| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PPL Share Count |
|---|
| Exchange Traded Concepts LLC |
1,651 |
25,966 |
+24,315 |
+1472.74% |
| Center for Financial Planning Inc. |
2,498 |
11,414 |
+8,916 |
+356.93% |
| Caldwell Sutter Capital Inc. |
37 |
97 |
+60 |
+162.16% |
| Natixis Advisors L.P. |
383,445 |
1,002,769 |
+619,324 |
+161.52% |
| Allworth Financial LP |
1,038 |
2,390 |
+1,352 |
+130.25% |
| Capital Advisors Ltd. LLC |
101 |
170 |
+69 |
+68.32% |
| Gateway Investment Advisers LLC |
15,065 |
24,893 |
+9,828 |
+65.24% |
| Venturi Wealth Management LLC |
105 |
173 |
+68 |
+64.76% |
| AdvisorNet Financial Inc |
208 |
295 |
+87 |
+41.83% |
| Veriti Management LLC |
11,392 |
13,548 |
+2,156 |
+18.93% |
| Hennion & Walsh Asset Management Inc. |
45,047 |
52,988 |
+7,941 |
+17.63% |
| V Square Quantitative Management LLC |
17,339 |
20,352 |
+3,013 |
+17.38% |
| GAMMA Investing LLC |
6,598 |
7,706 |
+1,108 |
+16.79% |
| Dynamic Advisor Solutions LLC |
16,106 |
17,599 |
+1,493 |
+9.27% |
| Fifth Third Bancorp |
25,821 |
28,073 |
+2,252 |
+8.72% |
| Chicago Partners Investment Group LLC |
8,267 |
8,889 |
+622 |
+7.52% |
| Verdence Capital Advisors LLC |
21,231 |
22,664 |
+1,433 |
+6.75% |
| Raymond James & Associates |
1,357,333 |
1,439,791 |
+82,458 |
+6.08% |
| Valeo Financial Advisors LLC |
9,638 |
10,185 |
+547 |
+5.68% |
| Royal Fund Management LLC |
33,831 |
35,695 |
+1,864 |
+5.51% |
| Massmutual Trust Co. FSB ADV |
1,371 |
1,446 |
+75 |
+5.47% |
| MV Capital Management Inc. |
186 |
196 |
+10 |
+5.38% |
| Coastal Investment Advisors Inc. |
8,806 |
9,254 |
+448 |
+5.09% |
| Private Trust Co. NA |
10,265 |
10,738 |
+473 |
+4.61% |
| Raymond James Financial Services Advisors Inc. |
162,542 |
169,444 |
+6,902 |
+4.25% |
| Wealth Enhancement Advisory Services LLC |
56,953 |
59,295 |
+2,342 |
+4.11% |
| Bangor Savings Bank |
24,179 |
25,170 |
+991 |
+4.10% |
| Raymond James Trust N.A. |
22,486 |
23,405 |
+919 |
+4.09% |
| Bfsg LLC |
21,224 |
21,948 |
+724 |
+3.41% |
| Twelve Points Wealth Management LLC |
9,554 |
9,843 |
+289 |
+3.02% |
| Spirit of America Management Corp NY |
41,500 |
42,500 |
+1,000 |
+2.41% |
| Wedge Capital Management L L P NC |
446,067 |
456,652 |
+10,585 |
+2.37% |
| Stolper Co |
50,762 |
51,763 |
+1,001 |
+1.97% |
| IFM Investors Pty Ltd |
256,045 |
259,307 |
+3,262 |
+1.27% |
| Pure Financial Advisors Inc. |
10,518 |
10,650 |
+132 |
+1.25% |
| Aspire Private Capital LLC |
668 |
674 |
+6 |
+0.90% |
| First Citizens Bank & Trust Co. |
62,171 |
62,650 |
+479 |
+0.77% |
| Fragasso Group Inc. |
8,481 |
8,544 |
+63 |
+0.74% |
| MKT Advisors LLC |
19,186 |
19,316 |
+130 |
+0.68% |
| Arkfeld Wealth Strategies L.L.C. |
77,094 |
77,512 |
+418 |
+0.54% |
| Czech National Bank |
129,102 |
129,697 |
+595 |
+0.46% |
| Spire Wealth Management |
5,603 |
5,623 |
+20 |
+0.36% |
| Aurum Wealth Management Group LLC |
7,803 |
7,825 |
+22 |
+0.28% |
| Global Retirement Partners LLC |
11,087 |
11,113 |
+26 |
+0.23% |
| Southland Equity Partners LLC |
7,770 |
7,782 |
