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PGIM Total Return Bond ETF (PTRB) Institutional Ownership

$40.77 -0.13 (-0.32%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PGIM Total Return Bond ETF (NYSEARCA:PTRB)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$52.98M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$28.28M
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PTRB Institutional Buying and Selling by Quarter

PGIM Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/3/2025 First Citizens Financial Corp30,764$1.26M0.7%-8.8%0.544%
11/25/2024Sanctuary Advisors LLC40,076$1.66M0.0%+36.2%0.709%
11/20/2024Advisory Resource Group123,457$5.29M1.1%+3.7%2.185%
11/15/2024Jane Street Group LLC10,053$431K0.0%-18.9%0.178%
11/15/2024Stifel Financial Corp25,180$1.08M0.0%+103.3%0.446%
11/15/2024Integrated Wealth Concepts LLC614,221$26.33M0.3%-7.1%10.871%
11/15/2024HighTower Advisors LLC67,954$2.92M0.0%+17.0%1.203%
11/14/2024Flow Traders U.S. LLC11,679$501K0.0%-62.2%0.207%
11/13/2024Acorn Wealth Advisors LLC9,732$417K0.2%+15.4%0.172%
11/12/2024Kingsview Wealth Management LLC7,275$312K0.0%+34.5%0.129%
11/5/2024Prime Capital Investment Advisors LLC42,124$1.81M0.0%N/A0.746%
11/5/2024Apollon Financial LLC24,878$1.07M0.3%+12.3%0.440%
11/5/2024Apollon Wealth Management LLC925,154$39.65M1.1%+2.8%16.374%
11/5/2024Nations Financial Group Inc. IA ADV19,626$841K0.1%+5.2%0.347%
11/1/2024SilverOak Wealth Management LLC16,547$709K0.2%+13.1%0.293%
11/1/2024ABLE Financial Group LLC103,985$4.46M1.4%+12.0%1.840%
10/30/2024Maia Wealth LLC22,111$924K0.2%N/A0.391%
10/30/2024Armor Investment Advisors LLC160,445$6.88M2.8%+9.9%2.840%
10/25/2024Twin Peaks Wealth Advisors LLC18,194$780K0.4%+2.7%0.322%
10/25/2024Golden State Equity Partners9,351$401K0.1%+8.1%0.166%
10/23/2024Team Financial Group LLC242,714$10.40M6.4%+8.1%4.296%
10/22/2024Axecap Investments LLC5,253$225K0.2%N/A0.093%
10/21/2024Integrity Wealth Solutions LLC126,104$5.41M3.2%+32.5%2.232%
10/8/2024CWM LLC2,500$107K0.0%-35.9%0.044%
10/8/2024Howard Financial Services LTD.629,355$26.97M3.9%+10.7%11.139%
10/7/2024Alpha Financial Partners LLC4,726$203K0.1%N/A0.084%
10/3/2024 First Citizens Financial Corp33,722$1.45M0.8%-2.3%0.597%
9/5/2024Sanctuary Advisors LLC29,432$1.19M0.0%N/A0.521%
8/16/2024NewEdge Advisors LLC77,786$3.21M0.0%-1.8%1.377%
8/15/2024Daymark Wealth Partners LLC8,167$337K0.0%+8.0%0.145%
8/14/2024Team Financial Group LLC224,606$9.26M6.2%+9.1%3.975%
8/8/2024SilverOak Wealth Management LLC14,629$603K0.1%+5.6%0.259%
8/8/2024Envestnet Asset Management Inc.189,901$7.83M0.0%+200.2%3.361%
7/31/2024Commonwealth Equity Services LLC16,973$700K0.0%+5.5%0.300%
7/30/2024AJ Advisors LLC141,079$5.82M3.2%+1,020.2%2.497%
7/30/2024International Assets Investment Management LLC600$25K0.0%N/A0.011%
7/29/2024FAS Wealth Partners Inc.29,402$1.21M0.1%+92.0%0.520%
7/26/2024ABLE Financial Group LLC92,830$3.83M1.4%+7.3%1.643%
7/26/2024Integrity Wealth Solutions LLC95,146$3.92M2.6%+2.7%1.684%
7/26/2024Bank of New York Mellon Corp50,029$2.06M0.0%N/A0.885%
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7/24/2024Advisory Resource Group119,067$4.91M1.1%+10.9%2.107%
7/20/2024Apollon Financial LLC22,150$913K0.3%+194.3%0.392%
7/20/2024Apollon Wealth Management LLC900,221$37.13M1.1%+9.1%15.933%
7/12/2024Howard Financial Services LTD.568,509$23.45M3.8%+24.5%10.062%
5/31/2024 First Citizens Financial Corp33,578$1.40M0.8%+2.3%0.594%
5/17/2024Advisory Resource Group107,353$4.47M1.0%-56.7%1.900%
