On this page, we present all of the funds holding PXI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PXI, with a link to that fund's top holdings. The next columns indicate the amount of PXI stock held by each of the funds holding PXI, followed by the PXI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding PXI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Transamerica Financial Advisors Inc.. For more details on the positions held by Transamerica Financial Advisors Inc. (or by any of the other funds holding PXI), click the fund name in the "Holder" column of the funds-holding-PXI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Transamerica Financial Advisors Inc. | 282,323 | $12,618 | 12/31/2023 |
PXI | 282,323 | $12,618 | 12/31/2023 |
Morgan Stanley | 239,449 | $10,701 | 12/31/2023 |
PXI | 239,449 | $10,701 | 12/31/2023 |
Janney Montgomery Scott LLC | 144,260 | $6,448 | 12/31/2023 |
PXI | 144,260 | $6,448 | 12/31/2023 |
Wells Fargo & Company MN | 115,633 | $5,168 | 12/31/2023 |
PXI | 115,633 | $5,168 | 12/31/2023 |
UBS Group AG | 55,785 | $2,493 | 12/31/2023 |
PXI | 55,785 | $2,493 | 12/31/2023 |
Unique Wealth Strategies LLC | 54,824 | $2,450 | 12/31/2023 |
PXI | 54,824 | $2,450 | 12/31/2023 |
LPL Financial LLC | 45,579 | $2,037 | 12/31/2023 |
PXI | 45,579 | $2,037 | 12/31/2023 |
Bank of America Corp DE | 38,083 | $1,702 | 12/31/2023 |
PXI | 38,083 | $1,702 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 34,045 | $1,522 | 12/31/2023 |
PXI | 34,045 | $1,522 | 12/31/2023 |
IHT Wealth Management LLC | 28,831 | $1,288 | 12/31/2023 |
PXI | 28,831 | $1,288 | 12/31/2023 |
Genesee Capital Advisors LLC | 28,521 | $1,275 | 12/31/2023 |
PXI | 28,521 | $1,275 | 12/31/2023 |
Kingsview Wealth Management LLC | 28,418 | $1,270 | 12/31/2023 |
PXI | 28,418 | $1,270 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 28,361 | $1,268 | 12/31/2023 |
PXI | 28,361 | $1,268 | 12/31/2023 |
Cetera Advisor Networks LLC | 28,259 | $1,263 | 12/31/2023 |
PXI | 28,259 | $1,263 | 12/31/2023 |
Advisor Group Holdings Inc. | 22,106 | $988 | 12/31/2023 |
PXI | 22,106 | $988 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 20,457 | $914 | 12/31/2023 |
PXI | 20,457 | $914 | 12/31/2023 |
Tower Research Capital LLC TRC | 17,552 | $784 | 12/31/2023 |
PXI | 17,552 | $784 | 12/31/2023 |
SPC Financial Inc. | 15,794 | $706 | 12/31/2023 |
PXI | 15,794 | $706 | 12/31/2023 |
Scotia Capital Inc. | 12,580 | $562 | 12/31/2023 |
PXI | 12,580 | $562 | 12/31/2023 |
Truist Financial Corp | 11,499 | $514 | 12/31/2023 |
PXI | 11,499 | $514 | 12/31/2023 |
Citadel Advisors LLC | 11,092 | $496 | 12/31/2023 |
PXI | 11,092 | $496 | 12/31/2023 |
Raymond James & Associates | 7,824 | $350 | 12/31/2023 |
PXI | 7,824 | $350 | 12/31/2023 |
Royal Bank of Canada | 6,277 | $281 | 12/31/2023 |
PXI | 6,277 | $281 | 12/31/2023 |
Private Advisor Group LLC | 5,678 | $254 | 12/31/2023 |
PXI | 5,678 | $254 | 12/31/2023 |
Captrust Financial Advisors | 5,371 | $240 | 12/31/2023 |
PXI | 5,371 | $240 | 12/31/2023 |
Goldman Sachs Group Inc. | 4,895 | $219 | 12/31/2023 |
PXI | 4,895 | $219 | 12/31/2023 |
Peapack Gladstone Financial Corp | 4,685 | $209 | 12/31/2023 |
PXI | 4,685 | $209 | 12/31/2023 |
Advisory Services Network LLC | 1,508 | $67 | 12/31/2023 |
PXI | 1,508 | $67 | 12/31/2023 |
Geneos Wealth Management Inc. | 1,000 | $45 | 12/31/2023 |
PXI | 1,000 | $45 | 12/31/2023 |
MTM Investment Management LLC | 955 | $43 | 12/31/2023 |
PXI | 955 | $43 | 12/31/2023 |
GWM Advisors LLC | 755 | $34 | 12/31/2023 |
PXI | 755 | $34 | 12/31/2023 |
Advantage Trust Co | 600 | $27 | 12/31/2023 |
PXI | 600 | $27 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 580 | $26 | 12/31/2023 |
PXI | 580 | $26 | 12/31/2023 |
Capital Investment Advisory Services LLC | 530 | $24 | 12/31/2023 |
PXI | 530 | $24 | 12/31/2023 |
Qube Research & Technologies Ltd | 298 | $13 | 12/31/2023 |
PXI | 298 | $13 | 12/31/2023 |
Archer Investment Corp | 284 | $13 | 12/31/2023 |
PXI | 284 | $13 | 12/31/2023 |
IFP Advisors Inc | 267 | $12 | 12/31/2023 |
PXI | 267 | $12 | 12/31/2023 |
FMR LLC | 247 | $11 | 12/31/2023 |
PXI | 247 | $11 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 191 | $8 | 12/31/2023 |
PXI | 191 | $8 | 12/31/2023 |
Bellevue Asset Management LLC | 144 | $6 | 12/31/2023 |
PXI | 144 | $6 | 12/31/2023 |
Horizon Bancorp Inc. IN | 63 | $3 | 12/31/2023 |
PXI | 63 | $3 | 12/31/2023 |
Spire Wealth Management | 23 | $1 | 12/31/2023 |
PXI | 23 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PXI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PXI
See Details: Top 10 Hedge Funds Holding PXI
Also See: PXI Holdings Changes
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