+12 |
+0.15% |
| State of Michigan Retirement System |
225,048 |
225,248 |
+200 |
+0.09% |
| Compton Financial Group LLC |
13,434 |
13,445 |
+11 |
+0.08% |
| Nicholas Hoffman & Company LLC. |
16,577 |
16,580 |
+3 |
+0.02% |
| 13F Filers Reporting New Positions In PPL |
|---|
| Versant Capital Management Inc |
0 |
132 |
+132 |
+100% |
| Stephenson National Bank & Trust |
0 |
9,245 |
+9,245 |
+100% |
| WASHINGTON TRUST Co |
0 |
100 |
+100 |
+100% |
| Westend Capital Management LLC |
0 |
0 |
UNCH |
100% |
| Private Ocean LLC |
0 |
117 |
+117 |
+100% |
| First PREMIER Bank |
0 |
50 |
+50 |
+100% |
| Lloyd Advisory Services LLC. |
0 |
27,165 |
+27,165 |
+100% |
| Simplicity Wealth LLC |
0 |
36,303 |
+36,303 |
+100% |
| Prairie Sky Financial Group LLC |
0 |
7,378 |
+7,378 |
+100% |
| West Paces Advisors Inc. |
0 |
3,361 |
+3,361 |
+100% |
| nVerses Capital LLC |
0 |
400 |
+400 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cigna Investments Inc. New |
7,766 |
7,766 |
UNCH |
0.00% |
| Mount Vernon Associates Inc. MD |
65,075 |
65,075 |
UNCH |
0.00% |
| Tompkins Financial Corp |
200 |
200 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
742 |
742 |
UNCH |
0.00% |
| Adirondack Trust Co. |
100 |
100 |
UNCH |
0.00% |
| Proffitt & Goodson Inc. |
3,252 |
3,252 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
535 |
535 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
550 |
550 |
UNCH |
0.00% |
| Asset Dedication LLC |
1,059 |
1,059 |
UNCH |
0.00% |
| Alta Advisers Ltd |
2,100 |
2,100 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
8,089 |
8,089 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
6 |
6 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
61,010 |
61,010 |
UNCH |
0.00% |
| Financial Insights Inc. |
9,393 |
9,393 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
7,400 |
7,400 |
UNCH |
0.00% |
| Symmetry Partners LLC |
9,715 |
9,715 |
UNCH |
0.00% |
| Pinnacle Bank |
300 |
300 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
1,165 |
1,165 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
97 |
97 |
UNCH |
0.00% |
| Insight Financial Services |
288 |
288 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
56,353 |
56,353 |
UNCH |
0.00% |
| CVA Family Office LLC |
50 |
50 |
UNCH |
0.00% |
| Davis Capital Management |
555 |
555 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
195 |
195 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
100 |
100 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
56 |
56 |
UNCH |
0.00% |
| Newton One Investments LLC |
1,524 |
1,524 |
UNCH |
0.00% |
| Tower Wealth Partners Inc. |
39,143 |
39,143 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
3,135 |
3,135 |
UNCH |
0.00% |
| City State Bank |
202 |
202 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
595 |
595 |
UNCH |
0.00% |
| Forza Wealth Management LLC |
15,646 |
15,646 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
1,400 |
1,400 |
UNCH |
0.00% |
| CGC Financial Services LLC |
69 |
69 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
