HoldingsChannel.com
On this page, we present all of the funds holding PWV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PWV, with a link to that fund's top holdings. The next columns indicate the amount of PWV stock held by each of the funds holding PWV, followed by the PWV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 140 funds holding PWV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding PWV), click the fund name in the "Holder" column of the funds-holding-PWV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Morgan Stanley | 3,476,779 | $176,412 | 12/31/2023 |
| PWV | 3,476,779 | $176,412 | 12/31/2023 |
| LPL Financial LLC | 970,364 | $55,000 | 03/31/2024 |
| PWV | 970,364 | $55,000 | 03/31/2024 |
| Bank of America Corp DE | 610,355 | $30,969 | 12/31/2023 |
| PWV | 610,355 | $30,969 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 504,604 | $28,601 | 03/31/2024 |
| PWV | 504,604 | $28,601 | 03/31/2024 |
| UBS Group AG | 502,279 | $28,469 | 03/31/2024 |
| PWV | 502,279 | $28,469 | 03/31/2024 |
| Wharton Business Group LLC | 180,417 | $10,226 | 03/31/2024 |
| PWV | 180,417 | $10,226 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 178,223 | $10,102 | 03/31/2024 |
| PWV | 178,223 | $10,102 | 03/31/2024 |
| Atlas Private Wealth Advisors | 177,071 | $10,037 | 03/31/2024 |
| PWV | 177,071 | $10,037 | 03/31/2024 |
| Cullen Frost Bankers Inc. | 145,559 | $8,250 | 03/31/2024 |
| PWV | 145,559 | $8,250 | 03/31/2024 |
| Envestnet Asset Management Inc. | 138,690 | $7,861 | 03/31/2024 |
| PWV | 138,690 | $7,861 | 03/31/2024 |
| Royal Bank of Canada | 146,743 | $7,446 | 12/31/2023 |
| PWV | 146,743 | $7,446 | 12/31/2023 |
| Arkadios Wealth Advisors | 129,922 | $7,364 | 03/31/2024 |
| PWV | 129,922 | $7,364 | 03/31/2024 |
| Captrust Financial Advisors | 144,146 | $7,314 | 12/31/2023 |
| PWV | 144,146 | $7,314 | 12/31/2023 |
| Wells Fargo & Company MN | 128,326 | $7,274 | 03/31/2024 |
| PWV | 128,326 | $7,274 | 03/31/2024 |
| Ullmann Financial Group Inc. | 124,979 | $7,084 | 03/31/2024 |
| PWV | 124,979 | $7,084 | 03/31/2024 |
| Kestra Advisory Services LLC | 119,231 | $6,050 | 12/31/2023 |
| PWV | 119,231 | $6,050 | 12/31/2023 |
| Mill Creek Capital Advisors LLC | 106,295 | $5,393 | 12/31/2023 |
| PWV | 106,295 | $5,393 | 12/31/2023 |
| Advisor Group Holdings Inc. | 85,005 | $4,818 | 03/31/2024 |
| PWV | 85,005 | $4,818 | 03/31/2024 |
| Equitable Holdings Inc. | 91,330 | $4,634 | 12/31/2023 |
| PWV | 91,330 | $4,634 | 12/31/2023 |
| Commonwealth Equity Services LLC | 76,895 | $4,358 | 03/31/2024 |
| PWV | 76,895 | $4,358 | 03/31/2024 |
| Cooksen Wealth LLC | 52,311 | $2,965 | 03/31/2024 |
| PWV | 52,311 | $2,965 | 03/31/2024 |
| Horizon Family Wealth Inc. | 50,131 | $2,841 | 03/31/2024 |
| PWV | 50,131 | $2,841 | 03/31/2024 |
| Good Life Advisors LLC | 48,106 | $2,727 | 03/31/2024 |
