PMIO Institutional Ownership
PGIM Municipal Income Opportunities ETF
1W: +0.1%
1M: -2.7%
3M: -5.0%
YTD: -4.1%
1Y: -3.7%
$48.62
-0.17 (-0.36%)
Weekly Expected Move ±0.8%
$48
$48
$49
$49
$49
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Institutional Ownership — PMIO
15
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
5
New Positions
5
Increased
2
Reduced
0
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 | 469,000 | $23M | — | +0.0% | 9Q | SEC ↗ |
| 2 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 111,692 | $5M | +57,815 | +107.3% | 3Q | SEC ↗ |
| 3 | FIRST UNITED BANK & TRUST | 22,760 | $1M | +2,285 | +11.2% | 3Q | SEC ↗ |
| 4 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 11,950 | $581K | — | +0.0% | 1Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC NEW | 11,193 | $544K | — | +0.0% | 1Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 8,699 | $423K | -12,906 | -59.7% | 6Q | SEC ↗ |
| 7 | HARBOUR INVESTMENTS, INC. | 8,270 | $402K | -6,535 | -44.1% | 4Q | SEC ↗ |
| 8 | Landmark Wealth Management, LLC | 8,248 | $401K | +183 | +2.3% | 5Q | SEC ↗ |
| 9 | Vestmark Advisory Solutions, Inc. NEW | 7,060 | $343K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC NEW | 6,000 | $292K | — | +0.0% | 1Q | SEC ↗ |
| 11 | WealthPLAN Partners, LLC NEW | 5,875 | $286K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Creative Planning | 4,862 | $236K | — | +0.0% | 2Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,637 | $225K | +479 | +11.5% | 2Q | SEC ↗ |
| 14 | AE Wealth Management LLC | 2,517 | $122K | +215 | +9.3% | 2Q | SEC ↗ |
| 15 | DHJJ Financial Advisors, Ltd. | 20 | $1K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LL | 11,950 | $581K |
| CITADEL ADVISORS LLC | 11,193 | $544K |
| Vestmark Advisory Solutions, Inc. | 7,060 | $343K |
| Janney Montgomery Scott LLC | 6,000 | $292K |
| WealthPLAN Partners, LLC | 5,875 | $286K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +57,815 | +107.3% | 111,692 |
| FIRST UNITED BANK & TRUST | +2,285 | +11.2% | 22,760 |
| ENVESTNET ASSET MANAGEMENT INC | +479 | +11.5% | 4,637 |
| AE Wealth Management LLC | +215 | +9.3% | 2,517 |
| Landmark Wealth Management, LLC | +183 | +2.3% | 8,248 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -12,906 | -59.7% | 8,699 |
| HARBOUR INVESTMENTS, INC. | -6,535 | -44.1% | 8,270 |