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Institutional Holders of PPA

There is a long list of 277 institutional holders of PPA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PPA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PPA table below, the initial column indicates the name of each top institutional holder of PPA, with a link to that fund's top holdings. The next columns indicate the amount of PPA stock held by each of the institutional holders of PPA, followed by the PPA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,517,995$232,058 12/31/2023
     PPA2,517,995$232,058 12/31/2023
Morgan Stanley1,493,189$137,613 12/31/2023
     PPA1,493,189$137,613 12/31/2023
LPL Financial LLC1,032,000$95,109 12/31/2023
     PPA1,032,000$95,109 12/31/2023
Miracle Mile Advisors LLC565,987$57,487 03/31/2024
     PPA565,987$57,487 03/31/2024
Summit Trail Advisors LLC623,691$57,479 12/31/2023
     PPA623,691$57,479 12/31/2023
Wells Fargo & Company MN469,209$43,242 12/31/2023
     PPA469,209$43,242 12/31/2023
HighTower Advisors LLC452,821$41,708 12/31/2023
     PPA452,821$41,708 12/31/2023
MAI Capital Management445,213$41,031 12/31/2023
     PPA445,213$41,031 12/31/2023
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 371,700$34,256 12/31/2023
     PPA371,700$34,256 12/31/2023
Capital Asset Advisory Services LLC311,075$31,565 03/31/2024
     PPA311,075$31,565 03/31/2024
Axxcess Wealth Management LLC330,381$30,448 12/31/2023
     PPA330,381$30,448 12/31/2023
Portfolio Strategies Inc.329,550$30,344 12/31/2023
     PPA329,550$30,344 12/31/2023
Meitav Dash Investments Ltd.303,493$27,970 12/31/2023
     PPA303,493$27,970 12/31/2023
Envestnet Asset Management Inc.258,693$23,841 12/31/2023
     PPA258,693$23,841 12/31/2023
UBS Group AG246,057$22,677 12/31/2023
     PPA246,057$22,677 12/31/2023
Cambridge Investment Research Advisors Inc.214,902$19,805 12/31/2023
     PPA214,902$19,805 12/31/2023
CI Private Wealth LLC214,438$19,763 12/31/2023
     PPA214,438$19,763 12/31/2023
Raymond James Financial Services Advisors Inc.208,311$19,198 12/31/2023
     PPA208,311$19,198 12/31/2023
Advisor Group Holdings Inc.188,596$17,383 12/31/2023
     PPA188,596$17,383 12/31/2023
Stifel Financial Corp186,926$17,228 12/31/2023
     PPA186,926$17,228 12/31/2023
Greenlight Capital Inc.185,521$17,098 12/31/2023
     PPA185,521$17,098 12/31/2023
Raymond James & Associates175,968$16,217 12/31/2023
     PPA175,968$16,217 12/31/2023
Commonwealth Equity Services LLC173,366$15,978 12/31/2023
     PPA173,366$15,978 12/31/2023
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD166,184$15,303 12/31/2023
     PPA166,184$15,303 12/31/2023
Royal Bank of Canada165,058$15,211 12/31/2023
     PPA165,058$15,211 12/31/2023
Hallmark Capital Management Inc.147,451$13,589 12/31/2023
     PPA147,451$13,589 12/31/2023
Searcy Financial Services Inc. ADV132,823$13,491 03/31/2024
     PPA132,823$13,491 03/31/2024
Ameriprise Financial Inc.134,536$12,412 12/31/2023
     PPA134,536$12,412 12/31/2023
Truist Financial Corp126,852$11,691 12/31/2023
     PPA126,852$11,691 12/31/2023
National Bank of Canada FI116,416$10,644 12/31/2023
     PPA116,416$10,644 12/31/2023
Cetera Advisor Networks LLC114,053$10,511 12/31/2023
     PPA114,053$10,511 12/31/2023
Beacon Harbor Wealth Advisors Inc.104,201$9,603 12/31/2023
     PPA104,201$9,603 12/31/2023
Connectus Wealth LLC94,834$8,740 12/31/2023
     PPA94,834$8,740 12/31/2023
Northeast Financial Consultants Inc83,064$7,655 12/31/2023
     PPA83,064$7,655 12/31/2023
Janney Montgomery Scott LLC76,317$7,033 12/31/2023
     PPA76,317$7,033 12/31/2023
Beck Capital Management LLC68,320$6,296 12/31/2023
     PPA68,320$6,296 12/31/2023
MML Investors Services LLC66,065$6,089 12/31/2023
     PPA66,065$6,089 12/31/2023
Presidio Capital Management LLC65,336$6,021 12/31/2023
     PPA65,336$6,021 12/31/2023
Hollow Brook Wealth Management LLC61,637$5,680 12/31/2023
     PPA61,637$5,680 12/31/2023
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD61,165$5,632 12/31/2023
     PPA61,165$5,632 12/31/2023
Beacon Pointe Advisors LLC56,420$5,200 12/31/2023
     PPA56,420$5,200 12/31/2023
Lindbrook Capital LLC54,503$5,023 12/31/2023
     PPA54,503$5,023 12/31/2023
Quaker Wealth Management LLC47,687$4,395 12/31/2023
     PPA47,687$4,395 12/31/2023
Regal Investment Advisors LLC47,643$4,391 12/31/2023
     PPA47,643$4,391 12/31/2023
AE Wealth Management LLC46,016$4,187 12/31/2023
     PPA46,016$4,187 12/31/2023
United Asset Strategies Inc.45,259$4,171 12/31/2023
     PPA45,259$4,171 12/31/2023
Steward Partners Investment Advisory LLC40,481$3,731 12/31/2023
     PPA40,481$3,731 12/31/2023
Private Advisor Group LLC40,246$3,709 12/31/2023
     PPA40,246$3,709 12/31/2023
New England Private Wealth Advisors LLC39,671$3,656 12/31/2023
     PPA39,671$3,656 12/31/2023
Castle Wealth Management LLC38,287$3,529 12/31/2023
     PPA38,287$3,529 12/31/2023

See All: Funds Holding PPA
See Details: Top 10 Hedge Funds Holding PPA
Also See: PPA Holdings Changes

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