Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing PLD Share Count |
Valeo Financial Advisors LLC |
26,831 |
48,877,279 |
+48,850,448 |
+182067.19% |
Ibex Wealth Advisors |
35 |
42,720 |
+42,685 |
+121957.14% |
Norden Group LLC |
4,344 |
65,416 |
+61,072 |
+1405.89% |
Lloyd Advisory Services LLC. |
1,778 |
11,130 |
+9,352 |
+525.98% |
Cullinan Associates Inc. |
30,941 |
91,951 |
+61,010 |
+197.18% |
Vanderbilt University |
18,684 |
48,088 |
+29,404 |
+157.38% |
Brown Miller Wealth Management LLC |
5,135 |
13,207 |
+8,072 |
+157.20% |
Red Cedar Investment Management LLC |
8,178 |
19,743 |
+11,565 |
+141.42% |
Rise Advisors LLC |
370 |
852 |
+482 |
+130.27% |
Stratos Wealth Advisors LLC |
1,724 |
3,805 |
+2,081 |
+120.71% |
Financial Synergies Wealth Advisors Inc. |
164 |
343 |
+179 |
+109.15% |
Stableford Capital II LLC |
7,483 |
11,587 |
+4,104 |
+54.84% |
BKD Wealth Advisors LLC |
1,766 |
2,453 |
+687 |
+38.90% |
Independence Bank of Kentucky |
955 |
1,320 |
+365 |
+38.22% |
Vaughan Nelson Investment Management L.P. |
796,304 |
1,099,029 |
+302,725 |
+38.02% |
InTrack Investment Management Inc |
4,402 |
6,028 |
+1,626 |
+36.94% |
Keel Point LLC |
2,407 |
3,145 |
+738 |
+30.66% |
Evergreen Private Wealth LLC |
9,030 |
11,790 |
+2,760 |
+30.56% |
Wealthcare Advisory Partners LLC |
1,955 |
2,518 |
+563 |
+28.80% |
Pensionfund Sabic |
59,858 |
75,858 |
+16,000 |
+26.73% |
Hudson Valley Investment Advisors Inc. ADV |
40,575 |
51,030 |
+10,455 |
+25.77% |
CHICAGO TRUST Co NA |
3,736 |
4,648 |
+912 |
+24.41% |
Gilman Hill Asset Management LLC |
4,373 |
5,430 |
+1,057 |
+24.17% |
Palumbo Wealth Management LLC |
3,339 |
4,141 |
+802 |
+24.02% |
Massmutual Trust Co. FSB ADV |
21,058 |
26,081 |
+5,023 |
+23.85% |
Stratos Wealth Partners LTD. |
9,653 |
11,918 |
+2,265 |
+23.46% |
CVA Family Office LLC |
440 |
534 |
+94 |
+21.36% |
Dakota Community Bank & Trust NA |
1,488 |
1,793 |
+305 |
+20.50% |
NBC Securities Inc. |
1,302 |
1,567 |
+265 |
+20.35% |
Veriti Management LLC |
20,304 |
24,339 |
+4,035 |
+19.87% |
Ballentine Partners LLC |
11,915 |
14,069 |
+2,154 |
+18.08% |
Salem Investment Counselors Inc. |
274 |
319 |
+45 |
+16.42% |
Wealthfront Advisers LLC |
55,786 |
64,833 |
+9,047 |
+16.22% |
New Hampshire Trust |
2,861 |
3,309 |
+448 |
+15.66% |
Financial Management Professionals Inc. |
2,709 |
3,104 |
+395 |
+14.58% |
Naviter Wealth LLC |
60,166 |
68,765 |
+8,599 |
+14.29% |
AMF Pensionsforsakring AB |
2,020,479 |
2,299,443 |
+278,964 |
+13.81% |
Austin Private Wealth LLC |
2,011 |
2,288 |
+277 |
+13.77% |
Pensionfund DSM Netherlands |
136,153 |
154,153 |
+18,000 |
+13.22% |
River Street Advisors LLC |
1,931 |
2,178 |
+247 |
+12.79% |
McGlone Suttner Wealth Management Inc. |
2,833 |
3,181 |
+348 |
+12.28% |
