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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Robinson Capital Management LLC | 902,947 | $9,273 | 12/31/2023 |
PMO | 902,947 | $9,273 | 12/31/2023 |
Ameriprise Financial Inc. | 652,022 | $6,672 | 12/31/2023 |
PMO | 652,022 | $6,672 | 12/31/2023 |
Fiera Capital Corp | 605,654 | $6,196 | 12/31/2023 |
PMO | 605,654 | $6,196 | 12/31/2023 |
Melfa Wealth Management LLC | 484,967 | $4,961 | 12/31/2023 |
PMO | 484,967 | $4,961 | 12/31/2023 |
Commonwealth Equity Services LLC | 329,477 | $3,371 | 12/31/2023 |
PMO | 329,477 | $3,371 | 12/31/2023 |
UBS Group AG | 287,226 | $2,938 | 12/31/2023 |
PMO | 287,226 | $2,938 | 12/31/2023 |
Saba Capital Management L.P. | 283,022 | $2,895 | 12/31/2023 |
PMO | 283,022 | $2,895 | 12/31/2023 |
Van ECK Associates Corp | 236,283 | $2,417 | 12/31/2023 |
PMO | 236,283 | $2,417 | 12/31/2023 |
Morgan Stanley | 221,370 | $2,265 | 12/31/2023 |
PMO | 221,370 | $2,265 | 12/31/2023 |
Raymond James & Associates | 215,399 | $2,204 | 12/31/2023 |
PMO | 215,399 | $2,204 | 12/31/2023 |
Advisors Asset Management Inc. | 159,465 | $1,631 | 12/31/2023 |
PMO | 159,465 | $1,631 | 12/31/2023 |
Bank of America Corp DE | 148,065 | $1,515 | 12/31/2023 |
PMO | 148,065 | $1,515 | 12/31/2023 |
Advisor Group Holdings Inc. | 122,051 | $1,249 | 12/31/2023 |
PMO | 122,051 | $1,249 | 12/31/2023 |
Park Avenue Securities LLC | 115,800 | $1,177 | 03/31/2024 |
PMO | 115,800 | $1,177 | 03/31/2024 |
Invesco Ltd. | 114,369 | $1,170 | 12/31/2023 |
PMO | 114,369 | $1,170 | 12/31/2023 |
Rockefeller Capital Management L.P. | 112,815 | $1,154 | 12/31/2023 |
PMO | 112,815 | $1,154 | 12/31/2023 |
Capital Investment Advisors LLC | 109,074 | $1,108 | 03/31/2024 |
PMO | 109,074 | $1,108 | 03/31/2024 |
Landscape Capital Management L.L.C. | 106,164 | $1,086 | 12/31/2023 |
PMO | 106,164 | $1,086 | 12/31/2023 |
Nova R Wealth Inc. | 99,997 | $1,016 | 03/31/2024 |
PMO | 99,997 | $1,016 | 03/31/2024 |
Baird Financial Group Inc. | 71,887 | $735 | 12/31/2023 |
PMO | 71,887 | $735 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 65,848 | $674 | 12/31/2023 |
PMO | 65,848 | $674 | 12/31/2023 |
Wells Fargo & Company MN | 64,307 | $658 | 12/31/2023 |
PMO | 64,307 | $658 | 12/31/2023 |
1ST Source Bank | 64,111 | $656 | 12/31/2023 |
PMO | 64,111 | $656 | 12/31/2023 |
LPL Financial LLC | 62,852 | $643 | 12/31/2023 |
PMO | 62,852 | $643 | 12/31/2023 |
Oppenheimer & Co. Inc. | 55,464 | $567 | 12/31/2023 |
PMO | 55,464 | $567 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 54,777 | $560 | 12/31/2023 |
PMO | 54,777 | $560 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 53,655 | $549 | 12/31/2023 |
PMO | 53,655 | $549 | 12/31/2023 |
