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On this page, we present all of the funds holding PWM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PWM, with a link to that fund's top holdings. The next columns
indicate the amount of PWM stock held by each of the funds holding PWM, followed by the PWM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 3 funds holding PWM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Mariner LLC. For more details on the positions held by Mariner LLC
(or by any of the other funds holding PWM), click the fund name in the "Holder" column of the funds-holding-PWM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Mariner LLC | 15,009 | $32 | 12/31/2023 | | PWM | 15,009 | $32 | 12/31/2023 | | BlackRock Inc. | 11,192 | $24 | 12/31/2023 | | PWM | 11,192 | $24 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | PWM | 0 | $0 | 03/31/2024 | | Morgan Stanley | 65 | $0 | 12/31/2023 | | PWM | 65 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PWM
See Details: Top 10 Hedge Funds Holding PWM
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