Institutional Owners for PFG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | COM | 351 | $1,552,630 | 17,989 | 0.00 | 0.00 | -979 | -5.16 | 03-31-2024 |
| PORTSIDE WEALTH GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 17,897 | +Inf | 12-31-2023 | |
| GOALVEST ADVISORY LLC | Stock | 353 | $1,528,291 | 17,707 | 0.00 | 0.00 | 1,792 | 11.26 | 03-31-2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | COM | 354 | $1,270,306 | 17,626 | 0.00 | 0.00 | -6,758 | -27.71 | 09-30-2023 |
