HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PMO Share Count | ||||
| Saba Capital Management L.P. | 13,042 | 283,022 | +269,980 | +2070.08% |
| International Assets Investment Management LLC | 1,139 | 11,781 | +10,642 | +934.33% |
| Landscape Capital Management L.L.C. | 32,639 | 106,164 | +73,525 | +225.27% |
| Susquehanna International Group LLP | 13,847 | 29,420 | +15,573 | +112.46% |
| Wells Fargo & Company MN | 38,985 | 64,307 | +25,322 | +64.95% |
| Stifel Financial Corp | 14,553 | 21,967 | +7,414 | +50.94% |
| Robinson Capital Management LLC | 637,673 | 902,947 | +265,274 | +41.60% |
| Raymond James & Associates | 163,451 | 215,399 | +51,948 | +31.78% |
| Cambridge Investment Research Advisors Inc. | 52,154 | 65,848 | +13,694 | +26.26% |
| UBS Group AG | 230,595 | 287,226 | +56,631 | +24.56% |
| Van ECK Associates Corp | 204,601 | 236,283 | +31,682 | +15.48% |
| Advisors Asset Management Inc. | 148,067 | 159,465 | +11,398 | +7.70% |
| Baird Financial Group Inc. | 68,287 | 71,887 | +3,600 | +5.27% |
| National Asset Management Inc. | 16,182 | 16,870 | +688 | +4.25% |
| LPL Financial LLC | 61,326 | 62,852 | +1,526 | +2.49% |
| Millennium Management LLC | 44,246 | 45,221 | +975 | +2.20% |
| Ellis Investment Partners LLC | 18,404 | 18,615 | +211 | +1.15% |
| IFP Advisors Inc | 26,621 | 26,920 | +299 | +1.12% |
| Tectonic Advisors LLC | 33,614 | 33,991 | +377 | +1.12% |
| Moors & Cabot Inc. | 12,240 | 12,339 | +99 | +0.81% |
| Oppenheimer & Co. Inc. | 55,344 | 55,464 | +120 | +0.22% |
| Melfa Wealth Management LLC | 484,293 | 484,967 | +674 | +0.14% |
| 13F Filers Reporting New Positions In PMO | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Huntington National Bank | 0 | 19,358 | +19,358 | +100% |
| Bank of Montreal Can | 0 | 39,041 | +39,041 | +100% |
| UMB Bank N A MO | 0 | 2,699 | +2,699 | +100% |
| Moody National Bank Trust Division | 0 | 11,681 | +11,681 | +100% |
| Nomura Holdings Inc. | 0 | 13,250 | +13,250 | +100% |
| Putnam Investments LLC | 0 | 24,892 | +24,892 | +100% |
| Citadel Advisors LLC | 0 | 13,961 | +13,961 | +100% |
| Benjamin F. Edwards & Company Inc. | 0 | 173 | +173 | +100% |
| HighTower Advisors LLC | 0 | 11,332 | +11,332 | +100% |
| Fiera Capital Corp | 0 | 605,654 | +605,654 | +100% |
| Advisory Services Network LLC | 0 | 0 | UNCH | 100% |
| Lakeview Capital Partners LLC | 0 | 28,498 | +28,498 | +100% |
| Simon Quick Advisors LLC | 0 | 13,219 | +13,219 | +100% |
| Summit Trail Advisors LLC | 0 | 12,443 | +12,443 | +100% |
| Elequin Capital LP | 0 | 10,464 | +10,464 | +100% |
| Financial Network Wealth Management LLC | 0 | 11,250 | +11,250 | +100% |
| Spire Wealth Management | 0 | 14,000 | +14,000 | +100% |
| Burford Brothers Inc. | 0 | 19,900 | +19,900 | +100% |
| Tyche Wealth Partners LLC | 0 | 23,685 | +23,685 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 2,539 | 2,539 | UNCH | 0.00% |
| US Bancorp DE | 4,545 | 4,545 | UNCH | 0.00% |
| Harbour Investments Inc. | 1,408 | 1,408 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 3,000 | 3,000 | UNCH | 0.00% |
| Staley Capital Advisers Inc. | 12,500 | 12,500 | UNCH | 0.00% |
