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PBNV Institutional Ownership

PGIM S&P 500 Buffer 20 ETF - November
1W: +0.1% YTD: +1.4%
$31.93
+0.11 (+0.34%)
 
ETF CBOE · AUM $35.8M

Institutional Ownership — PBNV

15
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
3
New Positions
2
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (15 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PRUDENTIAL FINANCIAL INC 489,451 $16M +189,346 +63.1% 9Q SEC ↗
2 Blue Water Asset Management 114,178 $4M -14,602 -11.3% 3Q SEC ↗
3 JIM SAULNIER & ASSOCIATES, LLC 112,057 $4M — +0.0% 7Q SEC ↗
4 Spire Wealth Management 74,584 $2M -673 -0.9% 3Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 37,669 $1M -10,200 -21.3% 9Q SEC ↗
6 Kestra Advisory Services, LLC 18,498 $591K — +0.0% 3Q SEC ↗
7 KINTRA WEALTH, LLC NEW 14,925 $477K — +0.0% 1Q SEC ↗
8 MML INVESTORS SERVICES, LLC NEW 12,788 $408K — +0.0% 1Q SEC ↗
9 INTEGRITY ALLIANCE, LLC. 9,596 $306K +1,688 +21.3% 3Q SEC ↗
10 CYPRESS FINANCIAL PLANNING LLC 8,938 $285K — +0.0% 3Q SEC ↗
11 AMERICAN ASSET MANAGEMENT INC. 6,947 $222K — +0.0% 3Q SEC ↗
12 ROYAL BANK OF CANADA 1,981 $63K -3,087 -60.9% 7Q SEC ↗
13 DHJJ Financial Advisors, Ltd. 1,803 $58K — +0.0% 7Q SEC ↗
14 OSAIC HOLDINGS, INC. NEW 347 $11K — +0.0% 1Q SEC ↗
15 LeClair Wealth Partners LLC 0 $0K -128,780 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
KINTRA WEALTH, LLC 14,925 $477K
MML INVESTORS SERVICES, LLC 12,788 $408K
OSAIC HOLDINGS, INC. 347 $11K
Sold Out (1)
HolderPrev SharesPrev Value
LeClair Wealth Partners LLC 128,780 $4M
Biggest Increases (2)
HolderAddedChange %Total Shares
PRUDENTIAL FINANCIAL INC +189,346 +63.1% 489,451
INTEGRITY ALLIANCE, LLC. +1,688 +21.3% 9,596
Biggest Decreases (4)
HolderReducedChange %Total Shares
Blue Water Asset Management -14,602 -11.3% 114,178
COMMONWEALTH EQUITY SERVICES, LLC -10,200 -21.3% 37,669
ROYAL BANK OF CANADA -3,087 -60.9% 1,981
Spire Wealth Management -673 -0.9% 74,584

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms