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Institutional Holders of PALC

There is a long list of 54 institutional holders of PALC within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PALC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PALC table below, the initial column indicates the name of each top institutional holder of PALC, with a link to that fund's top holdings. The next columns indicate the amount of PALC stock held by each of the institutional holders of PALC, followed by the PALC position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.839,367$34,407 12/31/2023
     PALC839,367$34,407 12/31/2023
Advisor Group Holdings Inc.354,392$14,527 12/31/2023
     PALC354,392$14,527 12/31/2023
Geneos Wealth Management Inc.260,156$12,131 03/31/2024
     PALC260,156$12,131 03/31/2024
Lunt Capital Management Inc.233,906$10,907 03/31/2024
     PALC233,906$10,907 03/31/2024
Financial Enhancement Group LLC239,237$10,859 03/31/2024
     PALC239,237$10,859 03/31/2024
Enzi Wealth235,563$10,589 03/31/2024
     PALC235,563$10,589 03/31/2024
Ergawealth Advisors Inc.219,037$10,214 03/31/2024
     PALC219,037$10,214 03/31/2024
Centric Wealth Management181,883$8,076 03/31/2024
     PALC181,883$8,076 03/31/2024
Wealth Enhancement Advisory Services LLC152,496$7,111 03/31/2024
     PALC152,496$7,111 03/31/2024
Northwestern Mutual Wealth Management Co.148,013$6,067 12/31/2023
     PALC148,013$6,067 12/31/2023
Clarus Group Inc.126,805$5,913 03/31/2024
     PALC126,805$5,913 03/31/2024
LPL Financial LLC124,578$5,106 12/31/2023
     PALC124,578$5,106 12/31/2023
Financial Designs Corp98,099$4,574 03/31/2024
     PALC98,099$4,574 03/31/2024
Equitable Holdings Inc.109,457$4,487 12/31/2023
     PALC109,457$4,487 12/31/2023
Gallagher Fiduciary Advisors LLC105,772$4,336 12/31/2023
     PALC105,772$4,336 12/31/2023
Advisory Services Network LLC66,534$3,102 03/31/2024
     PALC66,534$3,102 03/31/2024
Atria Investments LLC71,996$2,951 12/31/2023
     PALC71,996$2,951 12/31/2023
Alpha Financial Partners LLC65,685$2,692 12/31/2023
     PALC65,685$2,692 12/31/2023
Burt Wealth Advisors52,887$2,466 03/31/2024
     PALC52,887$2,466 03/31/2024
Raymond James Financial Services Advisors Inc.52,452$2,446 03/31/2024
     PALC52,452$2,446 03/31/2024
GeoWealth Management LLC57,463$2,355 12/31/2023
     PALC57,463$2,355 12/31/2023
WBI Investments43,405$2,024 03/31/2024
     PALC43,405$2,024 03/31/2024
SILVER OAK SECURITIES Inc40,409$1,656 12/31/2023
     PALC40,409$1,656 12/31/2023
Cambridge Investment Research Advisors Inc.33,934$1,582 03/31/2024
     PALC33,934$1,582 03/31/2024
Citadel Advisors LLC37,452$1,535 12/31/2023
     PALC37,452$1,535 12/31/2023
Susquehanna International Group LLP32,212$1,502 03/31/2024
     PALC32,212$1,502 03/31/2024
Leavell Investment Management Inc.24,234$1,130 03/31/2024
     PALC24,234$1,130 03/31/2024
Edge Financial Advisors LLC23,917$1,128 03/31/2024
     PALC23,917$1,128 03/31/2024
Commonwealth Equity Services LLC21,124$985 03/31/2024
     PALC21,124$985 03/31/2024
Visionary Wealth Advisors $970 12/31/2023
     PALC13,734$563 12/31/2023
     INDUSTRIAL RELET9,730$407 12/31/2023
Cetera Advisor Networks LLC16,617$681 12/31/2023
     PALC16,617$681 12/31/2023
Integrated Advisors Network LLC14,588$680 03/31/2024
     PALC14,588$680 03/31/2024
Good Life Advisors LLC12,429$580 03/31/2024
     PALC12,429$580 03/31/2024
StoneX Group Inc.11,274$526 03/31/2024
     PALC11,274$526 03/31/2024
Palumbo Wealth Management LLC9,658$450 03/31/2024
     PALC9,658$450 03/31/2024
Raymond James & Associates8,301$387 03/31/2024
     PALC8,301$387 03/31/2024
Chicago Wealth Management Inc.9,024$370 12/31/2023
     PALC9,024$370 12/31/2023
Warren Averett Asset Management LLC8,961$367 12/31/2023
     PALC8,961$367 12/31/2023
Empire Financial Management Company LLC8,859$363 12/31/2023
     PALC8,859$363 12/31/2023
Cornerstone Wealth Management LLC7,156$334 03/31/2024
     PALC7,156$334 03/31/2024
Belpointe Asset Management LLC7,240$297 12/31/2023
     PALC7,240$297 12/31/2023
Royal Bank of Canada6,693$274 12/31/2023
     PALC6,693$274 12/31/2023
Simplex Trading LLC $256 03/31/2024
     Call9,000$457 03/31/2024
     Put4,300$215 03/31/2024
     PALC305$14 03/31/2024
Flow Traders U.S. LLC5,651$232 12/31/2023
     PALC5,651$232 12/31/2023
Atria Wealth Solutions Inc.5,361$220 12/31/2023
     PALC5,361$220 12/31/2023
Steward Partners Investment Advisory LLC4,207$172 12/31/2023
     PALC4,207$172 12/31/2023
Frazier Financial Advisors LLC784$32 12/31/2023
     PALC784$32 12/31/2023
UBS Group AG380$16 12/31/2023
     PALC380$16 12/31/2023
Qube Research & Technologies Ltd363$15 12/31/2023
     PALC363$15 12/31/2023
GWM Advisors LLC231$9 12/31/2023
     PALC231$9 12/31/2023

See All: Funds Holding PALC
See Details: Top 10 Hedge Funds Holding PALC
Also See: PALC Holdings Changes

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