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Funds Holding PEO

On this page, we present all of the funds holding PEO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PEO, with a link to that fund's top holdings. The next columns indicate the amount of PEO stock held by each of the funds holding PEO, followed by the PEO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 81 funds holding PEO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Adams Diversified Equity Fund Inc.. For more details on the positions held by Adams Diversified Equity Fund Inc. (or by any of the other funds holding PEO), click the fund name in the "Holder" column of the funds-holding-PEO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Adams Diversified Equity Fund Inc.2,186,774$45,113 12/31/2023
     PEO2,186,774$45,113 12/31/2023
Saba Capital Management L.P.1,852,403$38,215 12/31/2023
     PEO1,852,403$38,215 12/31/2023
Lazard Asset Management LLC650,890$13,427 12/31/2023
     PEO650,890$13,427 12/31/2023
Morgan Stanley638,469$13,172 12/31/2023
     PEO638,469$13,172 12/31/2023
Cornerstone Advisors LLC482,767$9,959 12/31/2023
     PEO482,767$9,959 12/31/2023
CSS LLC IL354,779$7,319 12/31/2023
     PEO354,779$7,319 12/31/2023
Royal Bank of Canada296,702$6,121 12/31/2023
     PEO296,702$6,121 12/31/2023
Bank of America Corp DE254,946$5,260 12/31/2023
     PEO254,946$5,260 12/31/2023
Raymond James & Associates223,501$5,154 03/31/2024
     PEO223,501$5,154 03/31/2024
Cohen & Steers Inc.155,985$3,218 12/31/2023
     PEO155,985$3,218 12/31/2023
1607 Capital Partners LLC146,708$3,027 12/31/2023
     PEO146,708$3,027 12/31/2023
North Star Asset Management Inc.135,888$2,803 12/31/2023
     PEO135,888$2,803 12/31/2023
Thomas J. Herzfeld Advisors Inc.116,074$2,395 12/31/2023
     PEO116,074$2,395 12/31/2023
FCA Corp TX103,233$2,130 12/31/2023
     PEO103,233$2,130 12/31/2023
HighTower Advisors LLC98,899$2,031 12/31/2023
     PEO98,899$2,031 12/31/2023
CNH Partners LLC93,806$1,935 12/31/2023
     PEO93,806$1,935 12/31/2023
Wolverine Asset Management LLC90,615$1,869 12/31/2023
     PEO90,615$1,869 12/31/2023
Wealth Enhancement Advisory Services LLC73,964$1,706 03/31/2024
     PEO73,964$1,706 03/31/2024
Whitener Capital Management Inc.71,255$1,643 03/31/2024
     PEO71,255$1,643 03/31/2024
Uncommon Cents Investing LLC62,483$1,441 03/31/2024
     PEO62,483$1,441 03/31/2024
Stifel Financial Corp67,552$1,394 12/31/2023
     PEO67,552$1,394 12/31/2023
Nations Financial Group Inc. IA ADV59,107$1,363 03/31/2024
     PEO59,107$1,363 03/31/2024
Wealthcare Advisory Partners LLC53,342$1,230 03/31/2024
     PEO53,342$1,230 03/31/2024
Quantedge Capital Pte Ltd57,826$1,193 12/31/2023
     PEO57,826$1,193 12/31/2023
Baird Financial Group Inc.57,171$1,179 12/31/2023
     PEO57,171$1,179 12/31/2023
D.A. Davidson & CO.54,565$1,126 12/31/2023
     PEO54,565$1,126 12/31/2023
Wells Fargo & Company MN50,609$1,044 12/31/2023
     PEO50,609$1,044 12/31/2023
First Trust Advisors LP50,559$1,043 12/31/2023
     PEO50,559$1,043 12/31/2023
UBS Group AG44,721$923 12/31/2023
     PEO44,721$923 12/31/2023
Landscape Capital Management L.L.C.43,011$887 12/31/2023
     PEO43,011$887 12/31/2023
Guggenheim Capital LLC37,784$779 12/31/2023
     PEO37,784$779 12/31/2023
Kestra Advisory Services LLC35,814$739 12/31/2023
     PEO35,814$739 12/31/2023
Sprott Inc.34,117$704 12/31/2023
     PEO34,117$704 12/31/2023
Millennium Management LLC31,826$657 12/31/2023
     PEO31,826$657 12/31/2023
Blue Bell Private Wealth Management LLC31,583$652 12/31/2023
     PEO31,583$652 12/31/2023
Cullen Investment Group LTD.27,555$648 03/31/2024