GAMMA Investing LLC |
5,434 |
6,090 |
+656 |
+12.07% |
Asset Dedication LLC |
305 |
340 |
+35 |
+11.48% |
UMA Financial Services Inc. |
1,692 |
1,885 |
+193 |
+11.41% |
Wedmont Private Capital |
4,956 |
5,432 |
+476 |
+9.60% |
Guidance Capital Inc. |
4,495 |
4,898 |
+403 |
+8.97% |
International Assets Investment Management LLC |
1,697 |
1,846 |
+149 |
+8.78% |
Constitution Capital LLC |
12,800 |
13,900 |
+1,100 |
+8.59% |
Red Door Wealth Management LLC |
27,673 |
29,850 |
+2,177 |
+7.87% |
Verde Capital Management |
13,258 |
14,161 |
+903 |
+6.81% |
Dynamic Advisor Solutions LLC |
7,118 |
7,601 |
+483 |
+6.79% |
Moody National Bank Trust Division |
17,967 |
19,182 |
+1,215 |
+6.76% |
CX Institutional |
2,971 |
3,154 |
+183 |
+6.16% |
Wealth Alliance Advisory Group LLC |
5,360 |
5,685 |
+325 |
+6.06% |
JJJ Advisors Inc. |
1,324 |
1,401 |
+77 |
+5.82% |
Ferguson Wellman Capital Management Inc. |
2,203 |
2,327 |
+124 |
+5.63% |
First Affirmative Financial Network |
4,320 |
4,553 |
+233 |
+5.39% |
Revolve Wealth Partners LLC |
1,565 |
1,627 |
+62 |
+3.96% |
Trust Point Inc. |
4,163 |
4,317 |
+154 |
+3.70% |
waypoint wealth counsel |
2,538 |
2,632 |
+94 |
+3.70% |
Wealth Enhancement Advisory Services LLC |
262,909 |
272,548 |
+9,639 |
+3.67% |
Modus Advisors LLC |
2,994 |
3,102 |
+108 |
+3.61% |
Capital Advisors Ltd. LLC |
399 |
412 |
+13 |
+3.26% |
Graybill Bartz & Assoc Ltd. |
26,686 |
27,470 |
+784 |
+2.94% |
Legacy Wealth Asset Management LLC |
6,963 |
7,167 |
+204 |
+2.93% |
NorthCrest Asset Manangement LLC |
30,912 |
31,707 |
+795 |
+2.57% |
Procyon Private Wealth Partners LLC |
2,627 |
2,689 |
+62 |
+2.36% |
Aspire Private Capital LLC |
43 |
44 |
+1 |
+2.33% |
Baldwin Brothers Inc. MA |
69,715 |
71,316 |
+1,601 |
+2.30% |
Perpetual Ltd |
64,632 |
66,075 |
+1,443 |
+2.23% |
Spence Asset Management |
144,661 |
147,585 |
+2,924 |
+2.02% |
Mainsail Financial Group LLC |
6,117 |
6,223 |
+106 |
+1.73% |
180 Wealth Advisors LLC |
37,646 |
38,289 |
+643 |
+1.71% |
Bourgeon Capital Management LLC |
51,571 |
52,405 |
+834 |
+1.62% |
PFW Advisors LLC |
7,581 |
7,699 |
+118 |
+1.56% |
Green Alpha Advisors LLC |
10,401 |
10,554 |
+153 |
+1.47% |
SeaCrest Wealth Management LLC |
2,246 |
2,277 |
+31 |
+1.38% |
True North Advisors LLC |
2,703 |
2,739 |
+36 |
+1.33% |
Miracle Mile Advisors LLC |
14,053 |
14,236 |
+183 |
+1.30% |
Colton Groome Financial Advisors LLC |
10,910 |
11,047 |
+137 |
+1.26% |
RBA Wealth Management LLC |
33,062 |
33,474 |
+412 |
+1.25% |
Patten Group Inc. |
4,898 |
4,958 |
+60 |
+1.22% |
Veracity Capital LLC |
2,734 |
2,766 |
+32 |
+1.17% |
Agate Pass Investment Management LLC |
15,027 |
15,187 |
+160 |
+1.06% |
Sivia Capital Partners LLC |
1,705 |
1,723 |
+18 |
+1.06% |
Boltwood Capital Management |
