# PRESTIGE WEALTH INC (PWM)

> Institutional ownership reported to the SEC as of Q4 2023, from Form 13F filings. Source: https://holderbook.com/stocks/PWM/

- Reporting holders: 3
- Reported value: $55.3K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $31.5K | 15,009 | 0.0% | 2 |
| [BlackRock Inc.](https://holderbook.com/funds/1364742-blackrock-inc/) | $23.5K | 11,192 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $274 | 130 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2023 | 3 | $55.3K |
| Q3 2023 | 4 | $91.5K |