Institutional Owners for PHD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAKE STREET PRIVATE WEALTH LLC | COM | 1 | $5,791,060 | 598,250 | 0.00 | 0.00 | 56,350 | 10.40 | 03-31-2024 |
| BANK OF AMERICA CORP /DE/ | COM | 2 | $3,402,756 | 371,075 | 0.00 | 0.00 | -31,607 | -7.85 | 12-31-2023 |
| SIT INVESTMENT ASSOCIATES INC | COMMON | 3 | $2,244,000 | 244,661 | 0.06 | 244,661 | +Inf | 12-31-2023 | |
| CLOUGH CAPITAL PARTNERS L P | COM | 4 | $1,993,641 | 217,409 | 0.00 | 0.00 | -25,607 | -10.54 | 12-31-2023 |
