 |
|
|
This page summarizes the PY holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether PY 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 | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PY Share Count |
|---|
| Envestnet Asset Management Inc. |
340,470 |
593,834 |
+253,364 |
+74.42% |
| Cambridge Investment Research Advisors Inc. |
10,476 |
12,788 |
+2,312 |
+22.07% |
| GTS Securities LLC |
15,861 |
17,869 |
+2,008 |
+12.66% |
| 13F Filers Reporting New Positions In PY |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Principal Securities Inc. |
0 |
611,342 |
+611,342 |
+100% |
| Morgan Stanley |
0 |
8 |
+8 |
+100% |
| Principal Financial Group Inc. |
0 |
238,351 |
+238,351 |
+100% |
| Susquehanna International Group LLP |
0 |
20,479 |
+20,479 |
+100% |
| UBS Group AG |
0 |
249 |
+249 |
+100% |
| Smartleaf Asset Management LLC |
0 |
341 |
+341 |
+100% |
| 13F Filers Decreasing PY Share Count |
|---|
| Advisor Group Holdings Inc. |
255 |
34 |
-221 |
-86.67% |
| Wealth Enhancement Advisory Services LLC |
214,430 |
155,871 |
-58,559 |
-27.31% |
| LPL Financial LLC |
15,823 |
13,659 |
-2,164 |
-13.68% |
See Summary: Institutional Holders of PY
See Details: Top 10 Hedge Funds Holding PY
|
|
