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

$20.80 +0.11 (+0.53%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.28M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$529.66K
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PFLD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/14/2024Captrust 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%
2/5/2024Hexagon 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%
5/2/2023AllSquare Wealth Management LLC223,734$4.71M3.0%-0.4%2.311%
4/21/2023Cyndeo Wealth Partners LLC657,592$1.13M0.1%+105.5%6.793%
2/14/2023AllSquare 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%
1/13/2023Hexagon Capital Partners LLC5,260$109K0.0%+3,406.7%0.061%
11/1/2022AllSquare 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%
8/16/2022AllSquare 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%
5/4/2022AllSquare Wealth Management LLC214,077$5.10M3.1%-1.1%3.268%
2/8/2022AllSquare 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%
11/12/2021AllSquare 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%
8/13/2021OLD Mission Capital LLC12,407$315K0.0%N/A0.570%
8/13/2021AllSquare 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), Captrust Financial Advisors ($3.31M), Janney Montgomery Scott LLC ($1.76M), Cyndeo Wealth Partners LLC ($1.13M), Eudaimonia Partners LLC ($290K), and Thurston Springer Miller Herd & Titak Inc. ($170K), and 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 ($68.38K), Thurston Springer Miller Herd & Titak Inc. ($8.29K), 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 415,775 shares in the last 24 months. This purchase volume represents approximately $8.73M 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 ($44.98K), Captrust Financial Advisors ($4.87K), 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 54,528 shares in the last 24 months. This volume of shares sold represents approximately $1.14M in transactions.



This page (NYSEARCA:PFLD) was last updated on 1/21/2025 by MarketBeat.com Staff
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