4,875 |
4,925 |
+50 |
+1.03% |
Stewart & Patten Co. LLC |
126,464 |
127,734 |
+1,270 |
+1.00% |
Pallas Capital Advisors LLC |
26,676 |
26,940 |
+264 |
+0.99% |
Park Avenue Securities LLC |
60,166 |
60,754 |
+588 |
+0.98% |
Hedeker Wealth LLC |
9,180 |
9,259 |
+79 |
+0.86% |
Maryland State Retirement & Pension System |
71,824 |
72,438 |
+614 |
+0.85% |
Vert Asset Management LLC |
137,047 |
138,216 |
+1,169 |
+0.85% |
State of Alaska Department of Revenue |
539,163 |
542,831 |
+3,668 |
+0.68% |
OMNI 360 Wealth Inc. |
1,536 |
1,546 |
+10 |
+0.65% |
MCF Advisors LLC |
5,017 |
5,046 |
+29 |
+0.58% |
Stolper Co |
14,642 |
14,718 |
+76 |
+0.52% |
Signet Financial Management LLC |
2,631 |
2,643 |
+12 |
+0.46% |
Czech National Bank |
161,855 |
162,576 |
+721 |
+0.45% |
Gulf International Bank UK Ltd |
81,570 |
81,905 |
+335 |
+0.41% |
Gateway Investment Advisers LLC |
289,296 |
290,436 |
+1,140 |
+0.39% |
Artemis Investment Management LLP |
72,033 |
72,269 |
+236 |
+0.33% |
Lake Street Financial LLC |
1,918 |
1,923 |
+5 |
+0.26% |
RFG Advisory LLC |
15,837 |
15,876 |
+39 |
+0.25% |
AdvisorNet Financial Inc |
911 |
913 |
+2 |
+0.22% |
Silvia Mccoll Wealth Management LLC |
4,741 |
4,748 |
+7 |
+0.15% |
State of Michigan Retirement System |
267,018 |
267,218 |
+200 |
+0.07% |
13F Filers Reporting New Positions In PLD |
Wiley BROS. Aintree Capital LLC |
0 |
2,392 |
+2,392 |
+100% |
American National Bank & Trust Co. VA |
0 |
3,207 |
+3,207 |
+100% |
Tompkins Financial Corp |
0 |
12 |
+12 |
+100% |
Optimum Investment Advisors |
0 |
200 |
+200 |
+100% |
First Citizens Bank & Trust Co. |
0 |
1,769 |
+1,769 |
+100% |
Westend Capital Management LLC |
0 |
90 |
+90 |
+100% |
Northwest Investment Counselors LLC |
0 |
45 |
+45 |
+100% |
IMC Chicago LLC |
0 |
11,991 |
+11,991 |
+100% |
Riverview Trust Co |
0 |
321 |
+321 |
+100% |
Brookstone Capital Management |
0 |
1,708 |
+1,708 |
+100% |
BTC Capital Management Inc. |
0 |
69,492 |
+69,492 |
+100% |
First PREMIER Bank |
0 |
40 |
+40 |
+100% |
Simon Quick Advisors LLC |
0 |
1,999 |
+1,999 |
+100% |
Oak Thistle LLC |
0 |
1,537 |
+1,537 |
+100% |
Cornerstone Wealth Group LLC |
0 |
1,588 |
+1,588 |
+100% |
General Partner Inc. |
0 |
533 |
+533 |
+100% |
Apeiron RIA LLC |
0 |
1,618 |
+1,618 |
+100% |
Advisor Resource Council |
0 |
3,318 |
+3,318 |
+100% |
Kowal Investment Group LLC |
0 |
1,609 |
+1,609 |
+100% |
SJS Investment Consulting Inc. |
0 |
39 |
+39 |
+100% |
Congress Wealth Management LLC DE |
0 |
5,843 |
+5,843 |
+100% |
Redmont Wealth Advisors LLC |
0 |
63 |
+63 |
+100% |
Register Financial Advisors LLC |
0 |
115 |
+115 |
+100% |
Yoder Wealth Management Inc. |
0 |
2,363 |
+2,363 |
+100% |
Traveka Wealth LLC |
0 |
1,546 |
+1,546 |
+100% |
Emprise Bank |
0 |
2,038 |
