Purchases and Sales Made in Q4 2023 in Pgim ETF Tr (PULS)
This table provides information about the institutional ownership of Pgim ETF Tr (PULS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12.4KNew |
$613K - $617K
|
12.4K
$619K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
12.3KNew |
$605K - $609K
|
12.3K
$611K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
12.1K+ 86.31% |
$596K - $600K
|
26.1K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.1KNew |
$594K - $599K
|
12.1K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.8K+ 27.76% |
$583K - $587K
|
54.5K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.7KNew |
$577K - $581K
|
11.7K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.6K+ 13.3% |
$571K - $575K
|
98.7K
$4.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.2K+ 68.69% |
$550K - $553K
|
27.4K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11KNew |
$541K - $545K
|
11K
$546K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.5K+ 31.8% |
$515K - $519K
|
43.4K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 8.0% |
$510K - $514K
|
140K
$6.95M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
10.1KNew |
$497K - $501K
|
10.1K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
10KNew |
$493K - $496K
|
10K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.87KNew |
$486K - $489K
|
9.87K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.84KNew |
$485K - $488K
|
9.84K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.55KNew |
$470K - $474K
|
9.55K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.37KNew |
$462K - $465K
|
9.37K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.45KNew |
$416K - $419K
|
8.45K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.09KNew |
$399K - $401K
|
8.09K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.83K+ 41.24% |
$386K - $388K
|
26.8K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.82K+ 22.44% |
$385K - $388K
|
42.6K
$2.12M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
7.47K+ 147.55% |
$368K - $370K
|
12.5K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.16K+ 13.02% |
$352K - $355K
|
62.1K
$3.09M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
7.07KNew |
$348K - $351K
|
7.07K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
6.57K+ 1.84% |
$323K - $326K
|
363K
$18.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
6.5K+ 24.74% |
$320K - $322K
|
32.8K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.24KNew |
$307K - $310K
|
6.24K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.8KNew |
$286K - $288K
|
5.8K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.67KNew |
$279K - $281K
|
5.67K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.17K+ 33.6% |
$255K - $256K
|
20.6K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
5.08K+ 16.38% |
$250K - $252K
|
36.1K
$1.79M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.79KNew |
$236K - $238K
|
4.79K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.64KNew |
$229K - $230K
|
4.64K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.63KNew |
$228K - $230K
|
4.63K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
4.3K+ 5.72% |
$212K - $213K
|
79.4K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4.2KNew |
$207K - $208K
|
4.2K
$209K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.1KNew |
$202K - $203K
|
4.1K
$204K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.04K+ 6.52% |
$199K - $200K
|
65.9K
$3.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.87K+ 12.7% |
$191K - $192K
|
34.3K
$1.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.58K+ 8.15% |
$176K - $178K
|
47.5K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.45K+ 12.56% |
$170K - $171K
|
30.9K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.09K+ 31.23% |
$152K - $153K
|
13K
$646K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.02K+ 1.57% |
$149K - $150K
|
196K
$9.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 4.87% |
$136K - $137K
|
59.5K
$2.96M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.67K+ 38.98% |
$131K - $132K
|
9.52K
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.43K+ 6.58% |
$119K - $120K
|
39.3K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 18.15% |
$109K - $110K
|
14.4K
$715K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.19K+ 0.43% |
$108K - $109K
|
510K
$25.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.08K+ 9.72% |
$102K - $103K
|
23.5K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.05K+ 10.95% |
$101K - $102K
|
20.8K
$1.03M
|