     PEO27,555$648 03/31/2024
Commonwealth Equity Services LLC30,761$635 12/31/2023
     PEO30,761$635 12/31/2023
Invesco Ltd.28,997$598 12/31/2023
     PEO28,997$598 12/31/2023
Cambridge Investment Research Advisors Inc.26,454$546 12/31/2023
     PEO26,454$546 12/31/2023
Kovack Advisors Inc.22,965$530 03/31/2024
     PEO22,965$530 03/31/2024
Principal Securities Inc.23,177$478 12/31/2023
     PEO23,177$478 12/31/2023
LPL Financial LLC20,781$429 12/31/2023
     PEO20,781$429 12/31/2023
Alta Capital Management LLC20,000$413 12/31/2023
     PEO20,000$413 12/31/2023
JFS Wealth Advisors LLC17,054$352 12/31/2023
     PEO17,054$352 12/31/2023
Twin Focus Capital Partners LLC16,579$342 12/31/2023
     PEO16,579$342 12/31/2023
Roberts Glore & Co. Inc. IL16,077$332 12/31/2023
     PEO16,077$332 12/31/2023
SeaCrest Wealth Management LLC13,770$318 03/31/2024
     PEO13,770$318 03/31/2024
Buckingham Strategic Wealth LLC15,029$310 12/31/2023
     PEO15,029$310 12/31/2023
Flow State Investments L.P.14,741$304 12/31/2023
     PEO14,741$304 12/31/2023
Moors & Cabot Inc.14,290$295 12/31/2023
     PEO14,290$295 12/31/2023
Cetera Advisor Networks LLC12,619$260 12/31/2023
     PEO12,619$260 12/31/2023
Compass Wealth Management LLC11,011$254 03/31/2024
     PEO11,011$254 03/31/2024
Vanguard Capital Wealth Advisors10,586$244 03/31/2024
     PEO10,586$244 03/31/2024
Advisor Group Holdings Inc.11,042$228 12/31/2023
     PEO11,042$228 12/31/2023
Susquehanna International Group LLP $217 12/31/2023
     Call10,500$217 12/31/2023
JPMorgan Chase & Co.7,304$151 12/31/2023
     PEO7,304$151 12/31/2023
Citadel Advisors LLC $147 12/31/2023
     Call8,900$184 12/31/2023
     Put1,800$37 12/31/2023
Fifth Third Bancorp6,043$139 03/31/2024
     PEO6,043$139 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA4,613$109 03/31/2024
     PEO4,613$109 03/31/2024
The PNC Financial Services Group Inc.5,107$105 12/31/2023
     PEO5,107$105 12/31/2023
Venturi Wealth Management LLC2,499$58 03/31/2024
     PEO2,499$58 03/31/2024
CWM LLC2,239$52 03/31/2024
     PEO2,239$52 03/31/2024
EverSource Wealth Advisors LLC2,038$42 12/31/2023
     PEO2,038$42 12/31/2023
Zazove Associates LLC1,800$37 12/31/2023
     PEO1,800$37 12/31/2023
Geneos Wealth Management Inc.1,528$32 12/31/2023
     PEO1,528$32 12/31/2023
Comerica Bank1,329$27 12/31/2023
     PEO1,329$27 12/31/2023
NBC Securities Inc.1,043$24 03/31/2024
     PEO1,043$24 03/31/2024
Simplex Trading LLC $22 12/31/2023
     Call1,900$39 12/31/2023
     Put1,100$22 12/31/2023
     PEO234$5 12/31/2023
Northwestern Mutual Wealth Management Co.947$20 12/31/2023
     PEO947$20 12/31/2023
Delta Asset Management LLC TN934$19 12/31/2023
     PEO934$19 12/31/2023
Parkside Financial Bank & Trust682$14 12/31/2023
     PEO682$14 12/31/2023
Creative Financial Designs Inc. ADV600$12 12/31/2023
     PEO600$12 12/31/2023
Advisory Services Network LLC601$12 12/31/2023
     PEO601$12 12/31/2023
Johnson Financial Group Inc.525$11 12/31/2023
     PEO525$11 12/31/2023
Bessemer Group Inc.407$8 12/31/2023
     PEO407$8 12/31/2023
Coppell Advisory Solutions LLC318$7 12/31/2023
     PEO318$7 12/31/2023
Ancora Advisors LLC300$6 12/31/2023
     PEO300$6 12/31/2023
GWM Advisors LLC184$4 12/31/2023
     PEO184$4 12/31/2023
US Bancorp DE88$2 12/31/2023
     PEO88$2 12/31/2023
Semmax Financial Advisors Inc.52$1 12/31/2023
     PEO52$1 12/31/2023
Proequities Inc. $0 12/31/2023
     PEO0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Focused Wealth Management Inc5$0 12/31/2023
     PEO5$0 12/31/2023

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

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