PGIM S&P 500 BUFFER 20-JAN (PBJA) Institutional Ownership Changes & 13F Activity
PGIM S&P 500 BUFFER 20-JAN (PBJA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Prudential Financial Inc, Leclair Wealth Partners Llc, Commonwealth Equity Services, Llc, Susquehanna International Group, Llp, and First Heartland Consultants, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Sell | -828 | -1.2% | 70,638 | $2.28M | Q2 2026 | Aug 17, 2026 |
| Kintra Wealth, Llc | Buy | +7,055 | +81.0% | 15,767 | $517.87K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,877 | +2115.4% | 3,013 | $97.00K | Q2 2026 | Aug 14, 2026 |
| Prudential Financial Inc | Buy | +184,398 | +64.7% | 469,591 | $15.16M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -323 | -2.6% | 12,318 | $397.68K | Q2 2026 | Aug 12, 2026 |
| Compass Advisory Group Llc | Buy | +2,689 | +0.9% | 308,421 | $9.96M | Q2 2026 | Aug 11, 2026 |
| Long Island Wealth Management, Inc. | Sell | -1,883 | -1.2% | 161,364 | $5.21M | Q2 2026 | Aug 07, 2026 |
| Commonwealth Equity Services, Llc | Sell | -21,196 | -19.1% | 90,005 | $2.91M | Q2 2026 | Jul 29, 2026 |
| Jim Saulnier & Associates, Llc | Sell | -5,665 | -6.3% | 84,492 | $2.73M | Q2 2026 | Jul 28, 2026 |
| Dhjj Financial Advisors, Ltd. | Sell | -360 | -6.7% | 5,045 | $162.87K | Q2 2026 | Jul 24, 2026 |
| Nbc Securities, Inc. | Buy | +1,616 | +200.7% | 2,421 | $78.16K | Q2 2026 | Jul 21, 2026 |
| American Asset Management Inc. | Buy | +24 | +0.0% | 146,757 | $4.74M | Q2 2026 | Jul 21, 2026 |
| Independent Financial Group, Llc | Buy | +6,439 | — | 6,439 | $207.88K | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | Buy | +1,827 | +2.3% | 82,733 | $2.67M | Q2 2026 | Jul 15, 2026 |
| First Heartland Consultants, Inc. | Buy | +10,457 | — | 10,457 | $337.60K | Q2 2026 | Jul 08, 2026 |
| Susquehanna International Group, Llp | Sell | -11,679 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -1,690 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Leclair Wealth Partners Llc | Sell | -159,830 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -48 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about PBJA activity
Which institutional owners are buying PBJA?
Institutional owners buying PBJA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PBJA activity?
"Buy" means an investor increased their reported position in PBJA compared to the prior reporting period. This reflects growing exposure to PGIM S&P 500 BUFFER 20-JAN (PBJA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBJA increasing?
Institutional interest in PBJA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.