PBJA Institutional Ownership
PGIM Rock ETF Trust - PGIM S&P 500 Buffer 20 ETF - January
1W: +0.1%
1M: +0.6%
YTD: +0.5%
$33.11
+0.08 (+0.23%)
Weekly Expected Move ±0.4%
$33
$33
$33
$33
$33
Overview
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Institutional Ownership — PBJA
25
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
54M
Total Invested
2
New Positions
7
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 469,591 | $16M | +184,398 | +64.7% | 9Q | SEC ↗ |
| 2 | Compass Advisory Group LLC | 308,421 | $10M | +2,689 | +0.9% | 7Q | SEC ↗ |
| 3 | Long Island Wealth Management, Inc. | 161,364 | $5M | -1,883 | -1.2% | 6Q | SEC ↗ |
| 4 | Blue Water Asset Management | 159,830 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 5 | AMERICAN ASSET MANAGEMENT INC. | 146,757 | $5M | +24 | +0.0% | 3Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 90,005 | $3M | -21,196 | -19.1% | 6Q | SEC ↗ |
| 7 | JIM SAULNIER & ASSOCIATES, LLC | 84,492 | $3M | -5,665 | -6.3% | 6Q | SEC ↗ |
| 8 | Spire Wealth Management | 82,733 | $3M | +1,827 | +2.3% | 2Q | SEC ↗ |
| 9 | CENTAURUS FINANCIAL, INC. | 70,638 | $2M | -828 | -1.2% | 6Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 29,062 | $962K | — | +0.0% | 7Q | SEC ↗ |
| 11 | KINTRA WEALTH, LLC | 15,767 | $522K | +7,055 | +81.0% | 2Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 12,318 | $408K | -323 | -2.6% | 6Q | SEC ↗ |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 11,417 | $378K | — | +0.0% | 6Q | SEC ↗ |
| 14 | First Heartland Consultants, Inc. NEW | 10,457 | $346K | — | +0.0% | 1Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 6,827 | $226K | — | +0.0% | 2Q | SEC ↗ |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 6,439 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 17 | DHJJ Financial Advisors, Ltd. | 5,045 | $167K | -360 | -6.7% | 9Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 3,013 | $100K | +2,877 | +2115.4% | 5Q | SEC ↗ |
| 19 | LANARK FINANCIAL, INC. | 2,421 | $80K | +1,616 | +200.7% | 2Q | SEC ↗ |
| 20 | ST GERMAIN D J CO INC | 576 | $19K | — | +0.0% | 2Q | SEC ↗ |
| 21 | PNC Financial Services Group, Inc. | 507 | $17K | — | +0.0% | 2Q | SEC ↗ |
| 22 | UBS Group AG | 0 | $0K | -48 | -100.0% | 1Q | SEC ↗ |
| 23 | Advisory Services Network, LLC | 0 | $0K | -1,690 | -100.0% | 1Q | SEC ↗ |
| 24 | LeClair Wealth Partners LLC | 0 | $0K | -159,830 | -100.0% | 1Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -11,679 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| First Heartland Consultants, Inc. | 10,457 | $346K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,439 | $213K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 159,830 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,679 | $387K |
| Advisory Services Network, LLC | 1,690 | $56K |
| UBS Group AG | 48 | $2K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +184,398 | +64.7% | 469,591 |
| KINTRA WEALTH, LLC | +7,055 | +81.0% | 15,767 |
| ROYAL BANK OF CANADA | +2,877 | +2115.4% | 3,013 |
| Compass Advisory Group LLC | +2,689 | +0.9% | 308,421 |
| Spire Wealth Management | +1,827 | +2.3% | 82,733 |
| LANARK FINANCIAL, INC. | +1,616 | +200.7% | 2,421 |
| AMERICAN ASSET MANAGEMENT INC. | +24 | +0.0% | 146,757 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -21,196 | -19.1% | 90,005 |
| JIM SAULNIER & ASSOCIATES, LLC | -5,665 | -6.3% | 84,492 |
| Long Island Wealth Management, Inc. | -1,883 | -1.2% | 161,364 |
| CENTAURUS FINANCIAL, INC. | -828 | -1.2% | 70,638 |
| DHJJ Financial Advisors, Ltd. | -360 | -6.7% | 5,045 |
| Cetera Investment Advisers | -323 | -2.6% | 12,318 |