Ticker: PBJN CUSIP: 69420N858 Class: S&P 500 BUFFER
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UBS Group AG | 15 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. | 8,245 | 9,435 | +1,190 (+14.4%) |
| PRUDENTIAL FINANCIAL INC | 182,670 | 232,282 | +49,612 (+27.2%) |
| ROYAL BANK OF CANADA | 2,466 | 2,567 | +101 (+4.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Spire Wealth Management | 61,818 | 58,005 | -3,813 (-6.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 54,619 | 52,739 | -1,880 (-3.4%) |
| DHJJ Financial Advisors, Ltd. | 3,059 | 2,987 | -72 (-2.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Advisory Services Network, LLC | 420 | $12 |