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GURUFOCUS.COM
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Institutional Investment Manager (13F)
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0 Bil - 10 Bil
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All
Total 465
PF
Peterson Financial Group, Inc.
Peterson Financial Group, Inc.
2024-09-30
429 Stocks (396 new)
Value $26.00 Mil
Turnover 37%
A month ago
PK
Pflug Koory, LLC
Pflug Koory, LLC
2024-03-31
406 Stocks (5 new)
Value $203.00 Mil
Turnover 1%
9 months ago
PP
PFS Partners, LLC
PFS Partners, LLC
2024-09-30
443 Stocks (22 new)
Value $157.00 Mil
Turnover 5%
2 months ago
PQ
PGIM Quant Solutions Mid-Cap Index Fund
PGIM Quant Solutions Mid-Cap Index Fund
2024-10-31
402 Stocks (10 new)
Value $12.00 Mil
Turnover 6%
A week ago
PQ
PGIM Quant Solutions Small-Cap Value Fund
PGIM Quant Solutions Small-Cap Value Fund
2024-10-31
421 Stocks (114 new)
Value $388.00 Mil
Turnover 30%
A week ago
PO
PIN OAK INVESTMENT ADVISORS INC
PIN OAK INVESTMENT ADVISORS INC
2024-09-30
492 Stocks (37 new)
Value $110.00 Mil
Turnover 5%
A week ago
PA
PITTENGER & ANDERSON INC
PITTENGER & ANDERSON INC
2024-09-30
456 Stocks (38 new)
Value $2.67 Bil
Turnover 4%
2 months ago
PH
Point72 Hong Kong Ltd
Point72 Hong Kong Ltd
2024-09-30
439 Stocks (256 new)
Value $1.47 Bil
Turnover 64%
A week ago
PI
Praxis International Index Fund
PRAXIS MUTUAL FUNDS
2024-09-30
487 Stocks (51 new)
Value $456.00 Mil
Turnover 7%
A week ago
PS
Praxis Small Cap Index Fund
PRAXIS MUTUAL FUNDS
2024-09-30
475 Stocks (37 new)
Value $186.00 Mil
Turnover 9%
A week ago
PU
Principal U.S. Large-Cap Adaptive Multi-Factor ETF
Principal Exchange-Traded Funds
2023-09-30
440 Stocks (0 new)
Value $6.00 Mil
Turnover 0%
2023-12-06
PV
PROFUND VP LARGE-CAP VALUE
PROFUNDS
2024-09-30
439 Stocks (4 new)
Value $17.00 Mil
Turnover 4%
2 months ago
PV
PROFUND VP SMALL-CAP VALUE
PROFUNDS
2024-09-30
460 Stocks (18 new)
Value $18.00 Mil
Turnover 9%
2 months ago
PV
PROFUND VP ULTRAMID-CAP
PROFUNDS
2024-09-30
401 Stocks (11 new)
Value $7.00 Mil
Turnover 4%
2 months ago
PS
ProShares S&P 500 Ex-Energy ETF
ProShares S&P 500 Ex-Energy ETF
2024-08-31
481 Stocks (5 new)
Value $54.00 Mil
Turnover 1%
2 months ago
PS
ProShares S&P 500 Ex-Financials ETF
ProShares S&P 500 Ex-Financials ETF
2024-08-31
401 Stocks (4 new)
Value $59.00 Mil
Turnover 0%
2 months ago
PS
ProShares S&P 500 Ex-Health Care ETF
ProShares S&P 500 Ex-Health Care ETF
2024-08-31
440 Stocks (5 new)
Value $22.00 Mil
Turnover 1%
2 months ago
PS
ProShares S&P 500 Ex-Technology ETF
ProShares S&P 500 Ex-Technology ETF
2024-08-31
436 Stocks (2 new)
Value $63.00 Mil
Turnover 11%
2 months ago
PU
ProShares Ultra MidCap400
PROSHARES TRUST
2024-08-31
401 Stocks (11 new)
Value $111.00 Mil
Turnover 5%
2 months ago
PU
ProShares UltraPro MidCap400