+2,038 |
+100% |
13F Filers With Unchanged Share Count |
Caldwell Sutter Capital Inc. |
20 |
20 |
UNCH |
0.00% |
Horizon Bancorp Inc. IN |
38 |
38 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
187 |
187 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
12,491 |
12,491 |
UNCH |
0.00% |
Atwood & Palmer Inc. |
222 |
222 |
UNCH |
0.00% |
Amarillo National Bank |
2,106 |
2,106 |
UNCH |
0.00% |
Adirondack Trust Co. |
58 |
58 |
UNCH |
0.00% |
Albion Financial Group UT |
400 |
400 |
UNCH |
0.00% |
M&R Capital Management Inc. |
51 |
51 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
11,491 |
11,491 |
UNCH |
0.00% |
Selway Asset Management |
1,581 |
1,581 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
1,558 |
1,558 |
UNCH |
0.00% |
Bangor Savings Bank |
395 |
395 |
UNCH |
0.00% |
Phocas Financial Corp. |
17,871 |
17,871 |
UNCH |
0.00% |
Atlas Capital Advisors LLC |
24 |
24 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
18,500 |
18,500 |
UNCH |
0.00% |
Perkins Coie Trust Co |
2,177 |
2,177 |
UNCH |
0.00% |
Westside Investment Management Inc. |
717 |
717 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
423 |
423 |
UNCH |
0.00% |
Private Ocean LLC |
55 |
55 |
UNCH |
0.00% |
Grassi Investment Management |
252,146 |
252,146 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
15 |
15 |
UNCH |
0.00% |
Juncture Wealth Strategies LLC |
1,709 |
1,709 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
38 |
38 |
UNCH |
0.00% |
Transform Wealth LLC |
3,437 |
3,437 |
UNCH |
0.00% |
Pinnacle Bank |
1,299 |
1,299 |
UNCH |
0.00% |
Northwest Capital Management Inc |
93 |
93 |
UNCH |
0.00% |
Tsfg LLC |
124 |
124 |
UNCH |
0.00% |
Dohj LLC |
2,825 |
2,825 |
UNCH |
0.00% |
Wolff Wiese Magana LLC |
54 |
54 |
UNCH |
0.00% |
Annapolis Financial Services LLC |
56 |
56 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
256 |
256 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
58 |
58 |
UNCH |
0.00% |
Piscataqua Savings Bank |
100 |
100 |
UNCH |
0.00% |
Iyo Bank Ltd. |
98,400 |
98,400 |
UNCH |
0.00% |
AFG Fiduciary Services Limited Partnership |
2,000 |
2,000 |
UNCH |
0.00% |
Red Tortoise LLC |
22 |
22 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
269 |
269 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
5 |
5 |
UNCH |
0.00% |
Fortitude Family Office LLC |
136 |
136 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
58 |
58 |
UNCH |
0.00% |
Compass Wealth Management LLC |
338 |
338 |
UNCH |
0.00% |
CJM Wealth Advisers Ltd. |
1,571 |
1,571 |
UNCH |
0.00% |
Financial Perspectives Inc |
25 |
25 |
UNCH |
0.00% |
1858 Wealth Management LLC |
2,036 |
2,036 |
UNCH |
0.00% |
13F Filers Decreasing PLD Share Count |
First Community Trust NA |
314 |
29 |
-285 |
-90.76% |
