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Funds Holding PHT

On this page, we present all of the funds holding PHT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PHT, with a link to that fund's top holdings. The next columns indicate the amount of PHT stock held by each of the funds holding PHT, followed by the PHT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 52 funds holding PHT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Flagship Harbor Advisors LLC. For more details on the positions held by Flagship Harbor Advisors LLC (or by any of the other funds holding PHT), click the fund name in the "Holder" column of the funds-holding-PHT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Flagship Harbor Advisors LLC983,291$7,532 03/31/2024
     PHT983,291$7,532 03/31/2024
Sit Investment Associates Inc.888,221$6,351 12/31/2023
     PHT888,221$6,351 12/31/2023
Pathstone Holdings LLC865,110$6,186 12/31/2023
     PHT865,110$6,186 12/31/2023
UBS Group AG842,584$6,024 12/31/2023
     PHT842,584$6,024 12/31/2023
Guggenheim Capital LLC539,535$3,858 12/31/2023
     PHT539,535$3,858 12/31/2023
Foundations Investment Advisors LLC468,584$3,463 12/31/2023
     PHT468,584$3,463 12/31/2023
Invesco Ltd.462,866$3,309 12/31/2023
     PHT462,866$3,309 12/31/2023
Advisors Asset Management Inc.304,656$2,178 12/31/2023
     PHT304,656$2,178 12/31/2023
Wells Fargo & Company MN229,754$1,643 12/31/2023
     PHT229,754$1,643 12/31/2023
Capital Investment Advisors LLC175,126$1,341 03/31/2024
     PHT175,126$1,341 03/31/2024
CNH Partners LLC171,729$1,228 12/31/2023
     PHT171,729$1,228 12/31/2023
Envestnet Asset Management Inc.146,368$1,047 12/31/2023
     PHT146,368$1,047 12/31/2023
Park Avenue Securities LLC131,531$1,008 03/31/2024
     PHT131,531$1,008 03/31/2024
LPL Financial LLC118,837$850 12/31/2023
     PHT118,837$850 12/31/2023
Morgan Stanley106,611$762 12/31/2023
     PHT106,611$762 12/31/2023
Rockefeller Capital Management L.P.93,557$669 12/31/2023
     PHT93,557$669 12/31/2023
GWM Advisors LLC82,600$594 12/31/2023
     PHT82,600$594 12/31/2023
Advisor Group Holdings Inc.66,363$474 12/31/2023
     PHT66,363$474 12/31/2023
Bank of America Corp DE51,918$371 12/31/2023
     PHT51,918$371 12/31/2023
Royal Bank of Canada50,237$359 12/31/2023
     PHT50,237$359 12/31/2023
Shaker Financial Services LLC47,036$336 12/31/2023
     PHT47,036$336 12/31/2023
Raymond James Financial Services Advisors Inc.42,365$325 03/31/2024
     PHT42,365$325 03/31/2024
Atomi Financial Group Inc.31,486$225 12/31/2023
     PHT31,486$225 12/31/2023
Morris Retirement Advisors LLC27,924$200 12/31/2023
     PHT27,924$200 12/31/2023
International Assets Investment Management LLC24,568$188 03/31/2024
     PHT24,568$188 03/31/2024
MML Investors Services LLC25,190$180 12/31/2023
     PHT25,190$180 12/31/2023
Integrated Capital Management Inc.21,804$167 03/31/2024
     PHT21,804$167 03/31/2024
Collaborative Wealth Managment Inc.22,840$163 12/31/2023
     PHT22,840$163 12/31/2023
Raymond James & Associates20,149$154 03/31/2024
     PHT20,149$154 03/31/2024
Baird Financial Group Inc.20,000$143 12/31/2023
     PHT20,000$143 12/31/2023
Landscape Capital Management L.L.C.18,188$130 12/31/2023
     PHT18,188$130 12/31/2023
Cetera Investment Advisers17,689$126 12/31/2023
     PHT17,689$126 12/31/2023
Susquehanna International Group LLP13,023$93 12/31/2023
     PHT13,023$93 12/31/2023
Lincoln National Corp11,698$84 12/31/2023
     PHT11,698$84 12/31/2023
Nomura Holdings Inc.11,542$83 12/31/2023
     PHT11,542$83 12/31/2023
Walleye Capital LLC10,974$78 12/31/2023
     PHT10,974$78 12/31/2023
SFI Advisors LLC10,794$77 12/31/2023
     PHT10,794$77 12/31/2023
CoreCap Advisors LLC10,460$75 12/31/2023
     PHT10,460$75 12/31/2023
The PNC Financial Services Group Inc.10,000$72 12/31/2023
     PHT10,000$72 12/31/2023
Cetera Advisor Networks LLC10,020$72 12/31/2023
     PHT10,020$72 12/31/2023
Advisory Services Network LLC5,228$37 12/31/2023
     PHT5,228$37 12/31/2023
Principal Securities Inc.5,056$36 12/31/2023
     PHT5,056$36 12/31/2023
Elequin Capital LP4,881$35 12/31/2023
     PHT4,881$35 12/31/2023
Spire Wealth Management4,482$34 03/31/2024
     PHT4,482$34 03/31/2024
Barrett & Company Inc.3,500$27 03/31/2024
     PHT3,500$27 03/31/2024
Beacon Capital Management LLC2,857$19 12/31/2023
     PHT2,857$19 12/31/2023
Coppell Advisory Solutions LLC1,525$11 12/31/2023
     PHT1,525$11 12/31/2023
Northwestern Mutual Wealth Management Co.700$5 12/31/2023
     PHT700$5 12/31/2023
IFP Advisors Inc503$4 12/31/2023
     PHT503$4 12/31/2023
Steward Partners Investment Advisory LLC350$3 12/31/2023
     PHT350$3 12/31/2023
Comerica Bank300$2 12/31/2023
     PHT300$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     PHT0$0 12/31/2023
Cape Investment Advisory Inc.22$0 12/31/2023
     PHT22$0 12/31/2023

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

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