HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PML Share Count | ||||
| Envestnet Asset Management Inc. | 10,932 | 270,428 | +259,496 | +2373.73% |
| Landscape Capital Management L.L.C. | 33,422 | 348,034 | +314,612 | +941.33% |
| Wolverine Asset Management LLC | 8,448 | 77,515 | +69,067 | +817.55% |
| International Assets Investment Management LLC | 1,160 | 9,775 | +8,615 | +742.67% |
| Wells Fargo & Company MN | 56,596 | 473,123 | +416,527 | +735.97% |
| Koshinski Asset Management Inc. | 13,170 | 50,300 | +37,130 | +281.93% |
| Ackerman Capital Advisors LLC | 50,479 | 164,156 | +113,677 | +225.20% |
| Moors & Cabot Inc. | 22,567 | 46,500 | +23,933 | +106.05% |
| UBS Group AG | 136,861 | 280,701 | +143,840 | +105.10% |
| Northwestern Mutual Wealth Management Co. | 2,253 | 4,517 | +2,264 | +100.49% |
| Van ECK Associates Corp | 263,397 | 427,109 | +163,712 | +62.15% |
| Atria Wealth Solutions Inc. | 15,044 | 22,861 | +7,817 | +51.96% |
| Traynor Capital Management Inc. | 79,738 | 118,970 | +39,232 | +49.20% |
| Royal Bank of Canada | 239,311 | 327,329 | +88,018 | +36.78% |
| Guggenheim Capital LLC | 123,259 | 164,911 | +41,652 | +33.79% |
| Morgan Stanley | 902,051 | 1,138,993 | +236,942 | +26.27% |
| CI Private Wealth LLC | 10,366 | 13,036 | +2,670 | +25.76% |
| Avantax Advisory Services Inc. | 62,891 | 78,247 | +15,356 | +24.42% |
| Janney Montgomery Scott LLC | 20,959 | 23,959 | +3,000 | +14.31% |
| HighTower Advisors LLC | 140,714 | 157,477 | +16,763 | +11.91% |
| Cetera Advisor Networks LLC | 136,780 | 152,043 | +15,263 | +11.16% |
| Mercer Global Advisors Inc. ADV | 12,951 | 14,180 | +1,229 | +9.49% |
| Cetera Investment Advisers | 40,303 | 42,023 | +1,720 | +4.27% |
| Raymond James & Associates | 117,569 | 121,792 | +4,223 | +3.59% |
| Lincoln National Corp | 13,157 | 13,359 | +202 | +1.54% |
| Comerica Bank | 2,108 | 2,140 | +32 | +1.52% |
| Focused Wealth Management Inc | 1,200 | 1,218 | +18 | +1.50% |
| Rockefeller Capital Management L.P. | 56,815 | 57,664 | +849 | +1.49% |
| Allen Mooney & Barnes Investment Advisors LLC | 101,085 | 102,596 | +1,511 | +1.49% |
| Hollencrest Capital Management | 28,420 | 28,575 | +155 | +0.55% |
| Venture Visionary Partners LLC | 19,771 | 19,874 | +103 | +0.52% |
| Wiley BROS. Aintree Capital LLC | 15,337 | 15,379 | +42 | +0.27% |
| 13F Filers Reporting New Positions In PML | ||||
| Ameriprise Financial Inc. | 0 | 14,195 | +14,195 | +100% |
| Park Avenue Securities LLC | 0 | 141,603 | +141,603 | +100% |
| Nomura Holdings Inc. | 0 | 32,781 | +32,781 | +100% |
| Cohen & Steers Inc. | 0 | 80,000 | +80,000 | +100% |
| Weiss Asset Management LP | 0 | 84,212 | +84,212 | +100% |
| Cambridge Investment Research Advisors Inc. | 0 | 17,144 | +17,144 | +100% |
| Two Sigma Securities LLC | 0 | 10,099 | +10,099 | +100% |
| Nuveen Asset Management LLC | 0 | 59,803 | +59,803 | +100% |
| Baystate Wealth Management LLC | 0 | 1,004 | +1,004 | +100% |
| Advisory Services Network LLC | 0 | 3,329 | +3,329 | +100% |
| Alpine Global Management LLC | 0 | 86,257 | +86,257 | +100% |
| Wakefield Asset Management LLLP | 0 | 88,916 | +88,916 | +100% |
| Integrated Capital Management Inc. | 0 | 20,761 | +20,761 | +100% |
| Lido Advisors LLC | 0 | 280,187 | +280,187 | +100% |
| Maltin Wealth Management Inc. | 0 | 30,000 | +30,000 | +100% |
| Future Financial Wealth Managment LLC | 0 | 10,000 | +10,000 | +100% |
| Elequin Capital LP | 0 | 30,064 | +30,064 | +100% |
| Spire Wealth Management | 0 | 25,500 | +25,500 | +100% |
| Snowden Capital Advisors LLC | 0 | 24,607 | +24,607 | +100% |
| Gridiron Partners LLC | 0 | 542,484 | +542,484 | +100% |
| Cove Private Wealth LLC | 0 | 36,591 | +36,591 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Wintrust Investments LLC | 12,449 | 12,449 | UNCH | 0.00% |
| Northern Trust Corp | 10,030 | 10,030 | UNCH | 0.00% |
| City Holding Co. | 14,537 | 14,537 | UNCH | 0.00% |
| Harbour Investments Inc. | 6,300 | 6,300 | UNCH | 0.00% |
| Horizon Kinetics Asset Management LLC | 15,050 | 15,050 | UNCH | 0.00% |
| Webster Bank N. A. | 1,133 | 1,133 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 200 | 200 | UNCH | 0.00% |
| Sandy Spring Bank | 504 | 504 | UNCH | 0.00% |
