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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
236KNew |
$8.19M - $8.39M
|
236K
$8.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.44K- 8.14% |
$49.9K - $51.1K
|
16.2K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.08KNew |
$211K - $217K
|
6.08K
$215K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.06% |
$34.2 - $35.8
|
1.65K
$58.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18+ 23.68% |
$616 - $644
|
94
$3.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.8KNew |
$2.67M - $2.79M
|
77.8K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
100KNew |
$3.42M - $3.58M
|
100K
$3.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
171New |
$5.86K - $6.12K
|
171
$6.05K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27+ 0.25% |
$924 - $967
|
10.8K
$382K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2K+ 14.29% |
$68.5K - $71.6K
|
16K
$566K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$484K - $493K
|
14.2K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.7KNew |
$397K - $405K
|
11.7K
$414K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$103K - $105K
|
3K
$106K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27.5KClosed |
$896K - $964K
|
0
$0
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.8K+ 407.73% |
$124K - $133K
|
4.73K
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
535New |
$17.4K - $18.7K
|
535
$18.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.25K - $3.5K
|
100
$3.54K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.94K+ 7.56% |
$64.5K - $66.8K
|
27.5K
$973K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85KNew |
$61.9K - $64.8K
|
1.85K
$65.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-500- 5.94% |
$16.7K - $17.5K
|
7.92K
$280K
|
|
| Q4 2022 | |||||||
|
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
$437K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
61New |
$2K - $2.21K
|
61
$2.16K
|
|
|
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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 14.71% |
$1.94K - $2.14K
|
342
$12.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
750New |
$24.6K - $27.2K
|
750
$26.5K
|
|
| 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
|
|
| 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
|
|