PGIM Short Duration High Yield Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.72 M | $27.53 M | 0.00% | 7.00% |
| MORGAN STANLEY | 05/15/2026 | 1.38 M | $22.07 M | -0.94% | 5.62% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 879.35 K | $14.09 M | 8.53% | 3.58% |
| COLONY GROUP, LLC | 05/15/2026 | 809.34 K | $12.97 M | 0.07% | 3.30% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 615.49 K | $9.86 M | 0.18% | 2.51% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 593.59 K | $9.51 M | 0.41% | 2.42% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 545.96 K | $8.75 M | 4.80% | 2.23% |
| UBS GROUP AG | 05/05/2026 | 542.95 K | $8.70 M | -0.65% | 2.21% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 518.93 K | $8.31 M | -37.15% | 2.12% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 421.12 K | $6.75 M | 0.28% | 1.72% |
| INVESCO LTD. | 05/12/2026 | 291.34 K | $4.67 M | -1.33% | 1.19% |
| COHEN & STEERS, INC. | 05/15/2026 | 272.45 K | $4.37 M | 3.81% | 1.11% |
| LPL FINANCIAL LLC | 05/06/2026 | 233.31 K | $3.74 M | 11.05% | 0.95% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 201.33 K | $3.23 M | 24.64% | 0.82% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 178.92 K | $2.87 M | 607.84% | 0.73% |
| HAZLETT, BURT & WATSON, INC. | 05/14/2026 | 171.88 K | $2.75 M | 2.63% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 162.57 K | $2.60 M | -58.42% | 0.66% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 162.51 K | $2.60 M | 7.20% | 0.66% |
| ROYAL BANK OF CANADA | 05/15/2026 | 124.97 K | $2.00 M | 5.50% | 0.51% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 113.58 K | $1.82 M | -65.58% | 0.46% |
| APOLLON FINANCIAL, LLC | 04/22/2026 | 110.57 K | $1.77 M | 8.28% | 0.45% |
| 05/11/2026 | 106.49 K | $1.71 M | -6.09% | 0.43% | |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 05/01/2026 | 90.77 K | $1.45 M | -47.06% | 0.37% |
| SECURE ASSET MANAGEMENT, LLC | 04/09/2026 | 90.07 K | $1.44 M | 4.48% | 0.37% |
| 04/16/2026 | 77.24 K | $1.24 M | 0.25% | 0.31% | |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 74.27 K | $1.19 M | 3.59% | 0.30% |
| OPPENHEIMER & CO INC | 04/24/2026 | 57.66 K | $923.76 K | 0.92% | 0.24% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 46.30 K | $741.65 K | -73.07% | 0.19% |
| 05/08/2026 | 44.14 K | $707.13 K | 1.81% | 0.18% | |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 42.43 K | $679.68 K | 19.00% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 35.87 K | $574.64 K | -1.61% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 33.40 K | $535.00 K | 23.02% | 0.14% |
| RFG ADVISORY, LLC | 04/20/2026 | 33.17 K | $531.32 K | -24.05% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 26.61 K | $426.35 K | 60.80% | 0.11% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 25.37 K | $406.38 K | 0.00% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 24.72 K | $395.97 K | 0.41% | 0.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 23.00 K | $368.46 K | 100.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 21.67 K | $347.10 K | -9.88% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 21.32 K | $341.00 K | 6.97% | 0.09% |
| CHOREO, LLC | 05/13/2026 | 17.36 K | $278.16 K | -62.21% | 0.07% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 17.25 K | $276.30 K | 100.00% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 15.95 K | $255.54 K | 100.00% | 0.07% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 13.39 K | $214.57 K | 9.56% | 0.05% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 12.30 K | $197.03 K | -4.98% | 0.05% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 9.22 K | $147.75 K | -51.74% | 0.04% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 7.72 K | $123.69 K | -31.80% | 0.03% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 05/08/2026 | 7.32 K | $117.23 K | 100.00% | 0.03% |
| 05/14/2026 | 4.90 K | $78.50 K | -38.75% | 0.02% | |
| FIFTH THIRD BANCORP | 05/01/2026 | 832 | $13.33 K | 100.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 392 | $6.28 K | -33.33% | 0.00% |
PGIM Short Duration High Yield Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of PGIM Short Duration High Yield Opportunities Fund. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 1.72 M
MORGAN STANLEY: 1.38 M
SIT INVESTMENT ASSOCIATES INC: 879,353
Colony Group, LLC: 809,338
Allspring Global Investments Holdings, LLC: 615,485
WELLS FARGO & COMPANY/MN: 593,591
44.96% of PGIM Short Duration High Yield Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.96 M shares in the last 24 months. This purchase volume represents approximately $192.19 M in transactions.