HoldingsChannel.com
Funds Holding PWB

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC753,568$58,552 12/31/2023
     PWB753,568$58,552 12/31/2023
Morgan Stanley733,435$56,988 12/31/2023
     PWB733,435$56,988 12/31/2023
Bank of America Corp DE379,231$29,466 12/31/2023
     PWB379,231$29,466 12/31/2023
Raymond James & Associates346,873$26,952 12/31/2023
     PWB346,873$26,952 12/31/2023
UBS Group AG232,099$18,034 12/31/2023
     PWB232,099$18,034 12/31/2023
Mercer Global Advisors Inc. ADV217,620$16,909 12/31/2023
     PWB217,620$16,909 12/31/2023
Wharton Business Group LLC170,724$13,265 12/31/2023
     PWB170,724$13,265 12/31/2023
Cambridge Investment Research Advisors Inc.160,514$12,472 12/31/2023
     PWB160,514$12,472 12/31/2023
Wells Fargo & Company MN118,857$9,235 12/31/2023
     PWB118,857$9,235 12/31/2023
Commonwealth Equity Services LLC117,144$9,102 12/31/2023
     PWB117,144$9,102 12/31/2023
Royal Bank of Canada113,936$8,853 12/31/2023
     PWB113,936$8,853 12/31/2023
United Capital Financial Advisers LLC112,666$8,754 12/31/2023
     PWB112,666$8,754 12/31/2023
Baird Financial Group Inc.111,274$8,646 12/31/2023
     PWB111,274$8,646 12/31/2023
Private Advisor Group LLC108,050$8,396 12/31/2023
     PWB108,050$8,396 12/31/2023
Goldman Sachs Group Inc.90,362$7,021 12/31/2023
     PWB90,362$7,021 12/31/2023
Captrust Financial Advisors86,332$6,708 12/31/2023
     PWB86,332$6,708 12/31/2023
CWM LLC74,779$6,677 03/31/2024
     PWB74,779$6,677 03/31/2024
Kestra Advisory Services LLC77,986$6,059 12/31/2023
     PWB77,986$6,059 12/31/2023
Envestnet Asset Management Inc.70,102$5,447 12/31/2023
     PWB70,102$5,447 12/31/2023
Dynamic Advisor Solutions LLC53,682$4,793 03/31/2024
     PWB53,682$4,793 03/31/2024
Cornerstone Wealth Management LLC57,221$4,446 12/31/2023
     PWB57,221$4,446 12/31/2023
Mill Creek Capital Advisors LLC55,088$4,280 12/31/2023
     PWB55,088$4,280 12/31/2023
Raymond James Financial Services Advisors Inc.55,067$4,279 12/31/2023
     PWB55,067$4,279 12/31/2023
Truist Financial Corp51,153$3,975 12/31/2023
     PWB51,153$3,975 12/31/2023
Meridian Wealth Management LLC48,979$3,806 12/31/2023
     PWB48,979$3,806 12/31/2023
Advisor Group Holdings Inc.42,773$3,324 12/31/2023
     PWB42,773$3,324 12/31/2023
Rockefeller Capital Management L.P.41,969$3,261 12/31/2023
     PWB41,969$3,261 12/31/2023
Win Advisors Inc.40,750$3,166 12/31/2023
     PWB40,750$3,166 12/31/2023
Ameriprise Financial Inc.40,196$3,123 12/31/2023
     PWB40,196$3,123 12/31/2023
Institute for Wealth Management LLC.33,192$2,579 12/31/2023
     PWB33,192$2,579 12/31/2023
Stratos Wealth Partners LTD.27,412$2,448 03/31/2024
     PWB27,412$2,448 03/31/2024
Spire Wealth Management29,245$2,365 12/31/2023
     PWB29,245$2,365 12/31/2023
Personal Resources Investment & Strategic Management Inc.24,848$2,219 03/31/2024
     PWB24,848$2,219 03/31/2024
Ullmann Financial Group Inc.25,992$2,020 12/31/2023
     PWB25,992$2,020 12/31/2023
JPL Wealth Management LLC22,474$1,746 12/31/2023
     PWB22,474$1,746 12/31/2023
Equitable Holdings Inc.20,973$1,630 12/31/2023
     PWB20,973$1,630 12/31/2023
Merit Financial Group LLC20,943$1,627 12/31/2023
     PWB20,943$1,627 12/31/2023
Tobias Financial Advisors Inc.20,903$1,624 12/31/2023
     PWB20,903$1,624 12/31/2023
Comerica Bank18,640$1,448 12/31/2023
     PWB18,640$1,448 12/31/2023
Integrated Wealth Concepts LLC18,131$1,409 12/31/2023
     PWB18,131$1,409 12/31/2023
Balanced Wealth Group LLC17,703$1,376 12/31/2023
     PWB17,703$1,376 12/31/2023
