Latest Institutional Transactions on Prudential Financial Inc (PRU)
This table provides information on the latest institutional transactions involving Prudential Financial Inc (PRU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1K- 34.92% |
$102K - $118K
|
1.87K
$191K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
80New |
$8.15K - $9.39K
|
80
$8.17K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 1.77% |
$4.58K - $5.28K
|
2.59K
$264K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-871- 7.41% |
$88.7K - $102K
|
10.9K
$1.11M
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.84KNew |
$188K - $216K
|
1.84K
$188K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
121New |
$12.3K - $14.2K
|
121
$12.4K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-276- 10.2% |
$28.1K - $32.4K
|
2.43K
$248K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
200New |
$20.4K - $23.5K
|
200
$20.4K
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.3KNew |
$133K - $153K
|
1.3K
$133K
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
600New |
$61.1K - $70.4K
|
600
$61.3K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
31.8KNew |
$3.24M - $3.73M
|
31.8K
$3.25M
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-190- 5.18% |
$19.3K - $22.3K
|
3.48K
$355K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
45+ 1.45% |
$4.58K - $5.28K
|
3.15K
$322K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40New |
$4.07K - $4.7K
|
40
$4.08K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.87KNew |
$191K - $220K
|
1.87K
$191K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
110New |
$11.2K - $12.9K
|
110
$11.2K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.77KNew |
$180K - $207K
|
1.77K
$180K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
531+ 5.96% |
$54.1K - $62.3K
|
9.45K
$965K
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-27.2K- 29.34% |
$2.77M - $3.19M
|
65.5K
$6.69M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.15% |
$204 - $235
|
1.37K
$140K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.07KNew |
$211K - $243K
|
2.07K
$211K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-522- 50.0% |
$53.2K - $61.3K
|
522
$53.3K
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
108+ 34.62% |
$11K - $12.7K
|
420
$42.9K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.34KNew |
$136K - $157K
|
1.34K
$137K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
130New |
$13.2K - $15.3K
|
130
$13.3K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-339- 30.49% |
$34.5K - $39.8K
|
773
$78.9K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-781- 96.42% |
$79.5K - $91.7K
|
29
$2.96K
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-4.25K- 70.83% |
$433K - $499K
|
1.75K
$179K
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
125+ 1.2% |
$12.7K - $14.7K
|
10.5K
$1.08M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.4K- 93.69% |
$1.06M - $1.22M
|
700
$71.5K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.73KNew |
$176K - $203K
|
1.73K
$176K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-300- 7.5% |
$30.6K - $35.2K
|
3.7K
$378K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
23.8KNew |
$2.42M - $2.79M
|
23.8K
$2.43M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-37- 8.79% |
$3.77K - $4.34K
|
384
$39.2K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.84% |
$1.93K - $2.23K
|
2.29K
$234K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
290+ 580.0% |
$29.5K - $34K
|
340
$34.7K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-14- 4.56% |
$1.43K - $1.64K
|
293
$29.9K
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-334- 16.17% |
$34K - $39.2K
|
1.73K
$177K
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-147- 4.43% |
$15K - $17.3K
|
3.17K
$324K
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-232- 4.84% |
$23.6K - $27.2K
|
4.56K
$466K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
39New |
$3.97K - $4.58K
|
39
$3.98K
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.87KNew |
$190K - $220K
|
1.87K
$191K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
36.7KNew |
$3.74M - $4.31M
|
36.7K
$3.75M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
408+ 5100.0% |
$41.6K - $47.9K
|
416
$42.5K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.66K+ 255.57% |
$780K - $900K
|
10.7K
$1.09M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-75- 6.86% |
$7.64K - $8.81K
|
1.02K
$104K
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.74KNew |
$178K - $205K
|
1.74K
$178K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
39.5K+ 1.44% |
$3.5M - $4.16M
|
2.78M
$284M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-26- 13.61% |
$2.3K - $2.74K
|
165
$16.8K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
74New |
$6.56K - $7.79K
|
74
$7.56K
|