Institutional Owners for PAA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Stock | 201 | $1,058,553 | 60,282 | 0.00 | 0.00 | 14,907 | 32.85 | 03-31-2024 |
| B RILEY WEALTH MANAGEMENT INC | UNIT LTD PARTN | 202 | $587,000 | 59,734 | 0.00 | 0.01 | 44,993 | 305.22 | 06-30-2022 |
| CREATIVE PLANNING | UNIT LTD PARTN | 203 | $900,856 | 59,462 | 0.00 | 0.00 | -366 | -0.61 | 12-31-2023 |
| OPPENHEIMER ASSET MANAGEMENT INC | UNIT LTD PARTN | 204 | $890,244 | 58,762 | 0.00 | 0.00 | -24,544 | -29.46 | 12-31-2023 |
