Filing Research | Pan American Silver Corp Institutional Holdings

Snapshot holdings

50 / 132 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	2.2MSH	$100.6M
2	BUILDER INVESTMENT GROUP INC /ADV	Shares	267.4KSH	$12.0M
3	Assenagon Asset Management S.A.	Shares	256.7KSH	$11.5M
4	Y-Intercept (Hong Kong) Ltd	Shares	209.8KSH	$9.4M
5	PKO Investment Management Joint-Stock Co	Shares	203.3KSH	$9.1M
6	ARS Investment Partners, LLC	Shares	172.0KSH	$7.7M
7	Triasima Portfolio Management inc.	Shares	155.5KSH	$7.0M
8	Steadtrust LLC	Shares	133.2KSH	$6.0M
9	KEATING INVESTMENT COUNSELORS INC	Shares	116.8KSH	$5.2M
10	BFSG, LLC	Shares	115.6KSH	$5.2M
11	Fideuram Asset Management (Ireland) dac	Shares	61.1KSH	$4.4M
12	Pine Valley Investments Ltd Liability Co	Shares	92.7KSH	$4.2M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.4KSH	$3.3M
14	Rathbones Group PLC	Shares	56.5KSH	$2.5M
15	PVG ASSET MANAGEMENT CORP	Shares	55.4KSH	$2.5M
16	DAVENPORT & Co LLC	Shares	55.3KSH	$2.5M
17	Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.	Shares	55.0KSH	$2.5M
18	McAlvany Wealth Management LLC	Shares	53.5KSH	$2.4M
19	Enclave Advisors LLC	Shares	45.1KSH	$2.0M
20	Enclave Advisors LLC	PUT	45.1KPRN	$2.0M
21	BankChampaign, National Association	Shares	44.8KSH	$2.0M
22	Plancorp, LLC	Shares	41.5KSH	$1.8M
23	LBP AM SA	Shares	38.0KSH	$1.7M
24	Mediolanum International Funds Ltd	Shares	37.5KSH	$1.7M
25	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	29.9KSH	$1.3M
26	Sowell Financial Services LLC	Shares	29.5KSH	$1.3M
27	Beirne Wealth Consulting Services, LLC	Shares	29.2KSH	$1.3M
28	Avanza Fonder AB	Shares	20.5KSH	$1.3M
29	SHEETS SMITH WEALTH MANAGEMENT	Shares	24.8KSH	$1.1M
30	BENJAMIN EDWARDS INC	Shares	24.0KSH	$1.1M
31	SteelPeak Wealth, LLC	Shares	20.7KSH	$927.4K
32	ASR Vermogensbeheer N.V.	Shares	20.3KSH	$908.8K
33	Legend Financial Advisors, Inc.	Shares	19.9KSH	$892.7K
34	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	18.2KSH	$814.2K
35	LAFFER TENGLER INVESTMENTS, INC.	Shares	16.0KSH	$718.8K
36	True North Advisors, LLC	Shares	16.0KSH	$715.7K
37	Formidable Asset Management, LLC	Shares	15.3KSH	$686.5K
38	Generali Investments CEE, investicni spolecnost, a.s.	Shares	14.8KSH	$661.9K
39	FACTORY MUTUAL INSURANCE CO	Shares	14.2KSH	$637.7K
40	Merit Financial Group, LLC	Shares	13.9KSH	$622.1K
41	PensionDanmark Pensionsforsikringsaktieselskab	Shares	13.8KSH	$617.8K
42	Blue Trust, Inc.	Shares	13.6KSH	$608.5K
43	LEE DANNER & BASS INC	Shares	13.0KSH	$582.3K
44	E Fund Management (Hong Kong) Co., Ltd.	Shares	12.7KSH	$568.2K
45	SIGNATUREFD, LLC	Shares	12.6KSH	$562.3K
46	Sequoia Financial Advisors, LLC	Shares	11.0KSH	$492.6K
47	Veracity Capital LLC	Shares	10.1KSH	$451.1K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	10.0KSH	$444.9K
49	Themes Management Co LLC	Shares	9.3KSH	$414.3K
50	Cardinal Point Capital Management ULC	Shares	9.2KSH	$409.6K

