Atria Wealth Solutions, Inc. Pgim Short Duration High Yield Opportunities Fund Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$14.45 - $15.38 $10,837 - $11,535	-750 Reduced 6.67%	10,500 $152,000
Q2 2023 Aug 03, 2023	SELL	$14.54 - $15.0 $21,810 - $22,500	-1,500 Reduced 11.76%	11,250 $167,000
Q1 2023 Aug 22, 2023	BUY	$14.51 - $15.96 $21,765 - $23,940	1,500 Added 13.33%	12,750 $188,000
Q4 2022 Aug 30, 2023	BUY	$13.95 - $15.79 $20,925 - $23,685	1,500 Added 13.33%	12,750 $187,000
Q4 2022 Feb 13, 2023	SELL	$13.95 - $15.79 $13,950 - $15,790	-1,000 Reduced 7.27%	12,750 $187,000
Q3 2022 Nov 14, 2022	BUY	$14.16 - $16.15 $194,700 - $222,062	13,750 New	13,750 $198,000
Q2 2022 Aug 15, 2022	SELL	$14.6 - $17.09 $200,750 - $234,987	-13,750 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$16.38 - $18.51 $225,225 - $254,512	13,750 New	13,750 $230,000

Others Institutions Holding SDHY

# of Institutions

66

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$36.6 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

1.57M
Shares

$26 Million
0.12% of portfolio
Allspring Global Investments Holdings, LLC

1.05M
Shares

$17.4 Million
0.03% of portfolio
1607 Capital Partners, LLC Richmond, VA

911K
Shares

$15.1 Million
1.39% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

713K
Shares

$11.8 Million
0.66% of portfolio

About PGIM Short Duration High Yield Opportunities Fund

Ticker SDHY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SDHY

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