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Funds Holding PAI

On this page, we present all of the funds holding PAI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PAI, with a link to that fund's top holdings. The next columns indicate the amount of PAI stock held by each of the funds holding PAI, followed by the PAI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding PAI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by 1607 Capital Partners LLC. For more details on the positions held by 1607 Capital Partners LLC (or by any of the other funds holding PAI), click the fund name in the "Holder" column of the funds-holding-PAI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
1607 Capital Partners LLC881,739$10,616 12/31/2023
     PAI881,739$10,616 12/31/2023
Hennion & Walsh Asset Management Inc.196,526$2,396 03/31/2024
     PAI196,526$2,396 03/31/2024
Allspring Global Investments Holdings LLC153,363$1,869 03/31/2024
     PAI153,363$1,869 03/31/2024
SeaBridge Investment Advisors LLC127,599$1,536 12/31/2023
     PAI127,599$1,536 12/31/2023
Guggenheim Capital LLC101,747$1,225 12/31/2023
     PAI101,747$1,225 12/31/2023
Fiera Capital Corp89,152$1,073 12/31/2023
     PAI89,152$1,073 12/31/2023
Clifford Swan Investment Counsel LLC58,576$714 03/31/2024
     PAI58,576$714 03/31/2024
LPL Financial LLC49,063$591 12/31/2023
     PAI49,063$591 12/31/2023
Raymond James Financial Services Advisors Inc.39,632$483 03/31/2024
     PAI39,632$483 03/31/2024
Tortoise Investment Management LLC30,389$366 12/31/2023
     PAI30,389$366 12/31/2023
Meadow Creek Wealth Advisors LLC29,785$363 03/31/2024
     PAI29,785$363 03/31/2024
Warren Averett Asset Management LLC29,760$358 12/31/2023
     PAI29,760$358 12/31/2023
Morgan Stanley28,332$341 12/31/2023
     PAI28,332$341 12/31/2023
Aviance Capital Partners LLC26,496$323 03/31/2024
     PAI26,496$323 03/31/2024
Wells Fargo & Company MN25,756$310 12/31/2023
     PAI25,756$310 12/31/2023
Stifel Financial Corp25,209$304 12/31/2023
     PAI25,209$304 12/31/2023
UBS Group AG23,142$279 12/31/2023
     PAI23,142$279 12/31/2023
Martin Capital Partners LLC22,750$277 03/31/2024
     PAI22,750$277 03/31/2024
Royal Bank of Canada22,905$276 12/31/2023
     PAI22,905$276 12/31/2023
Thrivent Financial for Lutherans20,732$250 12/31/2023
     PAI20,732$250 12/31/2023
Invesco Ltd.17,699$213 12/31/2023
     PAI17,699$213 12/31/2023
Landscape Capital Management L.L.C.17,186$207 12/31/2023
     PAI17,186$207 12/31/2023
Whitener Capital Management Inc.16,240$198 03/31/2024
     PAI16,240$198 03/31/2024
Transatlantique Private Wealth LLC14,956$180 12/31/2023
     PAI14,956$180 12/31/2023
Gilman Hill Asset Management LLC12,500$152 03/31/2024
     PAI12,500$152 03/31/2024
Granite Investment Partners LLC12,642$152 12/31/2023
     PAI12,642$152 12/31/2023
Janney Montgomery Scott LLC11,032$133 12/31/2023
     PAI11,032$133 12/31/2023
CNH Partners LLC10,817$130 12/31/2023
     PAI10,817$130 12/31/2023
Bank of America Corp DE9,509$114 12/31/2023
     PAI9,509$114 12/31/2023
The PNC Financial Services Group Inc.7,312$88 12/31/2023
     PAI7,312$88 12/31/2023
Advisor Group Holdings Inc.4,429$53 12/31/2023
     PAI4,429$53 12/31/2023
Founders Capital Management3,140$38 03/31/2024
     PAI3,140$38 03/31/2024
M&R Capital Management Inc.2,500$30 03/31/2024
     PAI2,500$30 03/31/2024
Creative Financial Designs Inc. ADV2,169$26 12/31/2023
     PAI2,169$26 12/31/2023
US Bancorp DE291$4 12/31/2023
     PAI291$4 12/31/2023
Northwestern Mutual Wealth Management Co.140$2 12/31/2023
     PAI140$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     PAI0$0 12/31/2023

See Summary: Institutional Holders of PAI
See Details: Top 10 Hedge Funds Holding PAI
Also See: PAI Insider Buying
Also See: PAI Holdings Changes

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