 12/31/2023 |
Horizon Kinetics Asset Management LLC | 279,734 | $2,022 | 12/31/2023 |
PFN | 279,734 | $2,022 | 12/31/2023 |
Wells Fargo & Company MN | 277,986 | $2,010 | 12/31/2023 |
PFN | 277,986 | $2,010 | 12/31/2023 |
Raymond James & Associates | 247,602 | $1,790 | 12/31/2023 |
PFN | 247,602 | $1,790 | 12/31/2023 |
Moors & Cabot Inc. | 112,169 | $811 | 12/31/2023 |
PFN | 112,169 | $811 | 12/31/2023 |
Bank of America Corp DE | 111,585 | $807 | 12/31/2023 |
PFN | 111,585 | $807 | 12/31/2023 |
GWM Advisors LLC | 102,808 | $757 | 12/31/2023 |
PFN | 102,808 | $757 | 12/31/2023 |
UBS Group AG | 100,438 | $726 | 12/31/2023 |
PFN | 100,438 | $726 | 12/31/2023 |
Synovus Financial Corp | 100,284 | $725 | 12/31/2023 |
PFN | 100,284 | $725 | 12/31/2023 |
TCG Advisory Services LLC | 99,659 | $721 | 12/31/2023 |
PFN | 99,659 | $721 | 12/31/2023 |
Private Trust Co. NA | 93,382 | $675 | 12/31/2023 |
PFN | 93,382 | $675 | 12/31/2023 |
CoreCap Advisors LLC | 86,305 | $624 | 12/31/2023 |
PFN | 86,305 | $624 | 12/31/2023 |
Stratos Wealth Partners LTD. | 82,191 | $613 | 03/31/2024 |
PFN | 82,191 | $613 | 03/31/2024 |
Royal Bank of Canada | 83,735 | $606 | 12/31/2023 |
PFN | 83,735 | $606 | 12/31/2023 |
Clear Creek Financial Management LLC | 70,518 | $510 | 12/31/2023 |
PFN | 70,518 | $510 | 12/31/2023 |
Semus Wealth Partners LLC | 70,564 | $510 | 12/31/2023 |
PFN | 70,564 | $510 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 66,203 | $479 | 12/31/2023 |
PFN | 66,203 | $479 | 12/31/2023 |
Landscape Capital Management L.L.C. | 63,426 | $459 | 12/31/2023 |
PFN | 63,426 | $459 | 12/31/2023 |
Certified Advisory Corp | 57,969 | $419 | 12/31/2023 |
PFN | 57,969 | $419 | 12/31/2023 |
Addison Capital Co | 57,434 | $415 | 12/31/2023 |
PFN | 57,434 | $415 | 12/31/2023 |
Pinnacle Associates Ltd. | 51,970 | $376 | 12/31/2023 |
PFN | 51,970 | $376 | 12/31/2023 |
Advisor Group Holdings Inc. | 51,005 | $369 | 12/31/2023 |
PFN | 51,005 | $369 | 12/31/2023 |
Apollon Wealth Management LLC | 47,157 | $341 | 12/31/2023 |
PFN | 47,157 | $341 | 12/31/2023 |
Truist Financial Corp | 44,110 | $319 | 12/31/2023 |
PFN | 44,110 | $319 | 12/31/2023 |
Main Street Financial Solutions LLC | 41,890 | $303 | 12/31/2023 |
PFN | 41,890 | $303 | 12/31/2023 |
Stifel Financial Corp | 39,687 | $287 | 12/31/2023 |
PFN | 39,687 | $287 | 12/31/2023 |
Advisory Services Network LLC | 39,031 | $282 | 12/31/2023 |
PFN | 39,031 | $282 | 12/31/2023 |
Atomi Financial Group Inc. | 38,854 | $281 | 12/31/2023 |
PFN | 38,854 | $281 | 12/31/2023 |
Cetera Advisors LLC | 38,416 | $278 | 12/31/2023 |
PFN | 38,416 | $278 | 12/31/2023 |
GeoWealth Management LLC | 38,400 | $278 | 12/31/2023 |
PFN | 38,400 | $278 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 38,084 | $275 | 12/31/2023 |
PFN | 38,084 | $275 | 12/31/2023 |
TNF LLC | 34,175 | $255 | 12/31/2023 |
