Institutional Owners for PM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
O'KEEFE STEVENS ADVISORY INC COM 2051 $344,949 3,765 0.00 0.00 1,328 54.49 03-31-2024
KCM INVESTMENT ADVISORS LLC COM 2052 $354,117 3,764 0.00 0.00 -211 -5.31 12-31-2023
LEONARD RICKEY INVESTMENT ADVISORS PLLC COM 2053 $344,374 3,759 0.00 0.00 563 17.62 03-31-2024
LENOX WEALTH ADVISORS LLC COM 2054 $376,000 3,757 0.05 0.04 7 0.19 03-31-2022
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6