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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
10.4KNew |
$2.02M - $2.25M
|
10.4K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.12K- 51.32% |
$412K - $460K
|
2.02K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.75KNew |
$727K - $812K
|
3.75K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
BUY
|
- |
17.2K+ 63.24% |
$3.34M - $3.73M
|
44.4K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$3.3K - $3.69K
|
17
$4.54K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4New |
$776 - $867
|
4
$1.07K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.35K- 5.58% |
$262K - $292K
|
22.8K
$6.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
135New |
$26.2K - $29.3K
|
135
$36.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
88New |
$17.1K - $19.1K
|
88
$23.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.89KNew |
$1.34M - $1.49M
|
6.89K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-41- 2.55% |
$7.95K - $8.89K
|
1.57K
$419K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
130New |
$25.2K - $28.2K
|
130
$34.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
36New |
$6.98K - $7.8K
|
36
$9.61K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-267- 19.91% |
$51.8K - $57.9K
|
1.07K
$287K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.49K+ 9.92% |
$250K - $295K
|
16.5K
$4.41M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1.4K- 34.15% |
$235K - $277K
|
2.7K
$721K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
341New |
$57.2K - $67.6K
|
341
$91.1K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
105New |
$17.6K - $20.8K
|
105
$28K
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
510+ 2.71% |
$85.6K - $101K
|
19.3K
$5.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
4.28KNew |
$718K - $847K
|
4.28K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-282- 6.14% |
$47.3K - $55.9K
|
4.31K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
43+ 3.02% |
$7.21K - $8.52K
|
1.47K
$392K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-310- 13.96% |
$52K - $61.4K
|
1.91K
$510K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
6.1KNew |
$1.02M - $1.21M
|
6.1K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.78K- 13.86% |
$299K - $353K
|
11.1K
$2.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-95- 1.26% |
$15.9K - $18.8K
|
7.44K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12New |
$2.01K - $2.38K
|
12
$3.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.2KNew |
$201K - $238K
|
1.2K
$320K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 9.09% |
$168 - $198
|
10
$2.67K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-90- 32.14% |
$12.8K - $17.3K
|
190
$50.7K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-800- 22.86% |
$114K - $154K
|
2.7K
$721K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
42New |
$5.96K - $8.06K
|
42
$11.2K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$852 - $1.15K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.28K - $1.73K
|
9
$2.4K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
69.3KNew |
$9.84M - $13.3M
|
69.3K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.55% |
$1.14K - $1.54K
|
1.45K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 14.39% |
$5.54K - $7.49K
|
232
$62K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
22New |
$3.12K - $4.22K
|
22
$5.88K
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-8.41K- 20.68% |
$1.19M - $1.61M
|
32.3K
$8.61M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.58KNew |
$224K - $303K
|
1.58K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-42- 89.36% |
$5.96K - $8.06K
|
5
$1.34K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
378New |
$53.7K - $72.6K
|
378
$101K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
16.7KNew |
$2.37M - $3.21M
|
16.7K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
6.6KNew |
$937K - $1.27M
|
6.6K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.54K- 95.27% |
$503K - $680K
|
176
$47K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
23.5K+ 20.46% |
$3.34M - $4.52M
|
139K
$37M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$284 - $384
|
2
$534
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.13K+ 75.27% |
$160K - $217K
|
2.63K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
32.7KNew |
$4.65M - $6.28M
|
32.7K
$8.74M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17New |
$2.41K - $3.26K
|
17
$4.54K
|
|