Millennium Management LLC | 45,221 | $463 | 12/31/2023 |
PMO | 45,221 | $463 | 12/31/2023 |
Bank of Montreal Can | 39,041 | $399 | 12/31/2023 |
PMO | 39,041 | $399 | 12/31/2023 |
Tectonic Advisors LLC | 33,991 | $348 | 12/31/2023 |
PMO | 33,991 | $348 | 12/31/2023 |
Smith Moore & CO. | 32,409 | $332 | 12/31/2023 |
PMO | 32,409 | $332 | 12/31/2023 |
Relative Value Partners Group LLC | 32,000 | $327 | 12/31/2023 |
PMO | 32,000 | $327 | 12/31/2023 |
Twin Focus Capital Partners LLC | 31,294 | $320 | 12/31/2023 |
PMO | 31,294 | $320 | 12/31/2023 |
Susquehanna International Group LLP | 29,420 | $301 | 12/31/2023 |
PMO | 29,420 | $301 | 12/31/2023 |
Lakeview Capital Partners LLC | 28,498 | $292 | 12/31/2023 |
PMO | 28,498 | $292 | 12/31/2023 |
Cohen & Steers Inc. | 27,923 | $286 | 12/31/2023 |
PMO | 27,923 | $286 | 12/31/2023 |
IFP Advisors Inc | 26,920 | $275 | 12/31/2023 |
PMO | 26,920 | $275 | 12/31/2023 |
Putnam Investments LLC | 24,892 | $255 | 12/31/2023 |
PMO | 24,892 | $255 | 12/31/2023 |
Tyche Wealth Partners LLC | 23,685 | $242 | 12/31/2023 |
PMO | 23,685 | $242 | 12/31/2023 |
GWM Advisors LLC | 23,150 | $237 | 12/31/2023 |
PMO | 23,150 | $237 | 12/31/2023 |
Gill Capital Partners LLC | 23,090 | $236 | 12/31/2023 |
PMO | 23,090 | $236 | 12/31/2023 |
Stifel Financial Corp | 21,967 | $225 | 12/31/2023 |
PMO | 21,967 | $225 | 12/31/2023 |
Cresset Asset Management LLC | 21,900 | $225 | 12/31/2023 |
PMO | 21,900 | $225 | 12/31/2023 |
Royal Bank of Canada | 21,340 | $218 | 12/31/2023 |
PMO | 21,340 | $218 | 12/31/2023 |
Burford Brothers Inc. | 19,900 | $204 | 12/31/2023 |
PMO | 19,900 | $204 | 12/31/2023 |
Huntington National Bank | $198 | 12/31/2023 | |
PMO | 19,358 | $198 | 12/31/2023 |
EXCHANGE TRADED | 1 | $0 | 12/31/2023 |
Ellis Investment Partners LLC | 18,805 | $191 | 03/31/2024 |
PMO | 18,805 | $191 | 03/31/2024 |
National Asset Management Inc. | 16,870 | $173 | 12/31/2023 |
PMO | 16,870 | $173 | 12/31/2023 |
Integrated Capital Management Inc. | 16,594 | $169 | 03/31/2024 |
PMO | 16,594 | $169 | 03/31/2024 |
Collaborative Wealth Managment Inc. | 15,324 | $157 | 12/31/2023 |
PMO | 15,324 | $157 | 12/31/2023 |
ARS Wealth Advisors Group LLC | 15,094 | $154 | 12/31/2023 |
PMO | 15,094 | $154 | 12/31/2023 |
Concurrent Investment Advisors LLC | 14,729 | $151 | 12/31/2023 |
PMO | 14,729 | $151 | 12/31/2023 |
Simon Quick Advisors LLC | 14,710 | $149 | 03/31/2024 |
PMO | 14,710 | $149 | 03/31/2024 |
Citadel Advisors LLC | 13,961 | $143 | 12/31/2023 |
PMO | 13,961 | $143 | 12/31/2023 |
Spire Wealth Management | 14,000 | $143 | 12/31/2023 |
PMO | 14,000 | $143 | 12/31/2023 |
Indiana Trust & Investment Management CO | 14,000 | $142 | 03/31/2024 |
