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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 57.03% |
$149K - $152K
|
11.8K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.08K+ 6.59% |
$37.5K - $38.4K
|
17.5K
$613K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
230K+ 69.92% |
$7.97M - $8.15M
|
559K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.32K+ 15.73% |
$185K - $189K
|
39.2K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.83K- 33.1% |
$133K - $136K
|
7.74K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
3.45K+ 14.04% |
$120K - $122K
|
28.1K
$981K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
143K+ 63.68% |
$4.96M - $5.07M
|
368K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
209+ 5.3% |
$7.25K - $7.41K
|
4.15K
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 2.2% |
$139 - $142
|
186
$6.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-24- 4.17% |
$832 - $851
|
551
$19.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.69KNew |
$232K - $237K
|
6.69K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$677K - $692K
|
19.5K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.52KNew |
$52.6K - $53.8K
|
1.52K
$53K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
116KNew |
$4.01M - $4.1M
|
116K
$4.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.12K- 36.1% |
$247K - $252K
|
12.6K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 4.99% |
$728 - $744
|
442
$15.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
35New |
$1.21K - $1.24K
|
35
$1.22K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
28.3K+ 58.92% |
$982K - $1M
|
76.4K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 3.47% |
$164K - $168K
|
132K
$4.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
47.4KNew |
$1.64M - $1.68M
|
47.4K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5K+ 43.02% |
$365K - $373K
|
35K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-6.93K- 7.11% |
$240K - $246K
|
90.6K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
64.5K+ 52.16% |
$2.23M - $2.28M
|
188K
$6.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29.5KNew |
$1.02M - $1.04M
|
29.5K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.54K+ 11.73% |
$53.5K - $54.6K
|
14.7K
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
11K+ 85.56% |
$382K - $390K
|
23.9K
$836K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
280+ 2.3% |
$9.71K - $9.92K
|
12.5K
$436K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.52K+ 6.88% |
$87.2K - $89.1K
|
39.1K
$1.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
166New |
$5.76K - $5.88K
|
166
$5.81K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
378+ 5.93% |
$13.1K - $13.5K
|
6.75K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
236KNew |
$8.19M - $8.39M
|
236K
$8.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 35.26% |
$48.5K - $49.6K
|
5.35K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.44K- 8.14% |
$49.9K - $51.1K
|
16.2K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.08KNew |
$211K - $217K
|
6.08K
$213K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.06% |
$34.2 - $35.8
|
1.65K
$57.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18+ 23.68% |
$616 - $644
|
94
$3.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.69KNew |
$229K - $240K
|
6.69K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.8KNew |
$2.67M - $2.79M
|
77.8K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
100KNew |
$3.42M - $3.58M
|
100K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
171New |
$5.86K - $6.12K
|
171
$5.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27+ 0.25% |
$924 - $967
|
10.8K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2K+ 14.29% |
$68.5K - $71.6K
|
16K
$560K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$484K - $493K
|
14.2K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.7KNew |
$397K - $405K
|
11.7K
$409K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$103K - $105K
|
3K
$105K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.8K+ 407.73% |
$124K - $133K
|
4.73K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
535New |
$17.4K - $18.7K
|
535
$18.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.2KNew |
$431K - $464K
|
13.2K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.25K - $3.5K
|
100
$3.5K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-452- 33.73% |
$15.1K - $15.6K
|
888
$31.1K
|
|