On this page, we present all of the funds holding PWB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PWB, with a link to that fund's top holdings. The next columns indicate the amount of PWB stock held by each of the funds holding PWB, followed by the PWB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 132 funds holding PWB 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 PWB), click the fund name in the "Holder" column of the funds-holding-PWB table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 753,568 | $58,552 | 12/31/2023 |
PWB | 753,568 | $58,552 | 12/31/2023 |
Morgan Stanley | 733,435 | $56,988 | 12/31/2023 |
PWB | 733,435 | $56,988 | 12/31/2023 |
Bank of America Corp DE | 379,231 | $29,466 | 12/31/2023 |
PWB | 379,231 | $29,466 | 12/31/2023 |
Raymond James & Associates | 346,873 | $26,952 | 12/31/2023 |
PWB | 346,873 | $26,952 | 12/31/2023 |
UBS Group AG | 232,099 | $18,034 | 12/31/2023 |
PWB | 232,099 | $18,034 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 217,620 | $16,909 | 12/31/2023 |
PWB | 217,620 | $16,909 | 12/31/2023 |
Wharton Business Group LLC | 170,724 | $13,265 | 12/31/2023 |
PWB | 170,724 | $13,265 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 160,514 | $12,472 | 12/31/2023 |
PWB | 160,514 | $12,472 | 12/31/2023 |
Wells Fargo & Company MN | 118,857 | $9,235 | 12/31/2023 |
PWB | 118,857 | $9,235 | 12/31/2023 |
Commonwealth Equity Services LLC | 117,144 | $9,102 | 12/31/2023 |
PWB | 117,144 | $9,102 | 12/31/2023 |
Royal Bank of Canada | 113,936 | $8,853 | 12/31/2023 |
PWB | 113,936 | $8,853 | 12/31/2023 |
United Capital Financial Advisers LLC | 112,666 | $8,754 | 12/31/2023 |
PWB | 112,666 | $8,754 | 12/31/2023 |
Baird Financial Group Inc. | 111,274 | $8,646 | 12/31/2023 |
PWB | 111,274 | $8,646 | 12/31/2023 |
Private Advisor Group LLC | 108,050 | $8,396 | 12/31/2023 |
PWB | 108,050 | $8,396 | 12/31/2023 |
Goldman Sachs Group Inc. | 90,362 | $7,021 | 12/31/2023 |
PWB | 90,362 | $7,021 | 12/31/2023 |
Captrust Financial Advisors | 86,332 | $6,708 | 12/31/2023 |
PWB | 86,332 | $6,708 | 12/31/2023 |
CWM LLC | 74,779 | $6,677 | 03/31/2024 |
PWB | 74,779 | $6,677 | 03/31/2024 |
Kestra Advisory Services LLC | 77,986 | $6,059 | 12/31/2023 |
PWB | 77,986 | $6,059 | 12/31/2023 |
Envestnet Asset Management Inc. | 70,102 | $5,447 | 12/31/2023 |
PWB | 70,102 | $5,447 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 53,682 | $4,793 | 03/31/2024 |
PWB | 53,682 | $4,793 | 03/31/2024 |
Cornerstone Wealth Management LLC | 57,221 | $4,446 | 12/31/2023 |
PWB | 57,221 | $4,446 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 55,088 | $4,280 | 12/31/2023 |
PWB | 55,088 | $4,280 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 55,067 | $4,279 | 12/31/2023 |
PWB | 55,067 | $4,279 | 12/31/2023 |
Truist Financial Corp | 51,153 | $3,975 | 12/31/2023 |
PWB | 51,153 | $3,975 | 12/31/2023 |
Meridian Wealth Management LLC | 48,979 | $3,806 | 12/31/2023 |
PWB | 48,979 | $3,806 | 12/31/2023 |
Advisor Group Holdings Inc. | 42,773 | $3,324 | 12/31/2023 |
PWB | 42,773 | $3,324 | 12/31/2023 |
Rockefeller Capital Management L.P. | 41,969 | $3,261 | 12/31/2023 |
PWB | 41,969 | $3,261 | 12/31/2023 |
Win Advisors Inc. | 40,750 | $3,166 | 12/31/2023 |
