On this page, we present all of the funds holding PWS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PWS, with a link to that fund's top holdings. The next columns indicate the amount of PWS stock held by each of the funds holding PWS, followed by the PWS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding PWS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding PWS), click the fund name in the "Holder" column of the funds-holding-PWS table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
UBS Group AG | $6,021 | 12/31/2023 | |
INDUSTRIAL RELET | 143,750 | $6,014 | 12/31/2023 |
PWS | 263 | $7 | 12/31/2023 |
ORG Partners LLC | 85,355 | $2,306 | 12/31/2023 |
PWS | 85,355 | $2,306 | 12/31/2023 |
Envestnet Asset Management Inc. | 43,414 | $1,173 | 12/31/2023 |
PWS | 43,414 | $1,173 | 12/31/2023 |
Imprint Wealth LLC | 30,534 | $831 | 12/31/2023 |
PWS | 30,534 | $831 | 12/31/2023 |
Royal Bank of Canada | 28,229 | $763 | 12/31/2023 |
PWS | 28,229 | $763 | 12/31/2023 |
Susquehanna International Group LLP | 24,872 | $672 | 12/31/2023 |
PWS | 24,872 | $672 | 12/31/2023 |
WealthShield Partners LLC | 16,801 | $457 | 12/31/2023 |
PWS | 16,801 | $457 | 12/31/2023 |
GWM Advisors LLC | 14,933 | $411 | 12/31/2023 |
PWS | 14,933 | $411 | 12/31/2023 |
Advisor Group Holdings Inc. | 13,129 | $355 | 12/31/2023 |
PWS | 13,129 | $355 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 11,813 | $319 | 12/31/2023 |
PWS | 11,813 | $319 | 12/31/2023 |
Sound Financial Strategies Group LLC | 11,794 | $319 | 12/31/2023 |
PWS | 11,794 | $319 | 12/31/2023 |
Eudaimonia Partners LLC | 10,143 | $274 | 12/31/2023 |
PWS | 10,143 | $274 | 12/31/2023 |
Kestra Advisory Services LLC | 9,166 | $248 | 12/31/2023 |
PWS | 9,166 | $248 | 12/31/2023 |
Great Valley Advisor Group Inc. | 9,137 | $247 | 12/31/2023 |
PWS | 9,137 | $247 | 12/31/2023 |
Bank of America Corp DE | 5,084 | $137 | 12/31/2023 |
PWS | 5,084 | $137 | 12/31/2023 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
PWS | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PWS | 0 | $0 | 12/31/2023 |
Morgan Stanley | 9 | $0 | 12/31/2023 |
PWS | 9 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PWS
See Details: Top 10 Hedge Funds Holding PWS
Also See: PWS Holdings Changes
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