PGIM S&P 500 BUFFER 20-MAY (PBMY) Institutional Ownership Changes & 13F Activity
PGIM S&P 500 BUFFER 20-MAY (PBMY). 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, Smith, Moore & Co., Jim Saulnier & Associates, Llc, Spire Wealth Management, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +24,219 | — | 24,219 | $755.11K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +18,045 | — | 18,045 | $572.66K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +5,884 | +145.1% | 9,938 | $310.00K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +5,193 | — | 5,193 | $161.91K | Q2 2026 | Aug 13, 2026 |
| Prudential Financial Inc | Buy | +200,600 | +69.9% | 487,637 | $15.20M | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +67,908 | — | 67,908 | $2.12M | Q2 2026 | Aug 12, 2026 |
| Mml Investors Services, Llc | Buy | +13,918 | — | 13,918 | $433.94K | Q2 2026 | Aug 07, 2026 |
| Blue Water Asset Management | Buy | +16,476 | +217.7% | 24,045 | $749.67K | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Buy | +14,557 | +57.1% | 40,049 | $1.25M | Q2 2026 | Jul 29, 2026 |
| Jim Saulnier & Associates, Llc | Buy | +54,997 | +55.3% | 154,475 | $4.82M | Q2 2026 | Jul 28, 2026 |
| Dhjj Financial Advisors, Ltd. | Buy | +2,010 | +111.0% | 3,821 | $119.13K | Q2 2026 | Jul 24, 2026 |
| American Asset Management Inc. | Buy | +19,770 | — | 19,770 | $616.39K | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | Buy | +39,168 | +159.6% | 63,714 | $1.99M | Q2 2026 | Jul 15, 2026 |
| Centaurus Financial, Inc. | Sell | -8,119 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Leclair Wealth Partners Llc | Sell | -7,569 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -2,456 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about PBMY activity
Which institutional owners are buying PBMY?
Institutional owners buying PBMY 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 PBMY activity?
"Buy" means an investor increased their reported position in PBMY compared to the prior reporting period. This reflects growing exposure to PGIM S&P 500 BUFFER 20-MAY (PBMY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBMY increasing?
Institutional interest in PBMY 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.