PWB | 40,750 | $3,166 | 12/31/2023 |
Ameriprise Financial Inc. | 40,196 | $3,123 | 12/31/2023 |
PWB | 40,196 | $3,123 | 12/31/2023 |
Institute for Wealth Management LLC. | 33,192 | $2,579 | 12/31/2023 |
PWB | 33,192 | $2,579 | 12/31/2023 |
Stratos Wealth Partners LTD. | 27,412 | $2,448 | 03/31/2024 |
PWB | 27,412 | $2,448 | 03/31/2024 |
Spire Wealth Management | 29,245 | $2,365 | 12/31/2023 |
PWB | 29,245 | $2,365 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 24,848 | $2,219 | 03/31/2024 |
PWB | 24,848 | $2,219 | 03/31/2024 |
Ullmann Financial Group Inc. | 25,992 | $2,020 | 12/31/2023 |
PWB | 25,992 | $2,020 | 12/31/2023 |
JPL Wealth Management LLC | 22,474 | $1,746 | 12/31/2023 |
PWB | 22,474 | $1,746 | 12/31/2023 |
Equitable Holdings Inc. | 20,973 | $1,630 | 12/31/2023 |
PWB | 20,973 | $1,630 | 12/31/2023 |
Merit Financial Group LLC | 20,943 | $1,627 | 12/31/2023 |
PWB | 20,943 | $1,627 | 12/31/2023 |
Tobias Financial Advisors Inc. | 20,903 | $1,624 | 12/31/2023 |
PWB | 20,903 | $1,624 | 12/31/2023 |
Comerica Bank | 18,640 | $1,448 | 12/31/2023 |
PWB | 18,640 | $1,448 | 12/31/2023 |
Integrated Wealth Concepts LLC | 18,131 | $1,409 | 12/31/2023 |
PWB | 18,131 | $1,409 | 12/31/2023 |
Balanced Wealth Group LLC | 17,703 | $1,376 | 12/31/2023 |
PWB | 17,703 | $1,376 | 12/31/2023 |
New England Private Wealth Advisors LLC | 15,842 | $1,231 | 12/31/2023 |
PWB | 15,842 | $1,231 | 12/31/2023 |
Apollon Wealth Management LLC | 15,384 | $1,195 | 12/31/2023 |
PWB | 15,384 | $1,195 | 12/31/2023 |
Geneos Wealth Management Inc. | 14,736 | $1,145 | 12/31/2023 |
PWB | 14,736 | $1,145 | 12/31/2023 |
Beacon Pointe Advisors LLC | 14,607 | $1,135 | 12/31/2023 |
PWB | 14,607 | $1,135 | 12/31/2023 |
Atria Wealth Solutions Inc. | 13,862 | $1,077 | 12/31/2023 |
PWB | 13,862 | $1,077 | 12/31/2023 |
IHT Wealth Management LLC | 13,837 | $1,075 | 12/31/2023 |
PWB | 13,837 | $1,075 | 12/31/2023 |
Thoroughbred Financial Services LLC | 13,381 | $1,039 | 12/31/2023 |
PWB | 13,381 | $1,039 | 12/31/2023 |
Parallel Advisors LLC | 12,330 | $958 | 12/31/2023 |
PWB | 12,330 | $958 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 12,112 | $941 | 12/31/2023 |
PWB | 12,112 | $941 | 12/31/2023 |
Koshinski Asset Management Inc. | 12,033 | $935 | 12/31/2023 |
PWB | 12,033 | $935 | 12/31/2023 |
Focus Financial Network Inc. ADV | 11,438 | $889 | 12/31/2023 |
PWB | 11,438 | $889 | 12/31/2023 |
Vontobel Holding Ltd. | 10,392 | $807 | 12/31/2023 |
PWB | 10,392 | $807 | 12/31/2023 |
Flagship Harbor Advisors LLC | 8,785 | $784 | 03/31/2024 |
PWB | 8,785 | $784 | 03/31/2024 |
Cetera Advisor Networks LLC | 9,391 | $730 | 12/31/2023 |
PWB | 9,391 | $730 | 12/31/2023 |
MML Investors Services LLC | 8,834 | $686 | 12/31/2023 |
PWB | 8,834 | $686 | 12/31/2023 |
Citadel Advisors LLC | 8,755 | $680 | 12/31/2023 |
PWB | 8,755 | $680 | 12/31/2023 |
Prospera Financial Services Inc | 8,425 | $655 | 12/31/2023 |
PWB | 8,425 | $655 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 8,356 | $649 | 12/31/2023 |
PWB | 8,356 | $649 | 12/31/2023 |
Investors Research Corp | 8,155 | $634 | 12/31/2023 |
PWB | 8,155 | $634 | 12/31/2023 |
Oppenheimer & Co. Inc. | 8,128 | $632 | 12/31/2023 |
PWB | 8,128 | $632 | 12/31/2023 |
Stifel Financial Corp | 7,856 | $610 | 12/31/2023 |