| Twin Focus Capital Partners LLC | 31,294 | 31,294 | UNCH | 0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,927 | 9,927 | UNCH | 0.00% |
| Anchor Investment Management LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Relative Value Partners Group LLC | 32,000 | 32,000 | UNCH | 0.00% |
| Sheaff Brock Investment Advisors LLC | 12,000 | 12,000 | UNCH | 0.00% |
| Mascoma Wealth Management LLC | 1,191 | 1,191 | UNCH | 0.00% |
| Seelaus Asset Management LLC | 10,488 | 10,488 | UNCH | 0.00% |
| Successful Portfolios LLC | 12,428 | 12,428 | UNCH | 0.00% |
| Nova R Wealth Inc. | 99,997 | 99,997 | UNCH | 0.00% |
| FNY Investment Advisers LLC | 400 | 400 | UNCH | 0.00% |
| Global Retirement Partners LLC | 348 | 348 | UNCH | 0.00% |
| Cresset Asset Management LLC | 21,900 | 21,900 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 521 | 521 | UNCH | 0.00% |
| Private Wealth Advisors LLC | 11,774 | 11,774 | UNCH | 0.00% |
| Collaborative Wealth Managment Inc. | 15,324 | 15,324 | UNCH | 0.00% |
| Sonora Investment Management Group LLC | 10,000 | 10,000 | UNCH | 0.00% |
| 13F Filers Decreasing PMO Share Count | ||||
| Wolverine Asset Management LLC | 55,183 | 1,700 | -53,483 | -96.92% |
| ARS Wealth Advisors Group LLC | 70,836 | 15,094 | -55,742 | -78.69% |
| Cohen & Steers Inc. | 53,923 | 27,923 | -26,000 | -48.22% |
| Farther Finance Advisors LLC | 12,114 | 6,638 | -5,476 | -45.20% |
| Indiana Trust & Investment Management CO | 21,500 | 14,000 | -7,500 | -34.88% |
| GWM Advisors LLC | 34,200 | 23,150 | -11,050 | -32.31% |
| Gill Capital Partners LLC | 30,827 | 23,090 | -7,737 | -25.10% |
| Bank of America Corp DE | 194,201 | 148,065 | -46,136 | -23.76% |
| Northwestern Mutual Wealth Management Co. | 67,793 | 53,655 | -14,138 | -20.85% |
| Royal Bank of Canada | 25,969 | 21,340 | -4,629 | -17.83% |
| Ameriprise Financial Inc. | 786,455 | 652,022 | -134,433 | -17.09% |
| Raymond James Financial Services Advisors Inc. | 65,307 | 54,777 | -10,530 | -16.12% |
| Rockefeller Capital Management L.P. | 130,519 | 112,815 | -17,704 | -13.56% |
| Commonwealth Equity Services LLC | 380,257 | 329,477 | -50,780 | -13.35% |
| Advisor Group Holdings Inc. | 140,816 | 122,051 | -18,765 | -13.33% |
| Smith Moore & CO. | 35,315 | 32,409 | -2,906 | -8.23% |
| Invesco Ltd. | 120,203 | 114,369 | -5,834 | -4.85% |
| Capital Investment Advisors LLC | 114,572 | 110,935 | -3,637 | -3.17% |
| 1ST Source Bank | 65,211 | 64,111 | -1,100 | -1.69% |
| Morgan Stanley | 225,143 | 221,370 | -3,773 | -1.68% |
| Comerica Bank | 4,438 | 4,410 | -28 | -0.63% |
| 13F Filers Exiting PMO | ||||
| Beacon Pointe Advisors LLC | 10,581 | 0 | -10,581 | -100.00% |
| Cetera Investment Advisers | 10,865 | 0 | -10,865 | -100.00% |
| RFG Advisory LLC | 11,165 | 0 | -11,165 | -100.00% |
| Dynamic Advisor Solutions LLC | 11,142 | 0 | -11,142 | -100.00% |
| Creative Planning | 14,268 | 0 | -14,268 | -100.00% |
| CWM LLC | 1,530 | 0 | -1,530 | -100.00% |
See Summary: Institutional Holders of PMO
See Details: Top 10 Hedge Funds Holding PMO
Also See: PMO Insider Buying
