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Get Institutions for : 
PreferredPlus Trust (PJT)  
$101.26 0.99 (0.99%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 273    19
Total shares held : 
21,305,724  
% of shares held : 
89.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
1,895,446  
% of shares held change : 
  7.96%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$79.01  
Last Quarter's Ending Price : 
$101.87  
Last Quarter's Average Price
$85.98  
Change from last quarter's     
avg. price to the last closing  : 
15.28 (17.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 385,262
 1.81%
 
Increased Positions :
73
 3,680,735
 17.28%
 
Unchanged Positions :
62
 222,416
 1.04%
 
Decreased Positions :
101
-2,030,261
-9.53%
 
Closed Positions :
18
-140,290
-0.66%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   THORNBURG INVESTMENT MANAGEMENT INC 124 - 2023-12-31 70,244 $7,156,000 0
   Swiss National Bank 1388 - 2024-03-31 45,335 $4,273,000 0
   Harbor Advisors LLC 18 - 2024-03-31 41,519 $3,914,000 0
   IEQ CAPITAL LLC 334 - 2024-03-31 19,769 $1,863,000 0
   YORKTOWN MANAGEMENT & RESEARCH CO INC 122 - 2024-03-31 3,900 $368,000 0
   Parallel Advisors LLC 627 - 2024-03-31 3,897 $367,000 0
   Principle Wealth Partners LLC 277 - 2024-03-31 3,155 $297,000 0
   ADVISORY SERVICES NETWORK, LLC 1159 - 2024-03-31 3,108 $293,000 0
   UNITED BANK /VA/ 123 - 2023-12-31 2,675 $273,000 0
   SUMMIT INVESTMENT ADVISORS INC 1126 - 2023-12-31 2,418 $246,000 0
   ACCOUNT MANAGEMENT LLC 23 - 2024-03-31 2,499 $236,000 0
   Amplius Wealth Advisors LLC 155 - 2024-03-31 2,423 $228,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 698 - 2024-03-31 2,180 $205,000 0
   Smartleaf Asset Management LLC 412 - 2024-03-31 1,209 $124,000 0
   HM PAYSON & CO 587 - 2023-12-31 511 $52,000 0
   Centerpoint Advisors LLC 175 - 2024-03-31 500 $47,000 0
   Lindbrook Capital LLC 1093 - 2024-03-31 265 $25,000 0
   Cyrus J. Lawrence LLC 132 - 2024-03-31 231 $21,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 958 - 2024-03-31 200 $19,000 0
   NBC SECURITIES INC. 1518 - 2024-03-31 180 $16,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1098 - 2024-03-31 162 $15,000 0
   PITTENGER & ANDERSON INC 357 - 2024-03-31 140 $13,000 0
   Key Financial Inc 736 - 2024-03-31 100 $10,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 74 $8,000 0
   GHP INVESTMENT ADVISORS INC 706 - 2024-03-31 64 $6,000 0
   JTC Employer Solutions Trusteee Ltd 318 - 2024-03-31 48 $5,000 0
   Steward Partners Investment Advisory LLC 2979 - 2023-12-31 51 $5,000 0
   Venturi Wealth Management LLC 1109 - 2024-03-31 50 $5,000 0
   WealthCollab LLC 625 - 2024-03-31 41 $4,000 0
   Laurel Wealth Advisors LLC 476 - 2023-12-31 32 $3,000 0
   Concord Wealth Partners 703 - 2024-03-31 32 $3,000 0
   Bell Investment Advisors Inc 1233 - 2024-03-31 34 $3,000 0
   Anchor Investment Management LLC 862 - 2023-12-31 25 $3,000 0
   JFS WEALTH ADVISORS, LLC 1389 - 2024-03-31 22 $2,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1036 - 2024-03-31 18 $2,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 569 - 2024-03-31 19 $2,000 0
   HOLLENCREST SECURITIES LLC 902 - 2024-03-31 25 $2,000 0
   GODSEY & GIBB ASSOCIATES 349 - 2024-03-31 25 $2,000 0
   BARTLETT & CO. LLC 1133 - 2023-12-31 18 $2,000 0
   EverSource Wealth Advisors LLC 2271 - 2023-12-31 11 $1,000 0
   Tortoise Investment Management LLC 807 - 2024-03-31 15 $1,000 0
   Sutton Wealth Advisors Inc. 774 - 2023-09-30 17 $1,000 0
   CWM LLC 4116 - 2024-03-31 14 $1,000 0
   NATIONAL BANK OF CANADA /FI/ 2376 - 2023-12-31 13 $1,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 690 - 2024-03-31 13 $1,000 0
   Capital Analysts Inc. 1058 - 2023-12-31 8 $1,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 430 - 2024-03-31 11 $1,000 0
   Sunbelt Securities Inc. 1587 - 2024-03-31 7 $1,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1602 - 2024-03-31 13 $1,000 0
   PSI Advisors LLC 735 - 2024-03-31 2 $0 0
   Sachetta LLC 1095 - 2024-03-31 2 $0 0
   Bogart Wealth LLC 1025 - 2024-03-31 1 $0 0
   FIRST MANHATTAN CO 1453 *New 2023-12-31 0 $0 0
   Compass Wealth Management LLC 383 - 2024-03-31 2 $0 0
   AdvisorNet Financial Inc 2182 - 2024-03-31 5 $0 0
   WFA of San Diego LLC 406 - 2023-09-30 3 $0 0
   BALDWIN BROTHERS INC/MA 707 - 2024-03-31 2 $0 0
   SJS Investment Consulting Inc. 1647 - 2024-03-31 4 $0 0
   PROEQUITIES INC. 9580 - 2024-03-31 0 $0 0
   Retirement Group LLC 866 - 2024-03-31 2 $0 0
   Sound Income Strategies LLC 1466 - 2024-03-31 3 $0 0
   Tyler-Stone Wealth Management 921 - 2023-12-31 3 $0 0

  62 Records found
  1    
  Page 1 of 1
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