Forum Financial Management, LP Prudential Financial Inc Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Prudential Financial Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 9,987 shares of PRU stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,987

Previous 9,301 7.38%

Holding current value

$1.02 Million

Previous $999,000 3.7%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$100.68 - $109.89 $69,066 - $75,384	686 Added 7.38%	9,987 $1.04 Million
Q2 2025 Jul 30, 2025	SELL	$95.12 - $112.71 $4,470 - $5,297	-47 Reduced 0.5%	9,301 $999,000
Q1 2025 May 02, 2025	SELL	$105.04 - $122.33 $2,100 - $2,446	-20 Reduced 0.21%	9,348 $1.04 Million
Q4 2024 Feb 13, 2025	BUY	$114.59 - $129.52 $32,887 - $37,172	287 Added 3.16%	9,368 $1.11 Million
Q3 2024 Oct 29, 2024	SELL	$105.53 - $127.32 $7,281 - $8,785	-69 Reduced 0.75%	9,081 $1.1 Million
Q2 2024 Jul 30, 2024	SELL	$107.35 - $121.31 $4,508 - $5,095	-42 Reduced 0.46%	9,150 $1.07 Million
Q1 2024 May 09, 2024	BUY	$101.84 - $117.4 $279,856 - $322,615	2,748 Added 42.64%	9,192 $1.08 Million
Q4 2023 Feb 07, 2024	SELL	$88.61 - $105.21 $6,822 - $8,101	-77 Reduced 1.18%	6,444 $668,000
Q3 2023 Nov 03, 2023	BUY	$88.66 - $99.14 $88 - $99	1 Added 0.02%	6,521 $618,000
Q2 2023 Jul 26, 2023	BUY	$78.04 - $88.22 $44,716 - $50,550	573 Added 9.64%	6,520 $575,000
Q1 2023 Apr 19, 2023	BUY	$77.23 - $104.94 $154 - $209	2 Added 0.03%	5,947 $492,000
Q4 2022 Jan 24, 2023	SELL	$89.19 - $110.21 $10,256 - $12,674	-115 Reduced 1.9%	5,945 $0
Q3 2022 Nov 07, 2022	BUY	$21.01 - $99.99 $672 - $3,199	32 Added 0.53%	6,060 $520,000
Q2 2022 Aug 15, 2022	BUY	$91.33 - $121.06 $16,530 - $21,911	181 Added 3.1%	6,028 $577,000
Q1 2022 May 16, 2022	SELL	$102.05 - $121.38 $9,184 - $10,924	-90 Reduced 1.52%	5,847 $690,000
Q4 2021 Feb 18, 2022	BUY	$100.05 - $114.0 $593,996 - $676,818	5,937 New	5,937 $643,000

Others Institutions Holding PRU

# of Institutions

1,530

Shares Held

211M

Call Options Held

3.2M

Put Options Held

2.87M

View Full List

About PRUDENTIAL FINANCIAL INC

Ticker PRU
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 372,000,000
Market Cap $38B
Description
Prudential Financial, Inc., together with its subsidiaries, provides insurance, investment management, and other financial products and services in the United States and internationally. It operates through eight segments: PGIM, Retirement, Group Insurance, Individual Annuities, Individual Life, Assurance IQ, International Businesses, and Closed...

More about PRU

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Forum Financial Management, LP Prudential Financial Inc Transaction History