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PBOC Institutional Ownership

PGIM S&P 500 Buffer 20 ETF - October
1W: +0.5% YTD: +0.9%
$31.58
+0.10 (+0.32%)
 
ETF CBOE · AUM $48.2M

Institutional Ownership — PBOC

18
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
2
New Positions
2
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (18 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PRUDENTIAL FINANCIAL INC 495,916 $16M +194,509 +64.5% 9Q SEC ↗
2 Foguth Wealth Management, LLC. 464,103 $15M +27,752 +6.4% 3Q SEC ↗
3 Spire Wealth Management 101,099 $3M -4,663 -4.4% 3Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 64,216 $2M -9,872 -13.3% 6Q SEC ↗
5 AMERICAN ASSET MANAGEMENT INC. 50,877 $2M — +0.0% 3Q SEC ↗
6 JIM SAULNIER & ASSOCIATES, LLC 45,254 $1M — +0.0% 7Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 31,950 $1M -22 -0.1% 4Q SEC ↗
8 CENTAURUS FINANCIAL, INC. 24,278 $767K — +0.0% 7Q SEC ↗
9 Kestra Advisory Services, LLC 14,675 $463K -125 -0.8% 3Q SEC ↗
10 OLD MISSION CAPITAL LLC NEW 14,412 $455K — +0.0% 1Q SEC ↗
11 Pinnacle Financial Partners, Inc. 11,900 $376K — +0.0% 3Q SEC ↗
12 KINTRA WEALTH, LLC NEW 9,559 $302K — +0.0% 1Q SEC ↗
13 ROYAL BANK OF CANADA 4,825 $152K -6,049 -55.6% 2Q SEC ↗
14 PNC Financial Services Group, Inc. 2,984 $94K -24 -0.8% 5Q SEC ↗
15 DHJJ Financial Advisors, Ltd. 1,744 $55K — +0.0% 3Q SEC ↗
16 GOLDMAN SACHS GROUP INC 0 $0K -7,767 -100.0% 1Q SEC ↗
17 HARBOUR INVESTMENTS, INC. 0 $0K -1,495 -100.0% 2Q SEC ↗
18 UBS Group AG 0 $0K -470 -100.0% 4Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
OLD MISSION CAPITAL LLC 14,412 $455K
KINTRA WEALTH, LLC 9,559 $302K
Sold Out (3)
HolderPrev SharesPrev Value
GOLDMAN SACHS GROUP INC 7,767 $245K
HARBOUR INVESTMENTS, INC. 1,495 $47K
UBS Group AG 470 $15K
Biggest Increases (2)
HolderAddedChange %Total Shares
PRUDENTIAL FINANCIAL INC +194,509 +64.5% 495,916
Foguth Wealth Management, LLC. +27,752 +6.4% 464,103
Biggest Decreases (6)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -9,872 -13.3% 64,216
ROYAL BANK OF CANADA -6,049 -55.6% 4,825
Spire Wealth Management -4,663 -4.4% 101,099
Kestra Advisory Services, LLC -125 -0.8% 14,675
PNC Financial Services Group, Inc. -24 -0.8% 2,984
RAYMOND JAMES FINANCIAL INC -22 -0.1% 31,950

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