Institutional Owners for PFL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
F3LOGIC LLC COM 1 $4,832,721 595,899 0.00 1.00 -3,214 -0.54 12-31-2022
GALLAGHER FIDUCIARY ADVISORS LLC COM Liquidated $0 0 0.00 501,480 +Inf 12-31-2023
MORGAN STANLEY COM 3 $3,316,215 392,916 0.00 0.00 121,211 44.61 12-31-2023
GUGGENHEIM CAPITAL LLC COM 4 $2,642,154 344,479 0.00 0.00 117,089 51.49 09-30-2023
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