Institutional Owners for PDI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
MORGAN STANLEY SHS 1 $186,484,659 10,389,116 0.00 0.00 -453,484 -4.18 12-31-2023
LPL FINANCIAL LLC SHS 2 $33,403,287 1,860,907 0.00 0.00 409,648 28.23 12-31-2023
BANK OF AMERICA CORP /DE/ SHS 3 $32,921,549 1,834,070 0.00 0.00 -87,046 -4.53 12-31-2023
COHEN & STEERS INC COM 4 $29,211,000 1,557,920 0.06 0.06 17,028 1.11 06-30-2023
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