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PDCO Holdings Changes image
This page summarizes the PDCO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether PDCO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing PDCO Share Count
State of Alaska Department of Revenue 9,191 50,239 +41,048 +446.61%
Miller Howard Investments Inc. NY 10,426 19,103 +8,677 +83.22%
CWM LLC 347 595 +248 +71.47%
Louisiana State Employees Retirement System 23,900 40,800 +16,900 +70.71%
Abundance Wealth Counselors 16,910 23,498 +6,588 +38.96%
Denali Advisors LLC 145 178 +33 +22.76%
Hexagon Capital Partners LLC 1,226 1,359 +133 +10.85%
Sound Income Strategies LLC 561,445 619,529 +58,084 +10.35%
Foster & Motley Inc. 93,154 102,325 +9,171 +9.84%
Aviance Capital Partners LLC 27,720 29,985 +2,265 +8.17%
Values First Advisors Inc. 10,940 11,769 +829 +7.58%
GAMMA Investing LLC 1,066 1,103 +37 +3.47%
Allspring Global Investments Holdings LLC 1,748,158 1,792,138 +43,980 +2.52%
New Mexico Educational Retirement Board 17,700 18,000 +300 +1.69%
Sunbelt Securities Inc. 364 367 +3 +0.82%
13F Filers Reporting New Positions In PDCO
Wesbanco Bank Inc. 0 38,536 +38,536 +100%
Exchange Traded Concepts LLC 0 23,301 +23,301 +100%
Mather Group LLC. 0 109 +109 +100%
ARGA Investment Management LP 0 16,812 +16,812 +100%
Bfsg LLC 0 4,080 +4,080 +100%
Maryland State Retirement & Pension System 0 29,717 +29,717 +100%
Cedar Mountain Advisors LLC 0 100 +100 +100%
13F Filers With Unchanged Share Count
M&R Capital Management Inc. 200 200 UNCH 0.00%
Massmutual Trust Co. FSB ADV 67 67 UNCH 0.00%
Farmers & Merchants Investments Inc. 40 40 UNCH 0.00%
Profit Investment Management LLC 154,474 154,474 UNCH 0.00%
Welch Group LLC 7,500 7,500 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 31,900 31,900 UNCH 0.00%
Trust Co 15,400 15,400 UNCH 0.00%
Global Retirement Partners LLC 241 241 UNCH 0.00%
SJS Investment Consulting Inc. 22 22 UNCH 0.00%
13F Filers Decreasing PDCO Share Count
Pflug Koory LLC 4,735 450 -4,285 -90.50%
Amalgamated Bank 49,989 25,951 -24,038 -48.09%
Fifth Third Bancorp 625 353 -272 -43.52%
Raymond James Financial Services Advisors Inc. 15,532 9,809 -5,723 -36.85%
Collective Family Office LLC 9,735 7,880 -1,855 -19.05%
Legato Capital Management LLC 42,176 35,917 -6,259 -14.84%
Romano Brothers AND Company 12,990 11,790 -1,200 -9.24%
Raymond James & Associates 233,358 216,756 -16,602 -7.11%
Versant Capital Management Inc 103 99 -4 -3.88%
Capital Advisors Ltd. LLC 45 44 -1 -2.22%
Rowland & Co. Investment Counsel ADV 92,475 91,575 -900 -0.97%
Rosenberg Matthew Hamilton 267 265 -2 -0.75%
13F Filers Exiting PDCO
McGlone Suttner Wealth Management Inc. 692 0 -692 -100.00%
International Assets Investment Management LLC 5,121 0 -5,121 -100.00%
Wealth Enhancement Advisory Services LLC 7,535 0 -7,535 -100.00%
AdvisorNet Financial Inc 23 0 -23 -100.00%
WASHINGTON TRUST Co 50 0 -50 -100.00%
State of Michigan Retirement System 20,426 0 -20,426 -100.00%

See Summary: Institutional Holders of PDCO
See Details: Top 10 Hedge Funds Holding PDCO
Also See: PDCO Insider Buying

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