PFN | 34,175 | $255 | 12/31/2023 |
National Asset Management Inc. | 34,339 | $251 | 12/31/2023 |
PFN | 34,339 | $251 | 12/31/2023 |
Financial Alternatives Inc | 34,528 | $250 | 12/31/2023 |
PFN | 34,528 | $250 | 12/31/2023 |
Atria Wealth Solutions Inc. | 32,486 | $236 | 12/31/2023 |
PFN | 32,486 | $236 | 12/31/2023 |
Lido Advisors LLC | 31,971 | $233 | 12/31/2023 |
PFN | 31,971 | $233 | 12/31/2023 |
D.A. Davidson & CO. | 31,963 | $231 | 12/31/2023 |
PFN | 31,963 | $231 | 12/31/2023 |
Vanguard Capital Wealth Advisors | 30,000 | $224 | 03/31/2024 |
PFN | 30,000 | $224 | 03/31/2024 |
Cetera Advisor Networks LLC | 30,789 | $223 | 12/31/2023 |
PFN | 30,789 | $223 | 12/31/2023 |
Janney Montgomery Scott LLC | 30,575 | $221 | 12/31/2023 |
PFN | 30,575 | $221 | 12/31/2023 |
Aptus Capital Advisors LLC | 28,872 | $209 | 12/31/2023 |
PFN | 28,872 | $209 | 12/31/2023 |
Shufro Rose & Co. LLC | 31,400 | $207 | 12/31/2023 |
PFN | 31,400 | $207 | 12/31/2023 |
Sonora Investment Management Group LLC | 28,660 | $207 | 12/31/2023 |
PFN | 28,660 | $207 | 12/31/2023 |
Walled Lake Planning & Wealth Management LLC | 27,700 | $200 | 12/31/2023 |
PFN | 27,700 | $200 | 12/31/2023 |
Focus Financial Network Inc. ADV | 24,969 | $182 | 12/31/2023 |
PFN | 24,969 | $182 | 12/31/2023 |
St. Louis Financial Planners Asset Management LLC | 22,394 | $168 | 03/31/2024 |
PFN | 22,394 | $168 | 03/31/2024 |
Edge Wealth Management LLC | 19,800 | $148 | 03/31/2024 |
PFN | 19,800 | $148 | 03/31/2024 |
First Foundation Advisors | 19,591 | $142 | 12/31/2023 |
PFN | 19,591 | $142 | 12/31/2023 |
Cetera Investment Advisers | 18,303 | $132 | 12/31/2023 |
PFN | 18,303 | $132 | 12/31/2023 |
Asset Allocation & Management Company LLC | 17,500 | $131 | 03/31/2024 |
PFN | 17,500 | $131 | 03/31/2024 |
Koshinski Asset Management Inc. | 17,642 | $128 | 12/31/2023 |
PFN | 17,642 | $128 | 12/31/2023 |
Private Advisor Group LLC | 17,014 | $123 | 12/31/2023 |
PFN | 17,014 | $123 | 12/31/2023 |
Burns J W & Co. Inc. NY | 15,600 | $116 | 03/31/2024 |
PFN | 15,600 | $116 | 03/31/2024 |
Raymond James Trust N.A. | 15,935 | $115 | 12/31/2023 |
PFN | 15,935 | $115 | 12/31/2023 |
Wedbush Securities Inc. | 15,673 | $113 | 12/31/2023 |
PFN | 15,673 | $113 | 12/31/2023 |
Geneos Wealth Management Inc. | 14,394 | $104 | 12/31/2023 |
PFN | 14,394 | $104 | 12/31/2023 |
Conning Inc. | 13,666 | $99 | 12/31/2023 |
PFN | 13,666 | $99 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 13,700 | $99 | 12/31/2023 |
PFN | 13,700 | $99 | 12/31/2023 |
Bank of Montreal Can | 13,250 | $96 | 12/31/2023 |
PFN | 13,250 | $96 | 12/31/2023 |
Great Valley Advisor Group Inc. | 12,628 | $91 | 12/31/2023 |
PFN | 12,628 | $91 | 12/31/2023 |
Wealth Alliance Advisory Group LLC | 12,000 | $90 | 03/31/2024 |
PFN | 12,000 | $90 | 03/31/2024 |
Amplius Wealth Advisors LLC | 11,000 | $82 | 03/31/2024 |
