AAM Low Duration Preferred and Income Securities ETF (PFLD) Institutional Ownership $20.32 -0.07 (-0.32%) As of 01:14 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for AAM Low Duration Preferred and Income Securities ETF (NYSEARCA:PFLD)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$2.44MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$672.93K Get PFLD Insider Trade Alerts Want to know when executives and insiders are buying or selling AAM Low Duration Preferred and Income Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PFLD Institutional Buying and Selling by Quarter Remove Ads AAM Low Duration Preferred and Income Securities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Captrust Financial Advisors162,356$3.34M0.0%+4.0%1.182% 2/14/2025 Coppell Advisory Solutions LLC548,557$11.34M1.6%+13.8%3.995% 2/11/2025 AllSquare Wealth Management LLC204,833$4.21M2.4%-3.6%1.492% 1/17/2025 Janney Montgomery Scott LLC85,355$1.76M0.0%+49.5%0.622% 1/14/2025 Thurston Springer Miller Herd & Titak Inc.8,292$170K0.0%N/A0.060% 11/14/2024 Captrust Financial Advisors156,131$3.31M0.0%-3.0%1.137% 10/29/2024 Janney Montgomery Scott LLC57,077$1.21M0.0%-25.5%0.416% 5/1/2024 Janney Montgomery Scott LLC80,688$1.71M0.0%+12.9%0.622% 2/8/2024Eudaimonia Partners LLC13,900$290K0.1%-4.1%0.145% 2/8/2024 Janney Montgomery Scott LLC71,491$1.49M0.0%+25.9%0.747% Get the Latest News and Ratings for PFLD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AAM Low Duration Preferred and Income Securities ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 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)Remove Ads 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: Coppell Advisory Solutions LLC ($11.34M), AllSquare Wealth Management LLC ($4.21M), Captrust Financial Advisors ($3.34M), Janney Montgomery Scott LLC ($1.76M), Cyndeo Wealth Partners LLC ($1.13M), Eudaimonia Partners LLC ($290K), and Thurston Springer Miller Herd & Titak Inc. ($170K).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 ($68.38K), Coppell Advisory Solutions LLC ($66.58K), Thurston Springer Miller Herd & Titak Inc. ($8.29K), Captrust Financial Advisors ($6.23K), and Hexagon Capital Partners LLC ($1.50K). How much institutional buying is happening at AAM Low Duration Preferred and Income Securities ETF? Institutional investors have bought a total of 488,582 shares in the last 24 months. This purchase volume represents approximately $10.23M 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 ($25.52K), AllSquare Wealth Management LLC ($8.40K), Captrust Financial Advisors ($4.87K), 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 39,392 shares in the last 24 months. This volume of shares sold represents approximately $827.08K in transactions. 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