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Institutional Holders of PBE

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Gerber Kawasaki Wealth & Investment Management301,293$19,837 12/31/2023
     PBE301,293$19,837 12/31/2023
Morgan Stanley197,514$13,004 12/31/2023
     PBE197,514$13,004 12/31/2023
Wells Fargo & Company MN97,896$6,445 12/31/2023
     PBE97,896$6,445 12/31/2023
Royal Bank of Canada93,574$6,161 12/31/2023
     PBE93,574$6,161 12/31/2023
LPL Financial LLC83,063$5,469 12/31/2023
     PBE83,063$5,469 12/31/2023
UBS Group AG76,957$5,067 12/31/2023
     PBE76,957$5,067 12/31/2023
Bank of America Corp DE71,148$4,684 12/31/2023
     PBE71,148$4,684 12/31/2023
Change Path LLC27,787$1,830 12/31/2023
     PBE27,787$1,830 12/31/2023
YHB Investment Advisors Inc.24,606$1,592 03/31/2024
     PBE24,606$1,592 03/31/2024
Institute for Wealth Management LLC.20,941$1,355 03/31/2024
     PBE20,941$1,355 03/31/2024
One Capital Management LLC19,799$1,304 12/31/2023
     PBE19,799$1,304 12/31/2023
Raymond James Financial Services Advisors Inc.18,967$1,227 03/31/2024
     PBE18,967$1,227 03/31/2024
Envestnet Asset Management Inc.17,454$1,149 12/31/2023
     PBE17,454$1,149 12/31/2023
US Bancorp DE16,500$1,086 12/31/2023
     PBE16,500$1,086 12/31/2023
Advisor Group Holdings Inc.15,444$1,017 12/31/2023
     PBE15,444$1,017 12/31/2023
NewEdge Wealth LLC15,064$992 12/31/2023
     PBE15,064$992 12/31/2023
Abbot Financial Management Inc.15,000$988 12/31/2023
     PBE15,000$988 12/31/2023
Massachusetts Wealth Management14,699$951 03/31/2024
     PBE14,699$951 03/31/2024
Stifel Financial Corp13,793$908 12/31/2023
     PBE13,793$908 12/31/2023
Commonwealth Equity Services LLC13,862$897 03/31/2024
     PBE13,862$897 03/31/2024
Cetera Investment Advisers13,061$860 12/31/2023
     PBE13,061$860 12/31/2023
Penobscot Investment Management Company Inc.11,150$734 12/31/2023
     PBE11,150$734 12/31/2023
Newman Dignan & Sheerar Inc.11,282$730 03/31/2024
     PBE11,282$730 03/31/2024
Dakota Wealth Management10,470$678 03/31/2024
     PBE10,470$678 03/31/2024
Rockefeller Capital Management L.P.10,060$662 12/31/2023
     PBE10,060$662 12/31/2023
Cetera Advisor Networks LLC9,061$597 12/31/2023
     PBE9,061$597 12/31/2023
Susquehanna International Group LLP8,791$579 12/31/2023
     PBE8,791$579 12/31/2023
M&T Bank Corp8,750$576 12/31/2023
     PBE8,750$576 12/31/2023
Flagship Harbor Advisors LLC8,141$527 03/31/2024
     PBE8,141$527 03/31/2024
Pacific Sun Financial Corp7,518$495 12/31/2023
     PBE7,518$495 12/31/2023
Hills Bank & Trust Co7,086$467 12/31/2023
     PBE7,086$467 12/31/2023
Raymond James & Associates6,976$451 03/31/2024
     PBE6,976$451 03/31/2024
Joel Isaacson & Co. LLC6,730$436 03/31/2024
     PBE6,730$436 03/31/2024
SignalPoint Asset Management LLC6,681$432 03/31/2024
     PBE6,681$432 03/31/2024
Kestra Advisory Services LLC5,566$366 12/31/2023
     PBE5,566$366 12/31/2023
Janney Montgomery Scott LLC5,445$358 12/31/2023
     PBE5,445$358 12/31/2023
Axxcess Wealth Management LLC5,342$352 12/31/2023
     PBE5,342$352 12/31/2023
Banque Cantonale Vaudoise5,184$335 03/31/2024
     PBE5,184$335 03/31/2024
Pathstone Holdings LLC5,000$329 12/31/2023
     PBE5,000$329 12/31/2023
GeoWealth Management LLC4,896$322 12/31/2023
     PBE4,896$322 12/31/2023
IHT Wealth Management LLC4,768$314 12/31/2023
     PBE4,768$314 12/31/2023
Strategic Blueprint LLC4,822$312 03/31/2024
     PBE4,822$312 03/31/2024
Investment House LLC4,650$306 12/31/2023
     PBE4,650$306 12/31/2023
MML Investors Services LLC4,590$302 12/31/2023
     PBE4,590$302 12/31/2023
Signet Financial Management LLC4,501$291 03/31/2024
     PBE4,501$291 03/31/2024
HighTower Advisors LLC4,032$267 12/31/2023
     PBE4,032$267 12/31/2023
Wharton Business Group LLC3,746$247 12/31/2023
     PBE3,746$247 12/31/2023
Capital Market Strategies LLC3,777$244 03/31/2024
     PBE3,777$244 03/31/2024
Wealth Enhancement Advisory Services LLC3,676$238 03/31/2024
     PBE3,676$238 03/31/2024
Bank of Montreal Can3,465$231 12/31/2023
     PBE3,465$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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