PFN | 11,000 | $82 | 03/31/2024 |
Wsfs Capital Management LLC | 10,993 | $79 | 12/31/2023 |
PFN | 10,993 | $79 | 12/31/2023 |
Foundations Investment Advisors LLC | 10,281 | $77 | 12/31/2023 |
PFN | 10,281 | $77 | 12/31/2023 |
Keudell Morrison Wealth Management | 10,450 | $76 | 12/31/2023 |
PFN | 10,450 | $76 | 12/31/2023 |
Essex Financial Services Inc. | 10,428 | $75 | 12/31/2023 |
PFN | 10,428 | $75 | 12/31/2023 |
Capstone Financial Advisors Inc. | 10,400 | $75 | 12/31/2023 |
PFN | 10,400 | $75 | 12/31/2023 |
Citigroup Inc. | 7,132 | $52 | 12/31/2023 |
PFN | 7,132 | $52 | 12/31/2023 |
Elequin Capital LP | 6,129 | $44 | 12/31/2023 |
PFN | 6,129 | $44 | 12/31/2023 |
The PNC Financial Services Group Inc. | 5,700 | $41 | 12/31/2023 |
PFN | 5,700 | $41 | 12/31/2023 |
Global Retirement Partners LLC | 5,270 | $40 | 12/31/2023 |
PFN | 5,270 | $40 | 12/31/2023 |
Hollencrest Capital Management | 5,105 | $37 | 12/31/2023 |
PFN | 5,105 | $37 | 12/31/2023 |
Sound Income Strategies LLC | 4,786 | $36 | 03/31/2024 |
PFN | 4,786 | $36 | 03/31/2024 |
Spire Wealth Management | 4,470 | $33 | 12/31/2023 |
PFN | 4,470 | $33 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 4,435 | $32 | 12/31/2023 |
PFN | 4,435 | $32 | 12/31/2023 |
TD Waterhouse Canada Inc. | 4,300 | $31 | 12/31/2023 |
PFN | 4,300 | $31 | 12/31/2023 |
Comerica Bank | 3,550 | $26 | 12/31/2023 |
PFN | 3,550 | $26 | 12/31/2023 |
Principal Securities Inc. | 2,340 | $17 | 12/31/2023 |
PFN | 2,340 | $17 | 12/31/2023 |
Baystate Wealth Management LLC | 2,020 | $15 | 12/31/2023 |
PFN | 2,020 | $15 | 12/31/2023 |
US Bancorp DE | 2,000 | $14 | 12/31/2023 |
PFN | 2,000 | $14 | 12/31/2023 |
Colonial Trust Advisors | 1,900 | $14 | 12/31/2023 |
PFN | 1,900 | $14 | 12/31/2023 |
FNY Investment Advisers LLC | 1,200 | $8 | 12/31/2023 |
PFN | 1,200 | $8 | 12/31/2023 |
CWM LLC | 1,000 | $7 | 03/31/2024 |
PFN | 1,000 | $7 | 03/31/2024 |
Gs Investments Inc. | 1,000 | $7 | 12/31/2023 |
PFN | 1,000 | $7 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 885 | $6 | 12/31/2023 |
PFN | 885 | $6 | 12/31/2023 |
Concord Wealth Partners | 799 | $6 | 12/31/2023 |
PFN | 799 | $6 | 12/31/2023 |
Key Financial Inc | 548 | $4 | 12/31/2023 |
PFN | 548 | $4 | 12/31/2023 |
Focused Wealth Management Inc | 466 | $3 | 12/31/2023 |
PFN | 466 | $3 | 12/31/2023 |
Highlander Capital Management LLC | 327 | $2 | 12/31/2023 |
PFN | 327 | $2 | 12/31/2023 |
Mark Sheptoff Financial Planning LLC | 300 | $2 | 12/31/2023 |
PFN | 300 | $2 | 12/31/2023 |
JPMorgan Chase & Co. | 107 | $1 | 12/31/2023 |
PFN | 107 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PFN | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PFN
See Details: Top 10 Hedge Funds Holding PFN
Also See: PFN Insider Buying
Also See: PFN Holdings Changes
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