PROSHARES TRUST
2024-08-31
401 Stocks (11 new)
Value $19.00 Mil
Turnover 5%
2 months ago
PC
Prosperity Consulting Group, LLC
Prosperity Consulting Group, LLC
2024-09-30
454 Stocks (164 new)
Value $1.27 Bil
Turnover 42%
3 months ago
PW
PROVENCE WEALTH MANAGEMENT GROUP
PROVENCE WEALTH MANAGEMENT GROUP
2023-12-31
461 Stocks (12 new)
Value $186.00 Mil
Turnover 11%
11 months ago
PV
Putnam VT Global Asset Allocation Fund
PUTNAM VARIABLE TRUST
2024-09-30
461 Stocks (74 new)
Value $71.00 Mil
Turnover 14%
A week ago
QI
Qtron Investments LLC
Qtron Investments LLC
2024-09-30
407 Stocks (41 new)
Value $732.00 Mil
Turnover 10%
A week ago
RM
RBC Microcap Value Fund
RBC FUNDS TRUST
2024-09-30
480 Stocks (38 new)
Value $113.00 Mil
Turnover 6%
A week ago
RA
READYSTATE ASSET MANAGEMENT LP
READYSTATE ASSET MANAGEMENT LP
2024-09-30
470 Stocks (125 new)
Value $4.24 Bil
Turnover 9%
A week ago
RI
Regal Investment Advisors LLC
Regal Investment Advisors LLC
2024-09-30
499 Stocks (19 new)
Value $1.43 Bil
Turnover 8%
A week ago
RM
RESOURCES MANAGEMENT CORP /CT/ /ADV
RESOURCES MANAGEMENT CORP /CT/ /ADV
2024-09-30
457 Stocks (37 new)
Value $740.00 Mil
Turnover 2%
A week ago
RW
RESTON WEALTH MANAGEMENT LLC
RESTON WEALTH MANAGEMENT LLC
2024-09-30
454 Stocks (401 new)
Value $276.00 Mil
Turnover 21%
2 months ago
RB
Roble, Belko & Company, Inc
Roble, Belko & Company, Inc
2024-09-30
401 Stocks (33 new)
Value $634.00 Mil
Turnover 2%
3 months ago
RI
ROTHSCHILD INVESTMENT LLC /IL
ROTHSCHILD INVESTMENT LLC /IL
2023-09-30
411 Stocks (24 new)
Value $1.07 Bil
Turnover 5%
2023-11-09
RS
ROYCE SMALL-CAP TRUST, INC.
ROYCE SMALL-CAP TRUST, INC.
2024-09-30
467 Stocks (48 new)
Value $2.01 Bil
Turnover 8%
A week ago
SI
SA International Value Fund
SA FUNDS INVESTMENT TRUST
2024-09-30
432 Stocks (19 new)
Value $559.00 Mil
Turnover 4%
A week ago
SL
SA Large Cap Value Index Portfolio
SUNAMERICA SERIES TRUST
2024-10-31
438 Stocks (3 new)
Value $626.00 Mil
Turnover 16%
A week ago
SM
SA Mid Cap Index Portfolio
SUNAMERICA SERIES TRUST
2024-10-31
403 Stocks (10 new)
Value $485.00 Mil
Turnover 6%
A week ago
SM
SA Multi-Managed Large Cap Value Portfolio
SEASONS SERIES TRUST
2024-09-30
477 Stocks (8 new)
Value $392.00 Mil
Turnover 2%
A week ago
SM
SA Multi-Managed Mid Cap Growth Portfolio
SEASONS SERIES TRUST
2024-09-30
425 Stocks (60 new)
Value $159.00 Mil
Turnover 22%
A week ago
SC
Saba Capital Income & Opportunities Fund
Saba Capital Income & Opportunities Fund
2024-10-31
451 Stocks (8 new)
Value $93.00 Mil
Turnover 51%
A week ago
SM
Sage Mountain Advisors LLC
Sage Mountain Advisors LLC
2024-09-30
484 Stocks (81 new)
Value $1.17 Bil
Turnover 6%
2 months ago
SE
SBH EMERGING MARKETS FUND
SBH EMERGING MARKETS FUND
2024-09-30
494 Stocks (129 new)
Value $71.00 Mil
Turnover 22%
A week ago
Total 465
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