New England Private Wealth Advisors LLC15,842$1,231 12/31/2023
     PWB15,842$1,231 12/31/2023
Apollon Wealth Management LLC15,384$1,195 12/31/2023
     PWB15,384$1,195 12/31/2023
Geneos Wealth Management Inc.14,736$1,145 12/31/2023
     PWB14,736$1,145 12/31/2023
Beacon Pointe Advisors LLC14,607$1,135 12/31/2023
     PWB14,607$1,135 12/31/2023
Atria Wealth Solutions Inc.13,862$1,077 12/31/2023
     PWB13,862$1,077 12/31/2023
IHT Wealth Management LLC13,837$1,075 12/31/2023
     PWB13,837$1,075 12/31/2023
Thoroughbred Financial Services LLC13,381$1,039 12/31/2023
     PWB13,381$1,039 12/31/2023
Parallel Advisors LLC12,330$958 12/31/2023
     PWB12,330$958 12/31/2023
Steward Partners Investment Advisory LLC12,112$941 12/31/2023
     PWB12,112$941 12/31/2023
Koshinski Asset Management Inc.12,033$935 12/31/2023
     PWB12,033$935 12/31/2023
Focus Financial Network Inc. ADV11,438$889 12/31/2023
     PWB11,438$889 12/31/2023
Vontobel Holding Ltd.10,392$807 12/31/2023
     PWB10,392$807 12/31/2023
Flagship Harbor Advisors LLC8,785$784 03/31/2024
     PWB8,785$784 03/31/2024
Cetera Advisor Networks LLC9,391$730 12/31/2023
     PWB9,391$730 12/31/2023
MML Investors Services LLC8,834$686 12/31/2023
     PWB8,834$686 12/31/2023
Citadel Advisors LLC8,755$680 12/31/2023
     PWB8,755$680 12/31/2023
Prospera Financial Services Inc8,425$655 12/31/2023
     PWB8,425$655 12/31/2023
Northwestern Mutual Wealth Management Co.8,356$649 12/31/2023
     PWB8,356$649 12/31/2023
Investors Research Corp8,155$634 12/31/2023
     PWB8,155$634 12/31/2023
Oppenheimer & Co. Inc.8,128$632 12/31/2023
     PWB8,128$632 12/31/2023
Stifel Financial Corp7,856$610 12/31/2023
     PWB7,856$610 12/31/2023
Cetera Advisors LLC7,255$564 12/31/2023
     PWB7,255$564 12/31/2023
Strategy Asset Managers LLC7,048$548 12/31/2023
     PWB7,048$548 12/31/2023
Covenant Asset Management LLC6,951$540 12/31/2023
     PWB6,951$540 12/31/2023
EPG Wealth Management LLC6,000$512 12/31/2023
     PWB6,000$512 12/31/2023
Benjamin F. Edwards & Company Inc.6,553$509 12/31/2023
     PWB6,553$509 12/31/2023
Glenmede Trust Co. NA6,442$501 12/31/2023
     PWB6,442$501 12/31/2023
Armbruster Capital Management Inc.6,370$495 12/31/2023
     PWB6,370$495 12/31/2023
SILVER OAK SECURITIES Inc6,358$494 12/31/2023
     PWB6,358$494 12/31/2023
The PNC Financial Services Group Inc.6,321$491 12/31/2023
     PWB6,321$491 12/31/2023
Harmony Asset Management LLC5,932$461 12/31/2023
     PWB5,932$461 12/31/2023
Mather Group LLC.5,104$456 03/31/2024
     PWB5,104$456 03/31/2024
Beacon Financial Advisory LLC5,308$412 12/31/2023
     PWB5,308$412 12/31/2023
Janney Montgomery Scott LLC4,979$387 12/31/2023
     PWB4,979$387 12/31/2023
Nations Financial Group Inc. IA ADV4,811$374 12/31/2023
     PWB4,811$374 12/31/2023
Chicago Partners Investment Group LLC4,425$362 12/31/2023
     PWB4,425$362 12/31/2023
National Asset Management Inc.4,615$359 12/31/2023
     PWB4,615$359 12/31/2023
HFG Advisors Inc.3,850$344 03/31/2024
     PWB3,850$344 03/31/2024
Arkadios Wealth Advisors4,252$330 12/31/2023
     PWB4,252$330 12/31/2023
FMR LLC4,113$320 12/31/2023
     PWB4,113$320 12/31/2023
IAM Advisory LLC3,298$294 03/31/2024
     PWB3,298$294 03/31/2024
Blair William & Co. IL3,713$288 12/31/2023
     PWB3,713$288 12/31/2023
Exchange Capital Management Inc.3,180$284 03/31/2024
     PWB3,180$284 03/31/2024
Creative Planning3,661$284 12/31/2023
     PWB3,661$284 12/31/2023
Traction Financial Partners LLC3,553$276 12/31/2023
     PWB3,553$276 12/31/2023
