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This page summarizes the PML holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether PML is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PML Share Count |
|---|
| The PNC Financial Services Group Inc. |
62 |
7,072 |
+7,010 |
+11306.45% |
| Cedar Brook Financial Partners LLC |
15,488 |
24,264 |
+8,776 |
+56.66% |
| Wells Fargo & Company MN |
473,123 |
577,949 |
+104,826 |
+22.16% |
| Simon Quick Advisors LLC |
15,724 |
18,113 |
+2,389 |
+15.19% |
| Gill Capital Partners LLC |
59,598 |
65,994 |
+6,396 |
+10.73% |
| Avantax Advisory Services Inc. |
78,247 |
86,550 |
+8,303 |
+10.61% |
| Raymond James & Associates |
121,792 |
134,413 |
+12,621 |
+10.36% |
| Traynor Capital Management Inc. |
118,970 |
131,270 |
+12,300 |
+10.34% |
| Integrated Capital Management Inc. |
20,761 |
22,701 |
+1,940 |
+9.34% |
| Maltin Wealth Management Inc. |
30,000 |
32,320 |
+2,320 |
+7.73% |
| Wakefield Asset Management LLLP |
88,916 |
95,389 |
+6,473 |
+7.28% |
| HighTower Advisors LLC |
157,477 |
163,032 |
+5,555 |
+3.53% |
| Cornerstone Advisory LLC |
155,914 |
160,216 |
+4,302 |
+2.76% |
| Lincoln National Corp |
13,359 |
13,545 |
+186 |
+1.39% |
| Wiley BROS. Aintree Capital LLC |
15,379 |
15,577 |
+198 |
+1.29% |
| Allen Mooney & Barnes Investment Advisors LLC |
102,596 |
103,735 |
+1,139 |
+1.11% |
| CI Private Wealth LLC |
13,036 |
13,179 |
+143 |
+1.10% |
| Ellis Investment Partners LLC |
394,745 |
398,235 |
+3,490 |
+0.88% |
| Park Avenue Securities LLC |
141,603 |
141,890 |
+287 |
+0.20% |
| 13F Filers Reporting New Positions In PML |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| JPMorgan Chase & Co. |
0 |
6,456 |
+6,456 |
+100% |
| CENTRAL TRUST Co |
0 |
3,050 |
+3,050 |
+100% |
| Commerce Bank |
0 |
16,745 |
+16,745 |
+100% |
| Calamos Advisors LLC |
0 |
26,677 |
+26,677 |
+100% |
| NINE MASTS CAPITAL Ltd |
0 |
229,450 |
+229,450 |
+100% |
| Joel Isaacson & Co. LLC |
0 |
28,828 |
+28,828 |
+100% |
| RFG Advisory LLC |
0 |
11,148 |
+11,148 |
+100% |
| Melfa Wealth Management LLC |
0 |
17,500 |
+17,500 |
+100% |
| River Street Advisors LLC |
0 |
10,901 |
+10,901 |
+100% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
0 |
23,144 |
+23,144 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Wintrust Investments LLC |
12,449 |
12,449 |
UNCH |
0.00% |
| City Holding Co. |
14,537 |
14,537 |
UNCH |
0.00% |
| Hollencrest Capital Management |
28,575 |
28,575 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
200 |
200 |
UNCH |
0.00% |
| Sandy Spring Bank |
504 |
504 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
400 |
400 |
UNCH |
0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
3,927 |
3,927 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,081 |
1,081 |
UNCH |
0.00% |
| Murphy Middleton Hinkle & Parker Inc. |
10,439 |
10,439 |
UNCH |
0.00% |
| FNY Investment Advisers LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| EWG Elevate Inc. |
15,822 |
15,822 |
UNCH |
0.00% |
| Future Financial Wealth Managment LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Hunter Perkins Capital Management LLC |
26,640 |
26,640 |
UNCH |
0.00% |
| Kercheville Advisors LLC |
10,400 |
10,400 |
UNCH |
0.00% |
| Cove Private Wealth LLC |
36,591 |
36,591 |
UNCH |
0.00% |
| 13F Filers Decreasing PML Share Count |
|---|
| Ackerman Capital Advisors LLC |
164,156 |
70,134 |
-94,022 |
-57.28% |
| LPL Financial LLC |
59,819 |
26,602 |
-33,217 |
-55.53% |
| Moors & Cabot Inc. |
46,500 |
26,500 |
-20,000 |
-43.01% |
| Koshinski Asset Management Inc. |
50,300 |
36,170 |
-14,130 |
-28.09% |
| Landscape Capital Management L.L.C. |
348,034 |
256,616 |
-91,418 |
-26.27% |
| Moody National Bank Trust Division |
13,858 |
10,760 |
-3,098 |
-22.36% |
| UMB Bank N A MO |
3,202 |
2,487 |
-715 |
-22.33% |
| Fiera Capital Corp |
724,958 |
572,795 |
-152,163 |
-20.99% |
| Van ECK Associates Corp |
427,109 |
354,001 |
-73,108 |
-17.12% |
| Summit Trail Advisors LLC |
14,771 |
12,778 |
-1,993 |
-13.49% |
| Advisor Group Holdings Inc. |
234,085 |
206,053 |
-28,032 |
-11.98% |
| Janney Montgomery Scott LLC |
23,959 |
21,684 |
-2,275 |
-9.50% |
| Commonwealth Equity Services LLC |
47,249 |
44,576 |
-2,673 |
-5.66% |
| Spire Wealth Management |
25,500 |
24,500 |
-1,000 |
-3.92% |
| Apollon Wealth Management LLC |
66,541 |
64,930 |
-1,611 |
-2.42% |
| Raymond James Financial Services Advisors Inc. |
24,610 |
24,414 |
-196 |
-0.80% |
| Cambridge Investment Research Advisors Inc. |
17,144 |
17,094 |
-50 |
-0.29% |
| 13F Filers Exiting PML |
|---|
| International Assets Investment Management LLC |
9,775 |
0 |
-9,775 |
-100.00% |
| Focused Wealth Management Inc |
1,218 |
0 |
-1,218 |
-100.00% |
| Advisory Services Network LLC |
3,329 |
0 |
-3,329 |
-100.00% |
| Susquehanna International Group LLP |
42,416 |
0 |
-42,416 |
-100.00% |
| Bank of New York Mellon Corp |
51,020 |
0 |
-51,020 |
-100.00% |
| Webster Bank N. A. |
1,133 |
0 |
-1,133 |
-100.00% |
| DAVENPORT & Co LLC |
11,151 |
0 |
-11,151 |
-100.00% |
See Summary: Institutional Holders of PML
See Details: Top 10 Hedge Funds Holding PML
Also See: PML Insider Buying
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