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Institutional Holders of PSF
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley555,914$10,507 12/31/2023
     PSF555,914$10,507 12/31/2023
UBS Group AG250,525$4,735 12/31/2023
     PSF250,525$4,735 12/31/2023
Cornerstone Advisory LLC164,031$3,100 12/31/2023
     PSF164,031$3,100 12/31/2023
Baldwin Brothers Inc. MA131,067$2,620 03/31/2024
     PSF131,067$2,620 03/31/2024
Invesco Ltd.134,667$2,545 12/31/2023
     PSF134,667$2,545 12/31/2023
Raymond James & Associates92,368$1,846 03/31/2024
     PSF92,368$1,846 03/31/2024
LPL Financial LLC66,369$1,254 12/31/2023
     PSF66,369$1,254 12/31/2023
Gridiron Partners LLC66,049$1,248 12/31/2023
     PSF66,049$1,248 12/31/2023
Guggenheim Capital LLC55,137$1,042 12/31/2023
     PSF55,137$1,042 12/31/2023
Advisor Group Holdings Inc.54,531$1,031 12/31/2023
     PSF54,531$1,031 12/31/2023
KLR Investment Advisors LLC51,725$985 03/31/2024
     PSF51,725$985 03/31/2024
Envestnet Asset Management Inc.44,967$850 12/31/2023
     PSF44,967$850 12/31/2023
Royal Bank of Canada40,499$765 12/31/2023
     PSF40,499$765 12/31/2023
Kestra Private Wealth Services LLC39,960$755 12/31/2023
     PSF39,960$755 12/31/2023
Kestra Advisory Services LLC37,642$711 12/31/2023
     PSF37,642$711 12/31/2023
Truist Financial Corp33,322$630 12/31/2023
     PSF33,322$630 12/31/2023
Bank of America Corp DE30,154$570 12/31/2023
     PSF30,154$570 12/31/2023
Baird Financial Group Inc.22,489$425 12/31/2023
     PSF22,489$425 12/31/2023
Daymark Wealth Partners LLC19,700$394 03/31/2024
     PSF19,700$394 03/31/2024
UMA Financial Services Inc.14,833$279 03/31/2024
     PSF14,833$279 03/31/2024
Janney Montgomery Scott LLC14,488$274 12/31/2023
     PSF14,488$274 12/31/2023
Harbour Investments Inc.13,965$264 12/31/2023
     PSF13,965$264 12/31/2023
DAVENPORT & Co LLC13,527$256 12/31/2023
     PSF13,527$256 12/31/2023
Alpha Cubed Investments LLC12,298$246 03/31/2024
     PSF12,298$246 03/31/2024
NewEdge Wealth LLC12,074$228 12/31/2023
     PSF12,074$228 12/31/2023
Cerity Partners LLC11,730$222 12/31/2023
     PSF11,730$222 12/31/2023
Integrated Wealth Concepts LLC11,311$214 12/31/2023
     PSF11,311$214 12/31/2023
Hexagon Capital Partners LLC5,999$120 03/31/2024
     PSF5,999$120 03/31/2024
Wells Fargo & Company MN4,787$90 12/31/2023
     PSF4,787$90 12/31/2023
Comerica Bank3,360$64 12/31/2023
     PSF3,360$64 12/31/2023
US Bancorp DE3,089$58 12/31/2023
     PSF3,089$58 12/31/2023
Cullen Frost Bankers Inc.2,000$38 12/31/2023
     PSF2,000$38 12/31/2023
Huntington National Bank2,000$38 12/31/2023
     PSF2,000$38 12/31/2023
GPS Wealth Strategies Group LLC2,000$38 12/31/2023
     PSF2,000$38 12/31/2023
Northwestern Mutual Wealth Management Co.1,480$28 12/31/2023
     PSF1,480$28 12/31/2023
The PNC Financial Services Group Inc.1,000$19 12/31/2023
     PSF1,000$19 12/31/2023
Barrett & Company Inc.650$13 03/31/2024
     PSF650$13 03/31/2024
Advisory Services Network LLC366$7 12/31/2023
     PSF366$7 12/31/2023
Focused Wealth Management Inc324$6 12/31/2023
     PSF324$6 12/31/2023
Geneos Wealth Management Inc.232$4 12/31/2023
     PSF232$4 12/31/2023
FinTrust Capital Advisors LLC27$1 12/31/2023
     PSF27$1 12/31/2023

See All: Funds Holding PSF
See Details: Top 10 Hedge Funds Holding PSF
Also See: PSF Insider Buying
Also See: PSF Holdings Changes

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