PWB | 7,856 | $610 | 12/31/2023 |
Cetera Advisors LLC | 7,255 | $564 | 12/31/2023 |
PWB | 7,255 | $564 | 12/31/2023 |
Strategy Asset Managers LLC | 7,048 | $548 | 12/31/2023 |
PWB | 7,048 | $548 | 12/31/2023 |
Covenant Asset Management LLC | 6,951 | $540 | 12/31/2023 |
PWB | 6,951 | $540 | 12/31/2023 |
EPG Wealth Management LLC | 6,000 | $512 | 12/31/2023 |
PWB | 6,000 | $512 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 6,553 | $509 | 12/31/2023 |
PWB | 6,553 | $509 | 12/31/2023 |
Glenmede Trust Co. NA | 6,442 | $501 | 12/31/2023 |
PWB | 6,442 | $501 | 12/31/2023 |
Armbruster Capital Management Inc. | 6,370 | $495 | 12/31/2023 |
PWB | 6,370 | $495 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 6,358 | $494 | 12/31/2023 |
PWB | 6,358 | $494 | 12/31/2023 |
The PNC Financial Services Group Inc. | 6,321 | $491 | 12/31/2023 |
PWB | 6,321 | $491 | 12/31/2023 |
Harmony Asset Management LLC | 5,932 | $461 | 12/31/2023 |
PWB | 5,932 | $461 | 12/31/2023 |
Mather Group LLC. | 5,104 | $456 | 03/31/2024 |
PWB | 5,104 | $456 | 03/31/2024 |
Beacon Financial Advisory LLC | 5,308 | $412 | 12/31/2023 |
PWB | 5,308 | $412 | 12/31/2023 |
Janney Montgomery Scott LLC | 4,979 | $387 | 12/31/2023 |
PWB | 4,979 | $387 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 4,811 | $374 | 12/31/2023 |
PWB | 4,811 | $374 | 12/31/2023 |
Chicago Partners Investment Group LLC | 4,425 | $362 | 12/31/2023 |
PWB | 4,425 | $362 | 12/31/2023 |
National Asset Management Inc. | 4,615 | $359 | 12/31/2023 |
PWB | 4,615 | $359 | 12/31/2023 |
HFG Advisors Inc. | 3,850 | $344 | 03/31/2024 |
PWB | 3,850 | $344 | 03/31/2024 |
Arkadios Wealth Advisors | 4,252 | $330 | 12/31/2023 |
PWB | 4,252 | $330 | 12/31/2023 |
FMR LLC | 4,113 | $320 | 12/31/2023 |
PWB | 4,113 | $320 | 12/31/2023 |
IAM Advisory LLC | 3,298 | $294 | 03/31/2024 |
PWB | 3,298 | $294 | 03/31/2024 |
Blair William & Co. IL | 3,713 | $288 | 12/31/2023 |
PWB | 3,713 | $288 | 12/31/2023 |
Exchange Capital Management Inc. | 3,180 | $284 | 03/31/2024 |
PWB | 3,180 | $284 | 03/31/2024 |
Creative Planning | 3,661 | $284 | 12/31/2023 |
PWB | 3,661 | $284 | 12/31/2023 |
Traction Financial Partners LLC | 3,553 | $276 | 12/31/2023 |
PWB | 3,553 | $276 | 12/31/2023 |
EverSource Wealth Advisors LLC | 3,398 | $264 | 12/31/2023 |
PWB | 3,398 | $264 | 12/31/2023 |
NorthRock Partners LLC | 3,380 | $263 | 12/31/2023 |
PWB | 3,380 | $263 | 12/31/2023 |
Paragon Private Wealth Management LLC | 3,335 | $259 | 12/31/2023 |
PWB | 3,335 | $259 | 12/31/2023 |
Eagle Bay Advisors LLC | 3,301 | $256 | 12/31/2023 |
PWB | 3,301 | $256 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 2,833 | $253 | 03/31/2024 |
PWB | 2,833 | $253 | 03/31/2024 |
Strategic Family Wealth Counselors L.L.C. | 3,197 | $248 | 12/31/2023 |
PWB | 3,197 | $248 | 12/31/2023 |
Horizon Family Wealth Inc. | 3,163 | $246 | 12/31/2023 |
PWB | 3,163 | $246 | 12/31/2023 |
Schrum Private Wealth Management LLC | 3,050 | $237 | 12/31/2023 |
PWB | 3,050 | $237 | 12/31/2023 |
Principal Securities Inc. | 3,015 | $234 | 12/31/2023 |
PWB | 3,015 | $234 | 12/31/2023 |
Cerity Partners LLC | 2,970 | $231 | 12/31/2023 |
PWB | 2,970 | $231 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 2,952 | $229 | 12/31/2023 |
