Public record / Tickers / PAA

PAA — PLAINS ALL AMERICAN PIPELINE LP†

Both disclosure regimes on one name: who in Congress filed about PAA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
66
all PTR rows naming PAA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-07
filed 2023-11-07
13F holders
306
top-306 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Mark E. Green · $500K–$1.0M

SELL · traded 2022-01-06 → filed 2022-01-18. Ranked over every PAA row by the provable lower bound, never a point estimate.

No member disclosed PAA in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

18 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated PAA rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PAA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PAA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-11-07Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 10-03 +35d$15K–$50K
2023-04-04Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 03-24 +11d$15K–$50K
2022-07-05Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 06-23 +12d$100K–$250K
2022-06-04Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 05-16 +19d$1K–$15K
2022-03-07Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 02-15 +20d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 66 ↗

Members active in PAA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PAA in the trailing 12 months.

Congress ↔ notable managers · PAA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PLAINS ALL AMERN PIPELINE L

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PAA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ALPS ADVISORS INC$1.6B1
2Invesco Ltd.$745M1
3Blackstone Inc.$418M1
4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$381M1
5MORGAN STANLEY$255M1
6UBS Group AG$196M1
7KAYNE ANDERSON CAPITAL ADVISORS LP$138M1
8BANK OF AMERICA CORP /DE/$109M1
9CIBC Bancorp USA Inc.$84.0M1
10Fractal Investments LLC$81.0M1
11INFRASTRUCTURE CAPITAL ADVISORS, LLC$69.0M1
12BERKLEY W R CORP$59.9M1
13EAGLE GLOBAL ADVISORS LLC$50.6M1
14DEUTSCHE BANK AG\$42.1M1
15DUFF & PHELPS INVESTMENT MANAGEMENT CO$39.7M1
16WELLS FARGO & COMPANY/MN$35.0M1
17WESTWOOD HOLDINGS GROUP INC$34.3M1
18Energy Income Partners, LLC$29.6M1
19LONGFELLOW INVESTMENT MANAGEMENT CO LLC$27.5M1
20Mariner, LLC$22.7M1
21RAYMOND JAMES FINANCIAL INC$18.8M1
22STATE OF WISCONSIN INVESTMENT BOARD$17.5M1
23LPL Financial LLC$17.0M1
24MIZUHO MARKETS AMERICAS LLC$16.8M1
25Texas Yale Capital Corp.$14.9M1
26Focus Partners Wealth$14.6M1
27Waverly Advisors, LLC$13.9M1
28ROYAL BANK OF CANADA$13.8M1
29Americana Partners, LLC$12.9M1
30NEOS Investment Management LLC$12.9M1
31Sovereign Investment Advisors, LLC$11.8M1
32EXCHANGE TRADED CONCEPTS, LLC$11.7M1
33OpenArc Corporate Advisory, LLC$11.2M1
34CITIGROUP INC$10.4M1
35FMR LLC$10.0M1
36Advisors Asset Management, Inc.$9.7M1
37HighTower Advisors, LLC$9.7M1
38Maryland State Retirement & Pension System$9.4M1
39AMERICAN FINANCIAL GROUP INC$9.2M1
40U.S. Capital Wealth Advisors, LLC$8.5M1
41ENVESTNET ASSET MANAGEMENT INC$8.1M1
42Pathstone Holdings, LLC$6.8M1
43BFSG, LLC$5.7M1
44Cetera Investment Advisers$5.3M1
45STIFEL FINANCIAL CORP$5.2M1
46BlackRock, Inc.$4.9M1
47CWA Asset Management Group, LLC$4.8M1
48Rockefeller Capital Management L.P.$4.7M1
49Corient Private Wealth LLC$4.7M1
