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Institutional Holdings

PESI

Ownership Summary

Institutions Holding
7
Total Shares Held
742,605
Total Value Held
$10,611,825
Quarter
2026-06-30

Active Positions

Increased Positions
1
8,616 shares
Decreased Positions
1
2,482 shares
Held Positions
3
120,604 shares
New Positions
1
610,903 shares
Sold Out Positions
1
20,600 shares
Institution Shares Value Change % of Portfolio Reported
KENNEDY CAPITAL MANAGEMENT LLC 610,903 $8,729,804 New position 0.15% 2026-06-30
North Star Investment Management Corp. 120,532 $1,722,402 Unchanged 0.09% 2026-06-30
Russell Investments Group, Ltd. 8,616 $123,122 ▲ +7,183 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 2,482 $35,468 ▼ -1,187 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 71 $1,015 Unchanged 0.00% 2026-06-30
SBI Securities Co., Ltd. 1 $14 Unchanged 0.00% 2026-06-30
Rothschild Wealth LLC 0 $0 Sold out 2026-06-30