How many institutions own PSF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own PSF shares is 56, representing 26.14% of the company's common stock.

Who are the major shareholders selling Cohen & Steers Select Preferred and Income Fund, Inc. stock?

TRUIST FINANCIAL CORP, in the last quarter, reduced its stake in PSF by -3.1% restricting it's holding to 32.46 thousand shares of worth nearly $674.44K. KESTRA ADVISORY SERVICES, LLC also lessened -2.48% of the PSF shares from its portfolio, reducing its holding to 40.75 thousand shares of worth $846.69K. MERIT FINANCIAL GROUP, LLC also shunned PSF shares holding by -3.76% last quarter which brought its holding to 59.91 thousand shares worth $1.24M.

Investors who are buying PSF stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in PSF by 0.94% in the last quarter. The institutional holder raised its holding to 798.85 thousand shares having worth more than $16.60M. WEALTHBRIDGE CAPITAL MANAGEMENT, LLC also added 1.18% more shares of PSF to its portfolio, raising its holding to 25.68 thousand shares of worth $533.53K. WELLS FARGO & COMPANY/MN also increased its PSF shares holding by 4.8% which brought its holding to 33.21 thousand shares worth $690.02K.

PSF's major insiders: who are they?

The insider with the most stakes in PSF is Clark Michael G , director at the company. Additionally, PSF stock is highly held by director Rogers-Windsor Ramona Lynn and director Maginnis Gerald J. among others.

Did an insider recently sell PSF stock?

Company executives, directors, and other insiders own N/A percent of Cohen & Steers Select Preferred and Income Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which PSF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GIALLANZA JAMES, WARD C EDWARD JR, and COHEN BONNIE.

Which insider recently purchased PSF stock?

There have been 0 transaction(s) during the past 6-months in which Cohen & Steers Select Preferred and Income Fund, Inc. insiders have bought stock, totalling 0 shares

How much of PSF does insiders own?

Around 0 Cohen & Steers Select Preferred and Income Fund, Inc. shares are held by insiders, which represents about N/A of PSF stock.

Who is the insider with the largest stake?

PSF director, Clark Michael G holds the largest portfolio of the company's shares. PSF shares owned by Clark total nearly 1 thousand.

Which institution holds the most shares in PSF?

MORGAN STANLEY is the largest institutional owner in PSF which holds 798.85 thousand shares worth $16.60M or 6.64% of the total PSF shares outstanding followed by WEALTHBRIDGE CAPITAL MANAGEMENT, LLC with ownership of 25.68 thousand shares representing 0.21% of the PSF ownership. TRUIST FINANCIAL CORP is the third largest stakeholder with 32.46 thousand shares or 0.27% of the ownership worth more than $674.44K.

Is Cohen & Steers Select Preferred and Income Fund, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the PSF is concerned, it is a stock which is not optionable.

Is there a short position on PSF's shares?

Number of PSF shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding PSF shares are there?

As of today, null shares of PSF are outstanding.

Is there many float in PSF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, PSF has null shares in float.

PSF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for PSF is null.

Cohen & Steers Select Preferred and Income Fund (PSF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