50NORTHERN TRUST CORP$4.6M1
51Callodine Capital Management, LP$4.5M1
52Nuveen, LLC$4.4M1
53Chicago Partners Investment Group LLC$4.4M1
54ANGELES WEALTH MANAGEMENT, LLC$4.3M1
55Gilman Hill Asset Management, LLC$4.1M1
56Cresset Asset Management, LLC$3.9M1
57Private Advisor Group, LLC$3.8M1
58FIRST TRUST ADVISORS LP$3.7M1
59ELCO Management Co., LLC$3.6M1
60SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
61Aster Capital Management (DIFC) Ltd$3.5M1
62WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.4M1
63US BANCORP \DE\$3.4M1
64Kestra Advisory Services, LLC$3.1M1
65COMMONWEALTH EQUITY SERVICES, LLC$3.1M1
66PFG Investments, LLC$3.1M1
67NewEdge Advisors, LLC$2.7M1
68Cerity Partners LLC$2.7M1
69Fort Sheridan Advisors LLC$2.7M1
70DIVIDEND ASSETS CAPITAL, LLC$2.5M1
71Oxbow Advisors, LLC$2.5M1
72Clarus Group, Inc.$2.5M1
73Wealth Alliance Advisory Group, LLC$2.5M1
74HENGEHOLD CAPITAL MANAGEMENT LLC$2.4M1
75Rydar Equities, Inc.$2.4M1
76HUB Investment Partners, LLC$2.4M1
77Aptus Capital Advisors, LLC$2.4M1
78Wealthstar Advisors, LLC$2.3M1
79Beacon Pointe Advisors, LLC$2.2M1
80BLUEFIN CAPITAL MANAGEMENT, LLC$2.1M1
81HORIZON KINETICS ASSET MANAGEMENT LLC$2.0M1
82STEPHENS INC /AR/$2.0M1
83Forvis Mazars Wealth Advisors, LLC$2.0M1
84Mountain Lake Investment Management LLC$1.9M1
85&PARTNERS$1.9M1
86DV Trading LLC$1.8M1
87QUADRANT CAPITAL GROUP LLC$1.8M1
88Curi Capital, LLC$1.7M1
89Creative Planning$1.7M1
90CASTLEARK MANAGEMENT LLC$1.6M1
91Independent Advisor Alliance$1.6M1
92Apollon Wealth Management, LLC$1.5M1
93FORTEM FINANCIAL GROUP, LLC$1.5M1
94Corps Capital Advisors, LLC$1.5M1
95Prospera Financial Services Inc$1.4M1
96RR Advisors, LLC$1.4M1
97Sanctuary Advisors, LLC$1.4M1
98Summit Financial, LLC$1.4M1
99Parkside Financial Bank & Trust$1.3M1
100OPPENHEIMER ASSET MANAGEMENT INC.$1.3M1
101Clear Trail Advisors, LLC$1.3M1
102Nicholas Wealth, LLC.$1.3M1
103Vestmark Advisory Solutions, Inc.$1.3M1
104ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
105CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$1.2M1
106GUGGENHEIM CAPITAL LLC$1.2M1
107Greenline Partners, LLC$1.2M1
108Jackson Hole Capital Partners, LLC$1.2M1
109CWM, LLC$1.2M1
110Prospect Financial Services LLC$1.1M1
111EXENCIAL WEALTH ADVISORS, LLC$1.1M1
112NATIXIS$1.1M1
113Turtle Creek Wealth Advisors, LLC$1.1M1
114OSAIC HOLDINGS, INC.$1.0M1
115Stratos Wealth Partners, LTD.$988K1
116FIDELIS CAPITAL PARTNERS, LLC$938K1
117BEACON INVESTMENT ADVISORY SERVICES, INC.$913K1
118Caprock Group, LLC$912K1
119ProShare Advisors LLC$867K1
120UMB Bank, n.a.$861K1
121Cornerstone Wealth Management, LLC$849K1
122Procyon Advisors, LLC$788K1
123Southeast Asset Advisors, LLC$782K1
124Manske Wealth Management$781K1
125F/m Investments LLC$775K1
126Diversified Trust Co$764K1
127Quantinno Capital Management LP$758K1
128SCS Capital Management LLC$742K1
129BLAIR WILLIAM & CO/IL$715K1
130Apella Capital, LLC$708K1
131KESTRA PRIVATE WEALTH SERVICES, LLC$702K1
132Steward Partners Investment Advisory, LLC$672K1
133MERCER GLOBAL ADVISORS INC /ADV$671K1
134Lido Advisors, LLC$671K1
135Spire Wealth Management$668K1
136Hartford Financial Management Inc.$665K1
137Pasadena Private Wealth, LLC$662K1
138Concurrent Investment Advisors, LLC$661K1
139Avidian Wealth Enterprises, LLC$658K1
140TWO SIGMA SECURITIES, LLC$653K1
