PBSE Institutional Ownership
PGIM S&P 500 Buffer 20 ETF - September
1W: -0.0%
YTD: +0.4%
$31.46
+0.09 (+0.29%)
Overview
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Institutional Ownership — PBSE
12
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
2
New Positions
1
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 491,106 | $15M | +193,557 | +65.1% | 9Q | SEC ↗ |
| 2 | Spire Wealth Management | 80,872 | $3M | -23,997 | -22.9% | 4Q | SEC ↗ |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 55,826 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 55,095 | $2M | -14,780 | -21.2% | 5Q | SEC ↗ |
| 5 | AMERICAN ASSET MANAGEMENT INC. | 42,561 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 6 | KINTRA WEALTH, LLC NEW | 14,659 | $461K | — | +0.0% | 1Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 10,752 | $338K | — | +0.0% | 1Q | SEC ↗ |
| 8 | DHJJ Financial Advisors, Ltd. | 1,547 | $49K | — | +0.0% | 8Q | SEC ↗ |
| 9 | PNC Financial Services Group, Inc. | 134 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -7,848 | -100.0% | 3Q | SEC ↗ |
| 11 | MORGAN STANLEY | 0 | $0K | -749 | -100.0% | 2Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 0 | $0K | -7,199 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| KINTRA WEALTH, LLC | 14,659 | $461K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,752 | $338K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 7,848 | $247K |
| ROYAL BANK OF CANADA | 7,199 | $227K |
| MORGAN STANLEY | 749 | $24K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +193,557 | +65.1% | 491,106 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Spire Wealth Management | -23,997 | -22.9% | 80,872 |
| COMMONWEALTH EQUITY SERVICES, LLC | -14,780 | -21.2% | 55,095 |