Purchases and Sales Made in Q4 2024 in Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
363New |
$96.5K - $111K
|
363
$99.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
356+ 2.43% |
$94.6K - $109K
|
15K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
350+ 20.59% |
$93K - $107K
|
2.05K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
338+ 41.73% |
$89.8K - $103K
|
1.15K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
313+ 10.71% |
$83.2K - $95.4K
|
3.24K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
312+ 6.86% |
$82.9K - $95.1K
|
4.86K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
299+ 0.47% |
$79.4K - $91.2K
|
64.3K
$17.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
298+ 44.68% |
$79.2K - $90.9K
|
965
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
269+ 30.06% |
$71.5K - $82K
|
1.16K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
268+ 15.06% |
$71.2K - $81.7K
|
2.05K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
268+ 17.17% |
$71.2K - $81.7K
|
1.83K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
224+ 15.32% |
$59.5K - $68.3K
|
1.69K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
210+ 7.27% |
$55.8K - $64K
|
3.1K
$852K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
203+ 5.49% |
$53.9K - $61.9K
|
3.9K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
185+ 11.72% |
$49.2K - $56.4K
|
1.76K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
174New |
$46.2K - $53.1K
|
174
$47.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
171+ 3.04% |
$45.4K - $52.1K
|
5.8K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
168+ 3.98% |
$44.6K - $51.2K
|
4.38K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
164+ 182.22% |
$43.6K - $50K
|
254
$69.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156+ 18.51% |
$41.5K - $47.6K
|
999
$275K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
146+ 14.87% |
$38.8K - $44.5K
|
1.13K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
144+ 5.11% |
$38.3K - $43.9K
|
2.96K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
143+ 0.19% |
$38K - $43.6K
|
77.2K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
140+ 9.91% |
$37.2K - $42.7K
|
1.55K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
136+ 10.81% |
$36.1K - $41.5K
|
1.39K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
127+ 2.09% |
$33.7K - $38.7K
|
6.21K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127+ 7.7% |
$33.7K - $38.7K
|
1.78K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
123New |
$32.7K - $37.5K
|
123
$33.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
119+ 1.4% |
$31.6K - $36.3K
|
8.65K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
116+ 2.11% |
$30.8K - $35.4K
|
5.6K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
115+ 116.16% |
$30.6K - $35.1K
|
214
$58.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
103+ 6.86% |
$27.4K - $31.4K
|
1.61K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
100+ 3.5% |
$26.6K - $30.5K
|
2.96K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
98New |
$26K - $29.9K
|
98
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
96New |
$25.5K - $29.3K
|
96
$26.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
95+ 65.52% |
$25.2K - $29K
|
240
$66.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
91New |
$24.2K - $27.7K
|
91
$25K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
88+ 10.85% |
$23.4K - $26.8K
|
899
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
86+ 5.83% |
$22.9K - $26.2K
|
1.56K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
80New |
$21.3K - $24.4K
|
80
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
78+ 10.61% |
$20.7K - $23.8K
|
813
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 7.08% |
$20.5K - $23.5K
|
1.16K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76+ 2.19% |
$20.2K - $23.2K
|
3.55K
$978K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
71+ 27.31% |
$18.9K - $21.7K
|
331
$91.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71+ 129.09% |
$18.9K - $21.7K
|
126
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
70+ 6.57% |
$18.6K - $21.3K
|
1.14K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
69+ 2.83% |
$18.3K - $21K
|
2.51K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
65+ 2.49% |
$17.3K - $19.8K
|
2.68K
$736K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
60New |
$15.9K - $18.3K
|
60
$16.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57+ 3.9% |
$15.1K - $17.4K
|
1.52K
$418K
|