HoldingsChannel.com
Funds Holding PMO

On this page, we present all of the funds holding PMO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PMO, with a link to that fund's top holdings. The next columns indicate the amount of PMO stock held by each of the funds holding PMO, followed by the PMO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 84 funds holding PMO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Robinson Capital Management LLC. For more details on the positions held by Robinson Capital Management LLC (or by any of the other funds holding PMO), click the fund name in the "Holder" column of the funds-holding-PMO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Robinson Capital Management LLC902,947$9,273 12/31/2023
     PMO902,947$9,273 12/31/2023
Ameriprise Financial Inc.652,022$6,672 12/31/2023
     PMO652,022$6,672 12/31/2023
Fiera Capital Corp605,654$6,196 12/31/2023
     PMO605,654$6,196 12/31/2023
Melfa Wealth Management LLC484,967$4,961 12/31/2023
     PMO484,967$4,961 12/31/2023
Commonwealth Equity Services LLC329,477$3,371 12/31/2023
     PMO329,477$3,371 12/31/2023
UBS Group AG287,226$2,938 12/31/2023
     PMO287,226$2,938 12/31/2023
Saba Capital Management L.P.283,022$2,895 12/31/2023
     PMO283,022$2,895 12/31/2023
Van ECK Associates Corp236,283$2,417 12/31/2023
     PMO236,283$2,417 12/31/2023
Morgan Stanley221,370$2,265 12/31/2023
     PMO221,370$2,265 12/31/2023
Raymond James & Associates215,399$2,204 12/31/2023
     PMO215,399$2,204 12/31/2023
Advisors Asset Management Inc.159,465$1,631 12/31/2023
     PMO159,465$1,631 12/31/2023
Bank of America Corp DE148,065$1,515 12/31/2023
     PMO148,065$1,515 12/31/2023
Advisor Group Holdings Inc.122,051$1,249 12/31/2023
     PMO122,051$1,249 12/31/2023
Park Avenue Securities LLC115,800$1,177 03/31/2024
     PMO115,800$1,177 03/31/2024
Invesco Ltd.114,369$1,170 12/31/2023
     PMO114,369$1,170 12/31/2023
Rockefeller Capital Management L.P.112,815$1,154 12/31/2023
     PMO112,815$1,154 12/31/2023
Capital Investment Advisors LLC109,074$1,108 03/31/2024
     PMO109,074$1,108 03/31/2024
Landscape Capital Management L.L.C.106,164$1,086 12/31/2023
     PMO106,164$1,086 12/31/2023
Nova R Wealth Inc.99,997$1,016 03/31/2024
     PMO99,997$1,016 03/31/2024
Baird Financial Group Inc.71,887$735 12/31/2023
     PMO71,887$735 12/31/2023
Cambridge Investment Research Advisors Inc.65,848$674 12/31/2023
     PMO65,848$674 12/31/2023
Wells Fargo & Company MN64,307$658 12/31/2023
     PMO64,307$658 12/31/2023
1ST Source Bank64,111$656 12/31/2023
     PMO64,111$656 12/31/2023
LPL Financial LLC62,852$643 12/31/2023
     PMO62,852$643 12/31/2023
Oppenheimer & Co. Inc.55,464$567 12/31/2023
     PMO55,464$567 12/31/2023
Raymond James Financial Services Advisors Inc.54,777$560 12/31/2023
     PMO54,777$560 12/31/2023
Northwestern Mutual Wealth Management Co.53,655$549 12/31/2023
     PMO53,655$549 12/31/2023
Millennium Management LLC45,221$463 12/31/2023
     PMO45,221$463 12/31/2023
Bank of Montreal Can39,041$399 12/31/2023
     PMO39,041$399 12/31/2023
Tectonic Advisors LLC33,991$348 12/31/2023
     PMO33,991$348 12/31/2023
Smith Moore & CO.32,409$332 12/31/2023
     PMO32,409$332 12/31/2023
Relative Value Partners Group LLC32,000$327 12/31/2023
     PMO32,000$327 12/31/2023
Twin Focus Capital Partners LLC31,294$320 12/31/2023
     PMO31,294$320 12/31/2023
Susquehanna International Group LLP29,420$301 12/31/2023
     PMO29,420$301 12/31/2023
Lakeview Capital Partners LLC28,498$292 12/31/2023
     PMO28,498$292 12/31/2023
Cohen & Steers Inc.27,923$286 12/31/2023
     PMO27,923$286 12/31/2023
IFP Advisors Inc26,920$275 12/31/2023
     PMO26,920$275 12/31/2023
Putnam Investments LLC24,892$255 12/31/2023
