CUSIP: 70509V605 Class: 6.375 PFD SER E
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Apollo Management Holdings, L.P. | 127,246 | $2,428 |
| Lodestone Wealth Management LLC | 574 | $11 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LDR Capital Management LLC | 185,539 | 233,541 | +48,002 (+25.9%) |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 132,002 | 176,733 | +44,731 (+33.9%) |
| WELLS FARGO & COMPANY/MN | 61,528 | 74,917 | +13,389 (+21.8%) |
| HighTower Advisors, LLC | 24,350 | 26,480 | +2,130 (+8.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BlackRock, Inc. | 354,364 | 336,035 | -18,329 (-5.2%) |
| UBS Group AG | 13,288 | 200 | -13,088 (-98.5%) |
| Steward Partners Investment Advisory, LLC | 51,376 | 46,225 | -5,151 (-10.0%) |
| OSAIC HOLDINGS, INC. | 8,875 | 3,775 | -5,100 (-57.5%) |
| Rockefeller Capital Management L.P. | 258,127 | 254,330 | -3,797 (-1.5%) |
| JPMORGAN CHASE & CO | 37,096 | 34,726 | -2,370 (-6.4%) |
| One Capital Management, LLC | 54,658 | 53,686 | -972 (-1.8%) |
| Kestra Advisory Services, LLC | 27,780 | 26,280 | -1,500 (-5.4%) |
| GOLDMAN SACHS GROUP INC | 93,555 | 92,515 | -1,040 (-1.1%) |
| MORGAN STANLEY | 8,518 | 8,381 | -137 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| RFG Advisory, LLC | 10,045 | $203 |
| Ameritas Advisory Services, LLC | 920 | $19 |