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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-505- 29.95% |
$137K - $150K
|
1.18K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125+ 1.23% |
$33.9K - $37.1K
|
10.3K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-600- 3.04% |
$163K - $178K
|
19.2K
$5.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$543 - $593
|
2
$531
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
150+ 5.61% |
$40.7K - $44.5K
|
2.83K
$750K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.37KNew |
$642K - $701K
|
2.37K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-247- 23.06% |
$67K - $73.2K
|
824
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.37KNew |
$371K - $405K
|
1.37K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-276- 2.28% |
$74.9K - $81.8K
|
11.8K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.21K- 22.67% |
$328K - $358K
|
4.12K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7+ 350.0% |
$1.9K - $2.08K
|
9
$2.39K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
983New |
$267K - $291K
|
983
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$271 - $296
|
1
$265
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
409+ 9.77% |
$111K - $121K
|
4.59K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
738New |
$200K - $219K
|
738
$196K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$543 - $593
|
2
$531
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
12.3KNew |
$3.32M - $3.63M
|
12.3K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
65New |
$17.6K - $19.3K
|
65
$17.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
427+ 17.47% |
$116K - $127K
|
2.87K
$762K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8New |
$2.17K - $2.37K
|
8
$2.12K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
32+ 228.57% |
$8.69K - $9.49K
|
46
$12.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.39% |
$814 - $889
|
772
$205K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$1.36K - $1.48K
|
8
$2.12K
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
15.7KNew |
$4.17M - $4.79M
|
15.7K
$4.17M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.56K+ 178.13% |
$2.27M - $2.61M
|
13.4K
$3.55M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 72.35% |
$455K - $522K
|
654
$174K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-184- 2.87% |
$48.9K - $56.1K
|
6.22K
$1.65M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.19K+ 2.36% |
$581K - $667K
|
94.7K
$25.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.01K+ 15.08% |
$268K - $307K
|
7.69K
$2.04M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
16New |
$4.25K - $4.88K
|
16
$4.24K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-307- 26.35% |
$81.6K - $93.6K
|
858
$228K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.35KNew |
$360K - $413K
|
1.35K
$359K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
30New |
$7.97K - $9.15K
|
30
$7.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
3KNew |
$797K - $915K
|
3K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.95K- 7.77% |
$785K - $901K
|
35.1K
$9.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
42.1KNew |
$11.2M - $12.8M
|
42.1K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$2.86M - $3.28M
|
10.8K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
91New |
$24.2K - $27.7K
|
91
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-18- 2.31% |
$4.78K - $5.49K
|
762
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.49K- 4.07% |
$2.26M - $2.59M
|
200K
$53.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-819- 13.45% |
$218K - $250K
|
5.27K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
909+ 102.36% |
$242K - $277K
|
1.8K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-23- 0.58% |
$6.11K - $7.01K
|
3.94K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
14New |
$3.72K - $4.27K
|
14
$3.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.55KNew |
$411K - $472K
|
1.55K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.49KNew |
$395K - $454K
|
1.49K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 5.26% |
$26.6K - $30.5K
|
1.8K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-418- 69.09% |
$111K - $127K
|
187
$49.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.43KNew |
$1.18M - $1.35M
|
4.43K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.98KNew |
$526K - $604K
|
1.98K
$526K
|
|