PBMR Institutional Ownership
PGIM S&P 500 Buffer 20 ETF - March
1W: +0.1%
YTD: +1.0%
$32.89
+0.09 (+0.29%)
Overview
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Holdings
Changes
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Institutions
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Institutional Ownership — PBMR
17
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
1
New Positions
4
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 472,311 | 16M | +185,937 | +64.9% | 9Q | SEC ↗ |
| 2 | SMITH, MOORE & CO. | 105,904 | 3M | +8,594 | +8.8% | 2Q | SEC ↗ |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 91,628 | 3M | -3,162 | -3.3% | 8Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 55,159 | 2M | -171,499 | -75.7% | 10Q | SEC ↗ |
| 5 | Spire Wealth Management | 37,553 | 1M | -5,593 | -13.0% | 2Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 18,231 | 600K | +483 | +2.7% | 10Q | SEC ↗ |
| 7 | KINTRA WEALTH, LLC | 16,330 | 537K | +7,963 | +95.2% | 2Q | SEC ↗ |
| 8 | Blue Water Asset Management | 15,296 | 503K | -530 | -3.3% | 3Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 13,051 | 429K | -1,616 | -11.0% | 2Q | SEC ↗ |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | 12,182 | 401K | — | +0.0% | 2Q | SEC ↗ |
| 11 | DHJJ Financial Advisors, Ltd. | 12,123 | 399K | — | +0.0% | 9Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 11,188 | 368K | — | +0.0% | 3Q | SEC ↗ |
| 13 | Three Seasons Wealth, LLC | 9,269 | 305K | — | +0.0% | 6Q | SEC ↗ |
| 14 | OLD MISSION CAPITAL LLC NEW | 6,521 | 214K | — | +0.0% | 1Q | SEC ↗ |
| 15 | CENTAURUS FINANCIAL, INC. | 4,334 | 143K | — | +0.0% | 6Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 3,768 | 124K | -830 | -18.1% | 7Q | SEC ↗ |
| 17 | LeClair Wealth Partners LLC | 0 | 0K | -15,826 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 6,521 | 214K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 15,826 | 521K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +185,937 | +64.9% | 472,311 |
| SMITH, MOORE & CO. | +8,594 | +8.8% | 105,904 |
| KINTRA WEALTH, LLC | +7,963 | +95.2% | 16,330 |
| Cetera Investment Advisers | +483 | +2.7% | 18,231 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -171,499 | -75.7% | 55,159 |
| Spire Wealth Management | -5,593 | -13.0% | 37,553 |
| JIM SAULNIER & ASSOCIATES, LLC | -3,162 | -3.3% | 91,628 |
| RAYMOND JAMES FINANCIAL INC | -1,616 | -11.0% | 13,051 |
| ROYAL BANK OF CANADA | -830 | -18.1% | 3,768 |
| Blue Water Asset Management | -530 | -3.3% | 15,296 |