Institutional Ownership Pgim ETF Tr (PHYL)
This table provides information about the institutional ownership of Pgim ETF Tr (PHYL). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 2.79 Million shares, which have been reported (via 13F filing form) to have a value of $99.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
10,771
shares
|
$381,831
0.0% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
9,159
shares
|
$324,686
0.0% of portfolio
|
Q2 2024
Reduced 52.73%
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 09, 2024 Q2 2024 |
7,613
shares
|
$269,880
0.26% of portfolio
|
Q2 2024
New holding
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
7,467
shares
|
$264,705
0.06% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
6,194
shares
|
$219,577
0.0% of portfolio
|
Q2 2024
Reduced 64.67%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
4,448
shares
|
$157,681
0.11% of portfolio
|
Q2 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
3,000
shares
|
$106,350
0.01% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,652
shares
|
$58,563
0.0% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
959
shares
|
$33,996
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steph & CO
|
Jul 30, 2024 Q2 2024 |
445
shares
|
$15,775
0.01% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
342
shares
|
$12,123
0.0% of portfolio
|
Q2 2023
Added 1.79%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
76
shares
|
$2,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61
shares
|
$2,162
0.0% of portfolio
|
Q3 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|