PGIM S&P 500 BUFFER 20-MAR (PBMR) Institutional Ownership Changes & 13F Activity
PGIM S&P 500 BUFFER 20-MAR (PBMR). 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, Commonwealth Equity Services, Llc, Leclair Wealth Partners Llc, Smith, Moore & Co., and Kintra Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kintra Wealth, Llc | Buy | +7,963 | +95.2% | 16,330 | $532.44K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +6,521 | — | 6,521 | $209.28K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,616 | -11.0% | 13,051 | $418.85K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -830 | -18.1% | 3,768 | $121.00K | Q2 2026 | Aug 14, 2026 |
| Prudential Financial Inc | Buy | +185,937 | +64.9% | 472,311 | $15.16M | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +8,594 | +8.8% | 105,904 | $3.40M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +483 | +2.7% | 18,231 | $585.10K | Q2 2026 | Aug 12, 2026 |
| Blue Water Asset Management | Sell | -530 | -3.3% | 15,296 | $490.90K | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Sell | -171,499 | -75.7% | 55,159 | $1.77M | Q2 2026 | Jul 29, 2026 |
| Jim Saulnier & Associates, Llc | Sell | -3,162 | -3.3% | 91,628 | $2.94M | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | Sell | -5,593 | -13.0% | 37,553 | $1.21M | Q2 2026 | Jul 15, 2026 |
| Leclair Wealth Partners Llc | Sell | -15,826 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about PBMR activity
Which institutional owners are buying PBMR?
Institutional owners buying PBMR 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 PBMR activity?
"Buy" means an investor increased their reported position in PBMR compared to the prior reporting period. This reflects growing exposure to PGIM S&P 500 BUFFER 20-MAR (PBMR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBMR increasing?
Institutional interest in PBMR 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.