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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
74.7K+ 49.8% |
$2.43M - $2.62M
|
225K
$7.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.25K - $3.5K
|
100
$3.53K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-452- 33.73% |
$15.1K - $15.6K
|
888
$31.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.94K+ 7.56% |
$64.5K - $66.8K
|
27.5K
$972K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-325- 2.45% |
$10.8K - $11.2K
|
12.9K
$456K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.79% |
$201 - $206
|
342
$12.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
3.15K+ 3.96% |
$106K - $108K
|
82.6K
$2.92M
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85KNew |
$61.9K - $64.8K
|
1.85K
$65.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-500- 5.94% |
$16.7K - $17.5K
|
7.92K
$280K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8KNew |
$1.11M - $1.17M
|
33.8K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
286New |
$9.39K - $9.9K
|
286
$10.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-192- 1.53% |
$6.3K - $6.64K
|
12.4K
$436K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
61New |
$2K - $2.21K
|
61
$2.15K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-706- 7.3% |
$23.2K - $25.6K
|
8.97K
$317K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
750New |
$24.6K - $27.2K
|
750
$26.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 14.71% |
$1.94K - $2.14K
|
342
$12.1K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
54.7KNew |
$1.86M - $2.08M
|
54.7K
$1.93M
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1KClosed |
$770K - $788K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-105Closed |
$4.03K - $4.23K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-50Closed |
$1.92K - $2.01K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
639+ 0.47% |
$26.3K - $26.5K
|
135K
$4.78M
|
|