614 |
614 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
198 |
198 |
UNCH |
0.00% |
| 13F Filers Decreasing PPL Share Count |
|---|
| Morton Brown Family Wealth LLC |
7,861 |
246 |
-7,615 |
-96.87% |
| Insight Folios Inc |
209,647 |
26,548 |
-183,099 |
-87.34% |
| Los Angeles Capital Management & Equity Research Inc. |
158,191 |
23,334 |
-134,857 |
-85.25% |
| Sunbelt Securities Inc. |
5,023 |
1,700 |
-3,323 |
-66.16% |
| Financial Management Professionals Inc. |
268 |
100 |
-168 |
-62.69% |
| Sugarloaf Wealth Management LLC |
2,751 |
1,059 |
-1,692 |
-61.50% |
| Regions Financial Corp |
19,331 |
7,700 |
-11,631 |
-60.17% |
| Gradient Investments LLC |
870 |
349 |
-521 |
-59.89% |
| Borer Denton & Associates Inc. |
20,872 |
10,747 |
-10,125 |
-48.51% |
| Costello Asset Management INC |
85,381 |
47,568 |
-37,813 |
-44.29% |
| Fortitude Family Office LLC |
389 |
264 |
-125 |
-32.13% |
| Horizon Bancorp Inc. IN |
1,991 |
1,450 |
-541 |
-27.17% |
| Harbor Investment Advisory LLC |
693 |
506 |
-187 |
-26.98% |
| Norwood Financial Corp |
6,629 |
4,974 |
-1,655 |
-24.97% |
| Carmichael Hill & Associates Inc. |
2,905 |
2,311 |
-594 |
-20.45% |
| CRA Financial Services LLC |
16,750 |
13,450 |
-3,300 |
-19.70% |
| Wealthfront Advisers LLC |
114,705 |
94,466 |
-20,239 |
-17.64% |
| Alaska Permanent Fund Corp |
35,011 |
29,226 |
-5,785 |
-16.52% |
| Amalgamated Bank |
181,180 |
152,569 |
-28,611 |
-15.79% |
| CWM LLC |
27,819 |
23,788 |
-4,031 |
-14.49% |
| Byrne Asset Management LLC |
29,530 |
25,320 |
-4,210 |
-14.26% |
| Park Place Capital Corp |
13,393 |
11,485 |
-1,908 |
-14.25% |
| DekaBank Deutsche Girozentrale |
52,054 |
45,617 |
-6,437 |
-12.37% |
| Kingswood Wealth Advisors LLC |
11,940 |
10,601 |
-1,339 |
-11.21% |
| Hexagon Capital Partners LLC |
1,321 |
1,175 |
-146 |
-11.05% |
| Robeco Institutional Asset Management B.V. |
172,304 |
154,895 |
-17,409 |
-10.10% |
| Bruce G. Allen Investments LLC |
1,677 |
1,508 |
-169 |
-10.08% |
| Confluence Wealth Services Inc. |
16,810 |
15,129 |
-1,681 |
-10.00% |
| Greenfield Savings Bank |
9,064 |
8,168 |
-896 |
-9.89% |
| First Bank & Trust |
53,994 |
49,298 |
-4,696 |
-8.70% |
| Peoples Financial Services CORP. |
27,193 |
24,954 |
-2,239 |
-8.23% |
| Zurcher Kantonalbank Zurich Cantonalbank |
168,029 |
155,056 |
-12,973 |
-7.72% |
| Fidelity D & D Bancorp Inc. |
29,763 |
27,490 |
-2,273 |
-7.64% |
| Miller Howard Investments Inc. NY |
304,985 |
281,850 |
-23,135 |
-7.59% |
| Bank of New York Mellon Corp |
5,983,470 |
5,616,896 |
-366,574 |
-6.13% |
| Brown Advisory Inc. |
10,982 |
10,328 |
-654 |
-5.96% |
| SJS Investment Consulting Inc. |
34 |
32 |
-2 |
-5.88% |
| State of Alaska Department of Revenue |
104,613 |
98,808 |
-5,805 |
-5.55% |
| Procyon Private Wealth Partners LLC |
18,083 |
17,254 |
-829 |
-4.58% |
| Xcel Wealth Management LLC |
216,122 |
206,404 |
-9,718 |
-4.50% |
| Hennessy Advisors Inc. |
121,319 |
116,019 |
-5,300 |
-4.37% |
| Hartford Investment Management Co. |
49,498 |
47,377 |
-2,121 |
-4.29% |
| Investment Advisory Services Inc. TX ADV |
9,298 |
8,905 |
-393 |
-4.23% |
| Lindbrook Capital LLC |
1,500 |
1,439 |
-61 |
-4.07% |
| Louisiana State Employees Retirement System |
44,600 |
42,900 |
-1,700 |
-3.81% |
| Alliance Wealth Advisors LLC |
20,083 |
19,383 |
-700 |
-3.49% |
| Valley National Advisers Inc. |
43,415 |
41,907 |
-1,508 |
-3.47% |
| Park Avenue Securities LLC |
15,757 |
15,219 |
-538 |
-3.41% |
| Bill Few Associates Inc. |
14,078 |
13,632 |
-446 |
-3.17% |
| New Mexico Educational Retirement Board |
38,373 |
37,173 |
-1,200 |
-3.13% |
| Oakworth Capital Inc. |
2,810 |
2,728 |
-82 |
-2.92% |
| CENTRAL TRUST Co |
6,240 |
6,062 |
-178 |
-2.85% |
| Brookstone Capital Management |
10,928 |
10,637 |
-291 |
-2.66% |
| Grandview Asset Management LLC |
169,254 |
164,834 |
-4,420 |
-2.61% |
| Clearview Wealth Advisors LLC |
16,062 |
15,696 |
-366 |
-2.28% |
| Neville Rodie & Shaw Inc. |
8,900 |
8,734 |
-166 |
-1.87% |
| Cambridge Investment Research Advisors Inc. |
130,660 |
128,316 |
-2,344 |
-1.79% |
| Galvin Gaustad & Stein LLC |
586,378 |
575,968 |
-10,410 |
-1.78% |
| Cedar Brook Financial Partners LLC |
12,690 |
12,488 |
-202 |
-1.59% |
| Zullo Investment Group Inc. |
28,332 |
27,885 |
-447 |
-1.58% |
| Plimoth Trust Co. LLC |
13,300 |
13,090 |
-210 |
-1.58% |
| Allspring Global Investments Holdings LLC |
238,708 |
235,014 |
-3,694 |
-1.55% |
| Centennial Wealth Advisory LLC |
11,025 |
10,884 |
-141 |
-1.28% |
| Stratos Wealth Advisors LLC |
10,403 |
10,275 |
-128 |
-1.23% |
| Monarch Capital Management Inc. |
47,929 |
47,454 |
-475 |
-0.99% |
| New York State Teachers Retirement System |
639,498 |
633,550 |
-5,948 |
-0.93% |
| Fulton Bank N.A. |
53,259 |
52,787 |
-472 |
-0.89% |
| FSC Wealth Advisors LLC |
409 |
406 |
-3 |
-0.73% |
| NBC Securities Inc. |
4,657 |
4,624 |
-33 |
-0.71% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,768,200 |
1,756,133 |
-12,067 |
-0.68% |
| Wealthcare Advisory Partners LLC |
21,577 |
21,536 |
-41 |
-0.19% |
| Mather Group LLC. |
11,975 |
11,972 |
-3 |
-0.03% |
| 13F Filers Exiting PPL |
|---|
| Arlington Trust Co LLC |
58 |
0 |
-58 |
-100.00% |
| Eaton Financial Holdings Company LLC |
80,921 |
0 |
-80,921 |
-100.00% |
| Peterson Financial Group Inc. |
13,840 |
0 |
-13,840 |
-100.00% |
| Newbridge Financial Services Group Inc. |
200 |
0 |
-200 |
-100.00% |
| International Assets Investment Management LLC |
155,086 |
0 |
-155,086 |
-100.00% |
| PSI Advisors LLC |
179 |
0 |
-179 |
-100.00% |
| Oak Thistle LLC |
30,354 |
0 |
-30,354 |
-100.00% |
| SeaCrest Wealth Management LLC |
13,838 |
0 |
-13,838 |
-100.00% |
| Capital Investment Advisory Services LLC |
7,416 |
0 |
-7,416 |
-100.00% |
| Assenagon Asset Management S.A. |
857,311 |
0 |
-857,311 |
-100.00% |
| Cutler Group LP |
120 |
0 |
-120 |
-100.00% |
| Perkins Coie Trust Co |
2,004 |
0 |
-2,004 |
-100.00% |
| American National Bank |
95 |
0 |
-95 |
-100.00% |
| Marino Stram & Associates LLC |
15,491 |
0 |
-15,491 |
-100.00% |
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