PBJL Institutional Ownership
PGIM S&P 500 Buffer 20 ETF - July
1W: +0.0%
YTD: +0.5%
$31.98
+0.09 (+0.28%)
Overview
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Institutional Ownership — PBJL
21
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
3
New Positions
8
Increased
7
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 484,546 | $15M | +192,589 | +66.0% | 9Q | SEC ↗ |
| 2 | Foguth Wealth Management, LLC. | 460,078 | $15M | +25,634 | +5.9% | 3Q | SEC ↗ |
| 3 | CENTAURUS FINANCIAL, INC. | 139,426 | $4M | +70,130 | +101.2% | 8Q | SEC ↗ |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | 127,411 | $4M | — | +0.0% | 8Q | SEC ↗ |
| 5 | AMERICAN ASSET MANAGEMENT INC. | 82,439 | $3M | +35,087 | +74.1% | 5Q | SEC ↗ |
| 6 | Blue Water Asset Management | 39,232 | $1M | +30,134 | +331.2% | 3Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 32,928 | $1M | -12,038 | -26.8% | 8Q | SEC ↗ |
| 8 | Spire Wealth Management | 20,808 | $665K | -3,486 | -14.3% | 4Q | SEC ↗ |
| 9 | KINTRA WEALTH, LLC NEW | 18,674 | $597K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Long Island Wealth Management, Inc. | 17,034 | $545K | +9,921 | +139.5% | 4Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 15,050 | $481K | +7,496 | +99.2% | 2Q | SEC ↗ |
| 12 | BCGM Wealth Management, LLC | 11,730 | $375K | — | +0.0% | 5Q | SEC ↗ |
| 13 | DHJJ Financial Advisors, Ltd. | 6,495 | $208K | — | +0.0% | 8Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, NEW | 1,916 | $61K | — | +0.0% | 1Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 866 | $28K | +152 | +21.3% | 4Q | SEC ↗ |
| 16 | UBS Group AG NEW | 131 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Advisory Services Network, LLC | 0 | $0K | -3,255 | -100.0% | 1Q | SEC ↗ |
| 18 | OLD MISSION CAPITAL LLC | 0 | $0K | -34,375 | -100.0% | 1Q | SEC ↗ |
| 19 | LeClair Wealth Partners LLC | 0 | $0K | -9,098 | -100.0% | 1Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 0 | $0K | -8,075 | -100.0% | 7Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 0 | $0K | -59,279 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| KINTRA WEALTH, LLC | 18,674 | $597K |
| Steward Partners Investment Advisor | 1,916 | $61K |
| UBS Group AG | 131 | $4K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ROYAL BANK OF CANADA | 59,279 | $2M |
| OLD MISSION CAPITAL LLC | 34,375 | $1M |
| LeClair Wealth Partners LLC | 9,098 | $291K |
| Kestra Advisory Services, LLC | 8,075 | $258K |
| Advisory Services Network, LLC | 3,255 | $104K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +192,589 | +66.0% | 484,546 |
| CENTAURUS FINANCIAL, INC. | +70,130 | +101.2% | 139,426 |
| AMERICAN ASSET MANAGEMENT INC. | +35,087 | +74.1% | 82,439 |
| Blue Water Asset Management | +30,134 | +331.2% | 39,232 |
| Foguth Wealth Management, LLC. | +25,634 | +5.9% | 460,078 |
| Long Island Wealth Management, Inc. | +9,921 | +139.5% | 17,034 |
| RAYMOND JAMES FINANCIAL INC | +7,496 | +99.2% | 15,050 |
| PNC Financial Services Group, Inc. | +152 | +21.3% | 866 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -12,038 | -26.8% | 32,928 |
| Spire Wealth Management | -3,486 | -14.3% | 20,808 |