26.14% Percentage of Shares held by All Institutions

26.14% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 26.14% of PSF shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 798.85K shares valued at $16.60M. A 6.64% stake in Cohen & Steers Select Preferred and Income Fund, Inc. is owned by the company. WEALTHBRIDGE CAPITAL MANAGEMENT, LLC owns 25.68K shares valued at $533.53K, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MORGAN STANLEY	6.64%	798.85K	16.6M	7.4K	+0.94%
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.21%	25.68K	533.53K	300	+1.18%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.27%	32.46K	674.44K	-1.04K	-3.10%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	33.21K	690.02K	1.52K	+4.80%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.3%	35.89K	745.77K	35.89K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	40.75K	846.69K	-1.04K	-2.48%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.5%	59.91K	1.24M	-2.34K	-3.76%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.59%	71.01K	1.48M	-16.56K	-18.91%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	1.12%	134.52K	2.8M	-1.36K	-1.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.67%	80.42K	1.67M	335	+0.42%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.86%	103.39K	2.15M	28.15K	+37.41%
Sep 30, 2025	BALDWIN BROTHERS LLC/MA	1.4%	168.84K	3.51M	-1.52K	-0.89%
Sep 30, 2025	UBS GROUP AG	2.91%	350.41K	7.28M	-13.8K	-3.79%
Sep 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0.01%	695	14.44K	695	+100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.02%	2K	41.56K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	2.12K	43.98K	13	+0.62%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	2.26K	46.93K	2.26K	+100.00%
Sep 30, 2025	COMERICA BANK	0.06%	7.19K	149.33K	63	+0.88%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.06%	7.3K	151.69K	7.3K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0.07%	8K	166.24K	4.91K	+158.98%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	9.74K	202.5K	9.74K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.37%	45.06K	936.33K	45.06K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.96%	235.5K	4.89M	-58.12K	-19.79%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	43.85%	5.27M	837.33K	5.23M	+12,990.50%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.15%	17.47K	363.03K	17.47K	+100.00%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.12%	14.27K	296.58K	14.27K	+100.00%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-14.27K	-100.00%
Sep 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0%	0	-	-23.67K	-100.00%
Sep 30, 2025	INVESCO LTD.	1.5%	179.83K	3.74M	-10.83K	-5.68%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.04%	4.73K	98.33K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.15%	17.86K	371.08K	1.42K	+8.61%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	43.65K	891.7K	-845	-1.90%
Sep 30, 2025	ROYAL BANK OF CANADA	0.53%	64.2K	1.33M	-3.07K	-4.56%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.21%	145.22K	3.02M	-1.38K	-0.94%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	650	13.51K	650	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.37%	44.63K	927.43K	-2.22K	-4.74%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.43%	52.25K	1.09M	3.12K	+6.35%
Sep 30, 2025	FIERA CAPITAL CORP	0.47%	56.75K	1.18M	56.75K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-5	-100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	500	10.39K	0	0
Sep 30, 2025	HILLTOP NATIONAL BANK	0.01%	600	12.47K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.26%	31.13K	646.9K	-797	-2.50%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-14.51K	-100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-11.66K	-100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-19.38K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-25.11K	-100.00%
Sep 30, 2025	BARRETT & COMPANY, INC.	0.01%	650	13.51K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.5K	51.97K	0	0
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.03%	3.3K	68.49K	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	10.54K	219.08K	543	+5.43%
Sep 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.09%	10.57K	219.73K	-162	-1.51%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.09%	11.14K	231.49K	-3.69K	-24.90%
Sep 30, 2025	ALPHA CUBED INVESTMENTS, LLC	0.1%	11.45K	237.9K	-850	-6.91%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.1%	12.07K	251.38K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	13.49K	280.23K	304	+2.31%
Sep 30, 2025	DAVENPORT & CO LLC	0.12%	13.84K	287.5K	45	+0.33%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.3%	35.51K	737.9K	-6K	-14.45%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.11%	13.7K	284.69K	-11K	-44.53%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.35%	41.51K	836.01K	-9.47K	-18.57%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.34%	40.3K	811.54K	0	0
Jun 30, 2025	TRUIST FINANCIAL CORP	0.28%	33.5K	674.59K	-229	-0.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.27%	31.93K	643.03K	251	+0.79%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.26%	31.69K	638.16K	250	+0.80%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.21%	25.38K	511.05K	-2.59K	-9.25%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.21%	25.11K	505.68K	20.07K	+397.88%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.14%	16.44K	331.15K	379	+2.36%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.12%	14.83K	298.74K	0	0
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.21%	24.7K	497.46K	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.73%	87.57K	1.76M	20.03K	+29.65%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.22%	146.6K	2.95M	2.59K	+1.80%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	500	10.07K	-500	-50.00%
Jun 30, 2025	HILLTOP NATIONAL BANK	0.01%	600	12.08K	600	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.39%	46.85K	943.65K	4.7K	+11.15%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.41%	49.13K	990K	0	0
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.52%	62.25K	1.25M	62.25K	+100.00%
Jun 30, 2025	BALDWIN BROTHERS LLC/MA	1.42%	170.35K	3.43M	249	+0.15%
Jun 30, 2025	ROYAL BANK OF CANADA	0.56%	67.26K	1.36M	-3.23K	-4.58%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.63%	75.24K	1.52M	-1.02K	-1.33%
Jun 30, 2025	LPL FINANCIAL LLC	0.67%	80.09K	1.61M	14.98K	+23.01%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	1.13%	135.89K	2.74M	-1.46K	-1.06%
Jun 30, 2025	BARRETT & COMPANY, INC.	0.01%	650	13.09K	0	0
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.02%	2K	40.28K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	2.1K	42.36K	23	+1.11%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.35%	41.78K	841.5K	-988	-2.31%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.5K	50.37K	606	+31.98%
Jun 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.09%	10.74K	216.22K	10.74K	+100.00%
Jun 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.2%	23.67K	476.76K	8.34K	+54.39%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-406	-100.00%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0%	0	-	-2K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	5	101	5	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	142	2.86K	142	+100.00%
Jun 30, 2025	US BANCORP \DE\	0.03%	3.09K	62.21K	0	0
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.03%	3.3K	66.38K	3.3K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.04%	4.73K	95.3K	-400	-7.79%
Jun 30, 2025	COMERICA BANK	0.06%	7.12K	143.46K	76	+1.08%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	11.66K	234.88K	11.66K	+100.00%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.1%	12.07K	247.64K	0	0
Jun 30, 2025	ALPHA CUBED INVESTMENTS, LLC	0.1%	12.3K	247.69K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	13.18K	265.47K	-296	-2.20%
Jun 30, 2025	DAVENPORT & CO LLC	0.11%	13.79K	277.73K	46	+0.33%
Jun 30, 2025	INVESCO LTD.	1.59%	190.66K	3.84M	15.85K	+9.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	44.49K	896.24K	1.09K	+2.52%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.44%	293.62K	5.91M	44.71K	+17.96%
Jun 30, 2025		0.12%	14.2K	285.97K	13	+0.09%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.12%	14.27K	287.46K	-3.79K	-20.96%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	14.51K	292.29K	-2.7K	-15.69%
Jun 30, 2025	BLUE OAK CAPITAL, LLC	0.12%	14.2K	285.97K	13	+0.09%
Jun 30, 2025	UBS GROUP AG	3.03%	364.21K	7.34M	-2.93K	-0.80%
Jun 30, 2025	MORGAN STANLEY	6.58%	791.44K	15.94B	-4.53K	-0.57%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	10K	201.4K	-7	-0.07%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	19.38K	390.21K	189	+0.99%
Mar 31, 2025	BARRETT & COMPANY, INC.	0.01%	650	12.99K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	19.99K	0	0
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.56%	67.54K	1.35M	-125	-0.18%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	17.21K	344.09K	-1.96K	-10.23%
Mar 31, 2025	LPL FINANCIAL LLC	0.54%	65.11K	1.3M	-2.27K	-3.36%
Mar 31, 2025	CORNERSTONE ADVISORY, LLC	0.42%	50.98K	982.35K	-51.93K	-50.46%
Mar 31, 2025	MORGAN STANLEY	6.62%	795.98K	15.91M	113.23K	+16.58%
Mar 31, 2025	INVESCO LTD.	1.45%	174.81K	3.49M	11.77K	+7.22%
Mar 31, 2025	BALDWIN BROTHERS LLC/MA	1.41%	170.11K	3.4M	-1.63K	-0.95%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.2%	144K	2.88M	8.79K	+6.50%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	13.48K	269.41K	4	+0.03%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.63%	76.26K	1.52M	-5.41K	-6.63%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.26%	31.44K	628.41K	7.4K	+30.76%
Mar 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.23%	27.96K	558.92K	850	+3.14%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.07%	248.92K	4.98M	67.4K	+37.13%
Mar 31, 2025	ROYAL BANK OF CANADA	0.59%	70.49K	1.41M	7.9K	+12.61%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.41%	49.13K	982K	-22.73K	-31.63%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	43.4K	867.66K	-2.3K	-5.03%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.35%	42.15K	842.67K	28.42K	+206.93%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.34%	40.3K	805.5K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.28%	33.72K	674.15K	2.79K	+9.02%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.26%	31.68K	633.22K	-724	-2.23%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.21%	24.76K	497.65K	24.76K	+100.00%
Mar 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.21%	24.7K	493.75K	0	0
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.15%	18.06K	360.98K	1.17K	+6.92%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.13%	16.06K	321.1K	795	+5.21%
Mar 31, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.13%	15.33K	306.51K	-10.24K	-40.04%
Mar 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.12%	14.83K	296.51K	0	0
Mar 31, 2025	UBS GROUP AG	3.05%	367.14K	7.34M	15.63K	+4.45%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	19.19K	383.52K	165	+0.87%
Mar 31, 2025	ALPHA CUBED INVESTMENTS, LLC	0.1%	12.3K	245.85K	0	0
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.1%	12.07K	241.36K	0	0
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	10.01K	200.04K	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.04%	5.04K	100.81K	-9.3K	-64.83%
Mar 31, 2025	US BANCORP \DE\	0.03%	3.09K	61.75K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	2.08K	41.59K	26	+1.27%
Mar 31, 2025	COMERICA BANK	0.06%	7.05K	140.88K	2.37K	+50.61%
Mar 31, 2025	HEXAGON CAPITAL PARTNERS LLC	0.05%	6K	119.92K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0.04%	5.13K	102.59K	0	0
Mar 31, 2025		0.04%	4.55K	90.96K	-300	-6.19%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	42.77K	854.97K	9.83K	+29.83%
Mar 31, 2025	DAVENPORT & CO LLC	0.11%	13.74K	274.73K	45	+0.33%
Mar 31, 2025	CULLEN/FROST BANKERS, INC.	0.02%	2K	39.98K	0	0
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.02%	2K	39.98K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	1.9K	37.81K	1.9K	+100.00%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0%	406	8.12K	402	+10,050.00%
Mar 31, 2025	MCCLARREN FINANCIAL ADVISORS, INC.	0%	19	1K	19	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.12%	14.89K	297.59K	14.89K	+100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	61	1.22K	61	+100.00%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	232	4.64K	0	0
Mar 31, 2024	HILLTOP NATIONAL BANK	0.01%	600	11.99K	600	+100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.02%	2K	39.98K	0	0
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.02%	2.05K	40.97K	2.05K	+100.00%
Mar 31, 2024	COMERICA BANK	0.03%	3.39K	67.71K	27	+0.80%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.04%	4.73K	94.5K	-59	-1.23%
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0.05%	6K	119.92K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.09%	10.82K	216.22K	10.82K	+100.00%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.09%	11.13K	222.57K	-177	-1.56%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	11.25K	225K	-3.24K	-22.35%
Mar 31, 2024	MORGAN STANLEY	4.77%	573.2K	11.46M	17.29K	+3.11%
Mar 31, 2024	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.1%	12.06K	241.08K	12.06K	+100.00%
Mar 31, 2024	DAVENPORT & CO LLC	0.11%	13.57K	271.26K	43	+0.32%
Mar 31, 2024	INVESCO LTD.	1%	120.06K	2.4M	-14.6K	-10.84%
Mar 31, 2024	UBS GROUP AG	2.25%	270.57K	5.41M	20.04K	+8.00%
Mar 31, 2024	BARRETT & COMPANY, INC.	0.01%	650	12.99K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	19.99K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	2K	39.98K	0	0
Mar 31, 2024	PHYSICIAN WEALTH ADVISORS, INC.	0.12%	14.83K	278.56K	0	0
Mar 31, 2024	FOCUSED WEALTH MANAGEMENT, INC	0%	0	-	-324	-100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	18.86K	377.01K	18.86K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.26%	31.39K	627.39K	1.23K	+4.08%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.27%	32.91K	657.79K	-416	-1.25%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.28%	33.42K	668.11K	-21.11K	-38.71%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.32%	38.86K	776.72K	1.21K	+3.22%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.32%	38.9K	777.65K	38.9K	+100.00%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.34%	40.67K	813.05K	-25.38K	-38.42%
Mar 31, 2024	ROYAL BANK OF CANADA	0.35%	41.51K	830K	1.02K	+2.51%
Mar 31, 2024	KLR INVESTMENT ADVISORS, LLC	0.43%	51.73K	984.9K	6.05K	+13.25%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.46%	55.12K	1.1M	-21	-0.04%
Mar 31, 2024	LPL FINANCIAL LLC	0.54%	65.48K	1.31M	-892	-1.34%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.77%	92.37K	1.85M	3.05K	+3.42%
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	1.09%	131.07K	2.62M	17.27K	+15.17%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	1.36%	163.29K	3.26M	-744	-0.45%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-1.48K	-100.00%
Mar 31, 2024	FINTRUST CAPITAL ADVISORS, LLC	0%	27	540	0	0
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.02%	2K	39.98K	0	0
Mar 31, 2024	US BANCORP \DE\	0.03%	3.09K	61.75K	0	0
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.1%	12.07K	229.65K	0	0
Mar 31, 2024	ALPHA CUBED INVESTMENTS, LLC	0.1%	12.3K	245.85K	0	0
Mar 31, 2024	DAYMARK WEALTH PARTNERS, LLC	0.16%	19.7K	393.8K	19.7K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.18%	22.08K	441.28K	-414	-1.84%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.36%	43.74K	874.3K	-1.23K	-2.74%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.37%	44.31K	885.77K	4.35K	+10.89%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-366	-100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.1%	11.96K	239.08K	230	+1.96%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-40.18K	-100.00%
Mar 31, 2024	PETTINGA FINANCIAL ADVISORS, LLC	0%	0	-	-35.59K	-100.00%
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.05%	6K	113.38K	0	0
Dec 31, 2023	ALPHA CUBED INVESTMENTS, LLC	0.1%	12.3K	232.44K	-2K	-13.99%
Dec 31, 2023	DAVENPORT & CO LLC	0.11%	13.53K	255.67K	-1.51K	-10.02%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.1%	12.07K	228.2K	0	0
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.09%	11.31K	213.78K	11.31K	+100.00%
Dec 31, 2023	CERITY PARTNERS LLC	0.1%	11.73K	221.7K	11.73K	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.12%	13.97K	263.94K	50	+0.36%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.12%	14.49K	274K	-237	-1.61%
Dec 31, 2023	PHYSICIAN WEALTH ADVISORS, INC.	0.12%	14.83K	288.21K	0	0
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.19%	22.49K	425.04K	-1.42K	-5.94%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.25%	30.15K	569.92K	1.2K	+4.14%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.28%	33.32K	629.79K	-219	-0.65%
Dec 31, 2023	PETTINGA FINANCIAL ADVISORS, LLC	0.3%	35.59K	672.67K	35.59K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.31%	37.64K	711.43K	-860	-2.23%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.33%	39.96K	755.24K	3.51K	+9.64%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.33%	40.18K	2.13M	40.18K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.34%	40.5K	765K	6.16K	+17.93%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.37%	44.97K	849.87K	6.58K	+17.15%
Dec 31, 2023	KLR INVESTMENT ADVISORS, LLC	0.38%	45.67K	863.24K	20.03K	+78.10%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.45%	54.53K	1.03M	-4.1K	-6.99%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.46%	55.14K	1.04M	7.03K	+14.62%
Dec 31, 2023		0.55%	66.05K	1.25M	66.05K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.55%	66.37K	1.25M	-6.86K	-9.37%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.74%	89.32K	1.69M	4.81K	+5.69%
Dec 31, 2023	BALDWIN BROTHERS LLC/MA	0.95%	113.8K	2.15M	49.25K	+76.30%
Dec 31, 2023	INVESCO LTD.	1.12%	134.67K	2.55M	2.48K	+1.87%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	1.36%	164.03K	3.1M	49.99K	+43.83%
Dec 31, 2023	UBS GROUP AG	2.08%	250.53K	4.73M	-9.03K	-3.48%
Dec 31, 2023	MORGAN STANLEY	4.62%	555.91K	10.51M	49.91K	+9.86%
Dec 31, 2023	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0%	0	-	-700	-100.00%
Dec 31, 2023	LEXAURUM ADVISORS, LLC	0%	0	-	-22.26K	-100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	0	-	-15.08K	-100.00%
Dec 31, 2023	STONEBRIDGE CAPITAL ADVISORS LLC	0%	0	-	-300	-100.00%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-12.49K	-100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0%	0	-	-24.12K	-100.00%
Dec 31, 2023	FMR LLC	0%	0	-	-2.67K	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-895	-100.00%
Dec 31, 2023	FINTRUST CAPITAL ADVISORS, LLC	0%	27	511	27	+100.00%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0%	232	4.39K	232	+100.00%
Dec 31, 2023	FOCUSED WEALTH MANAGEMENT, INC	0%	324	6.12K	7	+2.21%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0%	366	6.92K	366	+100.00%
Dec 31, 2023	BARRETT & COMPANY, INC.	0.01%	650	12.29K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	18.9K	800	+400.00%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.48K	27.97K	0	0
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	2K	37.8K	0	0
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.02%	2K	37.8K	0	0
Dec 31, 2023	CULLEN/FROST BANKERS, INC.	0.02%	2K	37.8K	0	0
Dec 31, 2023	US BANCORP \DE\	0.03%	3.09K	58.38K	3.09K	+100.00%
Dec 31, 2023	COMERICA BANK	0.03%	3.36K	63.5K	-4.51K	-57.32%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.04%	4.79K	90.47K	-1.89K	-28.33%

Insiders

Among the PSF insiders holding of N/A of the stake in company, CLARK MICHAEL G, director, holds the largest shares of 1K. ROGERS-WINDSOR RAMONA LYNN, director, is the second largest PSF insider with ownership of 911 shares. MAGINNIS GERALD J., director, stands third with possession of 612 shares of that stake.

Insiders	Designation	Shares Held
CLARK MICHAEL G	director	1K
ROGERS-WINDSOR RAMONA LYNN	director	911
MAGINNIS GERALD J.	director	612
MAGPIONG JANE F.	director	275
WARD C EDWARD JR	director	0
GIALLANZA JAMES	See Remarks	0
COHEN & STEERS CAPITAL MANAGEMENT INC		0
COHEN BONNIE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 06, 2024	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	19.41	154	2.99K	911
Jul 06, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	17.67	125	2.21K	425
Dec 28, 2022	GIALLANZA JAMES	SALE	18.56	633	11.75K	0
Dec 23, 2022	MAGPIONG JANE F.	PURCHASE	18.83	275	5.18K	275
Apr 06, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	22.86	100	2.29K	285
Dec 17, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	26.98	185	4.99K	185
Feb 05, 2020	WARD C EDWARD JR	SALE	31.85	102	3.25K	0
Jul 12, 2017	COHEN BONNIE	SALE	28.45	11	313.01	0
Mar 10, 2017	COHEN BONNIE	SALE	25.79	1.78K	45.96K	11
Feb 09, 2017	MAGINNIS GERALD J.	PURCHASE	26.86	185	4.97K	612
Sep 26, 2016	COHEN BONNIE	SALE	26.83	691	18.54K	0
Mar 10, 2016	MAGINNIS GERALD J.	PURCHASE	25.01	400	10.01K	400
Oct 13, 2015	COHEN BONNIE	SALE	23.69	139	3.29K	606
Jun 04, 2013	COHEN BONNIE	SALE	26.29	255	6.7K	1.45K
Mar 23, 2012	COHEN & STEERS CAPITAL MANAGEMENT INC	SALE	24.56	4.2K	103.16K	0
Mar 02, 2012	COHEN BONNIE	SALE	24.28	54	1.31K	591
Jan 03, 2012	GIALLANZA JAMES	PURCHASE	21.83	2	43.34	254
Dec 01, 2011	GIALLANZA JAMES	PURCHASE	21.84	2	43	252
Oct 25, 2011	GIALLANZA JAMES	PURCHASE	23.53	250	5.88K	250
Oct 07, 2011	COHEN BONNIE	PURCHASE	23.15	1K	23.15K	1K
Aug 18, 2011	CLARK MICHAEL G	PURCHASE	23.18	1K	23.18K	1K
Nov 24, 2010	COHEN BONNIE	PURCHASE	25.09	600	15.05K	600

Frequently Asked Questions