PGIM S&P 500 BUFFER 20-SEP (PBSE) Institutional Ownership Changes & 13F Activity
PGIM S&P 500 BUFFER 20-SEP (PBSE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Richard P Slaughter Associates Inc, Prudential Financial Inc, Spire Wealth Management, Commonwealth Equity Services, Llc, and Jim Saulnier & Associates, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +7,848 | — | 7,848 | $231.21K | Q4 2025 | Feb 18, 2026 |
| Prudential Financial Inc | Buy | +235,869 | — | 235,869 | $6.95M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +5,454 | — | 5,454 | $160.68K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +749 | — | 749 | $22.07K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +71,459 | — | 71,459 | $2.11M | Q4 2025 | Feb 12, 2026 |
| Jim Saulnier & Associates, Llc | Buy | +55,826 | — | 55,826 | $1.64M | Q4 2025 | Jan 29, 2026 |
| Dhjj Financial Advisors, Ltd. | Buy | +1,547 | — | 1,547 | $45.58K | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | Buy | +105,058 | — | 105,058 | $3.09M | Q4 2025 | Jan 14, 2026 |
| Richard P Slaughter Associates Inc | Buy | +441,890 | — | 441,890 | $13.02M | Q4 2025 | Jan 12, 2026 |
| American Asset Management Inc. | Buy | +46,433 | — | 46,433 | $1.37M | Q4 2025 | Jan 07, 2026 |
Frequently asked questions about PBSE activity
Which institutional owners are buying PBSE?
Institutional owners buying PBSE 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 PBSE activity?
"Buy" means an investor increased their reported position in PBSE compared to the prior reporting period. This reflects growing exposure to PGIM S&P 500 BUFFER 20-SEP (PBSE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBSE increasing?
Institutional interest in PBSE 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.