Purchases and Sales Made in Q2 2023 in Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.48% |
$1.85K - $2.18K
|
2.29K
$673K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$1.34K - $1.59K
|
8
$2.35K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$1.34K - $1.59K
|
8
$2.35K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3New |
$503 - $594
|
3
$881
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$336 - $396
|
2
$587
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 13.33% |
$336 - $396
|
17
$4.99K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 50.0% |
$168 - $198
|
3
$881
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.96% |
$168 - $198
|
105
$30.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 50.0% |
$168 - $198
|
3
$881
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 8.33% |
$168 - $198
|
13
$3.82K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$168 - $198
|
2.25K
$660K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.7% |
$168 - $198
|
36
$10.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 9.09% |
$168 - $198
|
10
$2.94K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 1.92% |
$168 - $198
|
51
$15K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 1.85% |
$168 - $198
|
53
$15.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.73% |
$503 - $594
|
409
$120K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.62% |
$839 - $991
|
804
$236K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-8- 3.88% |
$1.34K - $1.59K
|
198
$58.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 3.77% |
$1.51K - $1.78K
|
230
$67.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 3.77% |
$1.51K - $1.78K
|
230
$67.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-10- 9.52% |
$1.68K - $1.98K
|
95
$27.9K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-10- 9.52% |
$1.68K - $1.98K
|
95
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 34.38% |
$1.85K - $2.18K
|
21
$6.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11- 0.22% |
$1.85K - $2.18K
|
5.03K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.86% |
$1.85K - $2.18K
|
1.27K
$372K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12- 7.55% |
$2.01K - $2.38K
|
147
$43.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14- 0.75% |
$2.35K - $2.77K
|
1.85K
$544K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18- 0.73% |
$3.02K - $3.57K
|
2.46K
$721K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-20- 1.29% |
$3.36K - $3.96K
|
1.53K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-23- 0.13% |
$3.86K - $4.56K
|
17.1K
$5.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-24- 0.56% |
$4.03K - $4.76K
|
4.23K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 30.49% |
$4.19K - $4.95K
|
57
$16.7K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 7.29% |
$4.19K - $4.95K
|
318
$93.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-26- 0.57% |
$4.36K - $5.15K
|
4.57K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-41- 0.94% |
$6.88K - $8.12K
|
4.31K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-42- 1.9% |
$7.05K - $8.32K
|
2.17K
$636K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-44- 1.06% |
$7.38K - $8.72K
|
4.1K
$1.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 12.5% |
$8.39K - $9.91K
|
350
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-73- 73.74% |
$12.2K - $14.5K
|
26
$7.63K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-76- 4.17% |
$12.8K - $15.1K
|
1.75K
$513K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-80- 3.64% |
$13.4K - $15.9K
|
2.12K
$621K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-80- 1.36% |
$13.4K - $15.9K
|
5.8K
$1.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-95- 1.26% |
$15.9K - $18.8K
|
7.44K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-97- 2.06% |
$16.3K - $19.2K
|
4.6K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-105- 7.26% |
$17.6K - $20.8K
|
1.34K
$394K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-113- 6.22% |
$19K - $22.4K
|
1.7K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-126- 0.58% |
$21.1K - $25K
|
21.7K
$6.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-128- 6.87% |
$21.5K - $25.4K
|
1.73K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-129- 4.13% |
$21.6K - $25.6K
|
3K
$879K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-134- 1.64% |
$22.5K - $26.6K
|
8.05K
$2.36M
|