141D.A. DAVIDSON & CO.$635K1
142Symmetry Partners, LLC$628K1
143MGO ONE SEVEN LLC$598K1
144Squarepoint Ops LLC$560K1
145World Investment Advisors$558K1
146Segment Wealth Management, LLC$545K1
147Mutual Advisors, LLC$543K1
148IEQ CAPITAL, LLC$539K1
149TRUIST FINANCIAL CORP$522K1
150Westover Capital Advisors, LLC$514K1
151INDEPENDENT FINANCIAL GROUP, LLC$506K1
152Glenview Trust Co$493K1
153NAPLES GLOBAL ADVISORS, LLC$492K1
154Lee Financial Co$491K1
155Stablepoint Partners, LLC$471K1
156Kovack Advisors, Inc.$467K1
157Atala Financial Inc$466K1
158Diligent Investors, LLC$462K1
159BALDWIN WEALTH PARTNERS LLC/MA$445K1
160Hardy Reed LLC$440K1
161AE Wealth Management LLC$439K1
162Rede Wealth, LLC$430K1
163Samalin Investment Counsel, LLC$428K1
164Aviance Capital Partners, LLC$422K1
165VestGen Advisors, LLC$419K1
166Amundi$417K1
167COMMERCE BANK$416K1
168CFM WEALTH PARTNERS LLC$414K1
169Secure Asset Management, LLC$412K1
170ISLAY CAPITAL MANAGEMENT, LLC$409K1
171CenterStar Asset Management, LLC$409K1
172DOLIVER ADVISORS, LP$399K1
173Morgan Creek Capital Management, LLC$394K1
174Creekside Partners$391K1
175Equitable Holdings, Inc.$390K1
176Brookstone Capital Management$376K1
177Avantax Planning Partners, Inc.$368K1
178SUMMIT SECURITIES GROUP LLC$362K1
179FOUNDATIONS INVESTMENT ADVISORS, LLC$356K1
180Argyle Capital Partners, LLC$352K1
181HB Wealth Management, LLC$345K1
182Avior Wealth Management, LLC$345K1
183Chancellor Financial Group WB LP$345K1
184Arkfeld Wealth Strategies, L.L.C.$344K1
185Prasad Wealth Partners, LLC$344K1
186RITHOLTZ WEALTH MANAGEMENT$337K1
187CLIFFORD SWAN INVESTMENT COUNSEL LLC$330K1
188Brookwood Investment Group LLC$328K1
189Arista Wealth Management, LLC$326K1
190EVOLVE PRIVATE WEALTH, LLC$326K1
191NewEdge Wealth, LLC$323K1
192Composition Wealth, LLC$319K1
193Requisite Capital Management, LLC$319K1
194MATTERN CAPITAL MANAGEMENT, LLC$304K1
195BANK OF MONTREAL /CAN/$300K1
196Magnus Financial Group LLC$289K1
197Elemental Capital Partners LLC$285K1
198Hibernia Wealth Partners, LLC$279K1
199HANCOCK WHITNEY CORP$276K1
200SENTINEL WEALTH MANAGEMENT, INC.$273K1
201Providence Financial Advisors, LLC$269K1
202Pingora Partners LLC$269K1
203ECLECTIC ASSOCIATES INC /ADV$266K1
204JANE STREET GROUP, LLC$263K1
205Summit Trail Advisors, LLC$260K1
206Archford Capital Strategies, LLC$258K1
207REGIONS FINANCIAL CORP$252K1
208FIRST NATIONAL TRUST CO$250K1
209WealthTrust Axiom LLC$241K1
210State of Wyoming$241K1
211VIEWPOINT INVESTMENT PARTNERS CORP$240K1
212Cannell & Spears LLC$239K1
213Hilltop Holdings Inc.$237K1
214CHOREO, LLC$237K1
215NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$235K1
216StoneX Group Inc.$234K1
217O'SHAUGHNESSY ASSET MANAGEMENT, LLC$234K1
218Beverly Hills Private Wealth, LLC$233K1
219AQR CAPITAL MANAGEMENT LLC$231K1
220Tidal Investments LLC$229K1
221KWB Wealth$225K1
222Obermeyer Wealth Partners$223K1
223Abel Hall, LLC$223K1
224SLT Holdings LLC$223K1
225Waterfront Wealth Inc.$223K1
226Kingsview Wealth Management, LLC$221K1
227Quantum Private Wealth, LLC$218K1
228Snowden Capital Advisors LLC$217K1
229Sigma Planning Corp$217K1
230Physician Wealth Advisors, Inc.$217K1
231McElhenny Sheffield Capital Management, LLC$215K1
232Arrow Investment Advisors, LLC$215K1
233BROWN ADVISORY INC$213K1
234Aull & Monroe Investment Management Corp$212K1
