Filing Research | PEBO - PEOPLES BANCORP INC Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	COMMUNITY TRUST & INVESTMENT CO	Shares	169.5KSH	$6.5M
2	Uncommon Cents Investing LLC	Shares	38.8KSH	$1.5M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	26.6KSH	$1.0M
4	D.A. DAVIDSON & CO.	Shares	24.1KSH	$926.6K
5	Commonwealth Financial Services, LLC	Shares	22.5KSH	$863.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.2KSH	$849.7K
7	Hennion & Walsh Asset Management, Inc.	Shares	19.7KSH	$756.8K
8	Sequoia Financial Advisors, LLC	Shares	17.9KSH	$688.3K
9	JOHNSON INVESTMENT COUNSEL INC	Shares	16.2KSH	$622.7K
10	MOODY NATIONAL BANK TRUST DIVISION	Shares	13.0KSH	$500.0K
11	Y-Intercept (Hong Kong) Ltd	Shares	11.5KSH	$442.8K
12	Police & Firemen's Retirement System of New Jersey	Shares	10.8KSH	$415.5K
13	Plan A Wealth LLC	Shares	10.4KSH	$399.0K
14	GREENWOOD GEARHART LLC	Shares	9.1KSH	$349.9K
15	Intrua Financial, LLC	Shares	6.3KSH	$241.0K
16	Saxony Capital Management, LLC	Shares	5.3KSH	$205.4K
17	BFSG, LLC	Shares	4.5KSH	$173.1K
18	Ritter Daniher Financial Advisory LLC / DE	Shares	1.2KSH	$45.8K
19	EverSource Wealth Advisors, LLC	Shares	752SH	$28.9K
20	IFP Advisors, Inc	Shares	671SH	$25.8K
21	SIGNATUREFD, LLC	Shares	597SH	$22.9K
22	GAMMA Investing LLC	Shares	593SH	$22.8K
23	City State Bank	Shares	508SH	$19.5K
24	Farther Finance Advisors, LLC	Shares	340SH	$13.0K
25	Ares Financial Consulting, LLC	Shares	300SH	$11.5K
26	Triumph Capital Management	Shares	300SH	$11.5K
27	AdvisorNet Financial, Inc	Shares	247SH	$9.5K
28	True Wealth Design, LLC	Shares	221SH	$8.5K
29	CITY HOLDING CO	Shares	185SH	$7.1K
30	SJS Investment Consulting Inc.	Shares	183SH	$7.0K
31	Dogwood Wealth Management LLC	Shares	101SH	$3.9K
32	Strategic Investment Solutions, Inc. /IL	Shares	100SH	$3.8K
33	Versant Capital Management, Inc	Shares	93SH	$3.6K
34	SBI Securities Co., Ltd.	Shares	60SH	$2.3K
35	Wealth Enhancement Trust Services, Inc.	Shares	15SH	$576
36	CoreCap Advisors, LLC	Shares	14SH	$538
37	Torren Management, LLC	Shares	2SH	$91
38	State of Alaska, Department of Revenue	Shares	1.4KSH	$54
39	Capital Advisors, Ltd. LLC	Shares	92SH	$4

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

41 / 41 loaded

#		Instrument
1	COMMUNITY TRUST & INVESTMENT CO trimmed	Shares	-500	+$922.6K	$6.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.3K	+$286.0K	$849.7K
3	Saxony Capital Management, LLC new	Shares	+5.3K	+$205.4K	$205.4K
4	Uncommon Cents Investing LLC trimmed	Shares	-1.2K	+$174.4K	$1.5M
5	D.A. DAVIDSON & CO. trimmed	Shares	-243	+$125.7K	$926.6K
6	Hennion & Walsh Asset Management, Inc. added	Shares	+230	+$116.7K	$756.8K
7	GREENWOOD GEARHART LLC added	Shares	+1.8K	+$109.6K	$349.9K
8	Commonwealth Financial Services, LLC trimmed	Shares	-683	+$102.0K	$863.1K
9	Sequoia Financial Advisors, LLC added	Shares	+54	+$101.0K	$688.3K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$99.0K	$415.5K
11	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$89.8K	$622.7K
12	Plan A Wealth LLC added	Shares	+797	+$83.8K	$399.0K
13	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$72.1K	$500.0K
14	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.7K	+$57.6K	$1.0M
15	Intrua Financial, LLC trimmed	Shares	-30	+$33.8K	$241.0K
16	BFSG, LLC unchanged	Shares	0	+$25.0K	$173.1K
17	Ritter Daniher Financial Advisory LLC / DE added	Shares	+15	+$7.1K	$45.8K
18	IFP Advisors, Inc added	Shares	+71	+$6.1K	$25.8K
19	SJS Investment Consulting Inc. added	Shares	+152	+$6.0K	$7.0K
20	SIGNATUREFD, LLC added	Shares	+50	+$5.0K	$22.9K
21	GAMMA Investing LLC added	Shares	+4	+$3.4K	$22.8K
22	Farther Finance Advisors, LLC added	Shares	+44	+$3.2K	$13.0K
23	City State Bank unchanged	Shares	0	+$2.8K	$19.5K
24	EverSource Wealth Advisors, LLC trimmed	Shares	-61	+$2.2K	$28.9K
25	Triumph Capital Management unchanged	Shares	0	+$1.7K	$11.5K
26	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.5K	$11.5K
27	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.4K	$9.5K
28	True Wealth Design, LLC unchanged	Shares	0	+$1.2K	$8.5K
29	CITY HOLDING CO unchanged	Shares	0	+$1.0K	$7.1K
30	Wealth Enhancement Trust Services, Inc. new	Shares	+15	+$576	$576
31	Dogwood Wealth Management LLC unchanged	Shares	0	+$559	$3.9K
32	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$554	$3.8K
33	CoreCap Advisors, LLC new	Shares	+14	+$538	$538
34	Versant Capital Management, Inc unchanged	Shares	0	+$515	$3.6K
35	Torren Management, LLC unchanged	Shares	0	+$13	$91
36	State of Alaska, Department of Revenue unchanged	Shares	0	+$7	$54
37	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$4
38	SBI Securities Co., Ltd. trimmed	Shares	-31	-$686	$2.3K
39	Wealthcare Advisory Partners LLC exited	Shares	-10.6K	-$348.9K	$0
40	Abacus Wealth Partners, LLC exited	Shares	-13.5K	-$443.8K	$0
41	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-58.1K	-$1.8M	$442.8K