|
|
|
There is a long list of 60 institutional holders of PIE 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 PIE by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PIE table below,
the initial column indicates the name of each top institutional holder of PIE, with a link to that fund's top holdings. The next columns
indicate the amount of PIE stock held by each of the institutional holders of PIE, followed by the PIE 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 |
NewSquare Capital LLC | 702,008 | $13,823 | 12/31/2023 | PIE | 702,008 | $13,823 | 12/31/2023 | Wells Fargo & Company MN | 545,733 | $10,745 | 12/31/2023 | PIE | 545,733 | $10,745 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 434,786 | $8,561 | 12/31/2023 | PIE | 434,786 | $8,561 | 12/31/2023 | Morgan Stanley | 289,533 | $5,701 | 12/31/2023 | PIE | 289,533 | $5,701 | 12/31/2023 | Maltin Wealth Management Inc. | 257,005 | $5,353 | 03/31/2024 | PIE | 257,005 | $5,353 | 03/31/2024 | UBS Group AG | 209,750 | $4,130 | 12/31/2023 | PIE | 209,750 | $4,130 | 12/31/2023 | Raymond James & Associates | 199,743 | $3,933 | 12/31/2023 | PIE | 199,743 | $3,933 | 12/31/2023 | M Holdings Securities Inc. | 178,708 | $3,519 | 12/31/2023 | PIE | 178,708 | $3,519 | 12/31/2023 | GWM Advisors LLC | 153,940 | $3,031 | 12/31/2023 | PIE | 153,940 | $3,031 | 12/31/2023 | LPL Financial LLC | 138,903 | $2,735 | 12/31/2023 | PIE | 138,903 | $2,735 | 12/31/2023 | Avantax Advisory Services Inc. | 120,976 | $2,382 | 12/31/2023 | PIE | 120,976 | $2,382 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 99,318 | $1,956 | 12/31/2023 | PIE | 99,318 | $1,956 | 12/31/2023 | Prospera Financial Services Inc | 81,988 | $1,614 | 12/31/2023 | PIE | 81,988 | $1,614 | 12/31/2023 | Stifel Financial Corp | 69,444 | $1,367 | 12/31/2023 | PIE | 69,444 | $1,367 | 12/31/2023 | Royal Bank of Canada | 60,989 | $1,201 | 12/31/2023 | PIE | 60,989 | $1,201 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 57,088 | $1,124 | 12/31/2023 | PIE | 57,088 | $1,124 | 12/31/2023 | Envestnet Asset Management Inc. | 54,950 | $1,082 | 12/31/2023 | PIE | 54,950 | $1,082 | 12/31/2023 | Sontag Advisory LLC | 50,301 | $990 | 12/31/2023 | PIE | 50,301 | $990 | 12/31/2023 | Susquehanna International Group LLP | 48,505 | $955 | 12/31/2023 | PIE | 48,505 | $955 | 12/31/2023 | Flow Traders U.S. LLC | 46,174 | $909 | 12/31/2023 | PIE | 46,174 | $909 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 45,295 | $892 | 12/31/2023 | PIE | 45,295 | $892 | 12/31/2023 | PFG Investments LLC | 44,429 | $875 | 12/31/2023 | PIE | 44,429 | $875 | 12/31/2023 | Kingsview Wealth Management LLC | 44,064 | $868 | 12/31/2023 | PIE | 44,064 | $868 | 12/31/2023 | National Bank of Canada FI | 34,750 | $673 | 12/31/2023 | PIE | 34,750 | $673 | 12/31/2023 | Trueblood Wealth Management LLC | 33,514 | $660 | 12/31/2023 | PIE | 33,514 | $660 | 12/31/2023 | MorganRosel Wealth Management LLC | 30,767 | $641 | 03/31/2024 | PIE | 30,767 | $641 | 03/31/2024 | Jane Street Group LLC | 32,528 | $640 | 12/31/2023 | PIE | 32,528 | $640 | 12/31/2023 | Citadel Advisors LLC | 22,717 | $447 | 12/31/2023 | PIE | 22,717 | $447 | 12/31/2023 | Resources Investment Advisors LLC. | 21,162 | $417 | 12/31/2023 | PIE | 21,162 | $417 | 12/31/2023 | MML Investors Services LLC | 19,638 | $387 | 12/31/2023 | PIE | 19,638 | $387 | 12/31/2023 | EP Wealth Advisors LLC | 19,554 | $385 | 12/31/2023 | PIE | 19,554 | $385 | 12/31/2023 | Commonwealth Equity Services LLC | 17,874 | $352 | 12/31/2023 | PIE | 17,874 | $352 | 12/31/2023 | Advisor Group Holdings Inc. | 16,353 | $322 | 12/31/2023 | PIE | 16,353 | $322 | 12/31/2023 | Lunt Capital Management Inc. | 13,235 | $261 | 12/31/2023 | PIE | 13,235 | $261 | 12/31/2023 | IHT Wealth Management LLC | 13,237 | $261 | 12/31/2023 | PIE | 13,237 | $261 | 12/31/2023 | Kestra Advisory Services LLC | 12,049 | $237 | 12/31/2023 | PIE | 12,049 | $237 | 12/31/2023 | OLD Mission Capital LLC | 11,630 | $229 | 12/31/2023 | PIE | 11,630 | $229 | 12/31/2023 | Private Advisor Group LLC | 11,101 | $219 | 12/31/2023 | PIE | 11,101 | $219 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 11,000 | $217 | 12/31/2023 | PIE | 11,000 | $217 | 12/31/2023 | Citigroup Inc. | 10,964 | $216 | 12/31/2023 | PIE | 10,964 | $216 | 12/31/2023 | Equitable Holdings Inc. | 10,810 | $213 | 12/31/2023 | PIE | 10,810 | $213 | 12/31/2023 | Eagle Bay Advisors LLC | 7,399 | $146 | 12/31/2023 | PIE | 7,399 | $146 | 12/31/2023 | Blair William & Co. IL | 6,979 | $137 | 12/31/2023 | PIE | 6,979 | $137 | 12/31/2023 | UMB Bank N A MO | 4,890 | $96 | 12/31/2023 | PIE | 4,890 | $96 | 12/31/2023 | O Shaughnessy Asset Management LLC | 4,382 | $86 | 12/31/2023 | PIE | 4,382 | $86 | 12/31/2023 | Carolinas Wealth Consulting LLC | 4,296 | $85 | 12/31/2023 | PIE | 4,296 | $85 | 12/31/2023 | Comerica Bank | 2,910 | $57 | 12/31/2023 | PIE | 2,910 | $57 | 12/31/2023 | Founders Financial Alliance LLC | 2,731 | $54 | 12/31/2023 | PIE | 2,731 | $54 | 12/31/2023 | Financial Advisory Service Inc. | 1,326 | $26 | 12/31/2023 | PIE | 1,326 | $26 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 1,100 | $23 | 03/31/2024 | PIE | 1,100 | $23 | 03/31/2024 |
See All: Funds Holding PIE
See Details: Top 10 Hedge Funds Holding PIE
Also See: PIE Holdings Changes
|
|