Latest Institutional Transactions on Pgim ETF Tr Total Return Bd Et (PTRB)
This table provides information on the latest institutional transactions involving Pgim ETF Tr Total Return Bd Et (PTRB) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
9.34K+ 6.48% |
$378K - $393K
|
153K
$6.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.35KNew |
$136K - $141K
|
3.35K
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9.91K+ 3.78% |
$401K - $416K
|
272K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
12.8K+ 6.93% |
$517K - $537K
|
197K
$8.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.56K- 7.55% |
$63.3K - $65.7K
|
19.1K
$798K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-513- 6.23% |
$20.8K - $21.6K
|
7.72K
$322K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
285New |
$11.5K - $12K
|
285
$11.9K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.92K- 2.14% |
$201K - $210K
|
225K
$9.39M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-141- 0.34% |
$5.76K - $6.03K
|
41.5K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8KNew |
$440K - $460K
|
10.8K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
362New |
$14.8K - $15.5K
|
362
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.8KNew |
$1.38M - $1.44M
|
33.8K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 5.58% |
$91.3K - $95.5K
|
42.3K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.79K+ 29.48% |
$236K - $247K
|
25.4K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.09K- 28.77% |
$85.5K - $89.5K
|
5.18K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.55KNew |
$267K - $280K
|
6.55K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$441K - $461K
|
10.8K
$450K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$40.8 - $43.1
|
1
$41.7
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.73KNew |
$193K - $204K
|
4.73K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
5.25KNew |
$214K - $227K
|
5.25K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.6KNew |
$270K - $285K
|
6.6K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.4K- 35.9% |
$57.2K - $60.4K
|
2.5K
$104K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.68K- 26.23% |
$68.6K - $72.4K
|
4.73K
$197K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
77+ 14.61% |
$3.11K - $3.2K
|
604
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
275+ 0.85% |
$11.1K - $11.4K
|
32.6K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-176K- 37.45% |
$7.1M - $7.31M
|
294K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
23.8K+ 14.57% |
$961K - $990K
|
187K
$7.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.86KNew |
$196K - $202K
|
4.86K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 30.55% |
$3.39K - $3.49K
|
359
$15K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
$24.2K - $24.9K
|
600
$25K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
96+ 1.45% |
$3.87K - $3.99K
|
6.72K
$280K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
278+ 3.01% |
$11.4K - $11.7K
|
9.53K
$397K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
133KNew |
$5.16M - $5.62M
|
133K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.97KNew |
$192K - $209K
|
4.97K
$207K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
25New |
$991 - $1.04K
|
25
$1.04K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.18KNew |
$251K - $263K
|
6.18K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.6KNew |
$106K - $111K
|
2.6K
$108K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
24.1KNew |
$954K - $1.02M
|
24.1K
$1M
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
79.3K+ 11.23% |
$3.22M - $3.52M
|
785K
$32.7M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.4KNew |
$867K - $951K
|
20.4K
$851K
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
404New |
$18.6K - $20K
|
404
$16.8K
|
|