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

50 / 156 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+245.0K	+$10.9M	$11.5M
2	Fideuram Asset Management (Ireland) dac new	Shares	+61.1K	+$4.4M	$4.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+38.9K	+$1.2M	$3.3M
4	Mediolanum International Funds Ltd added	Shares	+27.2K	+$1.1M	$1.7M
5	SteelPeak Wealth, LLC new	Shares	+20.7K	+$927.4K	$927.4K
6	True North Advisors, LLC new	Shares	+16.0K	+$715.7K	$715.7K
7	Avanza Fonder AB added	Shares	+10.0K	+$507.3K	$1.3M
8	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+10.6K	+$446.7K	$617.8K
9	J.W. COLE ADVISORS, INC. new	Shares	+6.0K	+$267.2K	$267.2K
10	Synergy Asset Management, LLC new	Shares	+4.6K	+$204.6K	$204.6K
11	Ninety One SA (PTY) Ltd new	Shares	+4.0K	+$178.9K	$178.9K
12	AlphaCentric Advisors LLC added	Shares	+3.4K	+$143.0K	$194.2K
13	Merit Financial Group, LLC added	Shares	+4.6K	+$113.3K	$622.1K
14	Strategic Investment Solutions, Inc. /IL new	Shares	+500	+$67.2K	$67.2K
15	Bogart Wealth, LLC added	Shares	+1.1K	+$31.8K	$121.4K
16	DAVENPORT & Co LLC added	Shares	+10.3K	+$21.0K	$2.5M
17	LifeSteps Financial, Inc. new	Shares	+271	+$12.1K	$12.1K
18	LOUISBOURG INVESTMENTS INC. added	Shares	+280	+$10.6K	$21.5K
19	Key FInancial Inc new	Shares	+100	+$4.5K	$4.5K
20	LANARK FINANCIAL, INC. added	Shares	+155	+$3.4K	$23.3K
21	LRI Investments, LLC new	Shares	+13	+$582	$582
22	CX Institutional exited	Shares	-101	-$6	$0
23	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	-$74	$341
24	Fruth Investment Management unchanged	Shares	0	-$74	$335
25	Rachor Investment Advisory Services, LLC exited	Shares	-2	-$110	$0
26	FNY Investment Advisers, LLC exited	Shares	-3.0K	-$163	$0
27	Lodestone Wealth Management LLC unchanged	Shares	0	-$236	$1.1K
28	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$323	$2.3K
29	Ares Financial Consulting, LLC unchanged	Shares	0	-$410	$1.7K
30	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$484	$2.1K
31	PROFFITT & GOODSON INC unchanged	Shares	0	-$492	$2.2K
32	SJS Investment Consulting Inc. unchanged	Shares	0	-$560	$2.6K
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$629	$2.9K
34	Hickory Point Bank & Trust unchanged	Shares	0	-$738	$3.4K
35	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$896	$4.1K
36	Oakworth Capital, Inc. unchanged	Shares	0	-$1.0K	$4.4K
37	Bank & Trust Co unchanged	Shares	0	-$1.0K	$4.7K
38	Lesa Sroufe & Co added	Shares	+5.2K	-$1.2K	$6.7K
39	CoreCap Advisors, LLC added	Shares	+3	-$1.3K	$6.7K
40	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$1.4K	$6.4K
41	Main Street Group, LTD unchanged	Shares	0	-$1.4K	$6.5K
42	Investors Research Corp unchanged	Shares	0	-$1.8K	$8.1K
43	ST GERMAIN D J CO INC unchanged	Shares	0	-$1.8K	$8.4K
44	IFP Advisors, Inc trimmed	Shares	-26	-$2.5K	$5.1K
45	GAMMA Investing LLC unchanged	Shares	0	-$2.6K	$12.0K
46	GHP Investment Advisors, Inc. unchanged	Shares	0	-$2.9K	$13.0K
47	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$3.0K	$13.4K
48	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+2	-$3.1K	$14.6K
49	FINANCIAL CONSULATE, INC added	Shares	+6	-$3.4K	$17.0K
50	CFG Wealth Management Services, Inc. exited	Shares	-63	-$3.4K	$0

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