Thompson Investment Management Inc. |
208 |
37 |
-171 |
-82.21% |
Capital Investment Advisors LLC |
73,355 |
28,253 |
-45,102 |
-61.48% |
DNB Asset Management AS |
287,505 |
148,671 |
-138,834 |
-48.29% |
Presima Inc. |
390,693 |
203,343 |
-187,350 |
-47.95% |
Sunbelt Securities Inc. |
59 |
35 |
-24 |
-40.68% |
Hennion & Walsh Asset Management Inc. |
11,521 |
7,191 |
-4,330 |
-37.58% |
Webster Bank N. A. |
333 |
213 |
-120 |
-36.04% |
Los Angeles Capital Management & Equity Research Inc. |
7,084 |
4,726 |
-2,358 |
-33.29% |
Spirit of America Management Corp NY |
57,651 |
45,101 |
-12,550 |
-21.77% |
West Paces Advisors Inc. |
6,359 |
5,075 |
-1,284 |
-20.19% |
ZRC Wealth Management LLC |
6,664 |
5,415 |
-1,249 |
-18.74% |
Fifth Third Wealth Advisors LLC |
8,012 |
6,551 |
-1,461 |
-18.24% |
Cedrus LLC |
1,979 |
1,626 |
-353 |
-17.84% |
Clarius Group LLC |
5,318 |
4,383 |
-935 |
-17.58% |
GoalVest Advisory LLC |
310 |
258 |
-52 |
-16.77% |
Diversified Trust Co |
18,910 |
15,747 |
-3,163 |
-16.73% |
Park Place Capital Corp |
11,434 |
9,602 |
-1,832 |
-16.02% |
KMG Fiduciary Partners LLC |
2,128 |
1,799 |
-329 |
-15.46% |
A. D. Beadell Investment Counsel Inc. |
2,245 |
1,901 |
-344 |
-15.32% |
Handelsinvest Investeringsforvaltning |
11,308 |
9,577 |
-1,731 |
-15.31% |
Allspring Global Investments Holdings LLC |
546,368 |
470,609 |
-75,759 |
-13.87% |
OneAscent Financial Services LLC |
5,095 |
4,419 |
-676 |
-13.27% |
Exchange Traded Concepts LLC |
5,498 |
4,861 |
-637 |
-11.59% |
NovaPoint Capital LLC |
8,426 |
7,467 |
-959 |
-11.38% |
Bank of New Hampshire |
266 |
236 |
-30 |
-11.28% |
New Mexico Educational Retirement Board |
48,027 |
43,070 |
-4,957 |
-10.32% |
Manning & Napier Group LLC |
307,345 |
278,936 |
-28,409 |
-9.24% |
Buckingham Capital Management Inc. |
49,769 |
45,419 |
-4,350 |
-8.74% |
Bruce G. Allen Investments LLC |
737 |
676 |
-61 |
-8.28% |
O ROURKE & COMPANY Inc |
3,095 |
2,844 |
-251 |
-8.11% |
Timbercreek Investment Management Inc. |
531,385 |
489,235 |
-42,150 |
-7.93% |
Kingswood Wealth Advisors LLC |
40,303 |
37,384 |
-2,919 |
-7.24% |
Douglas Lane & Associates LLC |
3,795 |
3,524 |
-271 |
-7.14% |
DMG Group LLC |
3,660 |
3,400 |
-260 |
-7.10% |
First Hawaiian Bank |
6,021 |
5,599 |
-422 |
-7.01% |
Sound Income Strategies LLC |
629 |
585 |
-44 |
-7.00% |
MV Capital Management Inc. |
473 |
441 |
-32 |
-6.77% |
CWM LLC |
18,211 |
17,046 |
-1,165 |
-6.40% |
Cyndeo Wealth Partners LLC |
42,005 |
39,415 |
-2,590 |
-6.17% |
Covea Finance |
223,119 |
210,224 |
-12,895 |
-5.78% |
Azzad Asset Management Inc. ADV |
47,573 |
44,856 |
-2,717 |
-5.71% |
Capital Asset Advisory Services LLC |
2,195 |
2,084 |
-111 |
-5.06% |
Michael S. Ryan Inc. |
3,406 |
3,262 |
-144 |
-4.23% |
Hartford Investment Management Co. |