EverSource Wealth Advisors LLC3,398$264 12/31/2023
     PWB3,398$264 12/31/2023
NorthRock Partners LLC3,380$263 12/31/2023
     PWB3,380$263 12/31/2023
Paragon Private Wealth Management LLC3,335$259 12/31/2023
     PWB3,335$259 12/31/2023
Eagle Bay Advisors LLC3,301$256 12/31/2023
     PWB3,301$256 12/31/2023
Wealth Enhancement Advisory Services LLC2,833$253 03/31/2024
     PWB2,833$253 03/31/2024
Strategic Family Wealth Counselors L.L.C.3,197$248 12/31/2023
     PWB3,197$248 12/31/2023
Horizon Family Wealth Inc.3,163$246 12/31/2023
     PWB3,163$246 12/31/2023
Schrum Private Wealth Management LLC3,050$237 12/31/2023
     PWB3,050$237 12/31/2023
Principal Securities Inc.3,015$234 12/31/2023
     PWB3,015$234 12/31/2023
Cerity Partners LLC2,970$231 12/31/2023
     PWB2,970$231 12/31/2023
Total Clarity Wealth Management Inc.2,952$229 12/31/2023
     PWB2,952$229 12/31/2023
Keybank National Association OH2,930$228 12/31/2023
     PWB2,930$228 12/31/2023
Investment Advisory Group LLC2,800$218 12/31/2023
     PWB2,800$218 12/31/2023
Asset Management Resources LLC2,762$215 12/31/2023
     PWB2,762$215 12/31/2023
Verum Partners LLC2,317$207 03/31/2024
     PWB2,317$207 03/31/2024
Private Capital Management LLC2,262$202 03/31/2024
     PWB2,262$202 03/31/2024
Tower Research Capital LLC TRC 2,143$167 12/31/2023
     PWB2,143$167 12/31/2023
Centaurus Financial Inc.1,966$153 12/31/2023
     PWB1,966$153 12/31/2023
Citigroup Inc.1,928$150 12/31/2023
     PWB1,928$150 12/31/2023
Caldwell Sutter Capital Inc.1,900$148 12/31/2023
     PWB1,900$148 12/31/2023
Bfsg LLC1,900$148 12/31/2023
     PWB1,900$148 12/31/2023
O Shaughnessy Asset Management LLC1,706$133 12/31/2023
     PWB1,706$133 12/31/2023
Harbor Investment Advisory LLC1,313$117 03/31/2024
     PWB1,313$117 03/31/2024
Key Financial Inc1,485$115 12/31/2023
     PWB1,485$115 12/31/2023
Baystate Wealth Management LLC1,404$109 12/31/2023
     PWB1,404$109 12/31/2023
Advisory Services Network LLC1,275$99 12/31/2023
     PWB1,275$99 12/31/2023
Northwest Financial Advisors1,150$89 12/31/2023
     PWB1,150$89 12/31/2023
Rosenberg Matthew Hamilton1,012$79 12/31/2023
     PWB1,012$79 12/31/2023
GoalVest Advisory LLC866$77 03/31/2024
     PWB866$77 03/31/2024
First Command Advisory Services Inc.740$57 12/31/2023
     PWB740$57 12/31/2023
EdgeRock Capital LLC640$54 12/31/2023
     PWB640$54 12/31/2023
M&R Capital Management Inc.592$53 03/31/2024
     PWB592$53 03/31/2024
JPMorgan Chase & Co.593$46 12/31/2023
     PWB593$46 12/31/2023
Fifth Third Bancorp500$39 12/31/2023
     PWB500$39 12/31/2023
First Manhattan Co.462$37 12/31/2023
     PWB462$37 12/31/2023
Global Retirement Partners LLC410$32 12/31/2023
     PWB410$32 12/31/2023
Farther Finance Advisors LLC417$32 12/31/2023
     PWB417$32 12/31/2023
GWM Advisors LLC296$23 12/31/2023
     PWB296$23 12/31/2023
Archer Investment Corp280$22 12/31/2023
     PWB280$22 12/31/2023
IFP Advisors Inc150$12 12/31/2023
     PWB150$12 12/31/2023
PSI Advisors LLC151$12 12/31/2023
     PWB151$12 12/31/2023
Kayne Anderson Rudnick Investment Management LLC110$9 12/31/2023
     PWB110$9 12/31/2023
Avion Wealth100$8 12/31/2023
     PWB100$8 12/31/2023
VitalStone Financial LLC75$6 12/31/2023
     PWB75$6 12/31/2023
Integrity Financial Corp WA53$4 12/31/2023
     PWB53$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     PWB0$0 12/31/2023
Smartleaf Asset Management LLC2$0 12/31/2023
     PWB2$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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