Institutional Ownership Pds Biotechnology Corp (PDSB)
This table provides information about the institutional ownership of Pds Biotechnology Corp (PDSB). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $4.59 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
17,894
shares
|
$19,325
0.0% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
15,865
shares
|
$17,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
14,026
shares
|
$15,148
0.01% of portfolio
|
Q4 2024
Reduced 65.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
13,800
shares
|
$14,904
0.0% of portfolio
|
Q4 2024
Added 53.33%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
12,666
shares
|
$13,679
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,500
shares
|
$13,500
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
12,000
shares
|
$12,960
0.05% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,731
shares
|
$12,669
0.0% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
10,300
shares
|
$11,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
10,000
shares
|
$10,800
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
8,267
shares
|
$8,928
0.0% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
7,000
shares
|
$7,560
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,055
shares
|
$5,459
0.0% of portfolio
|
Q4 2024
Added 82.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,017
shares
|
$5,418
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,829
shares
|
$5,215
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,500
shares
|
$4,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$3,240
0.0% of portfolio
|
Q4 2024
Added 46.34%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,000
shares
|
$2,160
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,490
shares
|
$1,609
0.0% of portfolio
|
Q4 2024
Reduced 42.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,146
shares
|
$1,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,111
shares
|
$1,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,100
shares
|
$1,188
0.0% of portfolio
|
Q2 2024
Added 5.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
619
shares
|
$668
0.0% of portfolio
|
Q1 2024
Added 1809.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
431
shares
|
$465
0.0% of portfolio
|
Q4 2024
Added 155.03%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
300
shares
|
$324
0.0% of portfolio
|
Q4 2024
New holding
|