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On this page, we present all of the funds holding PDI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PDI, with a link to that fund's top holdings. The next columns
indicate the amount of PDI stock held by each of the funds holding PDI, followed by the PDI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 253 funds holding PDI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding PDI), click the fund name in the "Holder" column of the funds-holding-PDI table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Morgan Stanley | 10,389,116 | $186,485 | 12/31/2023 | | PDI | 10,389,116 | $186,485 | 12/31/2023 | | LPL Financial LLC | 1,860,907 | $33,403 | 12/31/2023 | | PDI | 1,860,907 | $33,403 | 12/31/2023 | | Bank of America Corp DE | 1,834,070 | $32,922 | 12/31/2023 | | PDI | 1,834,070 | $32,922 | 12/31/2023 | | Cohen & Steers Inc. | 1,412,920 | $25,362 | 12/31/2023 | | PDI | 1,412,920 | $25,362 | 12/31/2023 | | UBS Group AG | 1,402,769 | $25,180 | 12/31/2023 | | PDI | 1,402,769 | $25,180 | 12/31/2023 | | Royal Bank of Canada | 1,290,752 | $23,169 | 12/31/2023 | | PDI | 1,290,752 | $23,169 | 12/31/2023 | | Advisor Group Holdings Inc. | 1,196,674 | $21,481 | 12/31/2023 | | PDI | 1,196,674 | $21,481 | 12/31/2023 | | Atria Wealth Solutions Inc. | 1,102,366 | $19,820 | 12/31/2023 | | PDI | 1,102,366 | $19,820 | 12/31/2023 | | Rivernorth Capital Management LLC | 1,000,916 | $17,966 | 12/31/2023 | | PDI | 1,000,916 | $17,966 | 12/31/2023 | | SOL Capital Management CO | 879,723 | $15,791 | 12/31/2023 | | PDI | 879,723 | $15,791 | 12/31/2023 | | TD Waterhouse Canada Inc. | 812,698 | $15,538 | 12/31/2023 | | PDI | 812,698 | $15,538 | 12/31/2023 | | Commonwealth Equity Services LLC | 782,572 | $14,047 | 12/31/2023 | | PDI | 782,572 | $14,047 | 12/31/2023 | | Penserra Capital Management LLC | 768,994 | $13,803 | 12/31/2023 | | PDI | 768,994 | $13,803 | 12/31/2023 | | Cornerstone Advisory LLC | 632,563 | $11,355 | 12/31/2023 | | PDI | 632,563 | $11,355 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 602,423 | $10,813 | 12/31/2023 | | PDI | 602,423 | $10,813 | 12/31/2023 | | Alliancebernstein L.P. | 548,253 | $9,841 | 12/31/2023 | | PDI | 548,253 | $9,841 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 508,410 | $9,126 | 12/31/2023 | | PDI | 508,410 | $9,126 | 12/31/2023 | | Wagner Wealth Management LLC | 507,022 | $9,101 | 12/31/2023 | | PDI | 507,022 | $9,101 | 12/31/2023 | | AE Wealth Management LLC | 447,562 | $8,441 | 12/31/2023 | | PDI | 447,562 | $8,441 | 12/31/2023 | | Private Advisor Group LLC | 465,494 | $8,356 | 12/31/2023 | | PDI | 465,494 | $8,356 | 12/31/2023 | | Raymond James & Associates | 376,807 | $6,764 | 12/31/2023 | | PDI | 376,807 | $6,764 | 12/31/2023 | | RSM US Wealth Management LLC | 307,765 | $5,592 | 12/31/2023 | | PDI | 307,765 | $5,592 | 12/31/2023 | | Janney Montgomery Scott LLC | 302,185 | $5,424 | 12/31/2023 | | PDI | 302,185 | $5,424 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 266,715 | $5,145 | 03/31/2024 | | PDI | 266,715 | $5,145 | 03/31/2024 | | Principal Securities Inc. | 278,087 | $4,992 | 12/31/2023 | | PDI | 278,087 | $4,992 | 12/31/2023 | | Thrivent Financial for Lutherans | 267,428 | $4,800 | 12/31/2023 | | PDI | 267,428 | $4,800 | 12/31/2023 | | Guggenheim Capital LLC | 261,836 | $4,700 | 12/31/2023 | | PDI | 261,836 | $4,700 | 12/31/2023 | | Orion Portfolio Solutions LLC | 232,948 | $4,344 | 12/31/2023 | | PDI | 232,948 | $4,344 | 12/31/2023 | | HighTower Advisors LLC | 237,026 | $4,252 | 12/31/2023 | | PDI | 237,026 | $4,252 | 12/31/2023 | | Significant Wealth Partners LLC | 221,818 | $3,982 | 12/31/2023 | | PDI | 221,818 | $3,982 | 12/31/2023 | | Beta Wealth Group Inc. | 221,351 | $3,973 | 12/31/2023 | | PDI | 221,351 | $3,973 | 12/31/2023 | | Envestnet Asset Management Inc. | 216,812 | $3,892 | 12/31/2023 | | PDI | 216,812 | $3,892 | 12/31/2023 | | IFP Advisors Inc | 216,703 | $3,890 | 12/31/2023 | | PDI | 216,703 | $3,890 | 12/31/2023 | | Means Investment CO. Inc. | 201,520 | $3,887 | 03/31/2024 | | PDI | 201,520 | $3,887 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 199,564 | $3,850 | 03/31/2024 | | PDI | 199,564 | $3,850 | 03/31/2024 | | Cetera Advisors LLC | 191,800 | $3,443 | 12/31/2023 | | PDI | 191,800 | $3,443 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 189,213 | $3,396 | 12/31/2023 | | PDI | 189,213 | $3,396 | 12/31/2023 | | Gill Capital Partners LLC | 188,736 | $3,388 | 12/31/2023 | | PDI | 188,736 | $3,388 | 12/31/2023 | | MML Investors Services LLC | 156,167 | $2,803 | 12/31/2023 | | PDI | 156,167 | $2,803 | 12/31/2023 | | Captrust Financial Advisors | 149,574 | $2,685 | 12/31/2023 | | PDI | 149,574 | $2,685 | 12/31/2023 | | Wells Fargo & Company MN | 148,958 | $2,674 | 12/31/2023 | | PDI | 148,958 | $2,674 | 12/31/2023 | | Evergreen Capital Management LLC | 144,627 | $2,627 | 12/31/2023 | | PDI | 144,627 | $2,627 | 12/31/2023 | | Cetera Advisor Networks LLC | 145,515 | $2,612 | 12/31/2023 | | PDI | 145,515 | $2,612 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 137,505 | $2,468 | 12/31/2023 | | PDI | 137,505 | $2,468 | 12/31/2023 | | Williams Jones Wealth Management LLC. | 136,248 | $2,446 | 12/31/2023 | | PDI | 136,248 | $2,446 | 12/31/2023 | | National Asset Management Inc. | 127,834 | $2,323 | 12/31/2023 | | PDI | 127,834 | $2,323 | 12/31/2023 | | Avantax Advisory Services Inc. | 127,543 | $2,289 | 12/31/2023 | | PDI | 127,543 | $2,289 | 12/31/2023 | | Cyndeo Wealth Partners LLC | 117,435 | $2,265 | 03/31/2024 | | PDI | 117,435 | $2,265 | 03/31/2024 | | Cetera Investment Advisers | 125,993 | $2,262 | 12/31/2023 | | PDI | 125,993 | $2,262 | 12/31/2023 | | Family Management Corp | 116,025 | $2,083 | 12/31/2023 | | PDI | 116,025 | $2,083 | 12/31/2023 | | GWM Advisors LLC | 111,772 | $2,075 | 12/31/2023 | | PDI | 111,772 | $2,075 | 12/31/2023 | | Rockefeller Capital Management L.P. | 113,988 | $2,046 | 12/31/2023 | | PDI | 113,988 | $2,046 | 12/31/2023 | | Tennessee Valley Asset Management Partners | 108,974 | $1,956 | 12/31/2023 | | PDI | 108,974 | $1,956 | 12/31/2023 | | Bank of Montreal Can | 108,613 | $1,950 | 12/31/2023 | | PDI | 108,613 | $1,950 | 12/31/2023 | | Western Wealth Management LLC | 104,566 | $1,877 | 12/31/2023 | | PDI | 104,566 | $1,877 | 12/31/2023 | | Stifel Financial Corp | 102,215 | $1,835 | 12/31/2023 | | PDI | 102,215 | $1,835 | 12/31/2023 | | Wedbush Securities Inc. | 99,101 | $1,779 | 12/31/2023 | | PDI | 99,101 | $1,779 | 12/31/2023 | | CIBC World Markets Inc. | 93,403 | $1,677 | 12/31/2023 | | PDI | 93,403 | $1,677 | 12/31/2023 | | First Foundation Advisors | 90,596 | $1,626 | 12/31/2023 | | PDI | 90,596 | $1,626 | 12/31/2023 | | MorganRosel Wealth Management LLC | 83,167 | $1,604 | 03/31/2024 | | PDI | 83,167 | $1,604 | 03/31/2024 | | Wealthstar Advisors LLC | 87,115 | $1,564 | 12/31/2023 | | PDI | 87,115 | $1,564 | 12/31/2023 | | Venture Visionary Partners LLC | 86,089 | $1,545 | 12/31/2023 | | PDI | 86,089 | $1,545 | 12/31/2023 | | Merit Financial Group LLC | 82,777 | $1,486 | 12/31/2023 | | PDI | 82,777 | $1,486 | 12/31/2023 | | Kestra Advisory Services LLC | 81,996 | $1,472 | 12/31/2023 | | PDI | 81,996 | $1,472 | 12/31/2023 | | Cerity Partners LLC | 80,050 | $1,437 | 12/31/2023 | | PDI | 80,050 | $1,437 | 12/31/2023 | | DAVENPORT & Co LLC | 78,940 | $1,417 | 12/31/2023 | | PDI | 78,940 | $1,417 | 12/31/2023 | | Parisi Gray Wealth Management | 69,000 | $1,331 | 03/31/2024 | | PDI | 69,000 | $1,331 | 03/31/2024 | | Scotia Capital Inc. | 69,086 | $1,240 | 12/31/2023 | | PDI | 69,086 | $1,240 | 12/31/2023 | | Anfield Capital Management LLC | 68,885 | $1,236 | 12/31/2023 | | PDI | 68,885 | $1,236 | 12/31/2023 | | Landscape Capital Management L.L.C. | 66,925 | $1,201 | 12/31/2023 | | PDI | 66,925 | $1,201 | 12/31/2023 | | MAS Advisors LLC | 66,690 | $1,197 | 12/31/2023 | | PDI | 66,690 | $1,197 | 12/31/2023 | | Truist Financial Corp | 63,464 | $1,139 | 12/31/2023 | | PDI | 63,464 | $1,139 | 12/31/2023 | | Cresset Asset Management LLC | 61,483 | $1,106 | 12/31/2023 | | PDI | 61,483 | $1,106 | 12/31/2023 | | Apollon Wealth Management LLC | 59,992 | $1,077 | 12/31/2023 | | PDI | 59,992 | $1,077 | 12/31/2023 | | Marks Group Wealth Management Inc | 59,642 | $1,071 | 12/31/2023 | | PDI | 59,642 | $1,071 | 12/31/2023 | | Comerica Bank | 59,137 | $1,062 | 12/31/2023 | | PDI | 59,137 | $1,062 | 12/31/2023 | | RFG Advisory LLC | 54,578 | $1,053 | 03/31/2024 | | PDI | 54,578 | $1,053 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 57,291 | $1,028 | 12/31/2023 | | PDI | 57,291 | $1,028 | 12/31/2023 | | Horizon Kinetics Asset Management LLC | 56,696 | $1,018 | 12/31/2023 | | PDI | 56,696 | $1,018 | 12/31/2023 | | National Bank of Canada FI | 55,755 | $1,009 | 12/31/2023 | | PDI | 55,755 | $1,009 | 12/31/2023 | | Brown Advisory Inc. | 56,220 | $1,009 | 12/31/2023 | | PDI | 56,220 | $1,009 | 12/31/2023 | | Arcus Capital Partners LLC | 54,556 | $979 | 12/31/2023 | | PDI | 54,556 | $979 | 12/31/2023 | | Summit X LLC | 53,197 | $955 | 12/31/2023 | | PDI | 53,197 | $955 | 12/31/2023 | | Americana Partners LLC | 52,875 | $949 | 12/31/2023 | | PDI | 52,875 | $949 | 12/31/2023 | | Raymond James Trust N.A. | 50,575 | $908 | 12/31/2023 | | PDI | 50,575 | $908 | 12/31/2023 | | M Holdings Securities Inc. | 50,493 | $906 | 12/31/2023 | | PDI | 50,493 | $906 | 12/31/2023 | | CoreCap Advisors LLC | 49,417 | $887 | 12/31/2023 | | PDI | 49,417 | $887 | 12/31/2023 | | Flagship Private Wealth LLC | 49,378 | $886 | 12/31/2023 | | PDI | 49,378 | $886 | 12/31/2023 | | Kaizen Financial Strategies | 48,575 | $872 | 12/31/2023 | | PDI | 48,575 | $872 | 12/31/2023 | | Savant Capital LLC | 48,329 | $868 | 12/31/2023 | | PDI | 48,329 | $868 | 12/31/2023 | | HF Advisory Group LLC | 47,952 | $861 | 12/31/2023 | | PDI | 47,952 | $861 | 12/31/2023 | | Stratos Wealth Advisors LLC | 44,362 | $856 | 03/31/2024 | | PDI | 44,362 | $856 | 03/31/2024 | | Moloney Securities Asset Management LLC | 47,569 | $854 | 12/31/2023 | | PDI | 47,569 | $854 | 12/31/2023 | | CWM LLC | 44,230 | $853 | 03/31/2024 | | PDI | 44,230 | $853 | 03/31/2024 | | Garden State Investment Advisory Services LLC | 46,586 | $836 | 12/31/2023 | | PDI | 46,586 | $836 | 12/31/2023 | | TCG Advisory Services LLC | 44,520 | $799 | 12/31/2023 | | PDI | 44,520 | $799 | 12/31/2023 | | Tradition Wealth Management LLC | 42,820 | $769 | 12/31/2023 | | PDI | 42,820 | $769 | 12/31/2023 | | Stratos Wealth Partners LTD. | 39,711 | $766 | 03/31/2024 | | PDI | 39,711 | $766 | 03/31/2024 | | Sigma Planning Corp | 42,254 | $758 | 12/31/2023 | | PDI | 42,254 | $758 | 12/31/2023 | | The PNC Financial Services Group Inc. | 41,207 | $740 | 12/31/2023 | | PDI | 41,207 | $740 | 12/31/2023 | | NewEdge Wealth LLC | 40,255 | $723 | 12/31/2023 | | PDI | 40,255 | $723 | 12/31/2023 | | Gateway Advisory LLC | 38,998 | $700 | 12/31/2023 | | PDI | 38,998 | $700 | 12/31/2023 | | Lido Advisors LLC | 37,906 | $689 | 12/31/2023 | | PDI | 37,906 | $689 | 12/31/2023 | | Spire Wealth Management | 36,741 | $686 | 12/31/2023 | | PDI | 36,741 | $686 | 12/31/2023 | | Morris Retirement Advisors LLC | 38,030 | $683 | 12/31/2023 | | PDI | 38,030 | $683 | 12/31/2023 | | E&G Advisors LP | 36,967 | $664 | 12/31/2023 | | PDI | 36,967 | $664 | 12/31/2023 | | D.A. Davidson & CO. | 36,938 | $663 | 12/31/2023 | | PDI | 36,938 | $663 | 12/31/2023 | | Ausdal Financial Partners Inc. | 33,669 | $649 | 03/31/2024 | | PDI | 33,669 | $649 | 03/31/2024 | | Prime Capital Investment Advisors LLC | 35,437 | $636 | 12/31/2023 | | PDI | 35,437 | $636 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 34,687 | $623 | 12/31/2023 | | PDI | 34,687 | $623 | 12/31/2023 | | Edge Wealth Management LLC | 32,257 | $622 | 03/31/2024 | | PDI | 32,257 | $622 | 03/31/2024 | | Samalin Investment Counsel LLC | 34,659 | $622 | 12/31/2023 | | PDI | 34,659 | $622 | 12/31/2023 | | Creative Planning | 33,433 | $600 | 12/31/2023 | | PDI | 33,433 | $600 | 12/31/2023 | | Arete Wealth Advisors LLC | 33,394 | $599 | 12/31/2023 | | PDI | 33,394 | $599 | 12/31/2023 | | Certified Advisory Corp | 32,608 | $585 | 12/31/2023 | | PDI | 32,608 | $585 | 12/31/2023 | | EP Wealth Advisors LLC | 32,205 | $578 | 12/31/2023 | | PDI | 32,205 | $578 | 12/31/2023 | | Baird Financial Group Inc. | 31,882 | $572 | 12/31/2023 | | PDI | 31,882 | $572 | 12/31/2023 | | All Season Financial Advisors Inc. | 29,151 | $562 | 03/31/2024 | | PDI | 29,151 | $562 | 03/31/2024 | | Focus Financial Network Inc. ADV | 30,481 | $554 | 12/31/2023 | | PDI | 30,481 | $554 | 12/31/2023 | | Journey Strategic Wealth LLC | 30,500 | $547 | 12/31/2023 | | PDI | 30,500 | $547 | 12/31/2023 | | Townsquare Capital LLC | 29,287 | $526 | 12/31/2023 | | PDI | 29,287 | $526 | 12/31/2023 | | Aviance Capital Partners LLC | 26,581 | $513 | 03/31/2024 | | PDI | 26,581 | $513 | 03/31/2024 | | Cooper Financial Group | 26,233 | $506 | 03/31/2024 | | PDI | 26,233 | $506 | 03/31/2024 | | J.W. Cole Advisors Inc. | 27,784 | $499 | 12/31/2023 | | PDI | 27,784 | $499 | 12/31/2023 | | Quarry Hill Advisors LLC | 27,328 | $491 | 12/31/2023 | | PDI | 27,328 | $491 | 12/31/2023 | | Sage Capital Advisors llc | 25,329 | $489 | 03/31/2024 | | PDI | 25,329 | $489 | 03/31/2024 | | Bulltick Wealth Management LLC | 26,390 | $479 | 12/31/2023 | | PDI | 26,390 | $479 | 12/31/2023 | | Nicholas Hoffman & Company LLC. | 26,498 | $476 | 12/31/2023 | | PDI | 26,498 | $476 | 12/31/2023 | | Atomi Financial Group Inc. | 25,480 | $457 | 12/31/2023 | | PDI | 25,480 | $457 | 12/31/2023 | | ACT Advisors LLC. | 22,750 | $439 | 03/31/2024 | | PDI | 22,750 | $439 | 03/31/2024 | | Private Trust Co. NA | 23,304 | $418 | 12/31/2023 | | PDI | 23,304 | $418 | 12/31/2023 | | Aptus Capital Advisors LLC | 22,913 | $411 | 12/31/2023 | | PDI | 22,913 | $411 | 12/31/2023 | | Sunesis Advisors LLC | 22,224 | $399 | 12/31/2023 | | PDI | 22,224 | $399 | 12/31/2023 | | Mathes Company Inc. | 22,184 | $398 | 12/31/2023 | | PDI | 22,184 | $398 | 12/31/2023 | | Gateway Wealth Partners LLC | 21,594 | $388 | 12/31/2023 | | PDI | 21,594 | $388 | 12/31/2023 | | Harbor Investment Advisory LLC | 19,553 | $377 | 03/31/2024 | | PDI | 19,553 | $377 | 03/31/2024 | | Future Financial Wealth Managment LLC | 18,693 | $361 | 03/31/2024 | | PDI | 18,693 | $361 | 03/31/2024 | | Financial Alternatives Inc | 19,452 | $349 | 12/31/2023 | | PDI | 19,452 | $349 | 12/31/2023 | | Transcend Wealth Collective LLC | 19,329 | $347 | 12/31/2023 | | PDI | 19,329 | $347 | 12/31/2023 | | Optimum Investment Advisors | 17,600 | $340 | 03/31/2024 | | PDI | 17,600 | $340 | 03/31/2024 | | Bank of New York Mellon Corp | 18,922 | $340 | 12/31/2023 | | PDI | 18,922 | $340 | 12/31/2023 | | Northwest Wealth Management LLC | 18,125 | $325 | 12/31/2023 | | PDI | 18,125 | $325 | 12/31/2023 | | Global Retirement Partners LLC | 17,382 | $321 | 12/31/2023 | | PDI | 17,382 | $321 | 12/31/2023 | | Susquehanna International Group LLP | 17,841 | $320 | 12/31/2023 | | PDI | 17,841 | $320 | 12/31/2023 | | Stephens Inc. AR | 17,579 | $316 | 12/31/2023 | | PDI | 17,579 | $316 | 12/31/2023 | | Level Four Advisory Services LLC | 17,110 | $307 | 12/31/2023 | | PDI | 17,110 | $307 | 12/31/2023 | | Melfa Wealth Management LLC | 17,126 | $307 | 12/31/2023 | | PDI | 17,126 | $307 | 12/31/2023 | | International Assets Investment Management LLC | 15,667 | $304 | 03/31/2024 | | PDI | 15,667 | $304 | 03/31/2024 | | Hollencrest Capital Management | 16,918 | $304 | 12/31/2023 | | PDI | 16,918 | $304 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 16,596 | $298 | 12/31/2023 | | PDI | 16,596 | $298 | 12/31/2023 | | Moors & Cabot Inc. | 16,511 | $296 | 12/31/2023 | | PDI | 16,511 | $296 | 12/31/2023 | | Quantum Private Wealth LLC | 16,249 | $292 | 12/31/2023 | | PDI | 16,249 | $292 | 12/31/2023 | | Kovack Advisors Inc. | 16,143 | $290 | 12/31/2023 | | PDI | 16,143 | $290 | 12/31/2023 | | South State CORP. | 16,094 | $289 | 12/31/2023 | | PDI | 16,094 | $289 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 16,011 | $287 | 12/31/2023 | | PDI | 16,011 | $287 | 12/31/2023 | | Capital CS Group LLC | 14,411 | $278 | 03/31/2024 | | PDI | 14,411 | $278 | 03/31/2024 | | Magnus Financial Group LLC | 15,142 | $272 | 12/31/2023 | | PDI | 15,142 | $272 | 12/31/2023 | | Teamwork Financial Advisors LLC | 15,103 | $271 | 12/31/2023 | | PDI | 15,103 | $271 | 12/31/2023 | | Harbour Investments Inc. | 14,995 | $269 | 12/31/2023 | | PDI | 14,995 | $269 | 12/31/2023 | | Palogic Value Management L.P. | 15,009 | $269 | 12/31/2023 | | PDI | 15,009 | $269 | 12/31/2023 | | BCS Wealth Management | 13,904 | $268 | 03/31/2024 | | PDI | 13,904 | $268 | 03/31/2024 | | Equitable Holdings Inc. | 14,450 | $259 | 12/31/2023 | | PDI | 14,450 | $259 | 12/31/2023 | | Oppenheimer & Co. Inc. | 14,232 | $255 | 12/31/2023 | | PDI | 14,232 | $255 | 12/31/2023 | | Syverson Strege & Co | 14,121 | $253 | 12/31/2023 | | PDI | 14,121 | $253 | 12/31/2023 | | Centaurus Financial Inc. | 13,942 | $250 | 12/31/2023 | | PDI | 13,942 | $250 | 12/31/2023 | | Walled Lake Planning & Wealth Management LLC | 13,927 | $250 | 12/31/2023 | | PDI | 13,927 | $250 | 12/31/2023 | | Beacon Pointe Advisors LLC | 13,799 | $248 | 12/31/2023 | | PDI | 13,799 | $248 | 12/31/2023 | | Bensler LLC | 13,760 | $247 | 12/31/2023 | | PDI | 13,760 | $247 | 12/31/2023 | | Kestra Private Wealth Services LLC | 13,389 | $240 | 12/31/2023 | | PDI | 13,389 | $240 | 12/31/2023 | | Country Trust Bank | 12,277 | $237 | 03/31/2024 | | PDI | 12,277 | $237 | 03/31/2024 | | Capital Investment Advisors LLC | 12,248 | $236 | 03/31/2024 | | PDI | 12,248 | $236 | 03/31/2024 | | Avestar Capital LLC | 12,856 | $234 | 12/31/2023 | | PDI | 12,856 | $234 | 12/31/2023 | | SeaCrest Wealth Management LLC | 12,069 | $233 | 03/31/2024 | | PDI | 12,069 | $233 | 03/31/2024 | | Kingsview Wealth Management LLC | 12,729 | $228 | 12/31/2023 | | PDI | 12,729 | $228 | 12/31/2023 | | Key Client Fiduciary Advisors LLC | 11,300 | $218 | 03/31/2024 | | PDI | 11,300 | $218 | 03/31/2024 | | Concurrent Investment Advisors LLC | 12,071 | $217 | 12/31/2023 | | PDI | 12,071 | $217 | 12/31/2023 | | L.M. Kohn & Company | 12,060 | $216 | 12/31/2023 | | PDI | 12,060 | $216 | 12/31/2023 | | NBC Securities Inc. | 10,669 | $215 | 03/31/2024 | | PDI | 10,669 | $215 | 03/31/2024 | | Summitry LLC | 12,000 | $215 | 12/31/2023 | | PDI | 12,000 | $215 | 12/31/2023 | | Resources Investment Advisors LLC. | 11,962 | $215 | 12/31/2023 | | PDI | 11,962 | $215 | 12/31/2023 | | Regal Investment Advisors LLC | 11,730 | $211 | 12/31/2023 | | PDI | 11,730 | $211 | 12/31/2023 | | MWA Asset Management | 11,730 | $211 | 12/31/2023 | | PDI | 11,730 | $211 | 12/31/2023 | | Beacon Financial Advisory LLC | 11,648 | $209 | 12/31/2023 | | PDI | 11,648 | $209 | 12/31/2023 | | Mutual Advisors LLC | 11,614 | $208 | 12/31/2023 | | PDI | 11,614 | $208 | 12/31/2023 | | Mariner LLC | 11,504 | $206 | 12/31/2023 | | PDI | 11,504 | $206 | 12/31/2023 | | Visionary Wealth Advisors | 11,492 | $206 | 12/31/2023 | | PDI | 11,492 | $206 | 12/31/2023 | | Advisor Resource Council | 11,320 | $203 | 