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PSQ Holdings
PSQH

Overview Fund Activity

55 hedge funds and large institutions have $18.5M invested in PSQ Holdings in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
10
Reduced
8
Closed
8
Calls
$1.16M
Puts
$1.09M
Net Calls
+$74K
Net Calls Change
-$132K

Top Buyers

1
CA
Calton & Associates
Florida
$431K
2
State Street
State Street
Massachusetts
$267K
3
LPL Financial
LPL Financial
California
$216K
4
Group One Trading
Group One Trading
Illinois
$111K
5
Northern Trust
Northern Trust
Illinois
$230K

Top Sellers

1
AWM
Axxcess Wealth Management
California
$6.67M
2
SOW
State of Wyoming
Wyoming
$0
3
DMKJ
David M. Knott Jr
$0
4
AWM
AE Wealth Management
Kansas
$0
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
26
Coppell Advisory Solutions
Texas
$21.1K +$21.1K +4,019 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$15.6K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$12K +$4.96K +934 +70%
CFGS
29
Concourse Financial Group Securities
Alabama
$10.5K – – –
HI
30
Harbour Investments
Wisconsin
$10.5K +$10.5K +2,000 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9K -$3.27K -600 -27%
SS
32
Sunbelt Securities
Texas
$8.79K – – –
AF
33
Allworth Financial
California
$5.17K +$5.17K +986 New
AA
34
AlphaMark Advisors
Kentucky
$4K +$4K +750 New
TSWM
35
Tyler-Stone Wealth Management
Ohio
$3.67K – – –
IA
36
IFP Advisors
Florida
$3.14K +$524 +100 +20%
Wells Fargo
37
Wells Fargo
California
$2.61K -$5.87K -1,120 -69%
SPIA
38
Steward Partners Investment Advisory
New York
$1.39K +$419 +80 +43%
IGWM
39
ICA Group Wealth Management
Colorado
$1.26K +$1.26K +240 New
AF
40
Advisornet Financial
Minnesota
$1.22K – – –
WAS
41
Winch Advisory Services
Wisconsin
$1.15K – – –
MSWM
42
McGlone Suttner Wealth Management
Wisconsin
$1.13K +$1.13K +216 New
UBS Group
43
UBS Group
Switzerland
$1.09K +$1.09K +207 New
PA
44
PSI Advisors
Florida
$1.05K – – –
AWM
45
Avior Wealth Management
Nebraska
$1.05K +$1.05K +200 New
FMTCOCP
46
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
Simplex Trading
47
Simplex Trading
Illinois
$1K +$1K +214 New
GWSG
48
GPS Wealth Strategies Group
Colorado
$917 – – –
LFG
49
Larson Financial Group
Missouri
$524 – – –
BCMLT
50
Beacon Capital Management LLC (Tennessee)
Tennessee
$454 +$454 +50 New
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