Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w PGIM ETF Trust - PGIM AAA CLO ETF, to m.in Allianz Se, Corebridge Financial, Inc., WealthPlan Investment Management, LLC, Beacon Pointe Advisors, LLC, Kestra Investment Management, LLC, Cerity Partners LLC, K2 Financial Inc., Csenge Advisory Group, HFG Advisors, Inc., Atlantic Union Bankshares Corp, Perigon Wealth Management, LLC, IHT Wealth Management, LLC, Gwn Securities Inc., Patriot Financial Group Insurance Agency, LLC, Fifth Third Bancorp, Exencial Wealth Advisors, Llc, Cypress Capital, LLC, Stewardship Advisors, LLC, United Advisor Group, LLC, i Cassady Wealth & Retirement Planning, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 169 943 | 11,40 | 8 698 | 11,21 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3 200 | 164 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 58 484 | 104,46 | 2 993 | 104,16 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 43 840 | 29,90 | 2 244 | 29,73 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 73 546 | 39,88 | 3 764 | 39,67 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 439 923 | 10,14 | 22 515 | 9,96 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 53 342 | 3,66 | 2 734 | 3,17 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 055 | 105 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 10 641 | 3,49 | 545 | 3,23 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 900 | 56,52 | 46 | 58,62 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 083 226 | 49,64 | 106 589 | 49,37 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 1 493 640 | 0,61 | 76 445 | 0,45 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6 585 | 4,01 | 337 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 203 448 | 29,14 | 61 592 | 28,94 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5 037 335 | 15,51 | 257 811 | 15,33 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 26 602 | 87,50 | 1 361 | 87,21 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 682 | 240 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 6 347 | 4,65 | 325 | 4,17 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 11 615 | 10,22 | 594 | 10,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 385 949 | 85,82 | 19 753 | 85,53 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 66 741 | 3 416 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 620 622 | 12,92 | 134 123 | 12,74 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 511 | 26 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 415 123 | 184,91 | 72 426 | 184,47 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 4 627 | 237 | ||||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 7 232 | 1,93 | 370 | 1,93 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 176 076 | 23,10 | 9 012 | 22,92 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 7 562 | 387 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 507 886 | 6,19 | 25 994 | 6,02 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 591 | 81 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 322 914 | 1 167,42 | 16 527 | 1 159,60 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4 463 | 228 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 53 950 | 3,25 | 2 761 | 3,10 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 327 947 | 43,30 | 16 784 | 43,09 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 9 955 | 509 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 868 028 | 1 170,66 | 197 966 | 1 168,69 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 7 033 | 0,69 | 360 | 0,28 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 630 | 32 | ||||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 12 751 | 653 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 18 134 | 6,02 | 928 | 5,94 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 48 315 | 21,27 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10 173 | 23,94 | 521 | 23,81 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 16 460 | 842 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 114 151 | 95,80 | 5 842 | 95,52 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5 789 | 4 387,60 | 296 | 4 833,33 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 16 000 | 12,37 | 819 | 12,21 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 9 534 | 139,13 | 488 | 138,73 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 15 876 | 14,25 | 813 | 14,04 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 154 021 | 7 883 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4 798 | 246 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 501 811 | 0,02 | 25 683 | -0,14 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 244 168 | 24,63 | 12 497 | 24,44 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 62 877 | 241,35 | 3 218 | 240,89 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 5 648 | 289 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 34 544 | 1 768 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 10 594 | 13,74 | 542 | 13,63 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 736 | 100,00 | 38 | 105,56 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 650 | 136 | ||||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 51 | 104,00 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 15 725 | 0,54 | 805 | 0,37 | ||||
| 2026-05-04 | 13F | Nwam Llc | 12 345 | 8,53 | 632 | 7,86 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 159 067 | 5,97 | 8 141 | 5,81 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 10 234 | 524 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14 565 | 8,29 | 745 | 8,13 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 106 414 | 18,89 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 248 399 | 19,62 | 422 153 | 19,43 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 12 015 | 20,37 | 615 | 20,16 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 200 | 10 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 138 977 | 53,24 | 7 | 75,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10 534 | 539 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 117 946 | 48,18 | 6 | 50,00 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 100 950 | 34,43 | 5 167 | 34,22 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 73 950 | 0,48 | 3 785 | 0,32 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 19 106 | 978 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 15 077 | 772 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 57 826 | 35,36 | 2 960 | 35,18 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 004 | 51 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 82 027 | 297,32 | 4 210 | 297,92 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 740 429 | 8,78 | 37 895 | 8,62 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 394 066 | 2,31 | 20 168 | 2,15 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 3 412 | 175 | ||||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 90 119 | 238,58 | 4 612 | 238,12 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 353 663 | 40,48 | 18 100 | 40,27 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 103 050 | 13,96 | 5 274 | 13,79 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2 389 | 122 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 12 942 | 662 | ||||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 10 494 | 538 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 118 717 | 6,35 | 6 076 | 6,17 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 109 288 | 1 657,04 | 5 593 | 1 658,81 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 26 078 | 0,02 | 1 335 | -0,15 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 223 556 | 45,56 | 11 442 | 45,34 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 84 531 | 1 208,53 | 4 326 | 1 206,95 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 500 | 26 | ||||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6 633 | 341 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 7 179 | 367 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7 678 | 393 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 72 079 | 16,00 | 3 689 | 15,82 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 22 358 | 3,86 | 1 144 | 3,72 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 40 666 | 33,26 | 2 081 | 33,06 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 16 512 | 845 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 2 740 | 140 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 21 235 | 10,96 | 1 087 | 10,70 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12 582 | 644 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 266 | 14 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 16 871 | 39,43 | 863 | 39,19 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8 550 | 6,12 | 438 | 5,81 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 48 987 | 14,85 | 2 507 | 14,68 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 17 370 | 889 | ||||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 371 793 | 14,93 | 19 028 | 14,75 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 7 128 | 17,76 | 365 | 17,42 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 21 595 | 9,61 | 1 105 | 9,51 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 17 | 1 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 127 015 | 163,65 | 6 511 | 162,50 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 345 542 | 9,25 | 17 685 | 9,08 | ||||
| 2026-05-15 | 13F | Fmr Llc | 693 | 239,71 | 35 | 250,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 104 471 | 65,05 | 5 347 | 64,80 | ||||
| 2026-05-11 | 13F | Cooper Capital Advisors LLC | 37 941 | 9,74 | 1 942 | 9,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 127 790 | 27,49 | 160 706 | 27,78 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 172 255 | 8 816 | ||||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 110 259 | 14,57 | 5 643 | 14,39 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 3 997 | 206 | ||||||
| 2026-04-28 | 13F | K2 Financial Inc. | 59 765 | 3 071 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 137 407 | 54,49 | 7 061 | 54,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 210 048 | 31,75 | 61 930 | 31,54 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 22 485 | 76,56 | 1 151 | 76,38 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2 056 | 0,73 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 538 311 | 92,13 | 28 | 92,86 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 22 225 | 4,96 | 1 137 | 4,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 348 677 | 15,94 | 17 845 | 15,76 | ||||
| 2026-05-11 | 13F | Allianz Se | 10 604 500 | 542 738 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 33 532 | 5,72 | 1 716 | 5,60 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 10 625 | 544 | ||||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 109 797 | 1,52 | 5 621 | 1,15 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 70 525 | 457,95 | 3 609 | 457,81 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 27 779 | 30,39 | 1 422 | 30,13 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 77 | 4 | ||||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 24 252 | 1 241 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 223 679 | 44,59 | 62 628 | 44,37 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35 071 | 2 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 314 049 | 16 073 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 457 211 | 186,85 | 23 400 | 186,41 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 103 673 | 5 306 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 8 733 | 247,10 | 447 | 248,44 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 4 717 | 241 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 849 195 | 20,17 | 248 182 | 19,99 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 15 281 | 782 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 29 739 | 0,71 | 1 522 | 0,59 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 194 021 | 0,33 | 9 930 | 0,16 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 221 793 | 8,00 | 11 351 | 7,83 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 227 375 | 2 347,00 | 11 667 | 2 350,84 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 500 | 26 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 156 951 | 18,88 | 8 033 | 18,69 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 174 110 | 322,15 | 8 911 | 321,48 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 6 653 | 341 | ||||||
| 2026-04-24 | 13F | United Community Bank | 4 926 | 252 | ||||||
| 2026-05-14 | 13F | Corebridge Financial, Inc. | 4 011 314 | 206 021 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1 943 | 99 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 37 984 | 76,48 | 1 944 | 76,25 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 918 752 | 49,79 | 47 095 | 151 819,35 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 88 500 | 50,80 | 4 529 | 50,57 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 2 744 | 2,96 | 140 | 2,94 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 340 | 128,19 | 17 | 142,86 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6 640 | 340 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6 093 | 4,33 | 312 | 4,01 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 304 061 | 17,85 | 15 562 | 17,66 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 14 441 | 33,11 | 739 | 32,91 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 19 460 | 996 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 12 667 | 219,87 | 648 | 219,21 |
