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Institutional Holders of PWV

There is a long list of 139 institutional holders of PWV 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 PWV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PWV table below, the initial column indicates the name of each top institutional holder of PWV, with a link to that fund's top holdings. The next columns indicate the amount of PWV stock held by each of the institutional holders of PWV, followed by the PWV 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 Stanley3,476,779$176,412 12/31/2023
     PWV3,476,779$176,412 12/31/2023
LPL Financial LLC929,798$47,178 12/31/2023
     PWV929,798$47,178 12/31/2023
Bank of America Corp DE610,355$30,969 12/31/2023
     PWV610,355$30,969 12/31/2023
UBS Group AG523,510$26,563 12/31/2023
     PWV523,510$26,563 12/31/2023
The PNC Financial Services Group Inc.497,922$25,265 12/31/2023
     PWV497,922$25,265 12/31/2023
Atlas Private Wealth Advisors390,881$19,834 12/31/2023
     PWV390,881$19,834 12/31/2023
Advisor Group Holdings Inc.214,415$10,880 12/31/2023
     PWV214,415$10,880 12/31/2023
Raymond James Financial Services Advisors Inc.178,223$10,102 03/31/2024
     PWV178,223$10,102 03/31/2024
Wharton Business Group LLC180,417$9,154 12/31/2023
     PWV180,417$9,154 12/31/2023
Cullen Frost Bankers Inc.146,826$7,450 12/31/2023
     PWV146,826$7,450 12/31/2023
Royal Bank of Canada146,743$7,446 12/31/2023
     PWV146,743$7,446 12/31/2023
Captrust Financial Advisors144,146$7,314 12/31/2023
     PWV144,146$7,314 12/31/2023
Arkadios Wealth Advisors129,944$6,593 12/31/2023
     PWV129,944$6,593 12/31/2023
Ullmann Financial Group Inc.125,386$6,362 12/31/2023
     PWV125,386$6,362 12/31/2023
Envestnet Asset Management Inc.121,140$6,147 12/31/2023
     PWV121,140$6,147 12/31/2023
Wells Fargo & Company MN121,054$6,142 12/31/2023
     PWV121,054$6,142 12/31/2023
Kestra Advisory Services LLC119,231$6,050 12/31/2023
     PWV119,231$6,050 12/31/2023
Mill Creek Capital Advisors LLC106,295$5,393 12/31/2023
     PWV106,295$5,393 12/31/2023
Equitable Holdings Inc.91,330$4,634 12/31/2023
     PWV91,330$4,634 12/31/2023
Commonwealth Equity Services LLC73,171$3,713 12/31/2023
     PWV73,171$3,713 12/31/2023
Cooksen Wealth LLC52,311$2,965 03/31/2024
     PWV52,311$2,965 03/31/2024
Horizon Family Wealth Inc.49,895$2,532 12/31/2023
     PWV49,895$2,532 12/31/2023
Rockefeller Capital Management L.P.45,872$2,328 12/31/2023
     PWV45,872$2,328 12/31/2023
Main Street Financial Solutions LLC39,747$2,253 03/31/2024
     PWV39,747$2,253 03/31/2024
Raymond James & Associates39,650$2,247 03/31/2024
     PWV39,650$2,247 03/31/2024
Good Life Advisors LLC41,302$2,096 12/31/2023
     PWV41,302$2,096 12/31/2023
Spire Wealth Management32,243$1,828 03/31/2024
     PWV32,243$1,828 03/31/2024
Baird Financial Group Inc.35,888$1,821 12/31/2023
     PWV35,888$1,821 12/31/2023
Parallel Advisors LLC35,346$1,793 12/31/2023
     PWV35,346$1,793 12/31/2023
Northwestern Mutual Wealth Management Co.33,455$1,698 12/31/2023
     PWV33,455$1,698 12/31/2023
Paragon Private Wealth Management LLC32,990$1,674 12/31/2023
     PWV32,990$1,674 12/31/2023
Cambridge Investment Research Advisors Inc.27,932$1,583 03/31/2024
     PWV27,932$1,583 03/31/2024
JNBA Financial Advisors29,916$1,518 12/31/2023
     PWV29,916$1,518 12/31/2023
Cetera Advisor Networks LLC29,709$1,507 12/31/2023
     PWV29,709$1,507 12/31/2023
Condor Capital Management28,667$1,455 12/31/2023
     PWV28,667$1,455 12/31/2023
Susquehanna International Group LLP27,872$1,414 12/31/2023
     PWV27,872$1,414 12/31/2023
Philip James Wealth Mangement LLC27,747$1,408 12/31/2023
     PWV27,747$1,408 12/31/2023
Natixis27,268$1,384 12/31/2023
     PWV27,268$1,384 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC26,498$1,345 12/31/2023
     PWV26,498$1,345 12/31/2023
Mercer Global Advisors Inc. ADV26,384$1,339 12/31/2023
     PWV26,384$1,339 12/31/2023
Evolution Advisers Inc.24,696$1,259 12/31/2023
     PWV24,696$1,259 12/31/2023
Willner & Heller LLC24,752$1,256 12/31/2023
     PWV24,752$1,256 12/31/2023
MML Investors Services LLC21,588$1,095 12/31/2023
     PWV21,588$1,095 12/31/2023
Mariner LLC21,512$1,092 12/31/2023
     PWV21,512$1,092 12/31/2023
Citadel Advisors LLC21,331$1,082 12/31/2023
     PWV21,331$1,082 12/31/2023
Stifel Financial Corp20,801$1,056 12/31/2023
     PWV20,801$1,056 12/31/2023
Parker Financial LLC17,890$1,014 03/31/2024
     PWV17,890$1,014 03/31/2024
Consolidated Planning Corp19,070$968 12/31/2023
     PWV19,070$968 12/31/2023
Evercore Wealth Management LLC17,782$902 12/31/2023
     PWV17,782$902 12/31/2023
Ameritas Advisory Services LLC17,161$890 12/31/2023
     PWV17,161$890 12/31/2023

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

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