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Institutional Holdings
PGZOwnership Summary
Institutions Holding
31
Total Shares Held
1,542,181
Total Value Held
$15,869,024
Quarter
2026-06-30
Active Positions
Increased Positions
11
1,015,067 shares
Decreased Positions
6
334,799 shares
Held Positions
8
76,957 shares
New Positions
2
115,358 shares
Sold Out Positions
4
55,199 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MORGAN STANLEY | 489,242 | $5,034,300 | ▲ +46,094 | 0.00% | 2026-06-30 |
| Advisors Asset Management, Inc. | 173,375 | $1,784,029 | ▼ -624 | 0.03% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 128,189 | $1,319,065 | ▲ +8,437 | 0.01% | 2026-06-30 |
| Lido Advisors, LLC | 116,120 | $1,194,877 | ▲ +103,700 | 0.00% | 2026-06-30 |
| J.W. COLE ADVISORS, INC. | 115,141 | $1,184,797 | New position | 0.02% | 2026-06-30 |
| Closed-End Fund Advisors, Inc. | 82,825 | $852,270 | ▲ +1,091 | 0.83% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 74,647 | $768,114 | ▲ +14,041 | 0.00% | 2026-06-30 |
| EVOLVE PRIVATE WEALTH, LLC | 65,743 | $676,495 | ▼ -5,144 | 0.04% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 42,826 | $440,683 | ▼ -7,319 | 0.00% | 2026-06-30 |
| NWF Advisory Services Inc. | 40,200 | $413,658 | ▼ -8,000 | 0.04% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 37,025 | $380,986 | ▲ +782 | 0.00% | 2026-06-30 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 26,088 | $268,446 | Unchanged | 0.12% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 22,500 | $231,529 | ▲ +9,988 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 22,488 | $231,401 | ▲ +1,665 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 21,433 | $220,548 | ▲ +2,584 | 0.00% | 2026-06-30 |
| SeaCrest Wealth Management, LLC | 19,690 | $202,610 | ▲ +1,134 | 0.02% | 2026-06-30 |
| Clear Creek Financial Management, LLC | 18,475 | $190,108 | Unchanged | 0.01% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,500 | $149,200 | Unchanged | 0.00% | 2026-06-30 |
| Private Advisor Group, LLC | 12,950 | $133,257 | Unchanged | 0.00% | 2026-06-30 |
| Shaker Financial Services, LLC | 11,146 | $114,693 | ▼ -31,480 | 0.04% | 2026-06-30 |
| Investors Research Corp | 2,500 | $25,725 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 1,509 | $15,528 | ▼ -409 | 0.00% | 2026-06-30 |
| Glass Jacobson Investment Advisors llc | 1,420 | $14,612 | Unchanged | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 1,000 | $10,270 | Unchanged | 0.00% | 2026-06-30 |
| Thomas J. Herzfeld Advisors, Inc. | 908 | $9,343 | ▲ +1 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 217 | $2,233 | New position | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 24 | $247 | Unchanged | 0.00% | 2026-06-30 |
| WOLVERINE ASSET MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| RFG Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| UHLMANN PRICE SECURITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Integrity Advisory Solutions, LLC | 0 | $0 | Sold out | 2026-06-30 |