This page summarizes the PFLT 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 PFLT 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).
Filer 12/31/2023 Share Count 3/31/2024 Share Count Change % Change
13F Filers Increasing PFLT Share Count
Sound Income Strategies LLC
3,246,302
3,446,552
+ 200,250
+ 6.17%
Firethorn Wealth Partners LLC
12,007
12,327
+ 320
+ 2.67%
13F Filers With Unchanged Share Count
Optimum Investment Advisors
28,801
28,801
UNCH
0.00%
Hexagon Capital Partners LLC
250
250
UNCH
0.00%
Allspring Global Investments Holdings LLC
13,100
13,100
UNCH
0.00%
13F Filers Decreasing PFLT Share Count
Sunbelt Securities Inc.
9,274
8,924
- 350
- 3.77%
13F Filers Exiting PFLT
International Assets Investment Management LLC
23,780
0
- 23,780
- 100.00%
AdvisorNet Financial Inc
31
0
- 31
- 100.00%
American National Bank
800
0
- 800
- 100.00%
See Summary: Institutional Holders of PFLT
See Details: Top 10 Hedge Funds Holding PFLT
Also See: PFLT Insider Buying
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