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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Flagship Harbor Advisors LLC | 983,291 | $7,532 | 03/31/2024 |
PHT | 983,291 | $7,532 | 03/31/2024 |
Sit Investment Associates Inc. | 888,221 | $6,351 | 12/31/2023 |
PHT | 888,221 | $6,351 | 12/31/2023 |
Pathstone Holdings LLC | 865,110 | $6,186 | 12/31/2023 |
PHT | 865,110 | $6,186 | 12/31/2023 |
UBS Group AG | 842,584 | $6,024 | 12/31/2023 |
PHT | 842,584 | $6,024 | 12/31/2023 |
Guggenheim Capital LLC | 539,535 | $3,858 | 12/31/2023 |
PHT | 539,535 | $3,858 | 12/31/2023 |
Foundations Investment Advisors LLC | 468,584 | $3,463 | 12/31/2023 |
PHT | 468,584 | $3,463 | 12/31/2023 |
Invesco Ltd. | 462,866 | $3,309 | 12/31/2023 |
PHT | 462,866 | $3,309 | 12/31/2023 |
Advisors Asset Management Inc. | 304,656 | $2,178 | 12/31/2023 |
PHT | 304,656 | $2,178 | 12/31/2023 |
Wells Fargo & Company MN | 229,754 | $1,643 | 12/31/2023 |
PHT | 229,754 | $1,643 | 12/31/2023 |
Capital Investment Advisors LLC | 175,126 | $1,341 | 03/31/2024 |
PHT | 175,126 | $1,341 | 03/31/2024 |
CNH Partners LLC | 171,729 | $1,228 | 12/31/2023 |
PHT | 171,729 | $1,228 | 12/31/2023 |
Envestnet Asset Management Inc. | 146,368 | $1,047 | 12/31/2023 |
PHT | 146,368 | $1,047 | 12/31/2023 |
Park Avenue Securities LLC | 131,531 | $1,008 | 03/31/2024 |
PHT | 131,531 | $1,008 | 03/31/2024 |
LPL Financial LLC | 118,837 | $850 | 12/31/2023 |
PHT | 118,837 | $850 | 12/31/2023 |
Morgan Stanley | 106,611 | $762 | 12/31/2023 |
PHT | 106,611 | $762 | 12/31/2023 |
Rockefeller Capital Management L.P. | 93,557 | $669 | 12/31/2023 |
PHT | 93,557 | $669 | 12/31/2023 |
GWM Advisors LLC | 82,600 | $594 | 12/31/2023 |
PHT | 82,600 | $594 | 12/31/2023 |
Advisor Group Holdings Inc. | 66,363 | $474 | 12/31/2023 |
PHT | 66,363 | $474 | 12/31/2023 |
Bank of America Corp DE | 51,918 | $371 | 12/31/2023 |
PHT | 51,918 | $371 | 12/31/2023 |
Royal Bank of Canada | 50,237 | $359 | 12/31/2023 |
PHT | 50,237 | $359 | 12/31/2023 |
Shaker Financial Services LLC | 47,036 | $336 | 12/31/2023 |
PHT | 47,036 | $336 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 42,365 | $325 | 03/31/2024 |
PHT | 42,365 | $325 | 03/31/2024 |
Atomi Financial Group Inc. | 31,486 | $225 | 12/31/2023 |
PHT | 31,486 | $225 | 12/31/2023 |
Morris Retirement Advisors LLC | 27,924 | $200 | 12/31/2023 |
PHT | 27,924 | $200 | 12/31/2023 |
International Assets Investment Management LLC | 24,568 | $188 | 03/31/2024 |
PHT | 24,568 | $188 | 03/31/2024 |
MML Investors Services LLC | 25,190 | $180 | 12/31/2023 |
PHT | 25,190 | $180 | 12/31/2023 |
Integrated Capital Management Inc. | 21,804 | $167 | 03/31/2024 |
PHT | 21,804 | $167 | 03/31/2024 |
Collaborative Wealth Managment Inc. | 22,840 | $163 | 12/31/2023 |
PHT | 22,840 | $163 | 12/31/2023 |
Raymond James & Associates | 20,149 | $154 | 03/31/2024 |
PHT | 20,149 | $154 | 03/31/2024 |
Baird Financial Group Inc. | 20,000 | $143 | 12/31/2023 |
PHT | 20,000 | $143 | 12/31/2023 |
Landscape Capital Management L.L.C. | 18,188 | $130 | 12/31/2023 |
PHT | 18,188 | $130 | 12/31/2023 |
Cetera Investment Advisers | 17,689 | $126 | 12/31/2023 |
PHT | 17,689 | $126 | 12/31/2023 |
Susquehanna International Group LLP | 13,023 | $93 | 12/31/2023 |
PHT | 13,023 | $93 | 12/31/2023 |
Lincoln National Corp | 11,698 | $84 | 12/31/2023 |
PHT | 11,698 | $84 | 12/31/2023 |
Nomura Holdings Inc. | 11,542 | $83 | 12/31/2023 |
PHT | 11,542 | $83 | 12/31/2023 |
Walleye Capital LLC | 10,974 | $78 | 12/31/2023 |
PHT | 10,974 | $78 | 12/31/2023 |
SFI Advisors LLC | 10,794 | $77 | 12/31/2023 |
PHT | 10,794 | $77 | 12/31/2023 |
CoreCap Advisors LLC | 10,460 | $75 | 12/31/2023 |
PHT | 10,460 | $75 | 12/31/2023 |
The PNC Financial Services Group Inc. | 10,000 | $72 | 12/31/2023 |
PHT | 10,000 | $72 | 12/31/2023 |
Cetera Advisor Networks LLC | 10,020 | $72 | 12/31/2023 |
PHT | 10,020 | $72 | 12/31/2023 |
Advisory Services Network LLC | 5,228 | $37 | 12/31/2023 |
PHT | 5,228 | $37 | 12/31/2023 |
Principal Securities Inc. | 5,056 | $36 | 12/31/2023 |
PHT | 5,056 | $36 | 12/31/2023 |
Elequin Capital LP | 4,881 | $35 | 12/31/2023 |
PHT | 4,881 | $35 | 12/31/2023 |
Spire Wealth Management | 4,482 | $34 | 03/31/2024 |
PHT | 4,482 | $34 | 03/31/2024 |
Barrett & Company Inc. | 3,500 | $27 | 03/31/2024 |
PHT | 3,500 | $27 | 03/31/2024 |
Beacon Capital Management LLC | 2,857 | $19 | 12/31/2023 |
PHT | 2,857 | $19 | 12/31/2023 |
Coppell Advisory Solutions LLC | 1,525 | $11 | 12/31/2023 |
PHT | 1,525 | $11 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 700 | $5 | 12/31/2023 |
PHT | 700 | $5 | 12/31/2023 |
IFP Advisors Inc | 503 | $4 | 12/31/2023 |
PHT | 503 | $4 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 350 | $3 | 12/31/2023 |
PHT | 350 | $3 | 12/31/2023 |
Comerica Bank | 300 | $2 | 12/31/2023 |
PHT | 300 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PHT | 0 | $0 | 12/31/2023 |
Cape Investment Advisory Inc. | 22 | $0 | 12/31/2023 |
PHT | 22 | $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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