Institutional Ownership Pgim ETF Tr Total Return Bd Et (PTRB)
This table provides information about the institutional ownership of Pgim ETF Tr Total Return Bd Et (PTRB). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
824,756
shares
|
$33.8 Million
1.09% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
613,541
shares
|
$25.1 Million
0.38% of portfolio
|
Q1 2024
Added 54.08%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
470,000
shares
|
$19.3 Million
0.03% of portfolio
|
Q2 2022
Reduced 3.09%
|
|
|
Howard Financial Services, Ltd.
|
Apr 16, 2024 Q1 2024 |
456,764
shares
|
$18.7 Million
3.28% of portfolio
|
Q1 2024
Added 22.31%
|
|
|
Team Financial Group, LLC
Temecula, CA |
May 10, 2024 Q1 2024 |
205,877
shares
|
$8.43 Million
5.76% of portfolio
|
Q1 2024
Added 19.93%
|
|
|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
126,052
shares
|
$5.16 Million
2.54% of portfolio
|
Q1 2024
Added 21.26%
|
|
|
Advisory Resource Group
|
May 17, 2024 Q1 2024 |
107,353
shares
|
$4.4 Million
1.13% of portfolio
|
Q1 2024
Reduced 56.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
97,311
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2024
Added 24.52%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
92,647
shares
|
$3.8 Million
2.52% of portfolio
|
Q1 2024
Added 21.36%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
May 10, 2024 Q1 2024 |
86,498
shares
|
$3.54 Million
1.41% of portfolio
|
Q1 2024
Added 6.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
79,220
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
63,259
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2024
Added 163.77%
|
|
|
First Citizens Financial Corp
|
May 31, 2024 Q1 2024 |
33,578
shares
|
$1.38 Million
0.83% of portfolio
|
Q1 2024
Added 2.3%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
May 14, 2024 Q1 2024 |
32,320
shares
|
$1.32 Million
0.36% of portfolio
|
Q1 2024
Added 11.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
18,648
shares
|
$764,008
0.07% of portfolio
|
Q1 2024
Added 105.85%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 23, 2024 Q1 2024 |
17,683
shares
|
$724,472
0.41% of portfolio
|
Q1 2024
Added 86.1%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
16,093
shares
|
$659,330
0.0% of portfolio
|
Q1 2024
Added 14.44%
|
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
15,313
shares
|
$627,373
0.06% of portfolio
|
Q1 2024
Added 64.59%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
May 07, 2024 Q1 2024 |
13,854
shares
|
$567,598
0.14% of portfolio
|
Q1 2024
Added 7.86%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Apr 25, 2024 Q1 2024 |
12,594
shares
|
$515,976
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
9,528
shares
|
$390,362
0.01% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
8,487
shares
|
$347,712
0.19% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
7,560
shares
|
$309,733
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
7,527
shares
|
$308,381
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
6,620
shares
|
$271,221
0.0% of portfolio
|
Q4 2023
New holding
|
|