5/7/2024SilverOak Wealth Management LLC13,854$576K0.1%+7.9%0.261%
4/30/2024Commonwealth Equity Services LLC16,093$670K0.0%+14.4%0.304%
4/29/2024FAS Wealth Partners Inc.15,313$637K0.1%+64.6%0.289%
4/26/2024AJ Advisors LLC12,594$524K0.3%N/A0.249%
4/25/2024Armor Investment Advisors LLC126,052$5.24M2.5%+21.3%2.496%
4/23/2024Twin Peaks Wealth Advisors LLC17,683$736K0.4%+86.1%0.350%
4/23/2024Nations Financial Group Inc. IA ADV18,648$776K0.1%+105.9%0.369%
4/18/2024Integrity Wealth Solutions LLC92,647$3.85M2.5%+21.4%1.835%
4/16/2024Howard Financial Services LTD.456,764$19.00M3.3%+22.3%9.045%
2/14/2024Vantage Financial Partners Ltd. Inc.29,020$1.22M0.4%N/A1.175%
2/9/2024Nations Financial Group Inc. IA ADV9,059$380K0.0%+37.0%0.367%
2/8/2024Integrity Wealth Solutions LLC76,338$3.21M2.2%N/A3.091%
2/7/2024Envestnet Portfolio Solutions Inc.6,620$278K0.0%N/A0.268%
2/7/2024Acorn Wealth Advisors LLC8,070$339K0.2%N/A0.327%
2/1/2024Kelman Lazarov Inc.5,780$242K0.1%N/A0.234%
2/1/2024CWM LLC3,900$164K0.0%N/A0.158%
1/24/2024ABLE Financial Group LLC81,147$3.40M1.5%+11.5%3.285%
1/23/2024FAS Wealth Partners Inc.9,304$390K0.0%N/A0.377%
1/19/2024Armor Investment Advisors LLC103,948$4.36M2.3%-1.3%4.208%
1/17/2024Twin Peaks Wealth Advisors LLC9,502$399K0.3%N/A0.385%
1/11/2024 First Citizens Financial Corp32,824$1.38M0.9%+33.8%1.329%
1/11/2024Advisory Resource Group248,072$10.41M2.6%-64.8%10.043%
1/11/2024Dynamic Advisor Solutions LLC9,250$384K0.0%N/A0.374%
1/9/2024Howard Financial Services LTD.373,447$15.67M3.0%+17.0%15.119%
12/5/2023Advisory Resource Group705,126$28.02M7.6%-9.7%28.548%
11/7/2023ABLE Financial Group LLC72,779$2.89M1.4%+31.4%2.947%
10/23/2023Armor Investment Advisors LLC105,344$4.19M2.5%+1.4%4.265%
10/13/2023 First Citizens Financial Corp24,525$974K0.7%+31.7%0.993%
8/10/2023Osaic Holdings Inc.68,884$2.85M0.0%+4.7%2.789%
7/19/2023Armor Investment Advisors LLC103,916$4.30M2.6%+14.0%4.996%
7/12/2023Howard Financial Services LTD.254,295$10.51M2.5%+6.0%12.226%
7/11/2023Advisory Resource Group780,641$32.27M8.8%-1.6%37.531%
7/7/2023 First Citizens Financial Corp18,626$770K0.5%N/A0.895%
5/12/2023NewEdge Advisors LLC66,581$2.80M0.0%+3.0%3.201%
5/9/2023Armor Investment Advisors LLC91,135$3.83M2.2%+26.5%4.381%
4/5/2023Howard Financial Services LTD.239,929$10.07M2.5%+25.7%13.111%
3/6/2023OLD Mission Capital LLC4,235$173K0.0%N/A0.239%
1/30/2023Armor Investment Advisors LLC72,042$2.94M1.8%+24.4%4.070%
1/27/2023Advisory Resource Group786,017$32.09M9.5%-1.1%44.408%
1/13/2023Howard Financial Services LTD.190,858$7.79M2.0%+137.5%11.227%
11/14/2022Nations Financial Group Inc. IA ADV5,770$235K0.0%N/A0.242%
10/31/2022Armor Investment Advisors LLC57,926$2.36M1.6%N/A2.434%
10/25/2022Ferguson Shapiro LLC784,911$31.96M19.2%+11.2%32.979%
10/12/2022Howard Financial Services LTD.80,365$3.27M1.1%N/A3.377%
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10/11/2022Advisory Resource Group795,135$32.38M10.7%+3.0%33.409%
8/16/2022Prudential Financial Inc.470,000$20.39M0.0%-3.1%22.381%
8/5/2022OLD Mission Capital LLC7,086$306K0.0%N/A0.337%
8/3/2022Ferguson Shapiro LLC705,650$30.48M19.1%+5.5%34.422%
7/21/2022Advisory Resource Group771,694$33.33M10.9%+15.8%38.585%
4/28/2022Landmark Wealth Management LLC404$40K0.0%N/A0.020%
4/26/2022Landmark Wealth Management LLC404$40K0.0%N/A0.022%
4/25/2022Ferguson Shapiro LLC669,136$31.22M15.3%N/A36.170%
4/6/2022Advisory Resource Group666,495$31.09M9.7%N/A36.027%
(Data available from 1/1/2016 forward)

PTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTRB shares?

During the previous two years, 40 institutional investors and hedge funds held shares of PGIM Total Return Bond ETF. The most heavily invested institutionals were Apollon Wealth Management LLC ($39.65M), Howard Financial Services LTD. ($26.97M), Integrated Wealth Concepts LLC ($26.33M), Team Financial Group LLC ($10.40M), Envestnet Asset Management Inc. ($7.83M), Armor Investment Advisors LLC ($6.88M), and AJ Advisors LLC ($5.82M).Learn more on PTRB's institutional investors.

Which institutional investors have been buying PGIM Total Return Bond ETF stock?

Of the 37 institutional investors that purchased PGIM Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Howard Financial Services LTD. ($484.15K), AJ Advisors LLC ($141.08K), Envestnet Asset Management Inc. ($126.64K), Integrity Wealth Solutions LLC ($126.10K), Apollon Wealth Management LLC ($100.40K), Armor Investment Advisors LLC ($84.01K), and Bank of New York Mellon Corp ($50.03K).

How much institutional buying is happening at PGIM Total Return Bond ETF?

Institutional investors have bought a total of 1,540,702 shares in the last 24 months. This purchase volume represents approximately $64.19M in transactions.

Which PGIM Total Return Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold PGIM Total Return Bond ETF stock in the last 24 months: Advisory Resource Group ($695.06K), Integrated Wealth Concepts LLC ($46.65K), Flow Traders U.S. LLC ($19.18K), First Citizens Financial Corp ($3.74K), Jane Street Group LLC ($2.35K), NewEdge Advisors LLC ($1.43K), and CWM LLC ($1.40K).

How much institutional selling is happening at PGIM Total Return Bond ETF?

Institutional investors have sold a total of 771,214 shares in the last 24 months. This volume of shares sold represents approximately $32.18M in transactions.


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This page (NYSEARCA:PTRB) was last updated on 1/7/2025 by MarketBeat.com Staff
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