| PWV | 48,106 | $2,727 | 03/31/2024 |
| Rockefeller Capital Management L.P. | 45,872 | $2,328 | 12/31/2023 |
| PWV | 45,872 | $2,328 | 12/31/2023 |
| Main Street Financial Solutions LLC | 39,747 | $2,253 | 03/31/2024 |
| PWV | 39,747 | $2,253 | 03/31/2024 |
| Raymond James & Associates | 39,650 | $2,247 | 03/31/2024 |
| PWV | 39,650 | $2,247 | 03/31/2024 |
| Firestone Capital Management | 38,215 | $2,166 | 03/31/2024 |
| PWV | 38,215 | $2,166 | 03/31/2024 |
| Parallel Advisors LLC | 35,346 | $2,003 | 03/31/2024 |
| PWV | 35,346 | $2,003 | 03/31/2024 |
| Paragon Private Wealth Management LLC | 32,990 | $1,870 | 03/31/2024 |
| PWV | 32,990 | $1,870 | 03/31/2024 |
| Spire Wealth Management | 32,243 | $1,828 | 03/31/2024 |
| PWV | 32,243 | $1,828 | 03/31/2024 |
| Baird Financial Group Inc. | 35,888 | $1,821 | 12/31/2023 |
| PWV | 35,888 | $1,821 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 33,455 | $1,698 | 12/31/2023 |
| PWV | 33,455 | $1,698 | 12/31/2023 |
| JNBA Financial Advisors | 28,240 | $1,601 | 03/31/2024 |
| PWV | 28,240 | $1,601 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 27,932 | $1,583 | 03/31/2024 |
| PWV | 27,932 | $1,583 | 03/31/2024 |
| Cetera Advisor Networks LLC | 29,709 | $1,507 | 12/31/2023 |
| PWV | 29,709 | $1,507 | 12/31/2023 |
| Prosperity Consulting Group LLC | 26,498 | $1,502 | 03/31/2024 |
| PWV | 26,498 | $1,502 | 03/31/2024 |
| Philip James Wealth Mangement LLC | 25,580 | $1,450 | 03/31/2024 |
| PWV | 25,580 | $1,450 | 03/31/2024 |
| Evolution Advisers Inc. | 24,696 | $1,400 | 03/31/2024 |
| PWV | 24,696 | $1,400 | 03/31/2024 |
| Natixis | 27,268 | $1,384 | 12/31/2023 |
| PWV | 27,268 | $1,384 | 12/31/2023 |
| EisnerAmper Wealth Management Corporate Benefits LLC | 26,498 | $1,345 | 12/31/2023 |
| PWV | 26,498 | $1,345 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 26,384 | $1,339 | 12/31/2023 |
| PWV | 26,384 | $1,339 | 12/31/2023 |
| Willner & Heller LLC | 24,752 | $1,256 | 12/31/2023 |
| PWV | 24,752 | $1,256 | 12/31/2023 |
| HighTower Advisors LLC | 19,932 | $1,129 | 03/31/2024 |
| PWV | 19,932 | $1,129 | 03/31/2024 |
| MML Investors Services LLC | 21,588 | $1,095 | 12/31/2023 |
| PWV | 21,588 | $1,095 | 12/31/2023 |
| Mariner LLC | 21,512 | $1,092 | 12/31/2023 |
| PWV | 21,512 | $1,092 | 12/31/2023 |
| Citadel Advisors LLC | 21,331 | $1,082 | 12/31/2023 |
| PWV | 21,331 | $1,082 | 12/31/2023 |
| Private Advisor Group LLC | 18,844 | $1,068 | 03/31/2024 |
| PWV | 18,844 | $1,068 | 03/31/2024 |
| Stifel Financial Corp | 20,801 | $1,056 | 12/31/2023 |
| PWV | 20,801 | $1,056 | 12/31/2023 |
| Susquehanna International Group LLP | 18,415 | $1,044 | 03/31/2024 |
| PWV | 18,415 | $1,044 | 03/31/2024 |
| Consolidated Planning Corp | 18,351 | $1,040 | 03/31/2024 |
| PWV | 18,351 | $1,040 | 03/31/2024 |
| Condor Capital Management | 18,155 | $1,029 | 03/31/2024 |
