List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
5551 | Peachtree Investment Partners LLC | 2024Q4 | 112 | $266.89M |
5552 | Peak Asset Management LLC | 2024Q4 | 144 | $536.31M |
5553 | PEAK FINANCIAL ADVISORS LLC | 2025Q1 | 72 | $196.45M |
5554 | Peak Financial Management Inc. | 2024Q4 | 90 | $309.64M |
5555 | Peak Retirement Planning Inc. | 2024Q4 | 96 | $147.98M |
5556 | Peak XV Partners Operations LLC | 2024Q4 | 3 | $229.71M |
5557 | PEAK6 LLC | 2024Q4 | 753 | $2.51B |
5558 | PEAPACK GLADSTONE FINANCIAL CORP | 2024Q4 | 681 | $6.78B |
5559 | Peapod Lane Capital LLC | 2025Q1 | 61 | $88.9M |
5560 | Pearl River Capital LLC | 2024Q4 | 0 | $0 |
5561 | PEAVINE CAPITAL LLC | 2025Q1 | 9 | $155.5M |
5562 | PECAUT & CO. | 2025Q1 | 75 | $293M |
5563 | PECONIC PARTNERS LLC | 2024Q4 | 12 | $2.46B |
5564 | PEDDOCK CAPITAL ADVISORS LLC | 2025Q1 | 154 | $385.94M |
5565 | Pegasus Asset Management Inc. | 2025Q1 | 64 | $249.78M |
5566 | Peirce Capital Management LLC | 2025Q1 | 35 | $202.13M |
5567 | Pekin Hardy Strauss Inc. | 2025Q1 | 352 | $819.05M |
5568 | Pelham Capital Ltd. | 2025Q1 | 13 | $165.26M |
5569 | Pelion Inc. | 2024Q4 | 4 | $130.35M |
5570 | Peloton Wealth Strategists | 2024Q4 | 87 | $221.43M |
5571 | Pembroke Management LTD | 2024Q4 | 60 | $801.98M |
5572 | Penbrook Management LLC | 2025Q1 | 107 | $132.3M |
5573 | PenderFund Capital Management Ltd. | 2024Q4 | 107 | $223.43M |
5574 | PENINSULA ASSET MANAGEMENT INC | 2024Q4 | 44 | $188.23M |
5575 | Peninsula Wealth LLC | 2024Q4 | 98 | $580.65M |
5576 | Penn Capital Management Company LLC | 2024Q4 | 142 | $1.02B |
5577 | PENN DAVIS MCFARLAND INC | 2025Q1 | 74 | $844.25M |
5578 | Penn Mutual Asset Management | 2024Q4 | 57 | $45.81M |
5579 | Pennant Investors LP | 2024Q4 | 14 | $336.73M |
5580 | Pennant Select LLC | 2024Q4 | 10 | $130.43M |
5581 | Penney Financial LLC | 2025Q1 | 35 | $150.49M |
5582 | PENNINGTON PARTNERS & CO. LLC | 2024Q4 | 91 | $201.77M |
5583 | PENNSYLVANIA CAPITAL MANAGEMENT INC | 2025Q1 | 98 | $272.12M |
5584 | Penobscot Investment Management Company Inc. | 2025Q1 | 291 | $1.06B |
5585 | PENOBSCOT WEALTH MANAGEMENT | 2025Q1 | 87 | $229.51M |
5586 | Penserra Capital Management LLC | 2025Q1 | 1028 | $5.52B |
5587 | Pensionfund DSM Netherlands | 2024Q4 | 68 | $160.94M |
5588 | Pensionfund Sabic | 2024Q4 | 207 | $380.98M |
5589 | Pentwater Capital Management LP | 2024Q4 | 53 | $5.76B |
5590 | PEOPLES BANK | 2025Q1 | 94 | $152.45M |
5591 | Peoples Bank | 2025Q1 | 327 | $147.39M |
5592 | PEOPLES FINANCIAL SERVICES CORP. | 2025Q1 | 257 | $208.18M |
5593 | Per Stirling Capital Management LLC. | 2024Q4 | 250 | $685.56M |
5594 | Perbak Capital Partners LLP | 2024Q4 | 65 | $187.24M |
5595 | Perceptive Advisors LLC | 2024Q4 | 95 | $3.59B |
5596 | Peregrine Asset Advisers Inc. | 2024Q4 | 161 | $263.5M |
5597 | PEREGRINE CAPITAL MANAGEMENT LLC | 2025Q1 | 327 | $3.01B |
5598 | PEREGRINE INVESTMENT MANAGEMENT INC | 2025Q1 | 22 | $134.01M |
5599 | Perennial Advisors LLC | 2025Q1 | 107 | $489.14M |
5600 | Perennial Investment Advisors LLC | 2024Q4 | 384 | $842.16M |