Institutional Owners for PDI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MATHES COMPANY INC | COM | 201 | $406,000 | 21,066 | 0.15 | 0.16 | -1,118 | -5.04 | 03-31-2024 |
| TRANSCEND CAPITAL ADVISORS LLC | CEF | 202 | $396,487 | 20,554 | 0.00 | 0.00 | 1,225 | 6.34 | 03-31-2024 |
| GOLDEN STATE WEALTH MANAGEMENT LLC | MF Closed and MF Open | 203 | $572,000 | 20,355 | 0.19 | 0.19 | -21,806 | -51.72 | 03-31-2022 |
| EQUITABLE HOLDINGS INC | SHS | 204 | $387,960 | 20,112 | 0.00 | 0.00 | -32,367 | -61.68 | 03-31-2024 |
