Purchases and Sales Made in Q1 2023 in Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI) during Q1 2023. The information is specifically focused on institutions that hold shares of Primerica, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 157.14% |
$3.12K - $4.22K
|
36
$10.6K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
20+ 0.12% |
$2.84K - $3.84K
|
16.6K
$4.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
19New |
$2.7K - $3.65K
|
19
$5.58K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 8.14% |
$2.56K - $3.45K
|
239
$70.2K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17New |
$2.41K - $3.26K
|
17
$4.99K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 1.02% |
$2.27K - $3.07K
|
1.58K
$463K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 25.93% |
$1.99K - $2.69K
|
68
$20K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
14+ 4.11% |
$1.99K - $2.69K
|
355
$104K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.24% |
$1.85K - $2.5K
|
5.48K
$1.61M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13New |
$1.85K - $2.5K
|
13
$3.82K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11+ 0.22% |
$1.56K - $2.11K
|
5.04K
$1.48M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 10.53% |
$1.42K - $1.92K
|
105
$30.8K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.28K - $1.73K
|
9
$2.64K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9+ 81.82% |
$1.28K - $1.73K
|
20
$5.87K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 1.32% |
$1.14K - $1.54K
|
613
$180K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.55% |
$1.14K - $1.54K
|
1.45K
$427K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 23.33% |
$994 - $1.34K
|
37
$10.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 19.35% |
$852 - $1.15K
|
37
$10.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 71.43% |
$710 - $960
|
12
$3.52K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$426 - $576
|
3
$881
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$284 - $384
|
2
$587
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 18.18% |
$284 - $384
|
13
$3.82K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$284 - $384
|
2
$587
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 15.38% |
$284 - $384
|
15
$4.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$284 - $384
|
2
$587
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.96% |
$142 - $192
|
52
$15.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 6.25% |
$142 - $192
|
15
$4.4K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 3.03% |
$142 - $192
|
32
$9.39K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 33.33% |
$142 - $192
|
2
$587
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.2% |
$142 - $192
|
82
$24.1K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 60.0% |
$426 - $576
|
2
$587
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 20.0% |
$568 - $768
|
16
$4.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-5- 0.1% |
$710 - $960
|
4.88K
$1.43M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$852 - $1.15K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10- 1.39% |
$1.42K - $1.92K
|
707
$208K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-13- 0.62% |
$1.85K - $2.5K
|
2.09K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-16- 0.35% |
$2.27K - $3.07K
|
4.6K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 52.27% |
$3.26K - $4.41K
|
21
$6.16K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-26- 0.11% |
$3.69K - $4.99K
|
24.6K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27- 1.42% |
$3.83K - $5.18K
|
1.87K
$548K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-35- 2.2% |
$4.97K - $6.72K
|
1.55K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 14.39% |
$5.54K - $7.49K
|
232
$68.1K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-41- 1.74% |
$5.82K - $7.87K
|
2.32K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-42- 89.36% |
$5.96K - $8.06K
|
5
$1.47K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-55- 2.87% |
$7.81K - $10.6K
|
1.86K
$547K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-64- 4.12% |
$9.08K - $12.3K
|
1.49K
$437K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-72- 1.06% |
$10.2K - $13.8K
|
6.71K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-76- 4.01% |
$10.8K - $14.6K
|
1.82K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-82- 2.93% |
$11.6K - $15.7K
|
2.72K
$798K
|