Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Pgim Ultra Short Bond Etf (PULS)  
$49.62 0.00 (0.00%) as of 4:30 Fri 4/19


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 239    6
Total shares held : 
88,738,813  
% of shares held : 
22.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
4,343,628  
% of shares held change : 
  1.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.26  
Last Quarter's Ending Price : 
$49.39  
Last Quarter's Average Price
$49.40  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (0.45%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 1,321,264
 1.49%
 
Increased Positions :
100
 10,555,709
 11.9%
 
Unchanged Positions :
26
 3,072,369
 3.46%
 
Decreased Positions :
83
-6,337,031
-7.14%
 
Closed Positions :
36
-1,196,314
-1.35%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   J P MORGAN CHASE & CO 159 - 2023-12-31 26,163,461 $1,292,213,000 3,470,574
   MORGAN STANLEY 418 - 2023-12-31 9,691,515 $478,664,000 1,004,799
   LPL FINANCIAL CORP 154 - 2023-12-31 4,114,400 $203,210,000 1,013,598
   WELLS FARGO & CO/MN 289 - 2023-12-31 3,706,189 $183,049,000 542,492
   PNC FINANCIAL SERVICES GROUP INC 145 - 2023-12-31 2,659,206 $131,338,000 1,493,793
   ROYAL BANK OF CANADA 447 - 2023-12-31 2,205,680 $108,938,000 169,985
   RENAISSANCE TECHNOLOGIES LLC 185 - 2023-12-31 1,569,600 $77,523,000 551,300
   JANNEY MONTGOMERY SCOTT LLC 120 - 2024-03-31 1,099,975 $54,669,000 327,895
   COMMONWEALTH EQUITY SERVICES LLC. 265 - 2024-03-31 849,708 $42,231,000 115,712
   RAYMOND JAMES & ASSOCIATES 497 - 2024-03-31 759,195 $37,732,000 180,871
   Avestar Capital LLC 5 - 2023-12-31 623,161 $30,939,000 36,664
   Vickerman Investment Advisors Inc. 2 - 2023-12-31 548,816 $27,106,000 173,717
   STIFEL FINANCIAL CORP 426 - 2023-12-31 510,184 $25,198,000 2,190
   Buck Wealth Strategies LLC 3 - 2024-03-31 464,971 $23,109,000 320,464
   FINANCIAL NETWORK 182 - 2023-12-31 416,780 $20,585,000 16,264
   IRONWOOD WEALTH MANAGEMENT INC. 3 - 2024-03-31 371,373 $18,403,000 7,987
   Cedar Mountain Advisors LLC 9 - 2024-03-31 306,111 $15,214,000 8,039
   Arete Wealth Advisors LLC 17 - 2023-12-31 283,115 $13,983,000 283,115
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 351 - 2024-03-31 267,860 $13,313,000 73,098
   Stratos Wealth Partners LTD. 97 - 2024-03-31 264,014 $13,122,000 33,051
   NORDEN GROUP LLC 3 - 2024-03-31 262,738 $13,058,000 211,739
   MBM Wealth Consultants LLC 6 - 2024-03-31 248,391 $12,345,000 7,389
   Equitable Holdings Inc. 126 - 2023-12-31 229,355 $11,328,000 51,538
   Geneos Wealth Management Inc. 41 - 2024-03-31 227,690 $11,316,000 188,417
   LITTLE HOUSE CAPITAL LLC 4 - 2024-03-31 208,032 $10,339,000 12,499
   Inspire Advisors LLC 9 - 2023-12-31 204,176 $10,084,000 13,899
   IAG Wealth Partners LLC 15 - 2024-03-31 196,710 $9,776,000 49,667
   COMERICA BANK 451 - 2023-12-31 169,248 $8,359,000 17,178
   BENJAMIN F. EDWARDS & COMPANY INC. 163 - 2024-03-31 159,994 $7,952,000 77,273
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 451 - 2023-12-31 146,544 $7,238,000 28,347
   Ignite Planners LLC 7 - 2024-03-31 145,579 $7,202,000 41,194
   Baird Financial Group Inc. 562 - 2023-12-31 139,846 $6,907,000 10,358
   RFG Advisory Group LLC 85 - 2024-03-31 116,046 $5,768,000 107,814
   Lakeshore Financial Planning Inc. 11 - 2023-12-31 110,488 $5,457,000 24,220
   IFRAH FINANCIAL SERVICES INC 16 - 2023-12-31 110,271 $5,446,000 1,291
   Smallwood Wealth Investment Management LLC 6 - 2024-03-31 99,527 $4,946,000 6,011
   WCG Wealth Advisors LLC 72 - 2023-12-31 98,723 $4,876,000 11,591
   McMahon Financial Advisors LLC 23 - 2024-03-31 95,392 $4,741,000 5,235
   Fountainhead AM LLC 19 - 2024-03-31 91,914 $4,568,000 3,638
   BNP PARIBAS ARBITRAGE SA 1047 - 2024-03-31 86,941 $4,321,000 48,526
   Brookstone Capital Management 248 - 2024-03-31 79,733 $3,963,000 45,395
   J.W. COLE ADVISORS INC. 115 - 2024-03-31 78,991 $3,926,000 26,655
   Advisory Resource Group 20 - 2023-12-31 79,400 $3,922,000 4,296
   REGIONS FINANCIAL CORP 264 - 2024-03-31 77,630 $3,858,000 14,732
