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This page summarizes the PSCH 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 PSCH 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 PSCH Share Count |
|---|
| LPL Financial LLC |
67,830 |
125,974 |
+58,144 |
+85.72% |
| Newbridge Financial Services Group Inc. |
1,044 |
1,384 |
+340 |
+32.57% |
| Susquehanna International Group LLP |
12,272 |
14,931 |
+2,659 |
+21.67% |
| UBS Group AG |
31,249 |
33,360 |
+2,111 |
+6.76% |
| Register Financial Advisors LLC |
2,043 |
2,052 |
+9 |
+0.44% |
| Ausdal Financial Partners Inc. |
27,720 |
27,743 |
+23 |
+0.08% |
| MGB Wealth Management LLC |
27,021 |
27,022 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In PSCH |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| CIBC Private Wealth Group LLC |
0 |
108 |
+108 |
+100% |
| Kessler Investment Group LLC |
0 |
204 |
+204 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
99 |
+99 |
+100% |
| Richardson Capital Management LLC |
0 |
1,917 |
+1,917 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
543 |
+543 |
+100% |
| Clear Creek Financial Management LLC |
0 |
19,664 |
+19,664 |
+100% |
| Thrive Capital Management LLC |
0 |
35,490 |
+35,490 |
+100% |
| Eagle Strategies LLC |
0 |
8,647 |
+8,647 |
+100% |
| GAMMA Investing LLC |
0 |
120 |
+120 |
+100% |
| Focus Financial Network Inc. |
0 |
6,500 |
+6,500 |
+100% |
| Ashton Thomas Private Wealth LLC |
0 |
5,700 |
+5,700 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Brown Brothers Harriman & Co. |
300 |
300 |
UNCH |
0.00% |
| US Bancorp DE |
99 |
99 |
UNCH |
0.00% |
| Huntington National Bank |
1 |
1 |
UNCH |
0.00% |
| The PNC Financial Services Group Inc. |
783 |
783 |
UNCH |
0.00% |
| Citigroup Inc. |
600 |
600 |
UNCH |
0.00% |
| Optimum Investment Advisors |
429 |
429 |
UNCH |
0.00% |
| Alpine Woods Capital Investors LLC |
7,500 |
7,500 |
UNCH |
0.00% |
| Montecito Bank & Trust |
25,035 |
25,035 |
UNCH |
0.00% |
| O Shaughnessy Asset Management LLC |
375 |
375 |
UNCH |
0.00% |
| Creative Planning |
6,225 |
6,225 |
UNCH |
0.00% |
| Riggs Asset Managment Co. Inc. |
1,140 |
1,140 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
249 |
249 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
386 |
386 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
915 |
915 |
UNCH |
0.00% |
| Key Financial Inc |
141 |
141 |
UNCH |
0.00% |
| Addison Advisors LLC |
567 |
567 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
426 |
426 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
114 |
114 |
UNCH |
0.00% |
| 13F Filers Decreasing PSCH Share Count |
|---|
| Gradient Investments LLC |
70 |
1 |
-69 |
-98.57% |
| Spire Wealth Management |
630 |
288 |
-342 |
-54.29% |
| WBI Investments |
198,402 |
91,081 |
-107,321 |
-54.09% |
| JPMorgan Chase & Co. |
41,116 |
26,620 |
-14,496 |
-35.26% |
| Advisor Group Holdings Inc. |
26,803 |
21,652 |
-5,151 |
-19.22% |
| McGuire Investment Group LLC |
34,934 |
28,232 |
-6,702 |
-19.18% |
| Envestnet Asset Management Inc. |
36,804 |
30,023 |
-6,781 |
-18.42% |
| Raymond James Financial Services Advisors Inc. |
20,425 |
17,239 |
-3,186 |
-15.60% |
| NTV Asset Management LLC |
10,650 |
9,150 |
-1,500 |
-14.08% |
| CWM LLC |
2,861 |
2,564 |
-297 |
-10.38% |
| Cambridge Investment Research Advisors Inc. |
6,176 |
5,549 |
-627 |
-10.15% |
| Commonwealth Equity Services LLC |
13,635 |
12,639 |
-996 |
-7.30% |
| Raymond James & Associates |
6,331 |
5,912 |
-419 |
-6.62% |
| Pacific Sun Financial Corp |
60,978 |
58,583 |
-2,395 |
-3.93% |
| FMR LLC |
972 |
944 |
-28 |
-2.88% |
| Somerset Trust Co |
8,016 |
7,797 |
-219 |
-2.73% |
| SeaCrest Wealth Management LLC |
6,453 |
6,371 |
-82 |
-1.27% |
| Wells Fargo & Company MN |
96,881 |
95,974 |
-907 |
-0.94% |
| 13F Filers Exiting PSCH |
|---|
| Octavia Wealth Advisors LLC |
23,462 |
0 |
-23,462 |
-100.00% |
| Sound Income Strategies LLC |
165 |
0 |
-165 |
-100.00% |
| Advisory Services Network LLC |
240 |
0 |
-240 |
-100.00% |
| Signaturefd LLC |
84 |
0 |
-84 |
-100.00% |
| Benjamin F. Edwards & Company Inc. |
650 |
0 |
-650 |
-100.00% |
| Founders Financial Securities LLC |
12,276 |
0 |
-12,276 |
-100.00% |
| Bessemer Group Inc. |
750 |
0 |
-750 |
-100.00% |
See Summary: Institutional Holders of PSCH
See Details: Top 10 Hedge Funds Holding PSCH
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