Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
5651 Pillar Financial Advisors LLC 2025Q1 109 $132.78M
5652 Pillar Wealth Advisors LLC 2025Q1 0 $0
5653 PIN OAK INVESTMENT ADVISORS INC 2024Q4 464 $110.03M
5654 Pine Brook Road Advisors L.P. 2025Q1 2 $127.67M
5655 Pine Harbor Wealth Management LLC 2024Q4 96 $227.61M
5656 Pine Haven Investment Counsel Inc 2025Q1 107 $116.36M
5657 Pine Ridge Advisers LLC 2024Q4 35 $1.12B
5658 Pine Valley Investments Ltd Liability Co 2024Q4 469 $1.5B
5659 PINEBRIDGE INVESTMENTS L.P. 2024Q4 707 $13.28B
5660 Pineridge Advisors LLC 2024Q4 618 $224.37M
5661 Pines Wealth Management LLC 2025Q1 193 $205.2M
5662 PineStone Asset Management Inc. 2024Q4 45 $10.67B
5663 PING CAPITAL MANAGEMENT INC. 2024Q4 55 $241.8M
5664 Pingora Partners LLC 2024Q4 223 $152.4M
5665 Pinkerton Retirement Specialists LLC 2024Q4 127 $683.6M
5666 PINNACLE ASSOCIATES LTD 2024Q4 821 $7.35B
5667 Pinnacle Bancorp Inc. 2025Q1 869 $300.56M
5668 Pinnacle Family Advisors LLC 2024Q4 111 $200.21M
5669 Pinnacle Financial Group LLC 2024Q4 79 $252.62M
5670 PINNACLE FINANCIAL PARTNERS INC 2024Q4 499 $4.8B
5671 Pinnacle Holdings LLC 2024Q4 206 $233.16M
5672 Pinnacle Investment Management Ltd 2024Q4 19 $136.93M
5673 Pinnacle Wealth Management Advisory Group LLC 2024Q4 359 $1.07B
5674 Pinnacle Wealth Management Group Inc. 2025Q1 100 $133.5M
5675 Pinnacle Wealth Management LLC 2024Q4 34 $89.48M
5676 Pinnacle Wealth Planning Services Inc. 2024Q4 390 $665.51M
5677 Pinnacle West Asset Management Inc. 2024Q4 114 $139.68M
5678 PINNBROOK CAPITAL MANAGEMENT LP 2024Q4 64 $283.79M
5679 PINNEY & SCOFIELD INC. 2024Q4 219 $130.16M
5680 Pinpoint Asset Management Ltd 2024Q4 82 $519.62M
5681 PIONEER TRUST BANK N A 2024Q4 79 $397.39M
5682 Pioneer Wealth Management Group 2025Q1 37 $230.9M
5683 PIPER SANDLER & CO. 2024Q4 3 $112.86K
5684 Piscataqua Savings Bank 2025Q1 337 $113.16M
5685 PITCAIRN CO 2024Q4 698 $1.69B
5686 PITTENGER & ANDERSON INC 2024Q4 428 $2.71B
5687 Pitti Group Wealth Management LLC 2025Q1 73 $97.47M
5688 Pivotal bioVenture Partners Investment Advisor LLC 2024Q4 11 $148.07M
5689 PKO Investment Management Joint-Stock Co 2025Q1 173 $879.77M
5690 PKS Advisory Services LLC 2024Q4 234 $382.33M
5691 PL Capital Advisors LLC 2024Q4 29 $293.03M
5692 Plan Group Financial LLC 2024Q4 113 $187.63M
5693 Plancorp LLC 2024Q4 313 $2.43B
5694 Planned Solutions Inc. 2025Q1 111 $243.55M
5695 PLANNING ALTERNATIVES LTD 2024Q4 61 $650.52M
5696 Planning Center Inc. 2025Q1 72 $844.89M
5697 PLANNING DIRECTIONS INC 2024Q4 74 $146.03M
5698 Plante Moran Financial Advisors LLC 2024Q4 903 $1.2B
5699 Platform Technology Partners 2024Q4 217 $328.13M
5700 Platinum Equity Advisors LLC 2024Q4 3 $4.88B
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