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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
   Ten Capital Wealth Advisors LLC 202 *Closed 2023-06-30 0 $0 -1
   GRADIENT INVESTMENTS LLC 1051 *Closed 2024-03-31 0 $0 -10
   MARSHALL WACE LLP 1802 *Closed 2023-12-31 0 $0 -14,595
   ALPHAMARK ADVISORS LLC 713 *Closed 2024-03-31 0 $0 -3,104
   QUANTBOT TECHNOLOGIES LLC 1541 *Closed 2024-03-31 0 $0 -9,875
   BOURGEON CAPITAL MANAGEMENT LLC 138 *Closed 2024-03-31 0 $0 -2
   Dynamic Technology Lab Private Ltd 1094 *Closed 2023-12-31 0 $0 -3,160
   Qube Research & Technologies Ltd 3701 *Closed 2023-12-31 0 $0 -11,049
   Independence Bank of Kentucky 516 *Closed 2024-03-31 0 $0 -12
   Private Advisor Group LLC 2297 *Closed 2024-03-31 0 $0 -2,281
   Life Planning Partners Inc 94 *Closed 2024-03-31 0 $0 -10
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1524 *Closed 2024-03-31 0 $0 -4,785
   Stonebridge Capital Advisors LLC 649 *Closed 2023-12-31 0 $0 -5
   Portside Wealth Group LLC 366 *Closed 2024-03-31 0 $0 -2,212
   TUDOR INVESTMENT CORP ET AL 1881 *Closed 2023-12-31 0 $0 -19,029
   Global Wealth Management Investment Advisory Inc. 306 *Closed 2024-03-31 0 $0 -2
   FISHMAN JAY A LTD/MI 94 *Closed 2024-03-31 0 $0 -2,014
   AlphaCrest Capital Management LLC 1064 *Closed 2022-12-31 0 $0 -29,431
   EXCHANGE TRADED CONCEPTS LLC 1451 *Closed 2024-03-31 0 $0 -4,350
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1083 *Closed 2023-12-31 0 $0 -3,500
   HRT FINANCIAL LLC 2925 *Closed 2023-12-31 0 $0 -44,785
   SkyOak Wealt LLC 267 *Closed 2024-03-31 0 $0 -3,238
   Focused Wealth Management Inc 954 *Closed 2024-03-31 0 $0 -17
   XTX Topco Ltd 2127 *Closed 2023-12-31 0 $0 -3,064
   DARK FOREST CAPITAL MANAGEMENT LP 833 *Closed 2023-12-31 0 $0 -24,433
  25 Records found
  1    
  Page 1 of 1
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