HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PIM Share Count | ||||
| Landscape Capital Management L.L.C. | 12,798 | 45,661 | +32,863 | +256.78% |
| Consolidated Portfolio Review Corp | 128,269 | 243,530 | +115,261 | +89.86% |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | 4,500 | +1,500 | +50.00% |
| Allspring Global Investments Holdings LLC | 573,565 | 743,429 | +169,864 | +29.62% |
| Wells Fargo & Company MN | 6,198 | 7,936 | +1,738 | +28.04% |
| Shaker Financial Services LLC | 19,246 | 24,289 | +5,043 | +26.20% |
| GWM Advisors LLC | 96,900 | 121,400 | +24,500 | +25.28% |
| 1607 Capital Partners LLC | 1,215,005 | 1,307,386 | +92,381 | +7.60% |
| Sit Investment Associates Inc. | 19,888,530 | 20,752,147 | +863,617 | +4.34% |
| The PNC Financial Services Group Inc. | 5,132 | 5,264 | +132 | +2.57% |
| Transform Wealth LLC | 195,225 | 200,225 | +5,000 | +2.56% |
| GPS Wealth Strategies Group LLC | 947 | 968 | +21 | +2.22% |
| Avantax Advisory Services Inc. | 14,585 | 14,771 | +186 | +1.28% |
| Gill Capital Partners LLC | 173,415 | 175,386 | +1,971 | +1.14% |
| CWM LLC | 186 | 187 | +1 | +0.54% |
| Commonwealth Equity Services LLC | 65,480 | 65,719 | +239 | +0.36% |
| TCG Advisory Services LLC | 78,658 | 78,924 | +266 | +0.34% |
| 13F Filers Reporting New Positions In PIM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| JPMorgan Chase & Co. | 0 | 4,160 | +4,160 | +100% |
| Investors Asset Management of Georgia Inc. GA ADV | 0 | 10,613 | +10,613 | +100% |
| Coldstream Capital Management Inc. | 0 | 20,000 | +20,000 | +100% |
| Raymond James & Associates | 0 | 14,211 | +14,211 | +100% |
| Allworth Financial LP | 0 | 2,000 | +2,000 | +100% |
| IFG Advisory LLC | 0 | 10,750 | +10,750 | +100% |
| WealthShield Partners LLC | 0 | 10,000 | +10,000 | +100% |
| Planned Solutions Inc. | 0 | 1,729 | +1,729 | +100% |
| Gridiron Partners LLC | 0 | 10,507 | +10,507 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Bank of America Corp DE | 1,062 | 1,062 | UNCH | 0.00% |
| Comerica Bank | 3,000 | 3,000 | UNCH | 0.00% |
| Shufro Rose & Co. LLC | 11,000 | 11,000 | UNCH | 0.00% |
| Royal Bank of Canada | 2,165 | 2,165 | UNCH | 0.00% |
| Hollencrest Capital Management | 7,617 | 7,617 | UNCH | 0.00% |
| WealthTrust Axiom LLC | 15,088 | 15,088 | UNCH | 0.00% |
| Dakota Wealth Management | 18,525 | 18,525 | UNCH | 0.00% |
| Sheaff Brock Investment Advisors LLC | 66,272 | 66,272 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 400 | 400 | UNCH | 0.00% |
| FNY Investment Advisers LLC | 500 | 500 | UNCH | 0.00% |
| Graves Light Private Wealth Management Inc. | 14,300 | 14,300 | UNCH | 0.00% |
| Transcend Wealth Collective LLC | 46,600 | 46,600 | UNCH | 0.00% |
| Key Financial Inc | 11,882 | 11,882 | UNCH | 0.00% |
| Bard Financial Services Inc. | 21,540 | 21,540 | UNCH | 0.00% |
| Fortitude Advisory Group L.L.C. | 34,880 | 34,880 | UNCH | 0.00% |
| 13F Filers Decreasing PIM Share Count | ||||
| Moors & Cabot Inc. | 66,000 | 10,000 | -56,000 | -84.85% |
| Clough Capital Partners L P | 61,400 | 27,500 | -33,900 | -55.21% |
| XTX Topco Ltd | 24,872 | 11,294 | -13,578 | -54.59% |
| Invesco Ltd. | 282,610 | 190,831 | -91,779 | -32.48% |
| Advisor Group Holdings Inc. | 13,539 | 9,426 | -4,113 | -30.38% |
| Penbrook Management LLC | 166,963 | 149,963 | -17,000 | -10.18% |
| Melfa Wealth Management LLC | 81,054 | 73,799 | -7,255 | -8.95% |
| UBS Group AG | 38,854 | 35,627 | -3,227 | -8.31% |
| Janney Montgomery Scott LLC | 91,970 | 86,424 | -5,546 | -6.03% |
| LPL Financial LLC | 50,391 | 48,179 | -2,212 | -4.39% |
| Karpus Management Inc. | 854,841 | 830,001 | -24,840 | -2.91% |
| Morgan Stanley | 193,264 | 187,669 | -5,595 | -2.90% |
| 13F Filers Exiting PIM | ||||
| Quarry LP | 24,400 | 0 | -24,400 | -100.00% |
| Savior LLC | 452 | 0 | -452 | -100.00% |
| Koshinski Asset Management Inc. | 15,320 | 0 | -15,320 | -100.00% |
| Jane Street Group LLC | 20,332 | 0 | -20,332 | -100.00% |
| Thomas J. Herzfeld Advisors Inc. | 39,670 | 0 | -39,670 | -100.00% |
| HighTower Advisors LLC | 22,312 | 0 | -22,312 | -100.00% |
| Susquehanna International Group LLP | 32,059 | 0 | -32,059 | -100.00% |
| First Foundation Advisors | 15,000 | 0 | -15,000 | -100.00% |
| Financial Counselors Inc. | 75,730 | 0 | -75,730 | -100.00% |
See Summary: Institutional Holders of PIM
See Details: Top 10 Hedge Funds Holding PIM
