Purchases and Sales Made in Q2 2025 in Prosperity Bancshares Inc (PB)
This table provides information about the institutional ownership of Prosperity Bancshares Inc (PB) during Q2 2025. The information is specifically focused on institutions that hold shares of PROSPERITY BANCSHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
28New |
$1.79K - $2.07K
|
28
$1.88K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 5.53% |
$1.66K - $1.92K
|
496
$33.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25+ 277.78% |
$1.59K - $1.84K
|
34
$2.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23New |
$1.47K - $1.7K
|
23
$1.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 34.38% |
$1.4K - $1.62K
|
86
$5.78K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
18New |
$1.15K - $1.33K
|
18
$1.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$638 - $738
|
10
$672
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10New |
$638 - $738
|
10
$672
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.09% |
$574 - $664
|
10.5K
$705K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 11.59% |
$510 - $590
|
77
$5.17K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
7New |
$446 - $516
|
7
$470
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$383 - $443
|
6
$403
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$383 - $443
|
6
$403
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$319 - $369
|
5
$336
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 3.25% |
$319 - $369
|
159
$10.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 150.0% |
$191 - $221
|
5
$336
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 100.0% |
$191 - $221
|
6
$403
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$191 - $221
|
3
$202
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1+ 0.0% |
$63.8 - $73.8
|
29.4K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.06% |
$63.8 - $73.8
|
95
$6.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.37% |
$128 - $148
|
544
$36.5K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 10.34% |
$191 - $221
|
26
$1.75K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7- 2.98% |
$446 - $516
|
228
$15.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 42.11% |
$510 - $590
|
11
$739
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-9- 0.01% |
$574 - $664
|
63.3K
$4.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 62.5% |
$638 - $738
|
6
$403
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 27.5% |
$701 - $811
|
29
$1.95K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-13- 61.9% |
$829 - $959
|
8
$537
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20- 28.99% |
$1.28K - $1.48K
|
49
$3.29K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-20- 0.05% |
$1.28K - $1.48K
|
43.3K
$2.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27- 7.87% |
$1.72K - $1.99K
|
316
$21.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 7.24% |
$2.04K - $2.36K
|
410
$27.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-32- 2.73% |
$2.04K - $2.36K
|
1.14K
$76.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37- 3.76% |
$2.36K - $2.73K
|
946
$63.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39- 66.1% |
$2.49K - $2.88K
|
20
$1.34K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-44- 15.77% |
$2.81K - $3.25K
|
235
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-63- 0.15% |
$4.02K - $4.65K
|
41.5K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-65- 5.09% |
$4.14K - $4.79K
|
1.21K
$81.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-87- 2.51% |
$5.55K - $6.42K
|
3.38K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 3.21% |
$6.38K - $7.38K
|
3.02K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-101- 0.04% |
$6.44K - $7.45K
|
252K
$16.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-127- 1.76% |
$8.1K - $9.37K
|
7.07K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-150- 1.8% |
$9.56K - $11.1K
|
8.19K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-173- 1.25% |
$11K - $12.8K
|
13.7K
$919K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-214- 5.69% |
$13.6K - $15.8K
|
3.55K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-218- 6.55% |
$13.9K - $16.1K
|
3.11K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-223- 76.37% |
$14.2K - $16.4K
|
69
$4.63K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-250- 5.68% |
$15.9K - $18.4K
|
4.15K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-287- 18.93% |
$18.3K - $21.2K
|
1.23K
$82.6K
|