| PWV | 18,155 | $1,029 | 03/31/2024 |
| Parker Financial LLC | 17,890 | $1,014 | 03/31/2024 |
| PWV | 17,890 | $1,014 | 03/31/2024 |
| Western Wealth Management LLC | 16,786 | $951 | 03/31/2024 |
| PWV | 16,786 | $951 | 03/31/2024 |
| Citigroup Inc. | 16,008 | $907 | 03/31/2024 |
| PWV | 16,008 | $907 | 03/31/2024 |
| Evercore Wealth Management LLC | 17,782 | $902 | 12/31/2023 |
| PWV | 17,782 | $902 | 12/31/2023 |
| Ameritas Advisory Services LLC | 17,161 | $890 | 12/31/2023 |
| PWV | 17,161 | $890 | 12/31/2023 |
| Institute for Wealth Management LLC. | 14,684 | $832 | 03/31/2024 |
| PWV | 14,684 | $832 | 03/31/2024 |
| Comerica Bank | 15,562 | $790 | 12/31/2023 |
| PWV | 15,562 | $790 | 12/31/2023 |
| Howard Wealth Management LLC | 13,485 | $764 | 03/31/2024 |
| PWV | 13,485 | $764 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 13,417 | $760 | 03/31/2024 |
| PWV | 13,417 | $760 | 03/31/2024 |
| Retirement Investment Advisors Inc. | 13,417 | $681 | 12/31/2023 |
| PWV | 13,417 | $681 | 12/31/2023 |
| Janney Montgomery Scott LLC | 11,150 | $632 | 03/31/2024 |
| PWV | 11,150 | $632 | 03/31/2024 |
| Cornerstone Wealth Management LLC | 10,755 | $610 | 03/31/2024 |
| PWV | 10,755 | $610 | 03/31/2024 |
| Oppenheimer & Co. Inc. | 10,718 | $607 | 03/31/2024 |
| PWV | 10,718 | $607 | 03/31/2024 |
| Armbruster Capital Management Inc. | 10,117 | $573 | 03/31/2024 |
| PWV | 10,117 | $573 | 03/31/2024 |
| Strategic Investment Advisors MI | 10,090 | $572 | 03/31/2024 |
| PWV | 10,090 | $572 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 9,808 | $556 | 03/31/2024 |
| PWV | 9,808 | $556 | 03/31/2024 |
| Rockwood Wealth Management LLC | 9,403 | $533 | 03/31/2024 |
| PWV | 9,403 | $533 | 03/31/2024 |
| FMR LLC | 8,874 | $503 | 03/31/2024 |
| PWV | 8,874 | $503 | 03/31/2024 |
| Bedel Financial Consulting Inc. | 8,832 | $501 | 03/31/2024 |
| PWV | 8,832 | $501 | 03/31/2024 |
| SimpliFi Inc. | 8,781 | $498 | 03/31/2024 |
| PWV | 8,781 | $498 | 03/31/2024 |
| GSA Capital Partners LLP | 8,335 | $472 | 03/31/2024 |
| PWV | 8,335 | $472 | 03/31/2024 |
| Cetera Investment Advisers | 8,571 | $435 | 12/31/2023 |
| PWV | 8,571 | $435 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 7,530 | $427 | 03/31/2024 |
| PWV | 7,530 | $427 | 03/31/2024 |
| WealthShield Partners LLC | 7,498 | $425 | 03/31/2024 |
| PWV | 7,498 | $425 | 03/31/2024 |
| Clearstead Advisors LLC | 8,063 | $409 | 12/31/2023 |
| PWV | 8,063 | $409 | 12/31/2023 |
| Geneos Wealth Management Inc. | 7,125 | $404 | 03/31/2024 |
| PWV | 7,125 | $404 | 03/31/2024 |
| Wescott Financial Advisory Group LLC | 7,119 | $404 | 03/31/2024 |
| PWV | 7,119 | $404 | 03/31/2024 |
| Prospera Financial Services Inc | 7,826 | $397 | 12/31/2023 |
| PWV | 7,826 | $397 | 12/31/2023 |
| TCTC Holdings LLC | 6,547 | $371 | 03/31/2024 |
| PWV | 6,547 | $371 | 03/31/2024 |
