On this page, we present all of the funds holding PUI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PUI, with a link to that fund's top holdings. The next columns indicate the amount of PUI stock held by each of the funds holding PUI, followed by the PUI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 26 funds holding PUI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding PUI), click the fund name in the "Holder" column of the funds-holding-PUI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 91,945 | $2,934 | 12/31/2023 |
PUI | 91,945 | $2,934 | 12/31/2023 |
ROI Financial Advisors LLC | 45,032 | $1,437 | 12/31/2023 |
PUI | 45,032 | $1,437 | 12/31/2023 |
Morgan Stanley | 30,462 | $972 | 12/31/2023 |
PUI | 30,462 | $972 | 12/31/2023 |
IMC Chicago LLC | 23,754 | $800 | 03/31/2024 |
PUI | 23,754 | $800 | 03/31/2024 |
Susquehanna International Group LLP | 21,037 | $671 | 12/31/2023 |
PUI | 21,037 | $671 | 12/31/2023 |
Citadel Advisors LLC | 18,475 | $590 | 12/31/2023 |
PUI | 18,475 | $590 | 12/31/2023 |
Capital Advisors Ltd. LLC | 17,426 | $587 | 03/31/2024 |
PUI | 17,426 | $587 | 03/31/2024 |
BCJ Capital Management LLC | 16,881 | $539 | 12/31/2023 |
PUI | 16,881 | $539 | 12/31/2023 |
Benchmark Investment Advisors LLC | 16,881 | $539 | 12/31/2023 |
PUI | 16,881 | $539 | 12/31/2023 |
UBS Group AG | 13,997 | $447 | 12/31/2023 |
PUI | 13,997 | $447 | 12/31/2023 |
National Asset Management Inc. | 13,960 | $445 | 12/31/2023 |
PUI | 13,960 | $445 | 12/31/2023 |
Bank of America Corp DE | 13,776 | $440 | 12/31/2023 |
PUI | 13,776 | $440 | 12/31/2023 |
SignalPoint Asset Management LLC | 8,800 | $296 | 03/31/2024 |
PUI | 8,800 | $296 | 03/31/2024 |
Commonwealth Equity Services LLC | 8,205 | $262 | 12/31/2023 |
PUI | 8,205 | $262 | 12/31/2023 |
Meitav Dash Investments Ltd. | 7,350 | $235 | 12/31/2023 |
PUI | 7,350 | $235 | 12/31/2023 |
Jones Financial Companies Lllp | 6,560 | $209 | 12/31/2023 |
PUI | 6,560 | $209 | 12/31/2023 |
Royal Bank of Canada | 5,787 | $185 | 12/31/2023 |
PUI | 5,787 | $185 | 12/31/2023 |
Advisor Group Holdings Inc. | 3,350 | $107 | 12/31/2023 |
PUI | 3,350 | $107 | 12/31/2023 |
Wells Fargo & Company MN | 3,104 | $99 | 12/31/2023 |
PUI | 3,104 | $99 | 12/31/2023 |
Proequities Inc. | 727 | $23 | 12/31/2023 |
PUI | 727 | $23 | 12/31/2023 |
Bellevue Asset Management LLC | 715 | $23 | 12/31/2023 |
PUI | 715 | $23 | 12/31/2023 |
Capital Investment Advisory Services LLC | 480 | $15 | 12/31/2023 |
PUI | 480 | $15 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 326 | $11 | 12/31/2023 |
PUI | 326 | $11 | 12/31/2023 |
Founders Financial Alliance LLC | 236 | $8 | 12/31/2023 |
PUI | 236 | $8 | 12/31/2023 |
Bank of Montreal Can | 184 | $6 | 12/31/2023 |
PUI | 184 | $6 | 12/31/2023 |
Archer Investment Corp | 125 | $4 | 12/31/2023 |
PUI | 125 | $4 | 12/31/2023 |
Private Trust Co. NA | 79 | $3 | 12/31/2023 |
PUI | 79 | $3 | 12/31/2023 |
See Summary: Institutional Holders of PUI
See Details: Top 10 Hedge Funds Holding PUI
Also See: PUI Holdings Changes
Free PUI Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |