Sheaff Brock Investment Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $353K | Buy |
8,806
+500
| +6% | +$18.8K | 0.03% | 312 |
|
|
2024
Q4 | $307K | Hold |
8,306
| – | – | 0.03% | 329 |
|
|
2024
Q3 | $343K | Hold |
8,306
| – | – | 0.03% | 314 |
|
|
2024
Q2 | $308K | Hold |
8,306
| – | – | 0.03% | 320 |
|
|
2024
Q1 | $294K | Hold |
8,306
| – | – | 0.02% | 358 |
|
|
2023
Q4 | $286K | Hold |
8,306
| – | – | 0.02% | 353 |
|
|
2023
Q3 | $250K | Buy |
8,306
+37
| +0.4% | +$1.14K | 0.02% | 363 |
|
|
2023
Q2 | $260K | Buy |
8,269
+34
| +0.4% | +$1.09K | 0.02% | 378 |
|
|
2023
Q1 | $267K | Buy |
8,235
+11
| +0.1% | +$371 | 0.02% | 381 |
|
|
2022
Q4 | $279K | Buy |
8,224
+34
| +0.4% | +$1.14K | 0.03% | 356 |
|
|
2022
Q3 | $249K | Buy |
8,190
+30
| +0.4% | +$1.07K | 0.03% | 374 |
|
|
2022
Q2 | $288K | Buy |
8,160
+29
| +0.4% | +$1.12K | 0.02% | 351 |
|
|
2022
Q1 | $306K | Buy |
8,131
+32
| +0.4% | +$1.08K | 0.02% | 371 |
|
|
2021
Q4 | $246K | Sell |
8,099
-972
| -11% | -$31K | 0.02% | 434 |
|
|
2021
Q3 | $288K | Buy |
9,071
+41
| +0.5% | +$1.29K | 0.02% | 393 |
|
|
2021
Q2 | $287K | Buy |
9,030
+27
| +0.3% | +$847 | 0.02% | 376 |
|
|
2021
Q1 | $260K | Hold |
9,003
| – | – | 0.02% | 384 |
|
|
2020
Q4 | $213K | Buy |
+9,003
| New | +$212K | 0.02% | 412 |
|
|
2020
Q3 | – | Sell |
-9,003
| Closed | -$225K | – | 491 |
|
|
2020
Q2 | $225K | Buy |
+9,003
| New | +$208K | 0.02% | 360 |
|
|
2020
Q1 | – | Sell |
-8,003
| Closed | -$297K | – | 475 |
|
|
2019
Q4 | $297K | Hold |
8,003
| – | – | 0.03% | 338 |
|
|
2019
Q3 | $297K | Hold |
8,003
| – | – | 0.03% | 339 |
|
|
2019
Q2 | $298K | Hold |
8,003
| – | – | 0.03% | 336 |
|
|
2019
Q1 | $294K | Hold |
8,003
| – | – | 0.04% | 343 |
|
|
2018
Q4 | $237K | Hold |
8,003
| – | – | 0.04% | 361 |
|
|
2018
Q3 | $272K | Sell |
8,003
-425
| -5% | -$14.8K | 0.03% | 373 |
|
|
2018
Q2 | $292K | Sell |
8,428
-100
| -1% | -$3.34K | 0.03% | 370 |
|
|
2018
Q1 | $266K | Buy |
8,528
+600
| +8% | +$19.9K | 0.03% | 385 |
|
|
2017
Q4 | $287K | Sell |
7,928
-1,765
| -18% | -$61K | 0.04% | 362 |
|
|
2017
Q3 | $340K | Sell |
9,693
-608
| -6% | -$20.3K | 0.04% | 328 |
|
|
2017
Q2 | $341K | Buy |
10,301
+1
| +0% | +$32 | 0.04% | 352 |
|
|
2017
Q1 | $327K | Sell |
10,300
-508
| -5% | -$16.1K | 0.04% | 374 |
|
|
2016
Q4 | $339K | Buy |
10,808
+3,558
| +49% | +$108K | 0.04% | 364 |
|
|
2016
Q3 | $221K | Sell |
7,250
-800
| -10% | -$24.1K | 0.03% | 441 |
|
|
2016
Q2 | $244K | Buy |
+8,050
| New | +$235K | 0.03% | 429 |
|
Other funds holding PBA
Sheaff Brock Investment Advisors's PBA Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Pembina Pipeline (PBA) stake by 6% in Q1 2025, buying an estimated $18.8K and bringing the position to 8,806 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #312.
Sheaff Brock Investment Advisors first reported a position in PBA in Q2 2016 and has held it in 34 quarters since. 419 funds tracked by Wall St. Rank hold PBA as of Q1 2025.
- Sheaff Brock Investment Advisors held 8,806 shares of Pembina Pipeline worth $353K as of Q1 2025.
- Sheaff Brock Investment Advisors bought 500 Pembina Pipeline shares in Q1 2025, an estimated $18.8K.
- Pembina Pipeline made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #312 holding.
- Sheaff Brock Investment Advisors first reported a position in Pembina Pipeline in Q2 2016 and has held it in 34 quarters since.
- 419 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.