| MCF Advisors LLC | 6,500 | $368 | 03/31/2024 |
| PWV | 6,500 | $368 | 03/31/2024 |
| Wedmont Private Capital | 6,000 | $338 | 03/31/2024 |
| PWV | 6,000 | $338 | 03/31/2024 |
| Harmony Asset Management LLC | 6,608 | $335 | 12/31/2023 |
| PWV | 6,608 | $335 | 12/31/2023 |
| O Dell Group LLC | 5,825 | $330 | 03/31/2024 |
| PWV | 5,825 | $330 | 03/31/2024 |
| Bank of Montreal Can | 5,521 | $313 | 03/31/2024 |
| PWV | 5,521 | $313 | 03/31/2024 |
| Greenleaf Trust | 5,388 | $305 | 03/31/2024 |
| PWV | 5,388 | $305 | 03/31/2024 |
| Financial Perspectives Inc | 5,380 | $305 | 03/31/2024 |
| PWV | 5,380 | $305 | 03/31/2024 |
| Tower Research Capital LLC TRC | 5,931 | $301 | 12/31/2023 |
| PWV | 5,931 | $301 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 5,123 | $290 | 03/31/2024 |
| PWV | 5,123 | $290 | 03/31/2024 |
| Sound View Wealth Advisors Group LLC | 4,938 | $280 | 03/31/2024 |
| PWV | 4,938 | $280 | 03/31/2024 |
| True Wealth Design LLC | 5,206 | $264 | 12/31/2023 |
| PWV | 5,206 | $264 | 12/31/2023 |
| RDA Financial Network | 4,560 | $258 | 03/31/2024 |
| PWV | 4,560 | $258 | 03/31/2024 |
| Alpha Cubed Investments LLC | 4,537 | $257 | 03/31/2024 |
| PWV | 4,537 | $257 | 03/31/2024 |
| Goldstein Advisors LLC | 4,432 | $251 | 03/31/2024 |
| PWV | 4,432 | $251 | 03/31/2024 |
| HB Wealth Management LLC | 4,386 | $249 | 03/31/2024 |
| PWV | 4,386 | $249 | 03/31/2024 |
| IVC Wealth Advisors LLC | 4,290 | $243 | 03/31/2024 |
| PWV | 4,290 | $243 | 03/31/2024 |
| Advisor Resource Council | 4,192 | $238 | 03/31/2024 |
| PWV | 4,192 | $238 | 03/31/2024 |
| Commerce Bank | 4,119 | $233 | 03/31/2024 |
| PWV | 4,119 | $233 | 03/31/2024 |
| Cerity Partners LLC | 4,584 | $232 | 12/31/2023 |
| PWV | 4,584 | $232 | 12/31/2023 |
| Grimes & Company Inc. | 3,912 | $222 | 03/31/2024 |
| PWV | 3,912 | $222 | 03/31/2024 |
| LexAurum Advisors LLC | 3,832 | $217 | 03/31/2024 |
| PWV | 3,832 | $217 | 03/31/2024 |
| Morris Retirement Advisors LLC | 3,777 | $214 | 03/31/2024 |
| PWV | 3,777 | $214 | 03/31/2024 |
| Criterion Capital Advisors LLC | 3,155 | $179 | 03/31/2024 |
| PWV | 3,155 | $179 | 03/31/2024 |
| Key Financial Inc | 2,785 | $158 | 03/31/2024 |
| PWV | 2,785 | $158 | 03/31/2024 |
| EPG Wealth Management LLC | 3,000 | $154 | 12/31/2023 |
| PWV | 3,000 | $154 | 12/31/2023 |
| Institutional & Family Asset Management LLC | 2,500 | $142 | 03/31/2024 |
| PWV | 2,500 | $142 | 03/31/2024 |
| BlackRock Inc. | 2,000 | $113 | 03/31/2024 |
| PWV | 2,000 | $113 | 03/31/2024 |
| US Bancorp DE | 1,849 | $105 | 03/31/2024 |
| PWV | 1,849 | $105 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 1,998 | $101 | 12/31/2023 |
| PWV | 1,998 | $101 | 12/31/2023 |
| Cambridge Trust Co. | 1,710 | $87 | 12/31/2023 |
| PWV | 1,710 | $87 | 12/31/2023 |
| Global Retirement Partners LLC | 1,492 | $85 | 03/31/2024 |
| PWV | 1,492 | $85 | 03/31/2024 |
