Filing Research | PBH - PRESTIGE CONSMR HEALTHCARE INC Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	609.9KSH	$28.8M
2	Tributary Capital Management, LLC	Shares	253.0KSH	$12.0M
3	GHP Investment Advisors, Inc.	Shares	75.1KSH	$3.6M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	61.2KSH	$2.9M
5	Morningstar Investment Management LLC	Shares	33.4KSH	$2.0M
6	DAVENPORT & Co LLC	Shares	25.4KSH	$1.2M
7	Louisiana State Employees Retirement System	Shares	20.8KSH	$983.2K
8	EASTERLY INVESTMENT PARTNERS LLC	Shares	18.4KSH	$869.8K
9	PensionDanmark Pensionsforsikringsaktieselskab	Shares	17.3KSH	$815.8K
10	Carnegie Lake Advisors LLC	Shares	16.8KSH	$793.9K
11	Police & Firemen's Retirement System of New Jersey	Shares	14.1KSH	$668.4K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.9KSH	$610.8K
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.8KSH	$559.3K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	11.2KSH	$531.0K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.8KSH	$381.0K
16	Sequoia Financial Advisors, LLC	Shares	7.9KSH	$375.7K
17	Curated Wealth Partners LLC	Shares	521SH	$355.1K
18	NorthCrest Asset Manangement, LLC	Shares	7.1KSH	$344.2K
19	BURNEY CO/	Shares	6.1KSH	$287.9K
20	Abel Hall, LLC	Shares	6.0KSH	$285.9K
21	Crossmark Global Holdings, Inc.	Shares	5.5KSH	$261.1K
22	OLD NATIONAL BANCORP /IN/	Shares	4.6KSH	$219.5K
23	GAMMA Investing LLC	Shares	2.6KSH	$124.2K
24	Blue Trust, Inc.	Shares	1.4KSH	$67.2K
25	Versant Capital Management, Inc	Shares	726SH	$34.3K
26	LRI Investments, LLC	Shares	349SH	$16.5K
27	EverSource Wealth Advisors, LLC	Shares	326SH	$15.4K
28	Farther Finance Advisors, LLC	Shares	316SH	$14.9K
29	Cedar Mountain Advisors, LLC	Shares	299SH	$14.1K
30	SJS Investment Consulting Inc.	Shares	247SH	$11.7K
31	IFP Advisors, Inc	Shares	246SH	$11.6K
32	SIGNATUREFD, LLC	Shares	238SH	$11.3K
33	Owl Creek Wealth Partners LLC	Shares	195SH	$9.2K
34	ENTRUST FINANCIAL LLC	Shares	84SH	$4.0K
35	MassMutual Private Wealth & Trust, FSB	Shares	84SH	$4.0K
36	MJT & Associates Financial Advisory Group, Inc.	Shares	49SH	$2.3K
37	LANARK FINANCIAL, INC.	Shares	32SH	$1.5K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	30.5KSH	$1.4K
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	29SH	$1.4K
40	State of Alaska, Department of Revenue	Shares	18.5KSH	$874
41	Handelsbanken Fonder AB	Shares	18.0KSH	$850
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	16SH	$771
43	JFS WEALTH ADVISORS, LLC	Shares	15SH	$710
44	AMALGAMATED BANK	Shares	12.7KSH	$602
45	Torren Management, LLC	Shares	12SH	$567
46	Creative Capital Management Investments LLC	Shares	9SH	$425
47	Darwin Wealth Management, LLC	Shares	9SH	$425
48	CoreCap Advisors, LLC	Shares	6SH	$284
49	Fortitude Family Office, LLC	Shares	6SH	$284
50	DiNuzzo Private Wealth, Inc.	Shares	5SH	$237

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Manager changes2026-06-30 vs 2026-03-31

