PBMY Institutional Ownership
PGIM S&P 500 Buffer 20 ETF - May
1W: +0.1%
YTD: +0.7%
$31.90
+0.09 (+0.27%)
Overview
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Institutional Ownership — PBMY
17
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
6
New Positions
7
Increased
3
Reduced
3
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 | 487,637 | 16M | +200,600 | +69.9% | 9Q | SEC ↗ |
| 2 | JIM SAULNIER & ASSOCIATES, LLC | 154,475 | 5M | +54,997 | +55.3% | 8Q | SEC ↗ |
| 3 | SMITH, MOORE & CO. NEW | 67,908 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Spire Wealth Management | 63,714 | 2M | +39,168 | +159.6% | 5Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 40,049 | 1M | +14,557 | +57.1% | 9Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC NEW | 24,219 | 773K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Blue Water Asset Management | 24,045 | 767K | +16,476 | +217.7% | 3Q | SEC ↗ |
| 8 | AMERICAN ASSET MANAGEMENT INC. NEW | 19,770 | 631K | — | +0.0% | 1Q | SEC ↗ |
| 9 | KINTRA WEALTH, LLC NEW | 18,045 | 576K | — | +0.0% | 1Q | SEC ↗ |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | 15,587 | 497K | — | +0.0% | 5Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC NEW | 13,918 | 444K | — | +0.0% | 1Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 9,938 | 317K | +5,884 | +145.1% | 7Q | SEC ↗ |
| 13 | Steward Partners Investment Advisory, NEW | 5,193 | 166K | — | +0.0% | 1Q | SEC ↗ |
| 14 | DHJJ Financial Advisors, Ltd. | 3,821 | 122K | +2,010 | +111.0% | 8Q | SEC ↗ |
| 15 | LeClair Wealth Partners LLC | 0 | 0K | -7,569 | -100.0% | 1Q | SEC ↗ |
| 16 | CENTAURUS FINANCIAL, INC. | 0 | 0K | -8,119 | -100.0% | 4Q | SEC ↗ |
| 17 | UBS Group AG | 0 | 0K | -2,456 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| SMITH, MOORE & CO. | 67,908 | 2M |
| RAYMOND JAMES FINANCIAL INC | 24,219 | 773K |
| AMERICAN ASSET MANAGEMENT INC. | 19,770 | 631K |
| KINTRA WEALTH, LLC | 18,045 | 576K |
| MML INVESTORS SERVICES, LLC | 13,918 | 444K |
| Steward Partners Investment Advisor | 5,193 | 166K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CENTAURUS FINANCIAL, INC. | 8,119 | 259K |
| LeClair Wealth Partners LLC | 7,569 | 241K |
| UBS Group AG | 2,456 | 78K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +200,600 | +69.9% | 487,637 |
| JIM SAULNIER & ASSOCIATES, LLC | +54,997 | +55.3% | 154,475 |
| Spire Wealth Management | +39,168 | +159.6% | 63,714 |
| Blue Water Asset Management | +16,476 | +217.7% | 24,045 |
| COMMONWEALTH EQUITY SERVICES, LLC | +14,557 | +57.1% | 40,049 |
| ROYAL BANK OF CANADA | +5,884 | +145.1% | 9,938 |
| DHJJ Financial Advisors, Ltd. | +2,010 | +111.0% | 3,821 |
Biggest Decreases (0)
None.