     PMO24,892$255 12/31/2023
Tyche Wealth Partners LLC23,685$242 12/31/2023
     PMO23,685$242 12/31/2023
GWM Advisors LLC23,150$237 12/31/2023
     PMO23,150$237 12/31/2023
Gill Capital Partners LLC23,090$236 12/31/2023
     PMO23,090$236 12/31/2023
Stifel Financial Corp21,967$225 12/31/2023
     PMO21,967$225 12/31/2023
Cresset Asset Management LLC21,900$225 12/31/2023
     PMO21,900$225 12/31/2023
Royal Bank of Canada21,340$218 12/31/2023
     PMO21,340$218 12/31/2023
Burford Brothers Inc.19,900$204 12/31/2023
     PMO19,900$204 12/31/2023
Huntington National Bank $198 12/31/2023
     PMO19,358$198 12/31/2023
     EXCHANGE TRADED1$0 12/31/2023
Ellis Investment Partners LLC18,805$191 03/31/2024
     PMO18,805$191 03/31/2024
National Asset Management Inc.16,870$173 12/31/2023
     PMO16,870$173 12/31/2023
Integrated Capital Management Inc.16,594$169 03/31/2024
     PMO16,594$169 03/31/2024
Collaborative Wealth Managment Inc.15,324$157 12/31/2023
     PMO15,324$157 12/31/2023
ARS Wealth Advisors Group LLC15,094$154 12/31/2023
     PMO15,094$154 12/31/2023
Concurrent Investment Advisors LLC14,729$151 12/31/2023
     PMO14,729$151 12/31/2023
Simon Quick Advisors LLC14,710$149 03/31/2024
     PMO14,710$149 03/31/2024
Citadel Advisors LLC13,961$143 12/31/2023
     PMO13,961$143 12/31/2023
Spire Wealth Management14,000$143 12/31/2023
     PMO14,000$143 12/31/2023
Indiana Trust & Investment Management CO14,000$142 03/31/2024
     PMO14,000$142 03/31/2024
Nomura Holdings Inc.13,250$136 12/31/2023
     PMO13,250$136 12/31/2023
Staley Capital Advisers Inc.12,500$128 12/31/2023
     PMO12,500$128 12/31/2023
Summit Trail Advisors LLC12,443$128 12/31/2023
     PMO12,443$128 12/31/2023
Successful Portfolios LLC12,428$126 03/31/2024
     PMO12,428$126 03/31/2024
Moors & Cabot Inc.12,339$126 12/31/2023
     PMO12,339$126 12/31/2023
Sheaff Brock Investment Advisors LLC12,000$123 12/31/2023
     PMO12,000$123 12/31/2023
Private Wealth Advisors LLC11,774$120 12/31/2023
     PMO11,774$120 12/31/2023
HighTower Advisors LLC11,332$116 12/31/2023
     PMO11,332$116 12/31/2023
Financial Network Wealth Management LLC11,250$115 12/31/2023
     PMO11,250$115 12/31/2023
Seelaus Asset Management LLC10,488$107 12/31/2023
     PMO10,488$107 12/31/2023
Elequin Capital LP10,464$107 12/31/2023
     PMO10,464$107 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC9,927$102 12/31/2023
     PMO9,927$102 12/31/2023
Sonora Investment Management Group LLC10,000$102 12/31/2023
     PMO10,000$102 12/31/2023
Farther Finance Advisors LLC6,638$68 12/31/2023
     PMO6,638$68 12/31/2023
US Bancorp DE4,545$46 12/31/2023
     PMO4,545$46 12/31/2023
Comerica Bank4,410$45 12/31/2023
     PMO4,410$45 12/31/2023
ST Germain D J Co. Inc.3,000$30 03/31/2024
     PMO3,000$30 03/31/2024
UMB Bank N A MO2,699$28 12/31/2023
     PMO2,699$28 12/31/2023
Fifth Third Bancorp2,539$26 12/31/2023
     PMO2,539$26 12/31/2023
Wolverine Asset Management LLC1,700$17 12/31/2023
     PMO1,700$17 12/31/2023
Harbour Investments Inc.1,408$14 12/31/2023
     PMO1,408$14 12/31/2023
Mascoma Wealth Management LLC1,191$12 12/31/2023
     PMO1,191$12 12/31/2023
Anchor Investment Management LLC1,000$10 12/31/2023
     PMO1,000$10 12/31/2023
Geneos Wealth Management Inc.521$5 12/31/2023
     PMO521$5 12/31/2023
FNY Investment Advisers LLC400$4 12/31/2023
     PMO400$4 12/31/2023
Global Retirement Partners LLC348$4 12/31/2023
     PMO348$4 12/31/2023
Benjamin F. Edwards & Company Inc.173$2 12/31/2023
     PMO173$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     PMO0$0 12/31/2023
Advisory Services Network LLC0$0 12/31/2023
     PMO0$0 12/31/2023

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

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