   PCG Wealth Advisors LLC 15 - 2024-03-31 75,478 $3,751,000 15,980
   Global Retirement Partners LLC 158 - 2024-03-31 74,548 $3,705,000 23,650
   DAVENPORT & CO LLC 348 - 2024-03-31 68,768 $3,418,000 2,849
   Crumly & Associates Inc. 30 - 2024-03-31 66,843 $3,322,000 4,506
   Armor Investment Advisors LLC 18 - 2024-03-31 63,892 $3,175,000 973
   Gladstone Institutional Advisory LLC 148 - 2023-12-31 62,133 $3,069,000 7,156
   JANE STREET GROUP LLC 1959 - 2023-12-31 61,951 $3,060,000 42,805
   ADVISORY SERVICES NETWORK, LLC 302 - 2023-12-31 61,164 $3,021,000 967
   Secure Asset Management LLC 28 - 2024-03-31 60,071 $2,986,000 2,177
   Navis Wealth Advisors LLC 5 - 2024-03-31 58,465 $2,906,000 4,625
   OPPENHEIMER & CO INC 419 - 2023-12-31 54,479 $2,691,000 11,838
   Team Financial Group LLC 14 - 2023-12-31 53,670 $2,651,000 1,575
   Wealthcare Advisory Partners LLC 200 - 2024-03-31 50,937 $2,532,000 36,559
   Acorn Wealth Advisors LLC 17 - 2024-03-31 50,408 $2,505,000 7,043
   Integrated Wealth Concepts LLC 399 - 2023-12-31 50,712 $2,505,000 1,867
   DFPG INVESTMENTS INC. 131 - 2023-12-31 47,543 $2,349,000 3,582
   Sigma Planning Corp 267 - 2024-03-31 46,807 $2,326,000 29,855
   Financial Advocates Investment Management 172 - 2024-03-31 45,039 $2,238,000 108
   TITLEIST ASSET MANAGEMENT LLC 60 - 2023-12-31 43,053 $2,126,000 1,125
   Goss Wealth Management LLC 630 - 2023-12-31 42,640 $2,108,000 7,816
   IHT Wealth Management LLC 232 - 2023-12-31 38,076 $1,881,000 20,842
   CAMARDA FINANCIAL ADVISORS, LLC 38 - 2023-12-31 37,035 $1,829,000 285
   First Citizens Financial Corp 25 - 2023-12-31 36,057 $1,781,000 5,076
   Raab & Moskowitz Asset Management LLC 58 - 2023-12-31 32,000 $1,580,000 13,125
   HARTFORD FINANCIAL MANAGEMENT INC. 89 - 2024-03-31 31,512 $1,566,000 12,444
   PROVISE MANAGEMENT GROUP LLC 143 - 2023-12-31 30,937 $1,528,000 3,451
   FIRST UNITED BANK TRUST/ 51 - 2024-03-31 28,943 $1,438,000 2,835
   Koshinski Asset Management Inc. 136 - 2023-12-31 27,401 $1,353,000 11,158
   MidWestOne Financial Group Inc. 100 - 2023-12-31 26,822 $1,325,000 7,831
   Main Street Financial Solutions LLC 143 - 2024-03-31 26,228 $1,304,000 14,820
   Coastal Investment Advisors Inc. 92 - 2024-03-31 26,142 $1,299,000 5,771
   Masso Torrence Wealth Management Inc. 30 - 2024-03-31 25,448 $1,265,000 2,059
   IFG Advisory LLC 224 - 2023-12-31 25,201 $1,245,000 1,858
   USAdvisors Wealth Management LLC 57 - 2024-03-31 24,339 $1,209,000 24,339
   Merit Financial Group LLC 310 - 2023-12-31 20,770 $1,026,000 2,050
   GREAT VALLEY ADVISOR GROUP INC. 337 - 2023-12-31 20,559 $1,015,000 5,170
   Systelligence LLC 42 - 2024-03-31 19,502 $969,000 1,742
   Goldstein Advisors LLC 49 - 2023-12-31 18,651 $921,000 4,608
   DAYMARK WEALTH PARTNERS LLC 210 - 2024-03-31 18,279 $908,000 5,809
   626 Financial LLC 36 - 2024-03-31 17,499 $870,000 4,968
   EHRLICH FINANCIAL GROUP 33 - 2024-03-31 14,893 $740,000 2,444
   Commonwealth Retirement Investments LLC 61 - 2024-03-31 13,874 $690,000 38
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 89 - 2023-12-31 12,994 $642,000 3,092
   REGATTA CAPITAL GROUP LLC 97 - 2024-03-31 12,852 $639,000 12,852
   Breakwater Capital Group 133 - 2024-03-31 12,276 $610,000 1,291
   RSM US WEALTH MANAGEMENT LLC 393 - 2024-03-31 12,095 $601,000 1,293
   BANK OF MONTREAL /CAN/ 1914 - 2023-12-31 12,071 $596,000 12,071
   CWM LLC 1089 - 2024-03-31 10,956 $545,000 8,107
   NATIONAL ASSET MANAGEMENT, INC. 800 - 2023-12-31 10,209 $507,000 3
   Focused Wealth Management Inc 76 - 2023-12-31 10,131 $500,000 143
   OLD MISSION CAPITAL LLC 625 - 2023-12-31 9,842 $486,000 9,842
   WNY Asset Management LLC 147 - 2023-12-31 9,520 $470,000 2,670
   Rehmann Capital Advisory Group 340 - 2024-03-31 9,106 $453,000 71
   WAYNE HUMMER INVESTMENTS L.L.C. 300 - 2023-12-31 8,453 $417,000 8,453
   PINNACLE FINANCIAL PARTNERS INC 347 - 2024-03-31 7,670 $381,000 176
   Gratus Capital LLC 198 - 2023-12-31 7,504 $371,000 1,863

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results