Latest Institutional Transactions on Pgim ETF Tr (PHYL)
This table provides information on the latest institutional transactions involving Pgim ETF Tr (PHYL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.6K+ 26.69% |
$1.94M - $2.02M
|
268K
$9.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.1K- 64.82% |
$997K - $1.04M
|
15.8K
$555K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
492+ 2.16% |
$16.8K - $17.6K
|
23.3K
$819K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.64K+ 50.7% |
$159K - $166K
|
13.8K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
171New |
$5.86K - $6.12K
|
171
$6.01K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.9K+ 7.36% |
$271K - $283K
|
115K
$4.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.9K+ 7.36% |
$271K - $283K
|
115K
$4.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.15K+ 28.79% |
$73.6K - $77K
|
9.62K
$338K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.7KNew |
$434K - $454K
|
12.7K
$445K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.49KNew |
$325K - $340K
|
9.49K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-111- 0.62% |
$3.8K - $3.97K
|
17.7K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27+ 0.25% |
$924 - $967
|
10.8K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2K+ 14.29% |
$68.5K - $71.6K
|
16K
$563K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.96KNew |
$135K - $142K
|
3.96K
$139K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
62.4KNew |
$2.14M - $2.23M
|
62.4K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
95+ 0.14% |
$3.25K - $3.4K
|
67.4K
$2.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
28.4K+ 78.2% |
$971K - $1.02M
|
64.6K
$2.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-870- 3.48% |
$29.8K - $31.1K
|
24.2K
$850K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-194- 0.57% |
$6.64K - $6.95K
|
33.9K
$1.19M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
398+ 31.74% |
$13.5K - $13.8K
|
1.65K
$58.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$484K - $493K
|
14.2K
$501K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
76New |
$2.58K - $2.63K
|
76
$2.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.7KNew |
$397K - $405K
|
11.7K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
110KNew |
$3.75M - $3.82M
|
110K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.45KNew |
$151K - $154K
|
4.45K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
213KNew |
$7.24M - $7.38M
|
213K
$7.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.8K- 17.77% |
$434K - $443K
|
59.1K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1K+ 86.02% |
$410K - $418K
|
26.1K
$919K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.63K- 7.67% |
$55.3K - $56.4K
|
19.6K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-265K- 19.51% |
$8.99M - $9.16M
|
1.09M
$38.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 39.54% |
$569K - $580K
|
25.6K
$902K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
7.61KNew |
$258K - $263K
|
7.61K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
959New |
$32.6K - $33.2K
|
959
$33.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.64K- 10.9% |
$225K - $230K
|
54.3K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 64.67% |
$385K - $392K
|
6.19K
$218K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$103K - $105K
|
3K
$105K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
445New |
$15.3K - $15.6K
|
445
$15.6K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.8K+ 407.73% |
$124K - $133K
|
4.73K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
535New |
$17.4K - $18.7K
|
535
$18.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
499+ 7.72% |
$16.2K - $17.5K
|
6.97K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.2KNew |
$431K - $464K
|
13.2K
$466K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.27KNew |
$269K - $290K
|
8.27K
$291K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
74.7K+ 49.8% |
$2.43M - $2.62M
|
225K
$7.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.25K - $3.5K
|
100
$3.52K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.3KNew |
$2.54M - $2.63M
|
76.3K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-452- 33.73% |
$15.1K - $15.6K
|
888
$31.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.94K+ 7.56% |
$64.5K - $66.8K
|
27.5K
$968K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-325- 2.45% |
$10.8K - $11.2K
|
12.9K
$454K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.79% |
$201 - $206
|
342
$12K
|
|