HoldingsChannel.com
| Filer | 6/30/2021 Share Count | 9/30/2021 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PBS Share Count | ||||
| ExodusPoint Capital Management LP | 3,853 | 14,577 | +10,724 | +278.33% |
| First Horizon Advisors Inc. | 59 | 140 | +81 | +137.29% |
| Morgan Stanley | 81,174 | 119,360 | +38,186 | +47.04% |
| Raymond James Financial Services Advisors Inc. | 153,800 | 185,904 | +32,104 | +20.87% |
| CIBC World Markets Inc. | 4,959 | 5,559 | +600 | +12.10% |
| UBS Group AG | 93,779 | 104,556 | +10,777 | +11.49% |
| Private Advisor Group LLC | 11,674 | 12,868 | +1,194 | +10.23% |
| Wells Fargo & Company MN | 2,803 | 3,023 | +220 | +7.85% |
| Truist Financial Corp | 40,652 | 42,084 | +1,432 | +3.52% |
| HighTower Advisors LLC | 294,411 | 299,529 | +5,118 | +1.74% |
| MinichMacGregor Wealth Management LLC | 6,145 | 6,151 | +6 | +0.10% |
| Benjamin F. Edwards & Company Inc. | 2,724 | 2,725 | +1 | +0.04% |
| National Asset Management Inc. | 8,087 | 8,088 | +1 | +0.01% |
| 13F Filers Reporting New Positions In PBS | ||||
| IFP Advisors Inc | 0 | 0 | UNCH | 100% |
| Goldman Sachs Group Inc. | 0 | 18,564 | +18,564 | +100% |
| Pacific Sun Financial Corp | 0 | 26,681 | +26,681 | +100% |
| Gerber Kawasaki Wealth & Investment Management | 0 | 600 | +600 | +100% |
| TrinityPoint Wealth LLC | 0 | 6,001 | +6,001 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| The PNC Financial Services Group Inc. | 1,207 | 1,207 | UNCH | 0.00% |
| Proequities Inc. | 107 | 107 | UNCH | 0.00% |
| Deutsche Bank AG | 248 | 248 | UNCH | 0.00% |
| Brown Advisory Inc. | 7,130 | 7,130 | UNCH | 0.00% |
| Flow Traders U.S. LLC | 6,500 | 6,500 | UNCH | 0.00% |
| Kistler Tiffany Companies LLC | 410 | 410 | UNCH | 0.00% |
| Mirae Asset Global Investments Co. Ltd. | 15,100 | 15,100 | UNCH | 0.00% |
| Advocacy Wealth Management Services LLC | 692 | 692 | UNCH | 0.00% |
| Brookstone Capital Management | 6,685 | 6,685 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 362 | 362 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 2,390 | 2,390 | UNCH | 0.00% |
| 13F Filers Decreasing PBS Share Count | ||||
| Financial Management Professionals Inc. | 75,444 | 1,529 | -73,915 | -97.97% |
| JPMorgan Chase & Co. | 826 | 60 | -766 | -92.74% |
| Envestnet Asset Management Inc. | 14,817 | 3,887 | -10,930 | -73.77% |
| Advisors Preferred LLC | 1,324 | 764 | -560 | -42.30% |
| Advisor Group Holdings Inc. | 5,708 | 3,597 | -2,111 | -36.98% |
| Bank of America Corp DE | 64,509 | 41,435 | -23,074 | -35.77% |
| Susquehanna International Group LLP | 21,407 | 15,343 | -6,064 | -28.33% |
| Global Retirement Partners LLC | 529 | 414 | -115 | -21.74% |
| LPL Financial LLC | 77,222 | 64,525 | -12,697 | -16.44% |
| Larson Financial Group LLC | 618 | 525 | -93 | -15.05% |
| NEXT Financial Group Inc | 8,152 | 6,979 | -1,173 | -14.39% |
| Royal Bank of Canada | 4,267 | 3,824 | -443 | -10.38% |
| Raymond James & Associates | 50,589 | 47,393 | -3,196 | -6.32% |
| Citigroup Inc. | 721 | 681 | -40 | -5.55% |
| Steward Partners Investment Advisory LLC | 1,900 | 1,825 | -75 | -3.95% |
| Stifel Financial Corp | 9,211 | 8,962 | -249 | -2.70% |
| Oppenheimer & Co. Inc. | 8,059 | 8,045 | -14 | -0.17% |
| 13F Filers Exiting PBS | ||||
| Advisory Services Network LLC | 172 | 0 | -172 | -100.00% |
See Summary: Institutional Holders of PBS
See Details: Top 10 Hedge Funds Holding PBS