| Cerity Partners LLC | 10,104 | 10,104 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 400 | 400 | UNCH | 0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,927 | 3,927 | UNCH | 0.00% |
| Cito Capital Group LLC | 15,000 | 15,000 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 2,300 | 2,300 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 1,081 | 1,081 | UNCH | 0.00% |
| Murphy Middleton Hinkle & Parker Inc. | 10,439 | 10,439 | UNCH | 0.00% |
| FNY Investment Advisers LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Apollon Wealth Management LLC | 66,541 | 66,541 | UNCH | 0.00% |
| EWG Elevate Inc. | 15,822 | 15,822 | UNCH | 0.00% |
| Hunter Perkins Capital Management LLC | 26,640 | 26,640 | UNCH | 0.00% |
| 13F Filers Decreasing PML Share Count | ||||
| Beta Wealth Group Inc. | 366,376 | 63,725 | -302,651 | -82.61% |
| Rivernorth Capital Management LLC | 1,117,538 | 267,610 | -849,928 | -76.05% |
| Virtu Financial LLC | 36,693 | 13,633 | -23,060 | -62.85% |
| LPL Financial LLC | 138,316 | 59,819 | -78,497 | -56.75% |
| Palogic Value Management L.P. | 44,000 | 20,600 | -23,400 | -53.18% |
| Summit Trail Advisors LLC | 29,051 | 14,771 | -14,280 | -49.15% |
| Gill Capital Partners LLC | 113,459 | 59,598 | -53,861 | -47.47% |
| SFI Advisors LLC | 43,608 | 23,337 | -20,271 | -46.48% |
| Stifel Financial Corp | 304,027 | 166,566 | -137,461 | -45.21% |
| The PNC Financial Services Group Inc. | 112 | 62 | -50 | -44.64% |
| Commonwealth Equity Services LLC | 81,204 | 47,249 | -33,955 | -41.81% |
| Susquehanna International Group LLP | 68,503 | 42,416 | -26,087 | -38.08% |
| Cedar Brook Financial Partners LLC | 24,080 | 15,488 | -8,592 | -35.68% |
| Truist Financial Corp | 31,083 | 20,018 | -11,065 | -35.60% |
| Moody National Bank Trust Division | 19,356 | 13,858 | -5,498 | -28.40% |
| Simon Quick Advisors LLC | 21,833 | 15,724 | -6,109 | -27.98% |
| Fiera Capital Corp | 988,696 | 724,958 | -263,738 | -26.68% |
| Vivaldi Capital Management LLC | 286,847 | 211,755 | -75,092 | -26.18% |
| UMB Bank N A MO | 4,299 | 3,202 | -1,097 | -25.52% |
| GWM Advisors LLC | 92,983 | 72,983 | -20,000 | -21.51% |
| DAVENPORT & Co LLC | 14,058 | 11,151 | -2,907 | -20.68% |
| Ellis Investment Partners LLC | 496,313 | 394,745 | -101,568 | -20.46% |
| Bank of Montreal Can | 61,322 | 49,405 | -11,917 | -19.43% |
| Raymond James Financial Services Advisors Inc. | 30,103 | 24,610 | -5,493 | -18.25% |
| Advisor Group Holdings Inc. | 282,053 | 234,085 | -47,968 | -17.01% |
| Captrust Financial Advisors | 53,205 | 46,905 | -6,300 | -11.84% |
| Bank of America Corp DE | 171,752 | 151,654 | -20,098 | -11.70% |
| Kercheville Advisors LLC | 11,400 | 10,400 | -1,000 | -8.77% |
| Cornerstone Advisory LLC | 158,535 | 155,914 | -2,621 | -1.65% |
| Bank of New York Mellon Corp | 51,023 | 51,020 | -3 | -0.01% |
| 13F Filers Exiting PML | ||||
| Kestra Advisory Services LLC | 15,566 | 0 | -15,566 | -100.00% |
| CCG Wealth Management LLC | 23,144 | 0 | -23,144 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 1,350 | 0 | -1,350 | -100.00% |
| Walleye Capital LLC | 15,252 | 0 | -15,252 | -100.00% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 42,989 | 0 | -42,989 | -100.00% |
| Beacon Pointe Advisors LLC | 19,901 | 0 | -19,901 | -100.00% |
| LexAurum Advisors LLC | 11,628 | 0 | -11,628 | -100.00% |
| Valeo Financial Advisors LLC | 14,500 | 0 | -14,500 | -100.00% |
| AE Wealth Management LLC | 31,898 | 0 | -31,898 | -100.00% |
| IFP Advisors Inc | 1,000 | 0 | -1,000 | -100.00% |
| Arlington Capital Management Inc. | 24,455 | 0 | -24,455 | -100.00% |
| Cetera Advisors LLC | 15,007 | 0 | -15,007 | -100.00% |
| Tower Research Capital LLC TRC | 13 | 0 | -13 | -100.00% |
| United Capital Financial Advisers LLC | 20,875 | 0 | -20,875 | -100.00% |
| North Star Investment Management Corp. | 3,850 | 0 | -3,850 | -100.00% |
| BOK Financial Private Wealth Inc. | 300 | 0 | -300 | -100.00% |
| Wetherby Asset Management Inc. | 19,753 | 0 | -19,753 | -100.00% |
| Proequities Inc. | 750 | 0 | -750 | -100.00% |
| JPMorgan Chase & Co. | 575 | 0 | -575 | -100.00% |
| Synovus Financial Corp | 30,000 | 0 | -30,000 | -100.00% |
See Summary: Institutional Holders of PML
See Details: Top 10 Hedge Funds Holding PML
Also See: PML Insider Buying
