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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.24% |
$543 - $593
|
846
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
113+ 4.08% |
$30.7K - $33.5K
|
2.88K
$764K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
927+ 21.69% |
$252K - $275K
|
5.2K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.26% |
$27.1K - $29.6K
|
8.02K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
756New |
$205K - $224K
|
756
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
47+ 1.21% |
$12.8K - $13.9K
|
3.95K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.53K- 2.41% |
$687K - $750K
|
102K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 35.29% |
$1.63K - $1.78K
|
11
$2.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
66New |
$17.9K - $19.6K
|
66
$17.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
89+ 1.8% |
$24.2K - $26.4K
|
5.04K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-663- 8.63% |
$180K - $197K
|
7.02K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4+ 0.37% |
$1.09K - $1.19K
|
1.08K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-105- 8.88% |
$28.5K - $31.1K
|
1.08K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.35K+ 46.73% |
$910K - $994K
|
10.5K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-528- 65.59% |
$143K - $157K
|
277
$73.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
115+ 15.86% |
$31.2K - $34.1K
|
840
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-180- 7.0% |
$48.9K - $53.4K
|
2.39K
$635K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
76+ 4.31% |
$20.6K - $22.5K
|
1.84K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-55- 0.6% |
$14.9K - $16.3K
|
9.17K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4+ 3.51% |
$1.09K - $1.19K
|
118
$31.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.23K- 19.02% |
$1.69M - $1.85M
|
26.5K
$7.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
19+ 0.61% |
$5.16K - $5.63K
|
3.12K
$827K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-18.2K- 23.89% |
$4.93M - $5.39M
|
57.9K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
283+ 0.37% |
$76.8K - $83.9K
|
76.8K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
151+ 10.83% |
$41K - $44.8K
|
1.55K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
512+ 9.91% |
$139K - $152K
|
5.68K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
76+ 5.72% |
$20.6K - $22.5K
|
1.41K
$373K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.8% |
$27.1K - $29.6K
|
12.3K
$3.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-629- 3.95% |
$171K - $186K
|
15.3K
$4.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$271 - $296
|
12
$3.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$271 - $296
|
1
$265
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$3.53K - $3.85K
|
13
$3.45K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.33K+ 24.23% |
$360K - $393K
|
6.79K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
26.3K+ 136.39% |
$7.14M - $7.8M
|
45.6K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-748- 18.14% |
$203K - $222K
|
3.38K
$895K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-130- 51.38% |
$35.3K - $38.5K
|
123
$32.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
33+ 2.31% |
$8.96K - $9.78K
|
1.46K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.61KNew |
$981K - $1.07M
|
3.61K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
7New |
$1.9K - $2.08K
|
7
$1.86K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
37+ 14.57% |
$10K - $11K
|
291
$77.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3New |
$814 - $889
|
3
$796
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
44+ 1.44% |
$11.9K - $13K
|
3.1K
$821K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62- 3.18% |
$16.8K - $18.4K
|
1.89K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.3K+ 75.87% |
$624K - $681K
|
5.33K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
38+ 0.09% |
$10.3K - $11.3K
|
40.6K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.54K- 48.63% |
$962K - $1.05M
|
3.74K
$993K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-50- 4.76% |
$13.6K - $14.8K
|
1K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.11% |
$271 - $296
|
919
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 16.71% |
$19.5K - $21.3K
|
503
$133K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
77+ 7.9% |
$20.9K - $22.8K
|
1.05K
$279K
|