Institutional shares held 283 Million
23.5K calls
21.5K puts
Total value of holdings $3.75B
$311K calls
$285K puts
# of Institutions 436


Latest Institutional Activity in PDBC

Top Purchases

Q3 2024
Scs Capital Management LLC Shares Held: 1.9M ($25.2M)
Q3 2024
Empower Advisory Group, LLC Shares Held: 26.4M ($350M)
Q3 2024
International Assets Investment Management, LLC Shares Held: 933K ($12.4M)
Q3 2024
Briaud Financial Planning, Inc Shares Held: 1.65M ($21.9M)
Q3 2024
Wells Fargo & Company Shares Held: 126M ($1.67B)

Top Sells

Q3 2024
Goldman Sachs Group Inc Shares Held: 1.18M ($15.7M)
Q3 2024
Morgan Stanley Shares Held: 20.9M ($278M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 126K ($1.68M)
Q3 2024
Diversify Advisory Services, LLC Shares Held: 25.9K ($344K)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 1.07M ($14.2M)

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