PBAU Institutional Ownership
PGIM S&P 500 Buffer 20 ETF - August
1W: +0.0%
YTD: +0.5%
$32.22
+0.11 (+0.33%)
Overview
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Institutional Ownership — PBAU
19
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
2
New Positions
4
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 482,514 | $16M | +189,965 | +64.9% | 9Q | SEC ↗ |
| 2 | JIM SAULNIER & ASSOCIATES, LLC | 96,541 | $3M | — | +0.0% | 8Q | SEC ↗ |
| 3 | KINTRA WEALTH, LLC | 47,574 | $2M | +24,581 | +106.9% | 2Q | SEC ↗ |
| 4 | Spire Wealth Management | 46,407 | $1M | -33,436 | -41.9% | 4Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC | 35,009 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 6 | AMERICAN ASSET MANAGEMENT INC. | 27,719 | $893K | -676 | -2.4% | 4Q | SEC ↗ |
| 7 | Pathstone Holdings, LLC NEW | 17,550 | $565K | — | +0.0% | 1Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 14,953 | $482K | -13,632 | -47.7% | 5Q | SEC ↗ |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | 14,020 | $452K | — | +0.0% | 4Q | SEC ↗ |
| 10 | OLD MISSION CAPITAL LLC NEW | 11,094 | $357K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Blue Water Asset Management | 10,483 | $338K | — | +0.0% | 3Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 8,053 | $259K | — | +0.0% | 4Q | SEC ↗ |
| 13 | HARBOUR INVESTMENTS, INC. | 5,559 | $179K | — | +0.0% | 2Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 4,343 | $140K | -3,325 | -43.4% | 2Q | SEC ↗ |
| 15 | DHJJ Financial Advisors, Ltd. | 3,238 | $104K | — | +0.0% | 8Q | SEC ↗ |
| 16 | UBS Group AG | 2,786 | $90K | +2,780 | +46333.3% | 2Q | SEC ↗ |
| 17 | PNC Financial Services Group, Inc. | 1,285 | $41K | +188 | +17.1% | 4Q | SEC ↗ |
| 18 | Sunrise Financial Services, LLC | 520 | $17K | — | +0.0% | 3Q | SEC ↗ |
| 19 | LeClair Wealth Partners LLC | 0 | $0K | -10,483 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 17,550 | $565K |
| OLD MISSION CAPITAL LLC | 11,094 | $357K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 10,483 | $338K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +189,965 | +64.9% | 482,514 |
| KINTRA WEALTH, LLC | +24,581 | +106.9% | 47,574 |
| UBS Group AG | +2,780 | +46333.3% | 2,786 |
| PNC Financial Services Group, Inc. | +188 | +17.1% | 1,285 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Spire Wealth Management | -33,436 | -41.9% | 46,407 |
| COMMONWEALTH EQUITY SERVICES, LLC | -13,632 | -47.7% | 14,953 |
| ROYAL BANK OF CANADA | -3,325 | -43.4% | 4,343 |
| AMERICAN ASSET MANAGEMENT INC. | -676 | -2.4% | 27,719 |