Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing PDN Share Count | ||||
EverSource Wealth Advisors LLC | 96 | 231 | +135 | +140.62% |
Qube Research & Technologies Ltd | 607 | 1,018 | +411 | +67.71% |
Jane Street Group LLC | 156,401 | 232,189 | +75,788 | +48.46% |
Flow Traders U.S. LLC | 340,175 | 425,335 | +85,160 | +25.03% |
Ameriprise Financial Inc. | 71,996 | 78,683 | +6,687 | +9.29% |
HighTower Advisors LLC | 180,991 | 190,996 | +10,005 | +5.53% |
Cutler Investment Counsel LLC | 279,783 | 292,524 | +12,741 | +4.55% |
Avantax Advisory Services Inc. | 8,897 | 9,247 | +350 | +3.93% |
Charles Schwab Investment Advisory Inc. | 8,866,756 | 9,210,962 | +344,206 | +3.88% |
OLD Mission Capital LLC | 60,242 | 62,336 | +2,094 | +3.48% |
Colonial River Wealth Management LLC | 9,408 | 9,616 | +208 | +2.21% |
Droms Strauss Advisors Inc. MO ADV | 109,307 | 111,363 | +2,056 | +1.88% |
Royal Bank of Canada | 37,679 | 38,090 | +411 | +1.09% |
The PNC Financial Services Group Inc. | 1,494 | 1,507 | +13 | +0.87% |
Glass Jacobson Investment Advisors llc | 2,702 | 2,725 | +23 | +0.85% |
Alhambra Investment Partners LLC | 64,340 | 64,602 | +262 | +0.41% |
Three Bridge Wealth Advisors LLC | 10,514 | 10,520 | +6 | +0.06% |
13F Filers Reporting New Positions In PDN | ||||
Proequities Inc. | 0 | 0 | UNCH | 100% |
Principal Securities Inc. | 0 | 1,542 | +1,542 | +100% |
JPMorgan Chase & Co. | 0 | 234 | +234 | +100% |
Mercer Global Advisors Inc. ADV | 0 | 17,822 | +17,822 | +100% |
Susquehanna International Group LLP | 0 | 12,111 | +12,111 | +100% |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 0 | 6,408 | +6,408 | +100% |
Merriman Wealth Management LLC | 0 | 127,940 | +127,940 | +100% |
Advisory Services Network LLC | 0 | 435 | +435 | +100% |
First Horizon Advisors Inc. | 0 | 983 | +983 | +100% |
Sequoia Financial Advisors LLC | 0 | 11,635 | +11,635 | +100% |
Private Ocean LLC | 0 | 4,512 | +4,512 | +100% |
Bfsg LLC | 0 | 146 | +146 | +100% |
Keystone Financial Group | 0 | 6,519 | +6,519 | +100% |
Ronald Blue Trust Inc. | 0 | 1,849 | +1,849 | +100% |
ICA Group Wealth Management LLC | 0 | 593 | +593 | +100% |
Aspect Partners LLC | 0 | 218 | +218 | +100% |
Williams & Novak LLC | 0 | 21,278 | +21,278 | +100% |
Tidemark LLC | 0 | 100 | +100 | +100% |
Access Investment Management LLC | 0 | 6,600 | +6,600 | +100% |
Efficient Frontier Advisors LLC | 0 | 8,782 | +8,782 | +100% |
13F Filers With Unchanged Share Count | ||||
Huntington National Bank | 1,171 | 1,171 | UNCH | 0.00% |
Smith Moore & CO. | 22,325 | 22,325 | UNCH | 0.00% |
Glenmede Trust Co. NA | 321 | 321 | UNCH | 0.00% |
Clearstead Advisors LLC | 342 | 342 | UNCH | 0.00% |
Comerica Bank | 1,041 | 1,041 | UNCH | 0.00% |
Blair William & Co. IL | 338 | 338 | UNCH | 0.00% |
C M Bidwell & Associates Ltd. | 2,975 | 2,975 | UNCH | 0.00% |
Wade G W & Inc. | 25,546 | 25,546 | UNCH | 0.00% |
Signaturefd LLC | 2,682 | 2,682 | UNCH | 0.00% |
Callan Capital LLC | 16,881 | 16,881 | UNCH | 0.00% |
Summit Financial Strategies Inc. | 8,069 | 8,069 | UNCH | 0.00% |
IFP Advisors Inc | 1 | 1 | UNCH | 0.00% |
Moisand Fitzgerald Tamayo LLC | 206 | 206 | UNCH | 0.00% |
Capital Investment Advisory Services LLC | 151 | 151 | UNCH | 0.00% |
Index Fund Advisors Inc. | 9,506 | 9,506 | UNCH | 0.00% |
Parallel Advisors LLC | 3,935 | 3,935 | UNCH | 0.00% |
Fortis Advisors LLC | 401 | 401 | UNCH | 0.00% |