12/31/2023 | | PDI | 11,320 | $203 | 12/31/2023 | | Jane Street Group LLC | 11,200 | $201 | 12/31/2023 | | PDI | 11,200 | $201 | 12/31/2023 | | Founders Financial Securities LLC | 10,352 | $200 | 03/31/2024 | | PDI | 10,352 | $200 | 03/31/2024 | | CI Private Wealth LLC | 10,829 | $195 | 12/31/2023 | | PDI | 10,829 | $195 | 12/31/2023 | | Chicago Partners Investment Group LLC | 10,109 | $191 | 12/31/2023 | | PDI | 10,109 | $191 | 12/31/2023 | | Icon Wealth Advisors LLC | 10,323 | $185 | 12/31/2023 | | PDI | 10,323 | $185 | 12/31/2023 | | Prosperity Wealth Management Inc. | 10,226 | $184 | 12/31/2023 | | PDI | 10,226 | $184 | 12/31/2023 | | Koshinski Asset Management Inc. | 10,024 | $180 | 12/31/2023 | | PDI | 10,024 | $180 | 12/31/2023 | | Belpointe Asset Management LLC | 10,039 | $180 | 12/31/2023 | | PDI | 10,039 | $180 | 12/31/2023 | | WealthTrust Asset Management LLC | 10,014 | $180 | 12/31/2023 | | PDI | 10,014 | $180 | 12/31/2023 | | Consilium Wealth Advisory LLC | 10,000 | $180 | 12/31/2023 | | PDI | 10,000 | $180 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 9,702 | $174 | 12/31/2023 | | PDI | 9,702 | $174 | 12/31/2023 | | AllSquare Wealth Management LLC | 9,340 | $168 | 12/31/2023 | | PDI | 9,340 | $168 | 12/31/2023 | | Benjamin Edwards Inc. | 8,910 | $160 | 12/31/2023 | | PDI | 8,910 | $160 | 12/31/2023 | | Concord Wealth Partners | 8,189 | $147 | 12/31/2023 | | PDI | 8,189 | $147 | 12/31/2023 | | Retirement Group LLC | 8,099 | $145 | 12/31/2023 | | PDI | 8,099 | $145 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 7,983 | $143 | 12/31/2023 | | PDI | 7,983 | $143 | 12/31/2023 | | Westside Investment Management Inc. | 7,218 | $130 | 12/31/2023 | | PDI | 7,218 | $130 | 12/31/2023 | | Advisory Services Network LLC | 7,126 | $128 | 12/31/2023 | | PDI | 7,126 | $128 | 12/31/2023 | | Natixis | 5,708 | $102 | 12/31/2023 | | PDI | 5,708 | $102 | 12/31/2023 | | Highlander Capital Management LLC | 5,700 | $102 | 12/31/2023 | | PDI | 5,700 | $102 | 12/31/2023 | | FNY Investment Advisers LLC | 5,600 | $100 | 12/31/2023 | | PDI | 5,600 | $100 | 12/31/2023 | | Geneos Wealth Management Inc. | 3,589 | $64 | 12/31/2023 | | PDI | 3,589 | $64 | 12/31/2023 | | ICA Group Wealth Management LLC | 3,419 | $61 | 12/31/2023 | | PDI | 3,419 | $61 | 12/31/2023 | | Bogart Wealth LLC | 3,354 | $60 | 12/31/2023 | | PDI | 3,354 | $60 | 12/31/2023 | | US Bancorp DE | 2,981 | $54 | 12/31/2023 | | PDI | 2,981 | $54 | 12/31/2023 | | Lindbrook Capital LLC | 3,000 | $54 | 12/31/2023 | | PDI | 3,000 | $54 | 12/31/2023 | | Huntington National Bank | 2,730 | $49 | 12/31/2023 | | PDI | 2,730 | $49 | 12/31/2023 | | Tower Research Capital LLC TRC | 2,579 | $46 | 12/31/2023 | | PDI | 2,579 | $46 | 12/31/2023 | | Elequin Capital LP | 2,554 | $46 | 12/31/2023 | | PDI | 2,554 | $46 | 12/31/2023 | | Proequities Inc. | 2,460 | $45 | 12/31/2023 | | PDI | 2,460 | $45 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 2,347 | $42 | 12/31/2023 | | PDI | 2,347 | $42 | 12/31/2023 | | Baldwin Brothers Inc. MA | 2,000 | $39 | 03/31/2024 | | PDI | 2,000 | $39 | 03/31/2024 | | Coston McIsaac & Partners | 1,977 | $38 | 03/31/2024 | | PDI | 1,977 | $38 | 03/31/2024 | | Truvestments Capital LLC | 2,045 | $37 | 12/31/2023 | | PDI | 2,045 | $37 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 1,840 | $35 | 03/31/2024 | | PDI | 1,840 | $35 | 03/31/2024 | | Sound Income Strategies LLC | 1,757 | $34 | 03/31/2024 | | PDI | 1,757 | $34 | 03/31/2024 | | Focused Wealth Management Inc | 1,920 | $34 | 12/31/2023 | | PDI | 1,920 | $34 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 1,920 | $34 | 12/31/2023 | | PDI | 1,920 | $34 | 12/31/2023 | | Sunbelt Securities Inc. | 1,600 | $31 | 03/31/2024 | | PDI | 1,600 | $31 | 03/31/2024 | | Oliver Lagore Vanvalin Investment Group | 1,700 | $31 | 12/31/2023 | | PDI | 1,700 | $31 | 12/31/2023 | | AlphaMark Advisors LLC | 1,532 | $30 | 03/31/2024 | | PDI | 1,532 | $30 | 03/31/2024 | | Venturi Wealth Management LLC | 1,650 | $30 | 12/31/2023 | | PDI | 1,650 | $30 | 12/31/2023 | | PSI Advisors LLC | 1,608 | $29 | 12/31/2023 | | PDI | 1,608 | $29 | 12/31/2023 | | Webster Bank N. A. | 1,459 | $28 | 03/31/2024 | | PDI | 1,459 | $28 | 03/31/2024 | | Mather Group LLC. | 1,448 | $26 | 03/31/2024 | | PDI | 1,448 | $26 | 03/31/2024 | | Gradient Investments LLC | 1,450 | $26 | 12/31/2023 | | PDI | 1,450 | $26 | 12/31/2023 | | Caldwell Sutter Capital Inc. | 1,289 | $23 | 12/31/2023 | | PDI | 1,289 | $23 | 12/31/2023 | | Larson Financial Group LLC | 1,200 | $22 | 12/31/2023 | | PDI | 1,200 | $22 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 1,276 | $22 | 12/31/2023 | | PDI | 1,276 | $22 | 12/31/2023 | | Tompkins Financial Corp | 930 | $18 | 03/31/2024 | | PDI | 930 | $18 | 03/31/2024 | | Baystate Wealth Management LLC | 1,001 | $18 | 12/31/2023 | | PDI | 1,001 | $18 | 12/31/2023 | | Hobbs Group Advisors LLC | 818 | $15 | 12/31/2023 | | PDI | 818 | $15 | 12/31/2023 | | Bramshill Investments LLC | 600 | $11 | 12/31/2023 | | PDI | 600 | $11 | 12/31/2023 | | NBT Bank N A NY | 487 | $9 | 12/31/2023 | | PDI | 487 | $9 | 12/31/2023 | | UMB Bank N A MO | 500 | $9 | 12/31/2023 | | PDI | 500 | $9 | 12/31/2023 | | Cambridge Trust Co. | 497 | $9 | 12/31/2023 | | PDI | 497 | $9 | 12/31/2023 | | Financial Management Professionals Inc. | 400 | $8 | 03/31/2024 | | PDI | 400 | $8 | 03/31/2024 | | Register Financial Advisors LLC | 409 | $8 | 03/31/2024 | | PDI | 409 | $8 | 03/31/2024 | | Estabrook Capital Management | 327 | $6 | 12/31/2023 | | PDI | 327 | $6 | 12/31/2023 | | Salomon & Ludwin LLC | 352 | $6 | 12/31/2023 | | PDI | 352 | $6 | 12/31/2023 | | JPMorgan Chase & Co. | 291 | $5 | 12/31/2023 | | PDI | 291 | $5 | 12/31/2023 | | Spectrum Wealth Counsel LLC | 300 | $5 | 12/31/2023 | | PDI | 300 | $5 | 12/31/2023 | | WealthCollab LLC | 109 | $2 | 12/31/2023 | | PDI | 109 | $2 | 12/31/2023 | | FinTrust Capital Advisors LLC | 42 | $1 | 12/31/2023 | | PDI | 42 | $1 | 12/31/2023 | | Key Financial Inc | 33 | $1 | 12/31/2023 | | PDI | 33 | $1 | 12/31/2023 | | FMR LLC | 2 | $0 | 12/31/2023 | | PDI | 2 | $0 | 12/31/2023 | | Allworth Financial LP | 1 | $0 | 12/31/2023 | | PDI | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PDI
See Details: Top 10 Hedge Funds Holding PDI
Also See: PDI Insider Buying
Also See: PDI Holdings Changes
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