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There is a long list of 94 institutional holders of PBE 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 PBE by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PBE table below,
the initial column indicates the name of each top institutional holder of PBE, with a link to that fund's top holdings. The next columns
indicate the amount of PBE stock held by each of the institutional holders of PBE, followed by the PBE position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Gerber Kawasaki Wealth & Investment Management | 301,293 | $19,837 | 12/31/2023 | PBE | 301,293 | $19,837 | 12/31/2023 | Morgan Stanley | 197,514 | $13,004 | 12/31/2023 | PBE | 197,514 | $13,004 | 12/31/2023 | Wells Fargo & Company MN | 97,896 | $6,445 | 12/31/2023 | PBE | 97,896 | $6,445 | 12/31/2023 | Royal Bank of Canada | 93,574 | $6,161 | 12/31/2023 | PBE | 93,574 | $6,161 | 12/31/2023 | LPL Financial LLC | 83,063 | $5,469 | 12/31/2023 | PBE | 83,063 | $5,469 | 12/31/2023 | UBS Group AG | 76,957 | $5,067 | 12/31/2023 | PBE | 76,957 | $5,067 | 12/31/2023 | Bank of America Corp DE | 71,148 | $4,684 | 12/31/2023 | PBE | 71,148 | $4,684 | 12/31/2023 | Change Path LLC | 27,787 | $1,830 | 12/31/2023 | PBE | 27,787 | $1,830 | 12/31/2023 | YHB Investment Advisors Inc. | 24,606 | $1,592 | 03/31/2024 | PBE | 24,606 | $1,592 | 03/31/2024 | Institute for Wealth Management LLC. | 20,941 | $1,355 | 03/31/2024 | PBE | 20,941 | $1,355 | 03/31/2024 | One Capital Management LLC | 19,799 | $1,304 | 12/31/2023 | PBE | 19,799 | $1,304 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 18,967 | $1,227 | 03/31/2024 | PBE | 18,967 | $1,227 | 03/31/2024 | Envestnet Asset Management Inc. | 17,454 | $1,149 | 12/31/2023 | PBE | 17,454 | $1,149 | 12/31/2023 | US Bancorp DE | 16,500 | $1,086 | 12/31/2023 | PBE | 16,500 | $1,086 | 12/31/2023 | Advisor Group Holdings Inc. | 15,444 | $1,017 | 12/31/2023 | PBE | 15,444 | $1,017 | 12/31/2023 | NewEdge Wealth LLC | 15,064 | $992 | 12/31/2023 | PBE | 15,064 | $992 | 12/31/2023 | Abbot Financial Management Inc. | 15,000 | $988 | 12/31/2023 | PBE | 15,000 | $988 | 12/31/2023 | Massachusetts Wealth Management | 14,699 | $951 | 03/31/2024 | PBE | 14,699 | $951 | 03/31/2024 | Stifel Financial Corp | 13,793 | $908 | 12/31/2023 | PBE | 13,793 | $908 | 12/31/2023 | Commonwealth Equity Services LLC | 13,862 | $897 | 03/31/2024 | PBE | 13,862 | $897 | 03/31/2024 | Cetera Investment Advisers | 13,061 | $860 | 12/31/2023 | PBE | 13,061 | $860 | 12/31/2023 | Penobscot Investment Management Company Inc. | 11,150 | $734 | 12/31/2023 | PBE | 11,150 | $734 | 12/31/2023 | Newman Dignan & Sheerar Inc. | 11,282 | $730 | 03/31/2024 | PBE | 11,282 | $730 | 03/31/2024 | Dakota Wealth Management | 10,470 | $678 | 03/31/2024 | PBE | 10,470 | $678 | 03/31/2024 | Rockefeller Capital Management L.P. | 10,060 | $662 | 12/31/2023 | PBE | 10,060 | $662 | 12/31/2023 | Cetera Advisor Networks LLC | 9,061 | $597 | 12/31/2023 | PBE | 9,061 | $597 | 12/31/2023 | Susquehanna International Group LLP | 8,791 | $579 | 12/31/2023 | PBE | 8,791 | $579 | 12/31/2023 | M&T Bank Corp | 8,750 | $576 | 12/31/2023 | PBE | 8,750 | $576 | 12/31/2023 | Flagship Harbor Advisors LLC | 8,141 | $527 | 03/31/2024 | PBE | 8,141 | $527 | 03/31/2024 | Pacific Sun Financial Corp | 7,518 | $495 | 12/31/2023 | PBE | 7,518 | $495 | 12/31/2023 | Hills Bank & Trust Co | 7,086 | $467 | 12/31/2023 | PBE | 7,086 | $467 | 12/31/2023 | Raymond James & Associates | 6,976 | $451 | 03/31/2024 | PBE | 6,976 | $451 | 03/31/2024 | Joel Isaacson & Co. LLC | 6,730 | $436 | 03/31/2024 | PBE | 6,730 | $436 | 03/31/2024 | SignalPoint Asset Management LLC | 6,681 | $432 | 03/31/2024 | PBE | 6,681 | $432 | 03/31/2024 | Kestra Advisory Services LLC | 5,566 | $366 | 12/31/2023 | PBE | 5,566 | $366 | 12/31/2023 | Janney Montgomery Scott LLC | 5,445 | $358 | 12/31/2023 | PBE | 5,445 | $358 | 12/31/2023 | Axxcess Wealth Management LLC | 5,342 | $352 | 12/31/2023 | PBE | 5,342 | $352 | 12/31/2023 | Banque Cantonale Vaudoise | 5,184 | $335 | 03/31/2024 | PBE | 5,184 | $335 | 03/31/2024 | Pathstone Holdings LLC | 5,000 | $329 | 12/31/2023 | PBE | 5,000 | $329 | 12/31/2023 | GeoWealth Management LLC | 4,896 | $322 | 12/31/2023 | PBE | 4,896 | $322 | 12/31/2023 | IHT Wealth Management LLC | 4,768 | $314 | 12/31/2023 | PBE | 4,768 | $314 | 12/31/2023 | Strategic Blueprint LLC | 4,822 | $312 | 03/31/2024 | PBE | 4,822 | $312 | 03/31/2024 | Investment House LLC | 4,650 | $306 | 12/31/2023 | PBE | 4,650 | $306 | 12/31/2023 | MML Investors Services LLC | 4,590 | $302 | 12/31/2023 | PBE | 4,590 | $302 | 12/31/2023 | Signet Financial Management LLC | 4,501 | $291 | 03/31/2024 | PBE | 4,501 | $291 | 03/31/2024 | HighTower Advisors LLC | 4,032 | $267 | 12/31/2023 | PBE | 4,032 | $267 | 12/31/2023 | Wharton Business Group LLC | 3,746 | $247 | 12/31/2023 | PBE | 3,746 | $247 | 12/31/2023 | Capital Market Strategies LLC | 3,777 | $244 | 03/31/2024 | PBE | 3,777 | $244 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 3,676 | $238 | 03/31/2024 | PBE | 3,676 | $238 | 03/31/2024 | Bank of Montreal Can | 3,465 | $231 | 12/31/2023 | PBE | 3,465 | $231 | 12/31/2023 |
See All: Funds Holding PBE
See Details: Top 10 Hedge Funds Holding PBE
Also See: PBE Holdings Changes
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