Purchases and Sales Made in Q1 2024 in Pgim ETF Tr (PHYL)
This table provides information about the institutional ownership of Pgim ETF Tr (PHYL) during Q1 2024. The information is specifically focused on institutions that hold shares of PGIM ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 35.8% |
$2.42M - $2.46M
|
267K
$9.41M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.4KNew |
$667K - $679K
|
19.4K
$684K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5KNew |
$603K - $615K
|
17.5K
$619K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
17.5K+ 23.06% |
$601K - $612K
|
93.2K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 24.92% |
$494K - $503K
|
71.9K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.45K+ 18.36% |
$325K - $331K
|
60.9K
$2.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
8.62K+ 6.67% |
$296K - $302K
|
138K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.33K+ 33.54% |
$184K - $187K
|
21.2K
$750K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$103K - $105K
|
3K
$106K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
2.35K+ 11.41% |
$80.9K - $82.4K
|
22.9K
$810K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.93K+ 6.37% |
$66.3K - $67.6K
|
32.2K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1K+ 7.66% |
$34.4K - $35.1K
|
14.1K
$496K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
754+ 2.32% |
$25.9K - $26.4K
|
33.3K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
445New |
$15.3K - $15.6K
|
445
$15.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.08% |
$34.4 - $35.1
|
1.25K
$44.3K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.08% |
$34.4 - $35.1
|
1.25K
$44.3K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-398- 24.09% |
$13.7K - $13.9K
|
1.25K
$44.3K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-3.56K- 15.17% |
$123K - $125K
|
19.9K
$703K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.51K- 14.96% |
$293K - $298K
|
48.4K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20K- 1.45% |
$688K - $701K
|
1.36M
$47.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.6K- 64.37% |
$2.64M - $2.69M
|
42.4K
$1.5M
|