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Funds Holding PIM

On this page, we present all of the funds holding PIM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PIM, with a link to that fund's top holdings. The next columns indicate the amount of PIM stock held by each of the funds holding PIM, followed by the PIM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 51 funds holding PIM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Sit Investment Associates Inc.. For more details on the positions held by Sit Investment Associates Inc. (or by any of the other funds holding PIM), click the fund name in the "Holder" column of the funds-holding-PIM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Sit Investment Associates Inc.20,752,147$66,199 12/31/2023
     PIM20,752,147$66,199 12/31/2023
1607 Capital Partners LLC1,307,386$4,171 12/31/2023
     PIM1,307,386$4,171 12/31/2023
Karpus Management Inc.830,001$2,648 12/31/2023
     PIM830,001$2,648 12/31/2023
Allspring Global Investments Holdings LLC743,429$2,379 03/31/2024
     PIM743,429$2,379 03/31/2024
Consolidated Portfolio Review Corp243,530$777 12/31/2023
     PIM243,530$777 12/31/2023
Invesco Ltd.190,831$609 12/31/2023
     PIM190,831$609 12/31/2023
Morgan Stanley187,669$599 12/31/2023
     PIM187,669$599 12/31/2023
Gill Capital Partners LLC175,386$559 12/31/2023
     PIM175,386$559 12/31/2023
Penbrook Management LLC149,963$480 03/31/2024
     PIM149,963$480 03/31/2024
GWM Advisors LLC121,400$390 12/31/2023
     PIM121,400$390 12/31/2023
Janney Montgomery Scott LLC86,424$276 12/31/2023
     PIM86,424$276 12/31/2023
TCG Advisory Services LLC78,924$252 12/31/2023
     PIM78,924$252 12/31/2023
Melfa Wealth Management LLC73,799$235 12/31/2023
     PIM73,799$235 12/31/2023
Sheaff Brock Investment Advisors LLC66,272$211 12/31/2023
     PIM66,272$211 12/31/2023
Commonwealth Equity Services LLC65,719$210 12/31/2023
     PIM65,719$210 12/31/2023
LPL Financial LLC48,179$154 12/31/2023
     PIM48,179$154 12/31/2023
Transcend Wealth Collective LLC46,600$149 12/31/2023
     PIM46,600$149 12/31/2023
Landscape Capital Management L.L.C.45,661$146 12/31/2023
     PIM45,661$146 12/31/2023
UBS Group AG35,627$114 12/31/2023
     PIM35,627$114 12/31/2023
Fortitude Advisory Group L.L.C.34,880$111 12/31/2023
     PIM34,880$111 12/31/2023
Clough Capital Partners L P27,500$88 12/31/2023
     PIM27,500$88 12/31/2023
Shaker Financial Services LLC24,289$78 12/31/2023
     PIM24,289$78 12/31/2023
Bard Financial Services Inc.21,540$69 12/31/2023
     PIM21,540$69 12/31/2023
Coldstream Capital Management Inc.20,000$64 12/31/2023
     PIM20,000$64 12/31/2023
Dakota Wealth Management18,525$59 12/31/2023
     PIM18,525$59 12/31/2023
WealthTrust Axiom LLC15,088$48 12/31/2023
     PIM15,088$48 12/31/2023
Avantax Advisory Services Inc.14,771$47 12/31/2023
     PIM14,771$47 12/31/2023
Graves Light Private Wealth Management Inc.14,300$46 12/31/2023
     PIM14,300$46 12/31/2023
Raymond James & Associates14,211$45 12/31/2023
     PIM14,211$45 12/31/2023
Key Financial Inc11,882$38 12/31/2023
     PIM11,882$38 12/31/2023
XTX Topco Ltd11,294$36 12/31/2023
     PIM11,294$36 12/31/2023
Investors Asset Management of Georgia Inc. GA ADV10,613$34 12/31/2023
     PIM10,613$34 12/31/2023
IFG Advisory LLC10,750$34 12/31/2023
     PIM10,750$34 12/31/2023
Gridiron Partners LLC10,507$34 12/31/2023
     PIM10,507$34 12/31/2023
Shufro Rose & Co. LLC11,000$33 12/31/2023
     PIM11,000$33 12/31/2023
Moors & Cabot Inc.10,000$32 12/31/2023
     PIM10,000$32 12/31/2023
WealthShield Partners LLC10,000$32 12/31/2023
     PIM10,000$32 12/31/2023
Advisor Group Holdings Inc.9,426$30 12/31/2023
     PIM9,426$30 12/31/2023
Wells Fargo & Company MN7,936$25 12/31/2023
     PIM7,936$25 12/31/2023
Hollencrest Capital Management7,617$24 12/31/2023
     PIM7,617$24 12/31/2023
The PNC Financial Services Group Inc.5,264$17 12/31/2023
     PIM5,264$17 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA4,500$14 12/31/2023
     PIM4,500$14 12/31/2023
JPMorgan Chase & Co.4,160$13 12/31/2023
     PIM4,160$13 12/31/2023
Comerica Bank3,000$10 12/31/2023
     PIM3,000$10 12/31/2023
Royal Bank of Canada2,165$7 12/31/2023
     PIM2,165$7 12/31/2023
Allworth Financial LP2,000$6 12/31/2023
     PIM2,000$6 12/31/2023
Planned Solutions Inc.1,729$6 12/31/2023
     PIM1,729$6 12/31/2023
Bank of America Corp DE1,062$3 12/31/2023
     PIM1,062$3 12/31/2023
GPS Wealth Strategies Group LLC968$3 12/31/2023
     PIM968$3 12/31/2023
FNY Investment Advisers LLC500$2 12/31/2023
     PIM500$2 12/31/2023
Steward Partners Investment Advisory LLC400$1 12/31/2023
     PIM400$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PIM0$0 12/31/2023

See Summary: Institutional Holders of PIM
See Details: Top 10 Hedge Funds Holding PIM
Also See: PIM Holdings Changes

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