Purchases and Sales Made in Q3 2023 in Pgim ETF Tr (PULS)
This table provides information about the institutional ownership of Pgim ETF Tr (PULS) during Q3 2023. The information is specifically focused on institutions that hold shares of PGIM ETF TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
23.5K+ 45.13% |
$1.16M - $1.16M
|
75.7K
$3.76M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.7K+ 4.67% |
$1.12M - $1.12M
|
508K
$25.3M
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21.9K+ 55.75% |
$1.08M - $1.08M
|
61.2K
$3.04M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
21.9K+ 98.96% |
$1.08M - $1.08M
|
44K
$2.19M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
21.5K+ 189.39% |
$1.06M - $1.07M
|
32.9K
$1.64M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
21.3K+ 53.03% |
$1.05M - $1.05M
|
61.5K
$3.06M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.6K+ 26.42% |
$962K - $968K
|
93.6K
$4.65M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
18.9KNew |
$929K - $935K
|
18.9K
$938K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18.1K+ 9.59% |
$889K - $894K
|
206K
$10.3M
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
17.7KNew |
$869K - $875K
|
17.7K
$878K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
17.5K+ 129.27% |
$859K - $865K
|
31K
$1.54M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16KNew |
$787K - $792K
|
16K
$795K
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.4K+ 343.87% |
$759K - $764K
|
19.9K
$990K
|
|
Nov 09, 2023
Q3 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
15.1KNew |
$742K - $747K
|
15.1K
$750K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.3KNew |
$704K - $708K
|
14.3K
$711K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$629K - $633K
|
12.8K
$636K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$613K - $617K
|
12.5K
$620K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2KNew |
$599K - $602K
|
12.2K
$605K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
11.9K+ 20.85% |
$585K - $589K
|
68.9K
$3.43M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6K+ 27.7% |
$521K - $525K
|
48.8K
$2.43M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.6K+ 1988.7% |
$520K - $523K
|
11.1K
$551K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.4K+ 61.23% |
$512K - $515K
|
27.4K
$1.36M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4KNew |
$511K - $515K
|
10.4K
$517K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 77.95% |
$503K - $506K
|
23.3K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10K+ 57.18% |
$492K - $495K
|
27.5K
$1.37M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.98KNew |
$491K - $494K
|
9.98K
$496K
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.9KNew |
$487K - $490K
|
9.9K
$492K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.71K+ 128.9% |
$477K - $480K
|
17.2K
$857K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
9.57KNew |
$471K - $474K
|
9.57K
$476K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.95KNew |
$440K - $443K
|
8.95K
$445K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.66KNew |
$426K - $429K
|
8.66K
$431K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.38K+ 148.07% |
$412K - $415K
|
14K
$698K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.11KNew |
$399K - $402K
|
8.11K
$403K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.8K+ 15.94% |
$384K - $386K
|
56.7K
$2.82M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.49KNew |
$369K - $371K
|
7.49K
$373K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.39K+ 87.11% |
$363K - $366K
|
15.9K
$789K
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.96KNew |
$342K - $345K
|
6.96K
$346K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.85KNew |
$337K - $339K
|
6.85K
$341K
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
6.1KNew |
$300K - $302K
|
6.1K
$303K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.74KNew |
$283K - $284K
|
5.74K
$285K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
5.64KNew |
$278K - $279K
|
5.64K
$280K
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
5.5KNew |
$271K - $272K
|
5.5K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.45KNew |
$268K - $270K
|
5.45K
$271K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.37K+ 100.37% |
$264K - $266K
|
10.7K
$533K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.18K+ 5.07% |
$255K - $256K
|
107K
$5.33M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.97K+ 8.73% |
$245K - $246K
|
61.9K
$3.08M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.96K+ 15.54% |
$244K - $245K
|
36.8K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.67K+ 3.64% |
$230K - $231K
|
133K
$6.62M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.37KNew |
$215K - $216K
|
4.37K
$217K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
4.33K+ 6.12% |
$213K - $214K
|
75.1K
$3.73M
|