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This page summarizes the PREF 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 PREF 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 PREF Share Count |
|---|
| Signature Securities Group Corporation |
21,612 |
29,441 |
+7,829 |
+36.23% |
| Wealth Enhancement Advisory Services LLC |
907,895 |
1,182,930 |
+275,035 |
+30.29% |
| Capital Investment Advisory Services LLC |
17,888 |
22,358 |
+4,470 |
+24.99% |
| Raymond James & Associates |
780,619 |
912,464 |
+131,845 |
+16.89% |
| Bank of New York Mellon Corp |
22,146 |
25,443 |
+3,297 |
+14.89% |
| PSI Advisors LLC |
148,627 |
170,406 |
+21,779 |
+14.65% |
| Pallas Capital Advisors LLC |
1,220,681 |
1,371,031 |
+150,350 |
+12.32% |
| Global Retirement Partners LLC |
32,197 |
36,002 |
+3,805 |
+11.82% |
| Cambridge Investment Research Advisors Inc. |
20,824 |
23,103 |
+2,279 |
+10.94% |
| Benjamin F. Edwards & Company Inc. |
579,081 |
633,350 |
+54,269 |
+9.37% |
| Principal Financial Group Inc. |
77,630 |
83,439 |
+5,809 |
+7.48% |
| Sage Rhino Capital LLC |
44,596 |
46,967 |
+2,371 |
+5.32% |
| Cornerstone Wealth Group LLC |
671,819 |
694,902 |
+23,083 |
+3.44% |
| Investment Partners LTD. |
127,471 |
131,264 |
+3,793 |
+2.98% |
| Commonwealth Equity Services LLC |
320,223 |
327,404 |
+7,181 |
+2.24% |
| 13F Filers Reporting New Positions In PREF |
|---|
| Private Ocean LLC |
0 |
2,475 |
+2,475 |
+100% |
| Pinnacle Bank |
0 |
2,815 |
+2,815 |
+100% |
| WealthShield Partners LLC |
0 |
10,231 |
+10,231 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Raymond James Trust N.A. |
39,666 |
39,666 |
UNCH |
0.00% |
| Private Trust Co. NA |
7,508 |
7,508 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
1,239 |
1,239 |
UNCH |
0.00% |
| 13F Filers Decreasing PREF Share Count |
|---|
| Berger Financial Group Inc |
1,387,358 |
273,144 |
-1,114,214 |
-80.31% |
| Activest Wealth Management |
121,753 |
55,027 |
-66,726 |
-54.80% |
| Massmutual Trust Co. FSB ADV |
181,122 |
103,037 |
-78,085 |
-43.11% |
| Coastal Investment Advisors Inc. |
20,823 |
14,743 |
-6,080 |
-29.20% |
| Raymond James Financial Services Advisors Inc. |
379,664 |
288,354 |
-91,310 |
-24.05% |
| UMB Bank N A MO |
71,985 |
63,944 |
-8,041 |
-11.17% |
| Willis Johnson & Associates Inc. |
150,568 |
146,673 |
-3,895 |
-2.59% |
| Benjamin Edwards Inc. |
86,787 |
84,886 |
-1,901 |
-2.19% |
| CWM LLC |
9,824 |
9,681 |
-143 |
-1.46% |
| Tyche Wealth Partners LLC |
548,056 |
541,222 |
-6,834 |
-1.25% |
| Meadow Creek Wealth Advisors LLC |
139,512 |
139,222 |
-290 |
-0.21% |
| 13F Filers Exiting PREF |
|---|
| Advisor Resource Council |
26,228 |
0 |
-26,228 |
-100.00% |
| Sunesis Advisors LLC |
21,043 |
0 |
-21,043 |
-100.00% |
See Summary: Institutional Holders of PREF
See Details: Top 10 Hedge Funds Holding PREF
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