| Blair William & Co. IL | 1,458 | $83 | 03/31/2024 |
| PWV | 1,458 | $83 | 03/31/2024 |
| Qube Research & Technologies Ltd | 1,579 | $80 | 12/31/2023 |
| PWV | 1,579 | $80 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 1,295 | $73 | 03/31/2024 |
| PWV | 1,295 | $73 | 03/31/2024 |
| Oak Harbor Wealth Partners LLC | 1,175 | $67 | 03/31/2024 |
| PWV | 1,175 | $67 | 03/31/2024 |
| First Personal Financial Services | 802 | $45 | 03/31/2024 |
| PWV | 802 | $45 | 03/31/2024 |
| Capital Investment Advisory Services LLC | 670 | $38 | 03/31/2024 |
| PWV | 670 | $38 | 03/31/2024 |
| Frazier Financial Advisors LLC | 664 | $38 | 03/31/2024 |
| PWV | 664 | $38 | 03/31/2024 |
| NBC Securities Inc. | 650 | $36 | 03/31/2024 |
| PWV | 650 | $36 | 03/31/2024 |
| Fifth Third Bancorp | 518 | $29 | 03/31/2024 |
| PWV | 518 | $29 | 03/31/2024 |
| Tanglewood Legacy Advisors LLC | 517 | $29 | 03/31/2024 |
| PWV | 517 | $29 | 03/31/2024 |
| Glenmede Trust Co. NA | 548 | $28 | 12/31/2023 |
| PWV | 548 | $28 | 12/31/2023 |
| Smartleaf Asset Management LLC | 505 | $26 | 03/31/2024 |
| PWV | 505 | $26 | 03/31/2024 |
| Farmers & Merchants Investments Inc. | 320 | $18 | 03/31/2024 |
| PWV | 320 | $18 | 03/31/2024 |
| Franklin Resources Inc. | 299 | $17 | 03/31/2024 |
| PWV | 299 | $17 | 03/31/2024 |
| O Shaughnessy Asset Management LLC | 292 | $17 | 03/31/2024 |
| PWV | 292 | $17 | 03/31/2024 |
| CWM LLC | 261 | $15 | 03/31/2024 |
| PWV | 261 | $15 | 03/31/2024 |
| GWM Advisors LLC | 247 | $13 | 12/31/2023 |
| PWV | 247 | $13 | 12/31/2023 |
| JPMorgan Chase & Co. | 199 | $11 | 03/31/2024 |
| PWV | 199 | $11 | 03/31/2024 |
| IFP Advisors Inc | 200 | $10 | 12/31/2023 |
| PWV | 200 | $10 | 12/31/2023 |
| Tucker Asset Management LLC | 181 | $9 | 12/31/2023 |
| PWV | 181 | $9 | 12/31/2023 |
| First Command Advisory Services Inc. | 118 | $7 | 03/31/2024 |
| PWV | 118 | $7 | 03/31/2024 |
| Sound Income Strategies LLC | 120 | $7 | 03/31/2024 |
| PWV | 120 | $7 | 03/31/2024 |
| McIlrath & Eck LLC | 100 | $6 | 03/31/2024 |
| PWV | 100 | $6 | 03/31/2024 |
| Hanson & Doremus Investment Management | 47 | $3 | 03/31/2024 |
| PWV | 47 | $3 | 03/31/2024 |
| Gilliland Jeter Wealth Management LLC | 56 | $3 | 03/31/2024 |
| PWV | 56 | $3 | 03/31/2024 |
| Coastal Investment Advisors Inc. | 34 | $2 | 03/31/2024 |
| PWV | 34 | $2 | 03/31/2024 |
| Newbridge Financial Services Group Inc. | 38 | $2 | 03/31/2024 |
| PWV | 38 | $2 | 03/31/2024 |
| Harbour Investments Inc. | 44 | $2 | 12/31/2023 |
| PWV | 44 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| PWV | 0 | $0 | 03/31/2024 |
| Activest Wealth Management | 1 | $0 | 03/31/2024 |
| PWV | 1 | $0 | 03/31/2024 |
See Summary: Institutional Holders of PWV
See Details: Top 10 Hedge Funds Holding PWV
Also See: PWV Holdings Changes
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