62,316 |
59,715 |
-2,601 |
-4.17% |
Kesler Norman & Wride LLC |
13,101 |
12,570 |
-531 |
-4.05% |
Aurum Wealth Management Group LLC |
5,873 |
5,635 |
-238 |
-4.05% |
Valley National Advisers Inc. |
370 |
356 |
-14 |
-3.78% |
Montecito Bank & Trust |
6,207 |
5,978 |
-229 |
-3.69% |
Versant Capital Management Inc |
82 |
79 |
-3 |
-3.66% |
G&S Capital LLC |
11,737 |
11,337 |
-400 |
-3.41% |
Baker Ellis Asset Management LLC |
10,550 |
10,250 |
-300 |
-2.84% |
One Wealth Advisors LLC |
2,824 |
2,744 |
-80 |
-2.83% |
Canandaigua National Bank & Trust Co. |
11,807 |
11,482 |
-325 |
-2.75% |
Alhambra Investment Partners LLC |
3,987 |
3,883 |
-104 |
-2.61% |
Windsor Capital Management LLC |
6,323 |
6,173 |
-150 |
-2.37% |
Sumitomo Mitsui Trust Holdings Inc. |
4,660,807 |
4,557,603 |
-103,204 |
-2.21% |
Romano Brothers AND Company |
3,343 |
3,273 |
-70 |
-2.09% |
Sarasin & Partners LLP |
1,510,873 |
1,485,893 |
-24,980 |
-1.65% |
Hexagon Capital Partners LLC |
184 |
181 |
-3 |
-1.63% |
Forbes J M & Co. LLP |
58,408 |
57,682 |
-726 |
-1.24% |
Taylor & Morgan Wealth Management LLC |
2,460 |
2,430 |
-30 |
-1.22% |
US Asset Management LLC |
4,954 |
4,894 |
-60 |
-1.21% |
Harbor Investment Advisory LLC |
14,272 |
14,125 |
-147 |
-1.03% |
Arlington Trust Co LLC |
2,661 |
2,645 |
-16 |
-0.60% |
Pasadena Private Wealth LLC |
3,345 |
3,330 |
-15 |
-0.45% |
Ignite Planners LLC |
2,471 |
2,462 |
-9 |
-0.36% |
Thomasville National Bank |
2,031 |
2,025 |
-6 |
-0.30% |
RMR Wealth Builders |
2,051 |
2,045 |
-6 |
-0.29% |
Stanley Laman Group Ltd. |
27,948 |
27,868 |
-80 |
-0.29% |
Griffin Asset Management Inc. |
12,240 |
12,204 |
-36 |
-0.29% |
Fulton Bank N.A. |
8,119 |
8,097 |
-22 |
-0.27% |
Lockerman Financial Group Inc. |
4,402 |
4,392 |
-10 |
-0.23% |
Mather Group LLC. |
5,920 |
5,917 |
-3 |
-0.05% |
Cedar Brook Financial Partners LLC |
22,007 |
22,000 |
-7 |
-0.03% |
13F Filers Exiting PLD |
Thrive Wealth Management LLC |
1,546 |
0 |
-1,546 |
-100.00% |
Opal Wealth Advisors LLC |
1,784 |
0 |
-1,784 |
-100.00% |
KWB Wealth |
3,779 |
0 |
-3,779 |
-100.00% |
Investment Research & Advisory Group Inc. |
1 |
0 |
-1 |
-100.00% |
Banque Cantonale Vaudoise |
4,154 |
0 |
-4,154 |
-100.00% |
Fundamentun LLC |
1,565 |
0 |
-1,565 |
-100.00% |
Founders Capital Management |
481 |
0 |
-481 |
-100.00% |
Carlson Capital Management |
1,717 |
0 |
-1,717 |
-100.00% |
Hengehold Capital Management LLC |
1,544 |
0 |
-1,544 |
-100.00% |
Cutler Group LP |
929 |
0 |
-929 |
-100.00% |
Arlington Partners LLC |
441 |
0 |
-441 |
-100.00% |
American National Bank |
85 |
0 |
-85 |
-100.00% |
Foster & Motley Inc. |
1,889 |
0 |
-1,889 |
-100.00% |
Trust Co. of Toledo NA OH |
1,528 |
0 |
-1,528 |
-100.00% |
Park National Corp OH |
1,683 |
0 |
-1,683 |
-100.00% |