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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Mark E. Green · $500K–$1.0M

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-11-07Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 10-03 +35d$15K–$50K
2023-04-04Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 03-24 +11d$15K–$50K
2022-07-05Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 06-23 +12d$100K–$250K
2022-06-04Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 05-16 +19d$1K–$15K
2022-03-07Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 02-15 +20d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
289GLENMEDE TRUST CO NA$01
290HARBOUR INVESTMENTS, INC.$01
291DAVENPORT & Co LLC$01
292CIBC Private Wealth Group LLC$01
293Liberty Capital Management, Inc.$01
294B. Riley Wealth Advisors, Inc.$01
295TCTC Holdings, LLC$01
296Inspire Investing, LLC$01
297Stratos Investment Management, LLC$01
298Global Retirement Partners, LLC$01
299WEALTH ALLIANCE, LLC$01
300XTX Topco Ltd$01
301Naviter Wealth, LLC$01
302Dunhill Financial, LLC$01
303Prossimo Advisors, LLC$01
304PRECEDENT WEALTH PARTNERS, LLC$01
305CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$01
306Turas Capital Management LP$01
Truncated by Public Filings. The published aggregate ranks the top 306 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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