Janney Montgomery Scott

Janney Montgomery Scott’s Plains GP Holdings PAGP Stock Holding History

Janney Montgomery Scott’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.16M	Buy	171,121 +2,221	+1%	+$48.5K	0.01%	926
2025 Q4	$3.23M	Sell	168,900 -16,995	-9%	-$306K	0.01%	1109
2025 Q3	$3.39M	Sell	185,895 -10,930	-6%	-$209K	0.01%	1060
2025 Q2	$3.82M	Buy	196,825 +241	+0.1%	+$4.49K	0.01%	914
2025 Q1	$4.2M	Buy	196,584 +159,795	+434%	+$3.36M	0.01%	841
2024 Q4	$676K	Buy	+36,789	New	+$684K	﹤0.01%	1804
2022 Q3	–	Sell	-33,092	Closed	-$350K	–	2578
2022 Q2	$350K	Buy	+33,092	New	+$380K	﹤0.01%	1826
2022 Q1	–	Sell	-55,045	Closed	-$558K	–	2382
2021 Q4	$558K	Buy	55,045 +9,715	+21%	+$105K	﹤0.01%	1650
2021 Q3	$488K	Sell	45,330 -9,670	-18%	-$101K	﹤0.01%	1672
2021 Q2	$657K	Buy	+55,000	New	+$586K	﹤0.01%	1478
2020 Q1	–	Sell	-45,949	Closed	-$871K	–	2024
2019 Q4	$871K	Sell	45,949 -6,845	-13%	-$128K	0.01%	1152
2019 Q3	$1.12M	Buy	+52,794	New	+$1.22M	0.01%	981

Other funds holding PAGP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return