50 / 70 loaded

#		Instrument
1	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+18.4K	+$869.8K	$869.8K
2	Curated Wealth Partners LLC new	Shares	+521	+$355.1K	$355.1K
3	OLD NATIONAL BANCORP /IN/ new	Shares	+4.6K	+$219.5K	$219.5K
4	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+6.9K	+$202.0K	$815.8K
5	Blue Trust, Inc. added	Shares	+1.2K	+$53.5K	$67.2K
6	LRI Investments, LLC added	Shares	+293	+$13.2K	$16.5K
7	SJS Investment Consulting Inc. added	Shares	+238	+$11.1K	$11.7K
8	Owl Creek Wealth Partners LLC added	Shares	+140	+$6.0K	$9.2K
9	Versant Capital Management, Inc added	Shares	+235	+$5.2K	$34.3K
10	IFP Advisors, Inc added	Shares	+121	+$4.2K	$11.6K
11	SIGNATUREFD, LLC added	Shares	+99	+$3.0K	$11.3K
12	LANARK FINANCIAL, INC. new	Shares	+32	+$1.5K	$1.5K
13	Creative Capital Management Investments LLC new	Shares	+9	+$425	$425
14	CoreCap Advisors, LLC new	Shares	+6	+$284	$284
15	Davis Capital Management new	Shares	+3	+$142	$142
16	Morningstar Investment Management LLC unchanged	Shares	0	$0	$2.0M
17	Capital Advisors, Ltd. LLC trimmed	Shares	-18	-$1	$0
18	Bogart Wealth, LLC exited	Shares	-1	-$59	$0
19	Darwin Wealth Management, LLC unchanged	Shares	0	-$108	$425
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.3K	-$114	$1.4K
21	Abound Wealth Management exited	Shares	-2	-$119	$0
22	Torren Management, LLC unchanged	Shares	0	-$144	$567
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$152	$771
24	AMALGAMATED BANK trimmed	Shares	-951	-$210	$602
25	Handelsbanken Fonder AB unchanged	Shares	0	-$216	$850
26	Hughes Financial Services, LLC exited	Shares	-4	-$237	$0
27	Vermillion Wealth Management, Inc. exited	Shares	-5	-$296	$0
28	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$348	$1.4K
29	DiNuzzo Private Wealth, Inc. trimmed	Shares	-5	-$356	$237
30	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-7	-$415	$0
31	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$588	$2.3K
32	State of Alaska, Department of Revenue trimmed	Shares	-7.8K	-$681	$874
33	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$1.0K	$4.0K
34	Olstein Capital Management, L.P. exited	Shares	-21.0K	-$1.2K	$0
35	JFS WEALTH ADVISORS, LLC trimmed	Shares	-20	-$1.4K	$710
36	Farther Finance Advisors, LLC added	Shares	+29	-$1.6K	$14.9K
37	Fortitude Family Office, LLC trimmed	Shares	-30	-$1.9K	$284
38	Cedar Mountain Advisors, LLC trimmed	Shares	-2	-$3.7K	$14.1K
39	Sound Income Strategies, LLC exited	Shares	-128	-$7.4K	$0
40	Crewe Advisors LLC exited	Shares	-149	-$8.8K	$0
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+245	-$11.3K	$381.0K
42	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-174	-$11.3K	$4.0K
43	FIRST HORIZON CORP exited	Shares	-333	-$19.7K	$0
44	Opal Wealth Advisors, LLC exited	Shares	-360	-$21.3K	$0
45	NorthCrest Asset Manangement, LLC trimmed	Shares	-11	-$29.0K	$344.2K
46	Abel Hall, LLC added	Shares	+468	-$44.9K	$285.9K
47	GAMMA Investing LLC trimmed	Shares	-242	-$45.9K	$124.2K
48	Crossmark Global Holdings, Inc. unchanged	Shares	0	-$66.3K	$261.1K
49	EverSource Wealth Advisors, LLC trimmed	Shares	-1.2K	-$75.3K	$15.4K
50	BURNEY CO/ trimmed	Shares	-200	-$84.9K	$287.9K

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