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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 3,476,779 | $176,412 | 12/31/2023 | PWV | 3,476,779 | $176,412 | 12/31/2023 | LPL Financial LLC | 929,798 | $47,178 | 12/31/2023 | PWV | 929,798 | $47,178 | 12/31/2023 | Bank of America Corp DE | 610,355 | $30,969 | 12/31/2023 | PWV | 610,355 | $30,969 | 12/31/2023 | UBS Group AG | 523,510 | $26,563 | 12/31/2023 | PWV | 523,510 | $26,563 | 12/31/2023 | The PNC Financial Services Group Inc. | 497,922 | $25,265 | 12/31/2023 | PWV | 497,922 | $25,265 | 12/31/2023 | Atlas Private Wealth Advisors | 390,881 | $19,834 | 12/31/2023 | PWV | 390,881 | $19,834 | 12/31/2023 | Advisor Group Holdings Inc. | 214,415 | $10,880 | 12/31/2023 | PWV | 214,415 | $10,880 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 178,223 | $10,102 | 03/31/2024 | PWV | 178,223 | $10,102 | 03/31/2024 | Wharton Business Group LLC | 180,417 | $9,154 | 12/31/2023 | PWV | 180,417 | $9,154 | 12/31/2023 | Cullen Frost Bankers Inc. | 146,826 | $7,450 | 12/31/2023 | PWV | 146,826 | $7,450 | 12/31/2023 | Royal Bank of Canada | 146,743 | $7,446 | 12/31/2023 | PWV | 146,743 | $7,446 | 12/31/2023 | Captrust Financial Advisors | 144,146 | $7,314 | 12/31/2023 | PWV | 144,146 | $7,314 | 12/31/2023 | Arkadios Wealth Advisors | 129,944 | $6,593 | 12/31/2023 | PWV | 129,944 | $6,593 | 12/31/2023 | Ullmann Financial Group Inc. | 125,386 | $6,362 | 12/31/2023 | PWV | 125,386 | $6,362 | 12/31/2023 | Envestnet Asset Management Inc. | 121,140 | $6,147 | 12/31/2023 | PWV | 121,140 | $6,147 | 12/31/2023 | Wells Fargo & Company MN | 121,054 | $6,142 | 12/31/2023 | PWV | 121,054 | $6,142 | 12/31/2023 | Kestra Advisory Services LLC | 119,231 | $6,050 | 12/31/2023 | PWV | 119,231 | $6,050 | 12/31/2023 | Mill Creek Capital Advisors LLC | 106,295 | $5,393 | 12/31/2023 | PWV | 106,295 | $5,393 | 12/31/2023 | Equitable Holdings Inc. | 91,330 | $4,634 | 12/31/2023 | PWV | 91,330 | $4,634 | 12/31/2023 | Commonwealth Equity Services LLC | 73,171 | $3,713 | 12/31/2023 | PWV | 73,171 | $3,713 | 12/31/2023 | Cooksen Wealth LLC | 52,311 | $2,965 | 03/31/2024 | PWV | 52,311 | $2,965 | 03/31/2024 | Horizon Family Wealth Inc. | 49,895 | $2,532 | 12/31/2023 | PWV | 49,895 | $2,532 | 12/31/2023 | Rockefeller Capital Management L.P. | 45,872 | $2,328 | 12/31/2023 | PWV | 45,872 | $2,328 | 12/31/2023 | Main Street Financial Solutions LLC | 39,747 | $2,253 | 03/31/2024 | PWV | 39,747 | $2,253 | 03/31/2024 | Raymond James & Associates | 39,650 | $2,247 | 03/31/2024 | PWV | 39,650 | $2,247 | 03/31/2024 | Good Life Advisors LLC | 41,302 | $2,096 | 12/31/2023 | PWV | 41,302 | $2,096 | 12/31/2023 | Spire Wealth Management | 32,243 | $1,828 | 03/31/2024 | PWV | 32,243 | $1,828 | 03/31/2024 | Baird Financial Group Inc. | 35,888 | $1,821 | 12/31/2023 | PWV | 35,888 | $1,821 | 12/31/2023 | Parallel Advisors LLC | 35,346 | $1,793 | 12/31/2023 | PWV | 35,346 | $1,793 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 33,455 | $1,698 | 12/31/2023 | PWV | 33,455 | $1,698 | 12/31/2023 | Paragon Private Wealth Management LLC | 32,990 | $1,674 | 12/31/2023 | PWV | 32,990 | $1,674 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 27,932 | $1,583 | 03/31/2024 | PWV | 27,932 | $1,583 | 03/31/2024 | JNBA Financial Advisors | 29,916 | $1,518 | 12/31/2023 | PWV | 29,916 | $1,518 | 12/31/2023 | Cetera Advisor Networks LLC | 29,709 | $1,507 | 12/31/2023 | PWV | 29,709 | $1,507 | 12/31/2023 | Condor Capital Management | 28,667 | $1,455 | 12/31/2023 | PWV | 28,667 | $1,455 | 12/31/2023 | Susquehanna International Group LLP | 27,872 | $1,414 | 12/31/2023 | PWV | 27,872 | $1,414 | 12/31/2023 | Philip James Wealth Mangement LLC | 27,747 | $1,408 | 12/31/2023 | PWV | 27,747 | $1,408 | 12/31/2023 | Natixis | 27,268 | $1,384 | 12/31/2023 | PWV | 27,268 | $1,384 | 12/31/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 26,498 | $1,345 | 12/31/2023 | PWV | 26,498 | $1,345 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 26,384 | $1,339 | 12/31/2023 | PWV | 26,384 | $1,339 | 12/31/2023 | Evolution Advisers Inc. | 24,696 | $1,259 | 12/31/2023 | PWV | 24,696 | $1,259 | 12/31/2023 | Willner & Heller LLC | 24,752 | $1,256 | 12/31/2023 | PWV | 24,752 | $1,256 | 12/31/2023 | MML Investors Services LLC | 21,588 | $1,095 | 12/31/2023 | PWV | 21,588 | $1,095 | 12/31/2023 | Mariner LLC | 21,512 | $1,092 | 12/31/2023 | PWV | 21,512 | $1,092 | 12/31/2023 | Citadel Advisors LLC | 21,331 | $1,082 | 12/31/2023 | PWV | 21,331 | $1,082 | 12/31/2023 | Stifel Financial Corp | 20,801 | $1,056 | 12/31/2023 | PWV | 20,801 | $1,056 | 12/31/2023 | Parker Financial LLC | 17,890 | $1,014 | 03/31/2024 | PWV | 17,890 | $1,014 | 03/31/2024 | Consolidated Planning Corp | 19,070 | $968 | 12/31/2023 | PWV | 19,070 | $968 | 12/31/2023 | Evercore Wealth Management LLC | 17,782 | $902 | 12/31/2023 | PWV | 17,782 | $902 | 12/31/2023 | Ameritas Advisory Services LLC | 17,161 | $890 | 12/31/2023 | PWV | 17,161 | $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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