PGIM S&P 500 BUFFER 20-JUL (PBJL) Institutional Ownership Changes & 13F Activity
PGIM S&P 500 BUFFER 20-JUL (PBJL). 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 Foguth Wealth Management, Llc., Prudential Financial Inc, Centaurus Financial, Inc., Royal Bank Of Canada, and American Asset Management Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Buy | +70,130 | +101.2% | 139,426 | $4.36M | Q2 2026 | Aug 17, 2026 |
| Kintra Wealth, Llc | Buy | +18,674 | — | 18,674 | $595.89K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +7,496 | +99.2% | 15,050 | $470.92K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,916 | — | 1,916 | $59.95K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +131 | — | 131 | $4.10K | Q2 2026 | Aug 13, 2026 |
| Prudential Financial Inc | Buy | +192,589 | +66.0% | 484,546 | $15.16M | Q2 2026 | Aug 12, 2026 |
| Long Island Wealth Management, Inc. | Buy | +9,921 | +139.5% | 17,034 | $532.99K | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +152 | +21.3% | 866 | $27.10K | Q2 2026 | Aug 07, 2026 |
| Blue Water Asset Management | Buy | +30,134 | +331.2% | 39,232 | $1.23M | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Sell | -12,038 | -26.8% | 32,928 | $1.03M | Q2 2026 | Jul 29, 2026 |
| Foguth Wealth Management, Llc. | Buy | +460,078 | — | 460,078 | $14.38M | Q2 2026 | Jul 21, 2026 |
| American Asset Management Inc. | Buy | +35,087 | +74.1% | 82,439 | $2.58M | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | Sell | -3,486 | -14.3% | 20,808 | $651.08K | Q2 2026 | Jul 15, 2026 |
| Royal Bank Of Canada | Sell | -59,279 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Old Mission Capital Llc | Sell | -34,375 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -3,255 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Leclair Wealth Partners Llc | Sell | -9,098 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Kestra Advisory Services, Llc | Sell | -8,075 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
Frequently asked questions about PBJL activity
Which institutional owners are buying PBJL?
Institutional owners buying PBJL 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 PBJL activity?
"Buy" means an investor increased their reported position in PBJL compared to the prior reporting period. This reflects growing exposure to PGIM S&P 500 BUFFER 20-JUL (PBJL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBJL increasing?
Institutional interest in PBJL 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.