PWB | 2,952 | $229 | 12/31/2023 |
Keybank National Association OH | 2,930 | $228 | 12/31/2023 |
PWB | 2,930 | $228 | 12/31/2023 |
Investment Advisory Group LLC | 2,800 | $218 | 12/31/2023 |
PWB | 2,800 | $218 | 12/31/2023 |
Asset Management Resources LLC | 2,762 | $215 | 12/31/2023 |
PWB | 2,762 | $215 | 12/31/2023 |
Verum Partners LLC | 2,317 | $207 | 03/31/2024 |
PWB | 2,317 | $207 | 03/31/2024 |
Private Capital Management LLC | 2,262 | $202 | 03/31/2024 |
PWB | 2,262 | $202 | 03/31/2024 |
Tower Research Capital LLC TRC | 2,143 | $167 | 12/31/2023 |
PWB | 2,143 | $167 | 12/31/2023 |
Centaurus Financial Inc. | 1,966 | $153 | 12/31/2023 |
PWB | 1,966 | $153 | 12/31/2023 |
Citigroup Inc. | 1,928 | $150 | 12/31/2023 |
PWB | 1,928 | $150 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,900 | $148 | 12/31/2023 |
PWB | 1,900 | $148 | 12/31/2023 |
Bfsg LLC | 1,900 | $148 | 12/31/2023 |
PWB | 1,900 | $148 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 1,706 | $133 | 12/31/2023 |
PWB | 1,706 | $133 | 12/31/2023 |
Harbor Investment Advisory LLC | 1,313 | $117 | 03/31/2024 |
PWB | 1,313 | $117 | 03/31/2024 |
Key Financial Inc | 1,485 | $115 | 12/31/2023 |
PWB | 1,485 | $115 | 12/31/2023 |
Baystate Wealth Management LLC | 1,404 | $109 | 12/31/2023 |
PWB | 1,404 | $109 | 12/31/2023 |
Advisory Services Network LLC | 1,275 | $99 | 12/31/2023 |
PWB | 1,275 | $99 | 12/31/2023 |
Northwest Financial Advisors | 1,150 | $89 | 12/31/2023 |
PWB | 1,150 | $89 | 12/31/2023 |
Rosenberg Matthew Hamilton | 1,012 | $79 | 12/31/2023 |
PWB | 1,012 | $79 | 12/31/2023 |
GoalVest Advisory LLC | 866 | $77 | 03/31/2024 |
PWB | 866 | $77 | 03/31/2024 |
First Command Advisory Services Inc. | 740 | $57 | 12/31/2023 |
PWB | 740 | $57 | 12/31/2023 |
EdgeRock Capital LLC | 640 | $54 | 12/31/2023 |
PWB | 640 | $54 | 12/31/2023 |
M&R Capital Management Inc. | 592 | $53 | 03/31/2024 |
PWB | 592 | $53 | 03/31/2024 |
JPMorgan Chase & Co. | 593 | $46 | 12/31/2023 |
PWB | 593 | $46 | 12/31/2023 |
Fifth Third Bancorp | 500 | $39 | 12/31/2023 |
PWB | 500 | $39 | 12/31/2023 |
First Manhattan Co. | 462 | $37 | 12/31/2023 |
PWB | 462 | $37 | 12/31/2023 |
Global Retirement Partners LLC | 410 | $32 | 12/31/2023 |
PWB | 410 | $32 | 12/31/2023 |
Farther Finance Advisors LLC | 417 | $32 | 12/31/2023 |
PWB | 417 | $32 | 12/31/2023 |
GWM Advisors LLC | 296 | $23 | 12/31/2023 |
PWB | 296 | $23 | 12/31/2023 |
Archer Investment Corp | 280 | $22 | 12/31/2023 |
PWB | 280 | $22 | 12/31/2023 |
IFP Advisors Inc | 150 | $12 | 12/31/2023 |
PWB | 150 | $12 | 12/31/2023 |
PSI Advisors LLC | 151 | $12 | 12/31/2023 |
PWB | 151 | $12 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 110 | $9 | 12/31/2023 |
PWB | 110 | $9 | 12/31/2023 |
Avion Wealth | 100 | $8 | 12/31/2023 |
PWB | 100 | $8 | 12/31/2023 |
VitalStone Financial LLC | 75 | $6 | 12/31/2023 |
PWB | 75 | $6 | 12/31/2023 |
Integrity Financial Corp WA | 53 | $4 | 12/31/2023 |
PWB | 53 | $4 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PWB | 0 | $0 | 12/31/2023 |
Smartleaf Asset Management LLC | 2 | $0 | 12/31/2023 |
PWB | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PWB
See Details: Top 10 Hedge Funds Holding PWB
Also See: PWB Holdings Changes
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