Purchases and Sales Made in Q4 2025 in Pgim ETF Tr (PHYL)
This table provides information about the institutional ownership of Pgim ETF Tr (PHYL) during Q4 2025. The information is specifically focused on institutions that hold shares of PGIM ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49.1K+ 73.9% |
$1.73M - $1.76M
|
116K
$4.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.1KNew |
$1.24M - $1.26M
|
35.1K
$1.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
20.6K+ 31.53% |
$726K - $738K
|
86.1K
$3.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.7K+ 17.35% |
$691K - $702K
|
133K
$4.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
18.6KNew |
$655K - $666K
|
18.6K
$657K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.2K+ 15.79% |
$499K - $507K
|
104K
$3.67M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2K+ 33.27% |
$393K - $399K
|
44.8K
$1.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
11.1K+ 78.71% |
$390K - $396K
|
25.1K
$887K
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$383K - $389K
|
10.9K
$384K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.82K+ 6.1% |
$345K - $351K
|
171K
$6.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.7K+ 9.61% |
$341K - $346K
|
111K
$3.9M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
8.46K+ 29.12% |
$298K - $302K
|
37.5K
$1.32M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
4.73K+ 10.2% |
$166K - $169K
|
51K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.29K+ 91.83% |
$151K - $153K
|
8.97K
$316K
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.71K+ 5.61% |
$95.3K - $96.9K
|
51K
$1.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.49K+ 5.28% |
$52.3K - $53.2K
|
29.7K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
633+ 0.48% |
$22.3K - $22.6K
|
132K
$4.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
494+ 1.01% |
$17.4K - $17.7K
|
49.2K
$1.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-1- 2.78% |
$35.2 - $35.7
|
35
$1.23K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 17.36% |
$1.62K - $1.64K
|
219
$7.72K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-141- 0.44% |
$4.96K - $5.04K
|
31.8K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-309- 1.47% |
$10.9K - $11K
|
20.8K
$732K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-3.14K- 6.46% |
$111K - $112K
|
45.5K
$1.61M
|
|