Institutional Ownership Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI). We have compiled data on the 436 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
72
shares
|
$18,948
0.0% of portfolio
|
Q2 2024
Added 63.64%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 12, 2024 Q2 2024 |
70
shares
|
$18,421
0.0% of portfolio
|
Q1 2024
Added 268.42%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
68
shares
|
$17,895
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
67
shares
|
$17,632
0.0% of portfolio
|
Q2 2024
New holding
|
|
Proffitt & Goodson Inc
|
Jul 23, 2024 Q2 2024 |
56
shares
|
$14,737
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
55
shares
|
$14,474
0.0% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
54
shares
|
$14,211
0.0% of portfolio
|
Q2 2023
Reduced 1.85%
|
|
Promethos Capital, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
50
shares
|
$13,158
0.0% of portfolio
|
Q4 2023
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
50
shares
|
$13,158
0.01% of portfolio
|
Q4 2022
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
50
shares
|
$13,158
0.0% of portfolio
|
Q4 2023
New holding
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
48
shares
|
$12,632
0.0% of portfolio
|
Q2 2024
Added 166.67%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
44
shares
|
$11,579
0.01% of portfolio
|
Q2 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
43
shares
|
$11,316
0.0% of portfolio
|
Q2 2024
Added 330.0%
|
|
Rocky Mountain Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
38
shares
|
$10,000
0.01% of portfolio
|
Q2 2017
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
38
shares
|
$10,000
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$9,474
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36
shares
|
$9,474
0.0% of portfolio
|
Q3 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
36
shares
|
$9,474
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
36
shares
|
$9,474
0.0% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$8,947
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
29
shares
|
$7,631
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
25
shares
|
$6,579
0.0% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
23
shares
|
$6,052
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
23
shares
|
$6,052
0.0% of portfolio
|
Q1 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
23
shares
|
$6,052
0.0% of portfolio
|
Q2 2024
Added 109.09%
|