PFLD

Aam Low Dur Pref & INC Sec

-$11.2M

Net Activity

Institutions Holding

60

Popularity Rank

#5562

Avg Weight

0.12%

Total Value

$238.4M

Ownership Trend

60 institutions currently hold PFLD, with 25 net buyers and 42 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

42

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$84.8M
WF
Wells Fargo & Company/mn
$45.0M
LA
L2 Asset Management, LLC
$13.9M
LF
LPL Financial LLC
$13.3M
R&
Rainey & Randall Wealth Advisors INC.
$10.1M

Top 5 by Conviction

TI
Teucrium Investment Advisors, LLC
4.02%
R&
Rainey & Randall Wealth Advisors INC.
1.64%
LA
L2 Asset Management, LLC
1.32%
SI
Sound Income Strategies, LLC
0.21%
IA
IFP Advisors, Inc
0.02%
View all 60 holding institutions

Quarterly Activity

Recent Activity

+$113.7M

Total Buy Value

$193.8M

Total Sell Value

New buy12
Trim26
Add13
Sold out16

25

Net Buyers

42

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AAM LOW DUR PREF & INC SEC (PFLD)?
Major stakeholders currently include Morgan Stanley ($84.8M), Wells Fargo & Company/mn ($45.0M), L2 Asset Management, LLC ($13.9M). Based on the latest 13F filings, there are a total of 60 tracked investment funds and institutions maintaining positions in PFLD.
What is the overall institutional sentiment toward PFLD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $11.2M, driven by 25 managers accumulating shares while 42 reduced their exposure.
Which institutions have been selling or reducing their PFLD positions?
In the latest period, 26 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $193.8M.
Are there any notable investors adding PFLD to their portfolios?
Yes, buying activity remains notable. 12 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $113.7M.

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