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PLD Holdings Changes image
This page summarizes the PLD 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 PLD 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 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%

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

PLD Holdings Changes | www.HoldingsChannel.com

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