Purchases and Sales Made in Q1 2025 in Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI) during Q1 2025. 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 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
42+ 5.27% |
$11.4K - $12.5K
|
839
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
38+ 2.48% |
$10.3K - $11.3K
|
1.57K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
38+ 1.85% |
$10.3K - $11.3K
|
2.09K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
38+ 0.09% |
$10.3K - $11.3K
|
40.6K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
37+ 14.57% |
$10K - $11K
|
291
$77.2K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
35+ 23.81% |
$9.5K - $10.4K
|
182
$48.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
34+ 4.96% |
$9.23K - $10.1K
|
720
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
33+ 2.31% |
$8.96K - $9.78K
|
1.46K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
32+ 228.57% |
$8.69K - $9.49K
|
46
$12.2K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31+ 1.4% |
$8.41K - $9.19K
|
2.24K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29+ 2.53% |
$7.87K - $8.6K
|
1.18K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
26+ 1.62% |
$7.06K - $7.71K
|
1.63K
$433K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
25New |
$6.79K - $7.41K
|
25
$6.63K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21+ 1.9% |
$5.7K - $6.23K
|
1.13K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21+ 36.21% |
$5.7K - $6.23K
|
79
$21K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
19+ 0.61% |
$5.16K - $5.63K
|
3.12K
$827K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$5.16K - $5.63K
|
19
$5.04K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 8.33% |
$4.61K - $5.04K
|
221
$58.6K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16+ 1.78% |
$4.34K - $4.74K
|
915
$243K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16New |
$4.34K - $4.74K
|
16
$4.24K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$3.53K - $3.85K
|
13
$3.45K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 13.27% |
$3.53K - $3.85K
|
111
$29.4K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
10+ 1.12% |
$2.71K - $2.96K
|
903
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 71.43% |
$2.71K - $2.96K
|
24
$6.37K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8New |
$2.17K - $2.37K
|
8
$2.12K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
8New |
$2.17K - $2.37K
|
8
$2.12K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
7New |
$1.9K - $2.08K
|
7
$1.86K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7+ 350.0% |
$1.9K - $2.08K
|
9
$2.39K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6New |
$1.63K - $1.78K
|
6
$1.59K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6+ 8.0% |
$1.63K - $1.78K
|
81
$21.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$1.36K - $1.48K
|
8
$2.12K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5New |
$1.36K - $1.48K
|
5
$1.33K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4+ 3.51% |
$1.09K - $1.19K
|
118
$31.3K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.27% |
$1.09K - $1.19K
|
1.51K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4+ 0.37% |
$1.09K - $1.19K
|
1.08K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$814 - $889
|
3
$796
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3New |
$814 - $889
|
3
$796
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.04% |
$814 - $889
|
7.42K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.39% |
$814 - $889
|
772
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.24% |
$543 - $593
|
846
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$543 - $593
|
2
$531
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$543 - $593
|
2
$531
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$543 - $593
|
2
$531
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.11% |
$271 - $296
|
919
$244K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 33.33% |
$271 - $296
|
4
$1.06K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$271 - $296
|
1
$265
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1New |
$271 - $296
|
1
$265
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.06% |
$271 - $296
|
1.67K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$271 - $296
|
781
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$271 - $296
|
12
$3.18K
|