Purchases and Sales Made in Q4 2023 in Pgim ETF Tr (PHYL)
This table provides information about the institutional ownership of Pgim ETF Tr (PHYL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.6K+ 92.92% |
$3.08M - $3.31M
|
196K
$6.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
74.7K+ 49.8% |
$2.43M - $2.62M
|
225K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.3K+ 83.93% |
$855K - $920K
|
57.6K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.5K+ 27.22% |
$829K - $892K
|
119K
$4.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14KNew |
$455K - $490K
|
14K
$494K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.2KNew |
$431K - $464K
|
13.2K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$425K - $457K
|
13.1K
$461K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
11.1K+ 51.74% |
$361K - $389K
|
32.5K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.27KNew |
$269K - $290K
|
8.27K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.24K+ 20.93% |
$170K - $183K
|
30.3K
$1.07M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.8K+ 407.73% |
$124K - $133K
|
4.73K
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
2.21K+ 3.01% |
$71.9K - $77.5K
|
75.8K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26KNew |
$40.8K - $44K
|
1.26K
$44.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
535New |
$17.4K - $18.7K
|
535
$18.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
499+ 7.72% |
$16.2K - $17.5K
|
6.97K
$246K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
427+ 1.85% |
$13.9K - $15K
|
23.5K
$829K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
111+ 0.54% |
$3.61K - $3.89K
|
20.6K
$727K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.25K - $3.5K
|
100
$3.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-397- 24.03% |
$12.9K - $13.9K
|
1.26K
$44.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.82K- 3.42% |
$59.3K - $63.9K
|
51.5K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.63K- 9.0% |
$183K - $197K
|
56.9K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.02K- 4.45% |
$196K - $211K
|
129K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-150K- 9.83% |
$4.88M - $5.25M
|
1.38M
$48.6M
|