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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-781- 18.82% |
$26.1K - $27.7K
|
3.37K
$119K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-12.1K- 66.53% |
$405K - $430K
|
6.09K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
18.8K+ 56.8% |
$629K - $668K
|
52K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
36KNew |
$1.2M - $1.28M
|
36K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
35+ 0.38% |
$1.17K - $1.24K
|
9.32K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.15K- 28.75% |
$105K - $112K
|
7.81K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 21.87% |
$4.08M - $4.34M
|
681K
$24.1M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
300K+ 63.16% |
$10M - $10.6M
|
775K
$27.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.31K+ 64.39% |
$144K - $153K
|
11K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-22.4K- 57.1% |
$747K - $794K
|
16.8K
$594K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
13.2KNew |
$440K - $467K
|
13.2K
$465K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-653- 30.0% |
$21.8K - $23.2K
|
1.52K
$53.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
80.3KNew |
$2.68M - $2.85M
|
80.3K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
510+ 333.33% |
$17K - $18.1K
|
663
$23.4K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
28.3KNew |
$946K - $1.01M
|
28.3K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.6K+ 32.95% |
$520K - $552K
|
62.8K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-35.7K- 18.14% |
$1.19M - $1.27M
|
161K
$5.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.8K- 24.88% |
$394K - $419K
|
35.6K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
18.4K+ 24.04% |
$614K - $652K
|
94.7K
$3.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.56K+ 168.89% |
$85.6K - $90.9K
|
4.08K
$144K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.83K- 36.48% |
$161K - $171K
|
8.41K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.16K+ 5.12% |
$173K - $183K
|
106K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 67.91% |
$415K - $441K
|
5.87K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.7KNew |
$224K - $238K
|
6.7K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.63% |
$36.8K - $39K
|
20.6K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 13.54% |
$39.5K - $41.9K
|
7.55K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-30.3K- 16.1% |
$1.01M - $1.07M
|
158K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-39.4K- 43.46% |
$1.32M - $1.4M
|
51.2K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-576- 0.44% |
$19.2K - $20.4K
|
131K
$4.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
28.2K+ 95.85% |
$944K - $1M
|
57.7K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.75K- 4.49% |
$58.6K - $62.2K
|
37.3K
$1.32M
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
23+ 0.93% |
$797 - $815
|
2.5K
$88.3K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
10K+ 7.54% |
$347K - $355K
|
143K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28New |
$971 - $992
|
28
$990
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
2.21K+ 1.66% |
$76.6K - $78.3K
|
135K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.9K+ 4.15% |
$480K - $491K
|
348K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.99K+ 18.37% |
$138K - $141K
|
25.7K
$909K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
469+ 39.98% |
$16.3K - $16.6K
|
1.64K
$58.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.24KNew |
$286K - $292K
|
8.24K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
375+ 4.51% |
$13K - $13.3K
|
8.69K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.08K+ 6.59% |
$37.5K - $38.4K
|
17.5K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-24- 4.17% |
$832 - $851
|
551
$19.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
143K+ 63.68% |
$4.96M - $5.07M
|
368K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 2.2% |
$139 - $142
|
186
$6.58K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 4.99% |
$728 - $744
|
442
$15.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.12K- 36.1% |
$247K - $252K
|
12.6K
$446K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
35New |
$1.21K - $1.24K
|
35
$1.24K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5K+ 43.02% |
$365K - $373K
|
35K
$1.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
166New |
$5.76K - $5.88K
|
166
$5.87K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
378+ 5.93% |
$13.1K - $13.5K
|
6.75K
$239K
|
|