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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$206 - $256
|
1
$267
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-639- 0.84% |
$132K - $164K
|
75.1K
$20M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
51+ 268.42% |
$10.5K - $13.1K
|
70
$18.7K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
913New |
$188K - $234K
|
913
$244K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$618 - $769
|
3
$801
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.7KNew |
$968K - $1.2M
|
4.7K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.16KNew |
$239K - $298K
|
1.16K
$310K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.18K+ 120.2% |
$449K - $558K
|
3.99K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
168+ 5.79% |
$34.6K - $43K
|
3.07K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.65KNew |
$752K - $935K
|
3.65K
$975K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
30New |
$6.18K - $7.69K
|
30
$8.01K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.43KNew |
$294K - $365K
|
1.43K
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-554- 34.18% |
$114K - $142K
|
1.07K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.76KNew |
$774K - $962K
|
3.76K
$1M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
825New |
$170K - $211K
|
825
$220K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.29K+ 10.66% |
$1.38M - $1.56M
|
75.7K
$20.2M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.95K+ 18.78% |
$936K - $1.06M
|
31.3K
$8.37M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
50New |
$9.45K - $10.7K
|
50
$13.4K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.7K- 53.8% |
$321K - $364K
|
1.46K
$389K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
746New |
$141K - $160K
|
746
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-1.21K- 13.63% |
$228K - $258K
|
7.64K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
22+ 183.33% |
$4.16K - $4.72K
|
34
$9.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
675New |
$128K - $145K
|
675
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$1.51K - $1.72K
|
8
$2.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
46New |
$8.69K - $9.86K
|
46
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
334+ 19.1% |
$63.1K - $71.6K
|
2.08K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.96KNew |
$747K - $848K
|
3.96K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-23- 1.13% |
$4.35K - $4.93K
|
2K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
5+ 41.67% |
$945 - $1.07K
|
17
$4.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.9KNew |
$549K - $623K
|
2.9K
$775K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-104- 16.46% |
$19.7K - $22.3K
|
528
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3- 0.11% |
$567 - $643
|
2.77K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
333New |
$62.9K - $71.4K
|
333
$88.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-785- 63.82% |
$148K - $168K
|
445
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.46K - $2.79K
|
13
$3.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-515- 32.31% |
$97.3K - $110K
|
1.08K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-239- 3.62% |
$45.2K - $51.3K
|
6.37K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$435K - $494K
|
2.3K
$615K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3New |
$567 - $643
|
3
$801
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 3.82% |
$10.6K - $12K
|
1.52K
$406K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$18.9K - $21.4K
|
100
$26.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8New |
$1.51K - $1.72K
|
8
$2.14K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 28.09% |
$18.9K - $21.4K
|
256
$68.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$9.45K - $10.7K
|
50
$13.4K
|
|
| Q3 2023 | |||||||
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-282- 94.0% |
$54.7K - $61.1K
|
18
$4.81K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-258Closed |
$50.1K - $55.9K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.1% |
$970 - $1.08K
|
5.03K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-829- 66.32% |
$161K - $180K
|
421
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.98KNew |
$772K - $863K
|
3.98K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-73- 97.33% |
$14.2K - $15.8K
|
2
$534
|
|