PMO | 14,000 | $142 | 03/31/2024 |
Nomura Holdings Inc. | 13,250 | $136 | 12/31/2023 |
PMO | 13,250 | $136 | 12/31/2023 |
Staley Capital Advisers Inc. | 12,500 | $128 | 12/31/2023 |
PMO | 12,500 | $128 | 12/31/2023 |
Summit Trail Advisors LLC | 12,443 | $128 | 12/31/2023 |
PMO | 12,443 | $128 | 12/31/2023 |
Successful Portfolios LLC | 12,428 | $126 | 03/31/2024 |
PMO | 12,428 | $126 | 03/31/2024 |
Moors & Cabot Inc. | 12,339 | $126 | 12/31/2023 |
PMO | 12,339 | $126 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 12,000 | $123 | 12/31/2023 |
PMO | 12,000 | $123 | 12/31/2023 |
Private Wealth Advisors LLC | 11,774 | $120 | 12/31/2023 |
PMO | 11,774 | $120 | 12/31/2023 |
HighTower Advisors LLC | 11,332 | $116 | 12/31/2023 |
PMO | 11,332 | $116 | 12/31/2023 |
Financial Network Wealth Management LLC | 11,250 | $115 | 12/31/2023 |
PMO | 11,250 | $115 | 12/31/2023 |
Seelaus Asset Management LLC | 10,488 | $107 | 12/31/2023 |
PMO | 10,488 | $107 | 12/31/2023 |
Elequin Capital LP | 10,464 | $107 | 12/31/2023 |
PMO | 10,464 | $107 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,927 | $102 | 12/31/2023 |
PMO | 9,927 | $102 | 12/31/2023 |
Sonora Investment Management Group LLC | 10,000 | $102 | 12/31/2023 |
PMO | 10,000 | $102 | 12/31/2023 |
Farther Finance Advisors LLC | 6,638 | $68 | 12/31/2023 |
PMO | 6,638 | $68 | 12/31/2023 |
US Bancorp DE | 4,545 | $46 | 12/31/2023 |
PMO | 4,545 | $46 | 12/31/2023 |
Comerica Bank | 4,410 | $45 | 12/31/2023 |
PMO | 4,410 | $45 | 12/31/2023 |
ST Germain D J Co. Inc. | 3,000 | $30 | 03/31/2024 |
PMO | 3,000 | $30 | 03/31/2024 |
UMB Bank N A MO | 2,699 | $28 | 12/31/2023 |
PMO | 2,699 | $28 | 12/31/2023 |
Fifth Third Bancorp | 2,539 | $26 | 12/31/2023 |
PMO | 2,539 | $26 | 12/31/2023 |
Wolverine Asset Management LLC | 1,700 | $17 | 12/31/2023 |
PMO | 1,700 | $17 | 12/31/2023 |
Harbour Investments Inc. | 1,408 | $14 | 12/31/2023 |
PMO | 1,408 | $14 | 12/31/2023 |
Mascoma Wealth Management LLC | 1,191 | $12 | 12/31/2023 |
PMO | 1,191 | $12 | 12/31/2023 |
Anchor Investment Management LLC | 1,000 | $10 | 12/31/2023 |
PMO | 1,000 | $10 | 12/31/2023 |
Geneos Wealth Management Inc. | 521 | $5 | 12/31/2023 |
PMO | 521 | $5 | 12/31/2023 |
FNY Investment Advisers LLC | 400 | $4 | 12/31/2023 |
PMO | 400 | $4 | 12/31/2023 |
Global Retirement Partners LLC | 348 | $4 | 12/31/2023 |
PMO | 348 | $4 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 173 | $2 | 12/31/2023 |
PMO | 173 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PMO | 0 | $0 | 12/31/2023 |
Advisory Services Network LLC | 0 | $0 | 12/31/2023 |
PMO | 0 | $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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