Northwest Capital Management Inc | 1,643 | 1,643 | UNCH | 0.00% |
GPS Wealth Strategies Group LLC | 211 | 211 | UNCH | 0.00% |
Robertson Stephens Wealth Management LLC | 16,592 | 16,592 | UNCH | 0.00% |
13F Filers Decreasing PDN Share Count | ||||
Plante Moran Financial Advisors LLC | 1,445 | 61 | -1,384 | -95.78% |
Farther Finance Advisors LLC | 120 | 9 | -111 | -92.50% |
AlphaCore Capital LLC | 822 | 100 | -722 | -87.83% |
Citadel Advisors LLC | 44,320 | 6,313 | -38,007 | -85.76% |
Larson Financial Group LLC | 1,748 | 311 | -1,437 | -82.21% |
Invesco Ltd. | 1,153,437 | 259,211 | -894,226 | -77.53% |
Bank of Montreal Can | 116,659 | 48,051 | -68,608 | -58.81% |
LPL Financial LLC | 32,885 | 20,081 | -12,804 | -38.94% |
Mariner LLC | 13,235 | 8,898 | -4,337 | -32.77% |
Morgan Stanley | 16,989 | 11,615 | -5,374 | -31.63% |
Dynamic Advisor Solutions LLC | 31,335 | 21,462 | -9,873 | -31.51% |
L & S Advisors Inc | 33,014 | 23,310 | -9,704 | -29.39% |
Commonwealth Equity Services LLC | 20,831 | 15,612 | -5,219 | -25.05% |
Allworth Financial LP | 11,342 | 8,545 | -2,797 | -24.66% |
Northwestern Mutual Wealth Management Co. | 1,576 | 1,229 | -347 | -22.02% |
Bell Investment Advisors Inc | 1,869 | 1,467 | -402 | -21.51% |
Bank of America Corp DE | 12,782 | 10,040 | -2,742 | -21.45% |
Versant Capital Management Inc | 734 | 580 | -154 | -20.98% |
Clarius Group LLC | 15,207 | 12,211 | -2,996 | -19.70% |
Studio Investment Management LLC | 30,406 | 25,097 | -5,309 | -17.46% |
CFS Investment Advisory Services LLC | 13,024 | 10,932 | -2,092 | -16.06% |
Quad Cities Investment Group LLC | 7,939 | 6,689 | -1,250 | -15.75% |
Advisor Group Holdings Inc. | 4,716 | 4,000 | -716 | -15.18% |
Cetera Investment Advisers | 12,947 | 11,374 | -1,573 | -12.15% |
Charles Schwab Trust Co | 36,858 | 32,806 | -4,052 | -10.99% |
Raymond James Financial Services Advisors Inc. | 8,508 | 7,756 | -752 | -8.84% |
UBS Group AG | 10,556 | 9,641 | -915 | -8.67% |
Wells Fargo & Company MN | 32,154 | 29,515 | -2,639 | -8.21% |
Creative Planning | 25,464 | 23,649 | -1,815 | -7.13% |
Wade Financial Advisory Inc | 90,825 | 85,345 | -5,480 | -6.03% |
FMR LLC | 4,337 | 4,112 | -225 | -5.19% |
CIBC World Markets Inc. | 23,047 | 21,958 | -1,089 | -4.73% |
JFS Wealth Advisors LLC | 11,496 | 10,958 | -538 | -4.68% |
Wealthsource Partners LLC | 38,400 | 36,977 | -1,423 | -3.71% |
Opes Wealth Management LLC | 214,490 | 206,649 | -7,841 | -3.66% |
Captrust Financial Advisors | 114,418 | 111,642 | -2,776 | -2.43% |
KWB Wealth | 68,013 | 66,781 | -1,232 | -1.81% |
CoreCap Advisors LLC | 8,642 | 8,487 | -155 | -1.79% |
Klingman & Associates LLC | 26,305 | 26,005 | -300 | -1.14% |
Kestra Advisory Services LLC | 9,797 | 9,740 | -57 | -0.58% |
CWM LLC | 1,769 | 1,768 | -1 | -0.06% |
13F Filers Exiting PDN | ||||
Camden Capital LLC | 24,986 | 0 | -24,986 | -100.00% |
Glassman Wealth Services | 112 | 0 | -112 | -100.00% |
GWM Advisors LLC | 78 | 0 | -78 | -100.00% |
Wealth Enhancement Advisory Services LLC | 7,864 | 0 | -7,864 | -100.00% |
Johnson Financial Group Inc. | 147 | 0 | -147 | -100.00% |
Sandy Spring Bank | 748 | 0 | -748 | -100.00% |
Chilton Capital Management LLC | 302 | 0 | -302 | -100.00% |
Valley National Advisers Inc. | 807 | 0 | -807 | -100.00% |
See Summary: Institutional Holders of PDN
See Details: Top 10 Hedge Funds Holding PDN