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

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Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 4
Total Institutional Inflows (last 12 months): $8.37M

Number of Institutional Sellers (last 12 months): 3
Total Institutional Outflows (last 12 months): $154.15K

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PFLD Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/8/2024	Eudaimonia Partners LLC	13,900	$290K	0.1%	-4.1%	0.145%
2/8/2024	Janney Montgomery Scott LLC	71,491	$1.49M	0.0%	+25.9%	0.747%
2/5/2024	Hexagon Capital Partners LLC	6,760	$141K	0.0%	+28.5%	0.071%
11/8/2023	Janney Montgomery Scott LLC	56,798	$1.18M	0.0%	-9.5%	0.594%
8/15/2023	Captrust Financial Advisors	114,376	$2.40M	0.0%	+32.4%	1.195%
7/26/2023	Janney Montgomery Scott LLC	62,770	$1.31M	0.0%	+34.8%	0.671%
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5/2/2023	AllSquare Wealth Management LLC	223,734	$4.71M	3.0%	-0.4%	2.311%
4/21/2023	Cyndeo Wealth Partners LLC	657,592	$1.13M	0.1%	+105.5%	6.793%
2/15/2023	Captrust Financial Advisors	67,258	$1.39M	0.0%	N/A	0.749%
2/14/2023	AllSquare Wealth Management LLC	224,560	$4.66M	3.2%	-1.4%	2.501%
2/1/2023	Janney Montgomery Scott LLC	46,234	$958K	0.0%	-29.6%	0.515%
1/13/2023	Hexagon Capital Partners LLC	5,260	$109K	0.0%	+3,406.7%	0.061%
11/1/2022	AllSquare Wealth Management LLC	227,818	$4.85M	3.5%	+4.2%	2.998%
10/25/2022	Janney Montgomery Scott LLC	65,690	$1.40M	0.0%	+8.5%	0.864%
8/16/2022	AllSquare Wealth Management LLC	218,543	$4.86M	3.3%	+2.1%	3.078%
8/3/2022	Janney Montgomery Scott LLC	60,553	$1.34M	0.0%	+43.4%	0.859%
5/4/2022	AllSquare Wealth Management LLC	214,077	$5.10M	3.1%	-1.1%	3.268%
2/8/2022	AllSquare Wealth Management LLC	216,354	$5.42M	3.2%	+11.8%	3.743%
2/3/2022	Arkadios Wealth Advisors	11,129	$279K	0.0%	+6.2%	0.193%
1/27/2022	Janney Montgomery Scott LLC	38,330	$961K	0.0%	+62.2%	0.681%
1/19/2022	AdvisorNet Financial Inc	40,280	$1.01M	0.1%	+1.5%	0.746%
11/12/2021	AllSquare Wealth Management LLC	193,447	$4.87M	2.9%	+151.5%	5.118%
10/29/2021	Janney Montgomery Scott LLC	23,628	$595K	0.0%	N/A	0.651%
10/19/2021	Arkadios Wealth Advisors	10,476	$263K	0.0%	+56.0%	0.297%
10/15/2021	AdvisorNet Financial Inc	39,680	$999K	0.1%	+1,703.6%	1.134%
10/7/2021	Carroll Financial Associates Inc.	2,845	$71K	0.0%	-14.8%	0.084%
8/13/2021	OLD Mission Capital LLC	12,407	$315K	0.0%	N/A	0.570%
8/13/2021	AllSquare Wealth Management LLC	76,920	$1.95M	1.1%	N/A	3.537%
7/31/2021	Arkadios Wealth Advisors	6,717	$170K	0.0%	N/A	0.309%
4/6/2021	Carroll Financial Associates Inc.	4,270	$107K	0.0%	N/A	0.657%

(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), Captrust Financial Advisors ($2.40M), Janney Montgomery Scott LLC ($1.49M), 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), Captrust Financial Advisors ($95.22K), Janney Montgomery Scott LLC ($54.36K), 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 507,538 shares in the last 24 months. This purchase volume represents approximately $10.69M 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 ($6.36K), 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 32,389 shares in the last 24 months. This volume of shares sold represents approximately $679.20K in transactions.

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This page (NYSEARCA:PFLD) was last updated on 4/19/2024 by MarketBeat.com Staff

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

PFLD Institutional Buying and Selling by Quarter

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

PFLD Institutional Ownership - Frequently Asked Questions

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

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

PFLD Institutional Buying and Selling by Quarter

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

PFLD Institutional Ownership - Frequently Asked Questions