PBL Institutional Ownership
PGIM ETF Trust - PGIM Portfolio Ballast ETF
1W: -0.8%
1M: -0.3%
YTD: -1.5%
$33.50
+0.12 (+0.36%)
Weekly Expected Move ±1.4%
$33
$33
$33
$34
$34
Overview
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Institutional Ownership — PBL
6
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
1
New Positions
3
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | 1,160,733 | $39M | -100,182 | -7.9% | 7Q | SEC ↗ |
| 2 | CARY STREET PARTNERS INVESTMENT ADVISO | 99,937 | $3M | +28,261 | +39.4% | 3Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 90,269 | $3M | +21,280 | +30.8% | 3Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 13,284 | $445K | -9,226 | -41.0% | 7Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 12,211 | $409K | +4,311 | +54.6% | 3Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN NEW | 1,852 | $62K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 1,852 | $62K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADV | +28,261 | +39.4% | 99,937 |
| JPMORGAN CHASE & CO | +21,280 | +30.8% | 90,269 |
| OSAIC HOLDINGS, INC. | +4,311 | +54.6% | 12,211 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | -100,182 | -7.9% | 1,160,733 |
| ROYAL BANK OF CANADA | -9,226 | -41.0% | 13,284 |