HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PSL Share Count | ||||
| Capital Analysts LLC | 240 | 682 | +442 | +184.17% |
| Tower Research Capital LLC TRC | 2,088 | 4,601 | +2,513 | +120.35% |
| Morgan Stanley | 33,745 | 54,949 | +21,204 | +62.84% |
| Citadel Advisors LLC | 3,992 | 5,098 | +1,106 | +27.71% |
| FMR LLC | 794 | 832 | +38 | +4.79% |
| Maltin Wealth Management Inc. | 5,270 | 5,354 | +84 | +1.59% |
| Strengthening Families & Communities LLC | 103 | 104 | +1 | +0.97% |
| Capital Investment Advisory Services LLC | 562 | 565 | +3 | +0.53% |
| Global Retirement Partners LLC | 709 | 712 | +3 | +0.42% |
| New Millennium Group LLC | 276 | 277 | +1 | +0.36% |
| Avantax Advisory Services Inc. | 6,883 | 6,897 | +14 | +0.20% |
| 13F Filers Reporting New Positions In PSL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Susquehanna International Group LLP | 0 | 2,722 | +2,722 | +100% |
| Advisory Services Network LLC | 0 | 276 | +276 | +100% |
| GWM Advisors LLC | 0 | 7 | +7 | +100% |
| International Assets Investment Management LLC | 0 | 3,020 | +3,020 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Equitable Holdings Inc. | 4,090 | 4,090 | UNCH | 0.00% |
| Manchester Capital Management LLC | 600 | 600 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 4 | 4 | UNCH | 0.00% |
| Aptus Capital Advisors LLC | 14 | 14 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 1,600 | 1,600 | UNCH | 0.00% |
| WealthBridge Capital Management LLC | 8,261 | 8,261 | UNCH | 0.00% |
| Bellevue Asset Management LLC | 580 | 580 | UNCH | 0.00% |
| MTM Investment Management LLC | 1,329 | 1,329 | UNCH | 0.00% |
| Guardian Wealth Advisors LLC NC | 14 | 14 | UNCH | 0.00% |
| 13F Filers Decreasing PSL Share Count | ||||
| Royal Bank of Canada | 12,028 | 3,379 | -8,649 | -71.91% |
| The PNC Financial Services Group Inc. | 313 | 93 | -220 | -70.29% |
| Transamerica Financial Advisors Inc. | 5,174 | 2,186 | -2,988 | -57.75% |
| Qube Research & Technologies Ltd | 73 | 33 | -40 | -54.79% |
| LPL Financial LLC | 40,264 | 18,898 | -21,366 | -53.06% |
| Goldman Sachs Group Inc. | 18,951 | 9,194 | -9,757 | -51.49% |
| Comerica Bank | 328 | 174 | -154 | -46.95% |
| Ameriprise Financial Inc. | 20,282 | 15,012 | -5,270 | -25.98% |
| Geneos Wealth Management Inc. | 3,903 | 3,049 | -854 | -21.88% |
| Janney Montgomery Scott LLC | 3,827 | 3,054 | -773 | -20.20% |
| Advisor Group Holdings Inc. | 11,851 | 9,905 | -1,946 | -16.42% |
| UBS Group AG | 19,899 | 18,106 | -1,793 | -9.01% |
| Cetera Advisor Networks LLC | 18,234 | 16,829 | -1,405 | -7.71% |
| Wells Fargo & Company MN | 19,036 | 17,701 | -1,335 | -7.01% |
| Benjamin F. Edwards & Company Inc. | 478 | 447 | -31 | -6.49% |
| Commonwealth Equity Services LLC | 20,080 | 19,365 | -715 | -3.56% |
| Pacific Sun Financial Corp | 5,011 | 4,871 | -140 | -2.79% |
| National Asset Management Inc. | 5,172 | 5,064 | -108 | -2.09% |
| SignalPoint Asset Management LLC | 5,528 | 5,441 | -87 | -1.57% |
| Cambridge Investment Research Advisors Inc. | 5,451 | 5,385 | -66 | -1.21% |
| JNBA Financial Advisors | 2,907 | 2,882 | -25 | -0.86% |
| Bank of America Corp DE | 38,206 | 37,972 | -234 | -0.61% |
| Stratos Wealth Partners LTD. | 3,524 | 3,515 | -9 | -0.26% |
| Peapack Gladstone Financial Corp | 6,394 | 6,384 | -10 | -0.16% |
| 13F Filers Exiting PSL | ||||
| SFI Advisors LLC | 2,783 | 0 | -2,783 | -100.00% |
| Raymond James Financial Services Advisors Inc. | 2,534 | 0 | -2,534 | -100.00% |
| IMC Chicago LLC | 17,216 | 0 | -17,216 | -100.00% |
| Sigma Planning Corp | 37,451 | 0 | -37,451 | -100.00% |
| Capital Investment Counsel Inc | 200 | 0 | -200 | -100.00% |
| SILVER OAK SECURITIES Inc | 9,806 | 0 | -9,806 | -100.00% |
See Summary: Institutional Holders of PSL
See Details: Top 10 Hedge Funds Holding PSL
