Latest Institutional Transactions on Primerica, Inc. (PRI)
This table provides information on the latest institutional transactions involving Primerica, Inc. (PRI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 22.73% |
$4.89K - $5.81K
|
68
$18.2K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-52- 1.13% |
$12.7K - $15.1K
|
4.54K
$1.21M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.33% |
$733 - $872
|
922
$246K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.35K+ 19.3% |
$331K - $393K
|
8.37K
$2.24M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
45New |
$11K - $13.1K
|
45
$12K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 8.33% |
$244 - $291
|
11
$2.94K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-679- 32.52% |
$166K - $197K
|
1.41K
$376K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.51K+ 14.63% |
$369K - $439K
|
11.8K
$3.16M
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$244 - $291
|
1
$267
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-706- 3.68% |
$173K - $205K
|
18.5K
$4.93M
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
278New |
$67.9K - $80.8K
|
278
$74.2K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
21New |
$5.13K - $6.1K
|
21
$5.61K
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-225- 0.71% |
$55K - $65.4K
|
31.4K
$8.38M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 1.62% |
$1.96K - $2.32K
|
502
$134K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 0.04% |
$978 - $1.16K
|
10.2K
$2.73M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
79+ 4.93% |
$19.3K - $23K
|
1.68K
$449K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 2.85% |
$2.93K - $3.49K
|
433
$116K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 44.44% |
$978 - $1.16K
|
5
$1.34K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
849New |
$207K - $247K
|
849
$227K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
31+ 1.96% |
$7.58K - $9.01K
|
1.61K
$430K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 12.5% |
$733 - $872
|
27
$7.21K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
814New |
$199K - $237K
|
814
$217K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282- 18.1% |
$68.9K - $82K
|
1.28K
$341K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$2.44K - $2.91K
|
10
$2.67K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
77+ 108.45% |
$18.8K - $22.4K
|
148
$39.5K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-25- 5.51% |
$6.11K - $7.27K
|
429
$115K
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
82+ 3.95% |
$20K - $23.8K
|
2.16K
$577K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-382- 19.96% |
$93.4K - $111K
|
1.53K
$409K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-879- 17.84% |
$215K - $255K
|
4.05K
$1.08M
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.03KNew |
$250K - $298K
|
1.03K
$274K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.55K+ 27.99% |
$1.11M - $1.32M
|
20.8K
$5.55M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
235+ 3.46% |
$57.4K - $68.3K
|
7.02K
$1.87M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.64% |
$244 - $291
|
62
$16.6K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 1.18% |
$244 - $291
|
84
$22.4K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
910New |
$222K - $264K
|
910
$243K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-78- 25.41% |
$19.1K - $22.7K
|
229
$61.2K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-288- 67.76% |
$70.4K - $83.7K
|
137
$36.6K
|
|
Q1 2025 | |||||||
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-10.4K- 63.57% |
$2.83M - $3.09M
|
5.97K
$1.6M
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.7KNew |
$733K - $800K
|
2.7K
$721K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$271 - $296
|
1
$267
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 348.67% |
$284K - $310K
|
1.35K
$359K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
10.1KNew |
$2.74M - $2.99M
|
10.1K
$2.69M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
263New |
$71.4K - $78K
|
263
$70.2K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.65K- 21.74% |
$990K - $1.08M
|
13.1K
$3.5M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.06% |
$271 - $296
|
1.67K
$446K
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.69K+ 3.28% |
$1.27M - $1.39M
|
147K
$39.4M
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.11K- 2.71% |
$301K - $329K
|
39.9K
$10.6M
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.42K- 74.53% |
$928K - $1.01M
|
1.17K
$312K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
25New |
$6.79K - $7.41K
|
25
$6.68K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.2KNew |
$1.68M - $1.84M
|
6.2K
$1.65M
|