Heritage Wealth Advisors Prudential Financial Inc Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Prudential Financial Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,766 shares of PRU stock, worth $209,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,766

Previous 1,602 10.24%

Holding current value

$209,959

Previous $187,000 13.9%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$105.53 - $127.32 $17,306 - $20,880	164 Added 10.24%	1,766 $213,000
Q2 2024 Dec 12, 2024	SELL	$107.35 - $121.31 $21,470 - $24,262	-200 Reduced 11.1%	1,602 $187,000
Q2 2024 Aug 05, 2024	BUY	$107.35 - $121.31 $104,880 - $118,519	977 Added 156.32%	1,602 $187,000
Q1 2024 Dec 12, 2024	SELL	$101.84 - $117.4 $19,145 - $22,071	-188 Reduced 9.45%	1,802 $211,000
Q1 2024 May 08, 2024	SELL	$101.84 - $117.4 $120,782 - $139,236	-1,186 Reduced 65.49%	625 $73,000
Q4 2023 Dec 12, 2024	BUY	$88.61 - $105.21 $53,166 - $63,125	600 Added 43.17%	1,990 $206,000
Q4 2023 Feb 09, 2024	BUY	$88.61 - $105.21 $37,304 - $44,293	421 Added 30.29%	1,811 $187,000
Q3 2023 Dec 12, 2024	SELL	$88.66 - $99.14 $5,940 - $6,642	-67 Reduced 4.6%	1,390 $131,000
Q3 2023 Nov 08, 2023	SELL	$88.66 - $99.14 $5,940 - $6,642	-67 Reduced 4.6%	1,390 $131,000
Q2 2023 Dec 12, 2024	SELL	$78.04 - $88.22 $24,114 - $27,259	-309 Reduced 17.5%	1,457 $128,000
Q2 2023 Aug 09, 2023	BUY	$78.04 - $88.22 $78 - $88	1 Added 0.07%	1,457 $128,000
Q1 2023 May 04, 2023	BUY	$77.23 - $104.94 $77 - $104	1 Added 0.07%	1,456 $120,000
Q4 2022 Dec 12, 2024	BUY	$89.19 - $110.21 $89 - $110	1 Added 0.07%	1,455 $144,000
Q4 2022 Feb 06, 2023	BUY	$89.19 - $110.21 $89 - $110	1 Added 0.07%	1,455 $144,000
Q3 2022 Dec 12, 2024	SELL	$21.01 - $99.99 $6,555 - $31,196	-312 Reduced 17.67%	1,454 $124,000
Q2 2022 Aug 04, 2022	BUY	$91.33 - $121.06 $91 - $121	1 Added 0.07%	1,454 $139,000
Q1 2022 May 11, 2022	SELL	$102.05 - $121.38 $5,000 - $5,947	-49 Reduced 3.26%	1,453 $172,000
Q3 2021 Nov 02, 2021	BUY	$95.71 - $108.01 $95 - $108	1 Added 0.07%	1,502 $158,000
Q2 2021 Aug 09, 2021	BUY	$92.71 - $108.51 $185 - $217	2 Added 0.13%	1,501 $153,000
Q2 2021 Jul 27, 2021	SELL	$92.71 - $108.51 $92 - $108	-1 Reduced 0.07%	1,499 $117,000
Q1 2021 Apr 27, 2021	BUY	$76.4 - $93.87 $76 - $93	1 Added 0.07%	1,500 $136,000
Q4 2020 Feb 01, 2021	BUY	$61.67 - $81.29 $2,281 - $3,007	37 Added 2.53%	1,499 $117,000
Q3 2020 Nov 03, 2020	BUY	$58.03 - $70.74 $58 - $70	1 Added 0.07%	1,462 $92,000
Q2 2020 Jul 17, 2020	BUY	$46.09 - $74.73 $4.48 Million - $7.26 Million	97,162 Added 5280.54%	99,002 $88,000
Q2 2020 Jul 17, 2020	SELL	$46.09 - $74.73 $4.5 Million - $7.29 Million	-97,541 Reduced 98.52%	1,461 $88,000
Q1 2020 May 05, 2020	BUY	$39.22 - $97.1 $431 - $1,068	11 Added 0.6%	1,840 $95,000
Q4 2019 Feb 04, 2020	BUY	$84.95 - $95.27 $16,055 - $18,006	189 Added 11.52%	1,829 $171,000
Q3 2019 Oct 30, 2019	BUY	$78.29 - $103.27 $120,175 - $158,519	1,535 Added 1461.9%	1,640 $147,000
Q2 2019 Aug 05, 2019	BUY	$92.38 - $105.71 $3,972 - $4,545	43 Added 69.35%	105 $0
Q1 2019 May 06, 2019	SELL	$81.27 - $97.25 $21,211 - $25,382	-261 Reduced 80.8%	62 $0
Q4 2018 Jan 28, 2019	BUY	$76.83 - $105.99 $230 - $317	3 Added 0.94%	323 $26,000
Q3 2018 Nov 14, 2018	BUY	$93.99 - $104.68 $30,076 - $33,497	320 New	320 $32,000

Others Institutions Holding PRU

# of Institutions

1,457

Shares Held

204M

Call Options Held

4.34M

Put Options Held

5.42M

View Full List

About PRUDENTIAL FINANCIAL INC

Ticker PRU
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 372,000,000
Market Cap $44.2B
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...

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Heritage Wealth Advisors Prudential Financial Inc Transaction History