PAA — PLAINS ALL AMERN PIPELINE L

Ownership history in Plan Group Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan Group Financial, LLC reported a position in PLAINS ALL AMERN PIPELINE L (PAA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q2)
Avg. % of fund
0.08%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 17,000 +2,000 +13.3% 0.08% $290K $16.32
2025 Q2 INITIATED 15,000 — — 0.09% $275K $17.17
% of Fund (quarterly)    PAA price (monthly, adj. close)

Other funds also holding PAA

As of 2025 Q4 — sorted by position size

Fractal Investments LLC 3Y 9.09% ALPS ADVISORS INC 3Y 7Y 7.95% LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3Y 7Y 6.46% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 6.27% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 5.14% AMERICAN FINANCIAL GROUP INC 3Y 7Y 2.69% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 2.41% Sovereign Investment Advisors, LLC 3Y 2.36% BERKLEY W R CORP 3Y 7Y 2.27% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 2.18%
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