PGIM Short Duration High Yield Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.46 M | $23.86 M | 5.65% | 5.93% |
| ATLAS WEALTH LLC | 07/28/2026 | 1.13 M | $18.48 M | 100.00% | 4.60% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 979.17 K | $16.05 M | -43.02% | 3.99% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 867.54 K | $14.22 M | -1.34% | 3.54% |
| COLONY GROUP, LLC | 08/12/2026 | 747.90 K | $12.26 M | -7.59% | 3.05% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 615.49 K | $10.09 M | 0.00% | 2.51% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 553.85 K | $9.08 M | -6.70% | 2.26% |
| UBS GROUP AG | 08/13/2026 | 540.34 K | $8.86 M | -0.48% | 2.20% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 489.96 K | $8.03 M | -5.58% | 2.00% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 452.10 K | $7.41 M | -17.19% | 1.84% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 426.23 K | $6.99 M | 1.21% | 1.74% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 364.67 K | $5.98 M | 103.82% | 1.49% |
| INVESCO LTD. | 08/14/2026 | 293.99 K | $4.82 M | 0.91% | 1.20% |
| COHEN & STEERS, INC. | 08/14/2026 | 272.45 K | $4.47 M | 0.00% | 1.11% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 203.54 K | $3.34 M | 1.09% | 0.83% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 178.86 K | $2.93 M | 10.02% | 0.73% |
| HAZLETT, BURT & WATSON, INC. | 07/30/2026 | 170.37 K | $2.79 M | -0.88% | 0.69% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 164.71 K | $2.70 M | 1.35% | 0.67% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 138.17 K | $2.26 M | 21.65% | 0.56% |
| LPL FINANCIAL LLC | 08/07/2026 | 123.53 K | $2.02 M | -47.05% | 0.50% |
| ROYAL BANK OF CANADA | 08/14/2026 | 115.98 K | $1.90 M | -7.19% | 0.47% |
| APOLLON FINANCIAL, LLC | 07/23/2026 | 113.63 K | $1.86 M | 2.77% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 106.07 K | $1.74 M | 389.55% | 0.43% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 97.29 K | $1.59 M | -8.64% | 0.40% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 95.17 K | $1.56 M | 124.31% | 0.39% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 07/30/2026 | 90.77 K | $1.49 M | 0.00% | 0.37% |
| SECURE ASSET MANAGEMENT, LLC | 07/15/2026 | 90.07 K | $1.48 M | 0.00% | 0.37% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 83.17 K | $1.36 M | 11.99% | 0.34% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 70.90 K | $1.16 M | -8.21% | 0.29% |
| OPPENHEIMER & CO INC | 08/03/2026 | 58.87 K | $964.81 K | 2.09% | 0.24% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 54.88 K | $899.50 K | 18.55% | 0.22% |
| QUANTIFY CHAOS ADVISORS, LLC | 07/30/2026 | 44.94 K | $736.60 K | 1.81% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 36.86 K | $604.00 K | 10.37% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 36.45 K | $597.41 K | 1.62% | 0.15% |
| RFG ADVISORY, LLC | 07/15/2026 | 27.82 K | $455.98 K | -16.12% | 0.11% |
| CHOREO, LLC | 08/04/2026 | 21.23 K | $347.91 K | 22.25% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 19.64 K | $322.00 K | -7.87% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 19.42 K | $318.25 K | -21.44% | 0.08% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 08/13/2026 | 17.21 K | $282.11 K | 135.20% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 15.72 K | $257.67 K | 103.61% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 15.66 K | $256.71 K | -1.81% | 0.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 12.61 K | $206.66 K | -5.86% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 12.26 K | $200.88 K | -0.35% | 0.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 11.84 K | $194.12 K | 100.00% | 0.05% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 08/07/2026 | 6.06 K | $99.34 K | 2.02% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 5.28 K | $86.54 K | 100.00% | 0.02% |
| IFP ADVISORS, INC | 07/20/2026 | 4.22 K | $69.23 K | 1,408.57% | 0.02% |
| PIONEER FAMILY OFFICE, LLC | 07/28/2026 | 3.05 K | $49.91 K | -37.86% | 0.01% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 1.64 K | $26.91 K | 100.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 1.58 K | $25.90 K | 100.00% | 0.01% |
PGIM Short Duration High Yield Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of PGIM Short Duration High Yield Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.46 M
Atlas Wealth LLC: 1.13 M
1607 Capital Partners, LLC: 979,170
SIT INVESTMENT ASSOCIATES INC: 867,536
Colony Group, LLC: 747,903
Allspring Global Investments Holdings, LLC: 615,485
46.71% of PGIM Short Duration High Yield Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.65 M shares in the last 24 months. This purchase volume represents approximately $203.22 M in transactions.