235DAYMARK WEALTH PARTNERS, LLC$205K1
236Advisor OS, LLC$204K1
237Virtus Investment Advisers, LLC$193K1
238INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$181K1
239MAI Capital Management$177K1
240Allworth Financial LP$158K1
241TD Waterhouse Canada Inc.$133K1
242ARMSTRONG ADVISORY GROUP, INC$113K1
243Federation des caisses Desjardins du Quebec$105K1
244REAP Financial Group, LLC$102K1
245Solstein Capital, LLC$85.0K1
246Scarborough Advisors, LLC$80.4K1
247Geneos Wealth Management Inc.$79.3K1
248Hilltop National Bank$73.7K1
249NATIONAL BANK OF CANADA /FI/$71.6K1
250Arax Advisory Partners$66.1K1
251Larson Financial Group LLC$55.8K1
252Trask Adam Roland$55.8K1
253HRT FINANCIAL LP$50.3K1
254Caldwell Trust Co$49.2K1
255EVERMAY WEALTH MANAGEMENT LLC$44.7K1
256NFSG Corp$44.1K1
257CENTRAL TRUST Co$38.0K1
258MATHER GROUP, LLC.$35.1K1
259SIGNATUREFD, LLC$27.6K1
260FIFTH THIRD BANCORP$27.3K1
261Bollard Group LLC$27.2K1
262CBIZ Investment Advisory Services, LLC$22.8K1
263Security National Bank$22.3K1
264Blue Trust, Inc.$22.3K1
265Activest Wealth Management$22.3K1
266Financial Freedom, LLC$19.3K1
267Atlantic Edge Private Wealth Management, LLC$14.5K1
268Atlantic Union Bankshares Corp$13.4K1
269Wilmington Savings Fund Society, FSB$11.2K1
270WOLFF WIESE MAGANA LLC$11.2K1
271SJS Investment Consulting Inc.$11.2K1
272UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.1K1
273BIRCHBROOK, INC.$8.9K1
274Financial Network Wealth Advisors LLC$8.3K1
275GILPIN WEALTH MANAGEMENT, LLC$5.5K1
276Tower Research Capital LLC (TRC)$4.6K1
277SALEM INVESTMENT COUNSELORS INC$4.5K1
278ASSETMARK, INC$2.9K1
279SHP Wealth Management$2.5K1
280ACADIAN ASSET MANAGEMENT LLC$2.3K1
281Clearstead Advisors, LLC$2.2K1
282TOTH FINANCIAL ADVISORY CORP$2.2K1
283Annandale Capital, LLC$4051
284Mountain Hill Investment Partners Corp.$2381
285Smithfield Trust Co$281
286ELEVATION WEALTH PARTNERS, LLC$281
287VALLEY NATIONAL ADVISERS INC$111
288KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
289GLENMEDE TRUST CO NA— value not disclosed1
290HARBOUR INVESTMENTS, INC.— value not disclosed1
291DAVENPORT & Co LLC— value not disclosed1
292CIBC Private Wealth Group LLC— value not disclosed1
293Liberty Capital Management, Inc.— value not disclosed1
294B. Riley Wealth Advisors, Inc.— value not disclosed1
295TCTC Holdings, LLC— value not disclosed1
296Inspire Investing, LLC— value not disclosed1
297Stratos Investment Management, LLC— value not disclosed1
298Global Retirement Partners, LLC— value not disclosed1
299WEALTH ALLIANCE, LLC— value not disclosed1
300XTX Topco Ltd— value not disclosed1
301Naviter Wealth, LLC— value not disclosed1
302Dunhill Financial, LLC— value not disclosed1
303Prossimo Advisors, LLC— value not disclosed1
304PRECEDENT WEALTH PARTNERS, LLC— value not disclosed1
305CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC— value not disclosed1
306Turas Capital Management LP— value not disclosed1
Truncated by Public Filings. Every one of the 287 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PAA

RETAINED WINDOW · ACTIVE HITS

Zero hits on PAA in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PAA · financials and macro

Financials — as filed PLANNED

PAA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PAA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing