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Funds Holding PRFD

On this page, we present all of the funds holding PRFD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PRFD, with a link to that fund's top holdings. The next columns indicate the amount of PRFD stock held by each of the funds holding PRFD, followed by the PRFD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 14 funds holding PRFD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gradient Investments LLC. For more details on the positions held by Gradient Investments LLC (or by any of the other funds holding PRFD), click the fund name in the "Holder" column of the funds-holding-PRFD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Gradient Investments LLC680,280$33,759 03/31/2024
     PRFD680,280$33,759 03/31/2024
Jane Street Group LLC297,008$14,363 12/31/2023
     PRFD297,008$14,363 12/31/2023
Allianz Asset Management GmbH106,426$5,147 12/31/2023
     PRFD106,426$5,147 12/31/2023
LPL Financial LLC66,649$3,223 12/31/2023
     PRFD66,649$3,223 12/31/2023
Royal Bank of Canada44,996$2,176 12/31/2023
     PRFD44,996$2,176 12/31/2023
Magnolia Capital Advisors LLC39,110$1,915 12/31/2023
     PRFD39,110$1,915 12/31/2023
Smith Moore & CO.26,254$1,270 12/31/2023
     PRFD26,254$1,270 12/31/2023
HighTower Advisors LLC23,993$1,162 12/31/2023
     PRFD23,993$1,162 12/31/2023
Bank of Montreal Can23,400$1,138 12/31/2023
     PRFD23,400$1,138 12/31/2023
Advisor Group Holdings Inc.2,559$124 12/31/2023
     PRFD2,559$124 12/31/2023
Financial Synergies Wealth Advisors Inc.2,393$119 03/31/2024
     PRFD2,393$119 03/31/2024
UBS Group AG273$13 12/31/2023
     PRFD273$13 12/31/2023
Morgan Stanley151$7 12/31/2023
     PRFD151$7 12/31/2023
Dunhill Financial LLC86$4 12/31/2023
     PRFD86$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     PRFD0$0 12/31/2023

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

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