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PBDC — Performance
Institutional Holders of PBDC
HolderAmountPosition Size
($ in 1000's)		 As of
Putnam Investments LLC800,000$25,329 12/31/2023
     PBDC800,000$25,329 12/31/2023
Evolution Wealth Advisors LLC129,755$4,400 03/31/2024
     PBDC129,755$4,400 03/31/2024
Commonwealth Equity Services LLC114,517$3,626 12/31/2023
     PBDC114,517$3,626 12/31/2023
Stonebridge Financial Planning Group LLC61,777$1,956 12/31/2023
     PBDC61,777$1,956 12/31/2023
Wealthcare Advisory Partners LLC41,386$1,404 03/31/2024
     PBDC41,386$1,404 03/31/2024
Prosperity Financial Group Inc.43,575$1,380 12/31/2023
     PBDC43,575$1,380 12/31/2023
Cetera Advisor Networks LLC33,126$1,049 12/31/2023
     PBDC33,126$1,049 12/31/2023
Steward Partners Investment Advisory LLC30,050$951 12/31/2023
     PBDC30,050$951 12/31/2023
Royal Bank of Canada23,619$748 12/31/2023
     PBDC23,619$748 12/31/2023
Envestnet Asset Management Inc.12,601$399 12/31/2023
     PBDC12,601$399 12/31/2023
Janney Montgomery Scott LLC11,450$363 12/31/2023
     PBDC11,450$363 12/31/2023
Goldman Sachs Group Inc.10,563$334 12/31/2023
     PBDC10,563$334 12/31/2023
CWM LLC8,250$280 03/31/2024
     PBDC8,250$280 03/31/2024
Advisor Group Holdings Inc.7,836$249 12/31/2023
     PBDC7,836$249 12/31/2023
Kestra Private Wealth Services LLC7,808$247 12/31/2023
     PBDC7,808$247 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,620$241 12/31/2023
     PBDC7,620$241 12/31/2023
Cambridge Investment Research Advisors Inc.6,293$213 03/31/2024
     PBDC6,293$213 03/31/2024
Comerica Bank2,500$79 12/31/2023
     PBDC2,500$79 12/31/2023
UBS Group AG1,760$56 12/31/2023
     PBDC1,760$56 12/31/2023
Fortitude Family Office LLC1,174$40 03/31/2024
     PBDC1,174$40 03/31/2024
Proequities Inc.0$0 12/31/2023
     PBDC0$0 12/31/2023

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

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