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Institutional Holders of PDP

There is a long list of 178 institutional holders of PDP 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 PDP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PDP table below, the initial column indicates the name of each top institutional holder of PDP, with a link to that fund's top holdings. The next columns indicate the amount of PDP stock held by each of the institutional holders of PDP, followed by the PDP 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
Morgan Stanley850,029$72,669 12/31/2023
     PDP850,029$72,669 12/31/2023
Raymond James & Associates589,914$58,272 03/31/2024
     PDP589,914$58,272 03/31/2024
Wells Fargo & Company MN585,280$50,036 12/31/2023
     PDP585,280$50,036 12/31/2023
Commonwealth Equity Services LLC448,276$38,323 12/31/2023
     PDP448,276$38,323 12/31/2023
Bank of America Corp DE446,118$38,139 12/31/2023
     PDP446,118$38,139 12/31/2023
Global Assets Advisory LLC314,224$31,039 03/31/2024
     PDP314,224$31,039 03/31/2024
Royal Bank of Canada315,111$26,938 12/31/2023
     PDP315,111$26,938 12/31/2023
NewSquare Capital LLC269,744$23,060 12/31/2023
     PDP269,744$23,060 12/31/2023
LPL Financial LLC250,178$21,388 12/31/2023
     PDP250,178$21,388 12/31/2023
Prospera Financial Services Inc249,123$21,298 12/31/2023
     PDP249,123$21,298 12/31/2023
UBS Group AG241,489$20,645 12/31/2023
     PDP241,489$20,645 12/31/2023
Gateway Advisory LLC206,002$17,611 12/31/2023
     PDP206,002$17,611 12/31/2023
Savant Capital LLC179,204$15,320 12/31/2023
     PDP179,204$15,320 12/31/2023
Janney Montgomery Scott LLC174,873$14,950 12/31/2023
     PDP174,873$14,950 12/31/2023
Ameriprise Financial Inc.169,330$14,476 12/31/2023
     PDP169,330$14,476 12/31/2023
Strid Group LLC129,508$12,793 03/31/2024
     PDP129,508$12,793 03/31/2024
Raymond James Financial Services Advisors Inc.121,886$12,040 03/31/2024
     PDP121,886$12,040 03/31/2024
Advisor Group Holdings Inc.124,562$10,649 12/31/2023
     PDP124,562$10,649 12/31/2023
Wealth Enhancement Advisory Services LLC97,436$9,625 03/31/2024
     PDP97,436$9,625 03/31/2024
Rockefeller Capital Management L.P.103,960$8,888 12/31/2023
     PDP103,960$8,888 12/31/2023
Envestnet Asset Management Inc.100,027$8,551 12/31/2023
     PDP100,027$8,551 12/31/2023
GWM Advisors LLC89,136$7,692 12/31/2023
     PDP89,136$7,692 12/31/2023
LJI Wealth Management LLC88,988$7,608 12/31/2023
     PDP88,988$7,608 12/31/2023
JPMorgan Chase & Co.87,526$7,483 12/31/2023
     PDP87,526$7,483 12/31/2023
Stifel Financial Corp79,783$6,821 12/31/2023
     PDP79,783$6,821 12/31/2023
Win Advisors Inc.62,444$6,168 03/31/2024
     PDP62,444$6,168 03/31/2024
Cambridge Investment Research Advisors Inc.50,660$5,004 03/31/2024
     PDP50,660$5,004 03/31/2024
Institute for Wealth Management LLC.48,392$4,137 12/31/2023
     PDP48,392$4,137 12/31/2023
Osborne Partners Capital Management LLC40,814$4,032 03/31/2024
     PDP40,814$4,032 03/31/2024
Tradition Wealth Management LLC44,895$3,832 12/31/2023
     PDP44,895$3,832 12/31/2023
JBR Co Financial Management Inc39,532$3,380 12/31/2023
     PDP39,532$3,380 12/31/2023
EP Wealth Advisors LLC38,323$3,276 12/31/2023
     PDP38,323$3,276 12/31/2023
MTM Investment Management LLC32,956$3,255 03/31/2024
     PDP32,956$3,255 03/31/2024
Truist Financial Corp34,485$2,948 12/31/2023
     PDP34,485$2,948 12/31/2023
Mercer Global Advisors Inc. ADV32,971$2,819 12/31/2023
     PDP32,971$2,819 12/31/2023
National Asset Management Inc.29,419$2,515 12/31/2023
     PDP29,419$2,515 12/31/2023
Blair William & Co. IL27,950$2,389 12/31/2023
     PDP27,950$2,389 12/31/2023
PFG Investments LLC24,163$2,387 03/31/2024
     PDP24,163$2,387 03/31/2024
G&S Capital LLC24,142$2,385 03/31/2024
     PDP24,142$2,385 03/31/2024
MorganRosel Wealth Management LLC23,409$2,312 03/31/2024
     PDP23,409$2,312 03/31/2024
Sovereign Financial Group Inc.21,400$2,114 03/31/2024
     PDP21,400$2,114 03/31/2024
Private Advisory Group LLC24,174$2,067 12/31/2023
     PDP24,174$2,067 12/31/2023
Lunt Capital Management Inc.20,027$1,978 03/31/2024
     PDP20,027$1,978 03/31/2024
Capital Investment Advisory Services LLC19,250$1,902 03/31/2024
     PDP19,250$1,902 03/31/2024
D.A. Davidson & CO.21,967$1,878 12/31/2023
     PDP21,967$1,878 12/31/2023
Raymond James Trust N.A.18,183$1,796 03/31/2024
     PDP18,183$1,796 03/31/2024
Forefront Analytics LLC19,404$1,659 12/31/2023
     PDP19,404$1,659 12/31/2023
MML Investors Services LLC18,798$1,607 12/31/2023
     PDP18,798$1,607 12/31/2023
MGB Wealth Management LLC17,387$1,487 12/31/2023
     PDP17,387$1,487 12/31/2023
Fort Point Capital Partners LLC17,129$1,464 12/31/2023
     PDP17,129$1,464 12/31/2023

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

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