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AAM Low Duration Preferred and Income Securities ETF (PFLD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for AAM Low Duration Preferred and Income Securities ETF (NYSEARCA:PFLD)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$872.23K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$136.75K
Skip Chart & View Institutional Buying and Selling Data

PFLD Institutional Buying and Selling by Quarter

AAM Low Duration Preferred and Income Securities ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC80,688$1.71M0.0%+12.9%0.622%
2/8/2024 Eudaimonia Partners LLC13,900$290K0.1%-4.1%0.145%
2/8/2024 Janney Montgomery Scott LLC71,491$1.49M0.0%+25.9%0.747%
2/5/2024 Hexagon Capital Partners LLC6,760$141K0.0%+28.5%0.071%
11/8/2023 Janney Montgomery Scott LLC56,798$1.18M0.0%-9.5%0.594%
7/26/2023 Janney Montgomery Scott LLC62,770$1.31M0.0%+34.8%0.671%
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5/2/2023 AllSquare Wealth Management LLC223,734$4.71M3.0%-0.4%2.311%
4/21/2023 Cyndeo Wealth Partners LLC657,592$1.13M0.1%+105.5%6.793%
2/14/2023 AllSquare Wealth Management LLC224,560$4.66M3.2%-1.4%2.501%
2/1/2023 Janney Montgomery Scott LLC46,234$958K0.0%-29.6%0.515%
1/13/2023 Hexagon Capital Partners LLC5,260$109K0.0%+3,406.7%0.061%
11/1/2022 AllSquare Wealth Management LLC227,818$4.85M3.5%+4.2%2.998%
10/25/2022 Janney Montgomery Scott LLC65,690$1.40M0.0%+8.5%0.864%
8/16/2022 AllSquare Wealth Management LLC218,543$4.86M3.3%+2.1%3.078%
8/3/2022 Janney Montgomery Scott LLC60,553$1.34M0.0%+43.4%0.859%
5/4/2022 AllSquare Wealth Management LLC214,077$5.10M3.1%-1.1%3.268%
2/8/2022 AllSquare Wealth Management LLC216,354$5.42M3.2%+11.8%3.743%
2/3/2022 Arkadios Wealth Advisors11,129$279K0.0%+6.2%0.193%
1/27/2022 Janney Montgomery Scott LLC38,330$961K0.0%+62.2%0.681%
1/19/2022 AdvisorNet Financial Inc40,280$1.01M0.1%+1.5%0.746%
11/12/2021 AllSquare Wealth Management LLC193,447$4.87M2.9%+151.5%5.118%
10/29/2021 Janney Montgomery Scott LLC23,628$595K0.0%N/A0.651%
10/19/2021 Arkadios Wealth Advisors10,476$263K0.0%+56.0%0.297%
10/15/2021 AdvisorNet Financial Inc39,680$999K0.1%+1,703.6%1.134%
10/7/2021Carroll Financial Associates Inc.2,845$71K0.0%-14.8%0.084%
8/13/2021 OLD Mission Capital LLC12,407$315K0.0%N/A0.570%
8/13/2021 AllSquare Wealth Management LLC76,920$1.95M1.1%N/A3.537%
7/31/2021 Arkadios Wealth Advisors6,717$170K0.0%N/A0.309%
4/6/2021Carroll Financial Associates Inc.4,270$107K0.0%N/A0.657%
(Data available from 1/1/2016 forward)

PFLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFLD shares?

During the previous two years, the following institutional investors and hedge funds held shares of AAM Low Duration Preferred and Income Securities ETF shares: AllSquare Wealth Management LLC ($4.71M), Janney Montgomery Scott LLC ($1.71M), Cyndeo Wealth Partners LLC ($1.13M), and Eudaimonia Partners LLC ($290K), Hexagon Capital Partners LLC ($141K).Learn more on PFLD's institutional investors.

Which institutional investors have been buying AAM Low Duration Preferred and Income Securities ETF stock?

The following institutional investors have purchased AAM Low Duration Preferred and Income Securities ETF stock in the last 24 months: Cyndeo Wealth Partners LLC ($337.61K), Janney Montgomery Scott LLC ($63.56K), AllSquare Wealth Management LLC ($13.74K), and Hexagon Capital Partners LLC ($6.61K).

How much institutional buying is happening at AAM Low Duration Preferred and Income Securities ETF?

Institutional investors have bought a total of 421,516 shares in the last 24 months. This purchase volume represents approximately $8.90M in transactions.

Which AAM Low Duration Preferred and Income Securities ETF major shareholders have been selling company stock?

The following institutional investors have sold AAM Low Duration Preferred and Income Securities ETF stock in the last 24 months: Janney Montgomery Scott LLC ($25.43K), AllSquare Wealth Management LLC ($4.08K), and Eudaimonia Partners LLC ($600.00).

How much institutional selling is happening at AAM Low Duration Preferred and Income Securities ETF?

Institutional investors have sold a total of 30,112 shares in the last 24 months. This volume of shares sold represents approximately $625.01K in transactions.


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This page (NYSEARCA:PFLD) was last updated on 5/20/2024 by MarketBeat.com Staff

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