Purchases and Sales Made in Q1 2023 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q1 2023. The information is specifically focused on institutions that hold shares of PRUDENTIAL FINANCIAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
120New |
$9.27K - $12.6K
|
120
$14.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
118+ 1.29% |
$9.11K - $12.4K
|
9.27K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
110+ 4.1% |
$8.5K - $11.5K
|
2.79K
$333K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
108+ 20.61% |
$8.34K - $11.3K
|
632
$75.3K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
105+ 2.92% |
$8.11K - $11K
|
3.7K
$440K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
104New |
$8.03K - $10.9K
|
104
$12.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.42% |
$7.72K - $10.5K
|
23.9K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 2.07% |
$7.72K - $10.5K
|
4.94K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
100+ 2.62% |
$7.72K - $10.5K
|
3.92K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.15% |
$7.72K - $10.5K
|
65.5K
$7.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 58.82% |
$7.72K - $10.5K
|
270
$32.2K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 3.38% |
$7.65K - $10.4K
|
3.03K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99+ 3.97% |
$7.65K - $10.4K
|
2.59K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
95+ 1.52% |
$7.34K - $9.97K
|
6.35K
$757K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
94+ 3.45% |
$7.26K - $9.86K
|
2.82K
$336K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
92New |
$7.11K - $9.65K
|
92
$11K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
91+ 40.09% |
$7.03K - $9.55K
|
318
$37.9K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
91+ 1.21% |
$7.03K - $9.55K
|
7.6K
$905K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
90+ 1.09% |
$6.95K - $9.44K
|
8.37K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
88New |
$6.8K - $9.23K
|
88
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
87+ 2.06% |
$6.72K - $9.13K
|
4.32K
$515K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
87+ 0.17% |
$6.72K - $9.13K
|
52.7K
$6.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
84+ 10.54% |
$6.49K - $8.81K
|
881
$105K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
80+ 4.99% |
$6.18K - $8.4K
|
1.68K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
80+ 0.75% |
$6.18K - $8.4K
|
10.7K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
77+ 0.41% |
$5.95K - $8.08K
|
19K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
75+ 87.21% |
$5.79K - $7.87K
|
161
$19.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
75+ 1.49% |
$5.79K - $7.87K
|
5.1K
$608K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
72+ 2.93% |
$5.56K - $7.56K
|
2.53K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
70+ 1.48% |
$5.41K - $7.35K
|
4.8K
$572K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
69+ 1.89% |
$5.33K - $7.24K
|
3.72K
$444K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
69+ 1.65% |
$5.33K - $7.24K
|
4.25K
$506K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
67+ 2.49% |
$5.17K - $7.03K
|
2.76K
$329K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
66+ 0.5% |
$5.1K - $6.93K
|
13.2K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
62+ 0.86% |
$4.79K - $6.51K
|
7.27K
$866K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
62+ 0.69% |
$4.79K - $6.51K
|
9.03K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
61+ 4.06% |
$4.71K - $6.4K
|
1.56K
$186K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
60+ 1.18% |
$4.63K - $6.3K
|
5.13K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
60+ 0.29% |
$4.63K - $6.3K
|
20.6K
$2.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.4% |
$4.56K - $6.19K
|
14.8K
$1.76M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
56+ 1.3% |
$4.32K - $5.88K
|
4.36K
$519K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55+ 4.12% |
$4.25K - $5.77K
|
1.39K
$166K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
54New |
$4.17K - $5.67K
|
54
$6.44K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 6.41% |
$4.09K - $5.56K
|
880
$105K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 3.52% |
$3.86K - $5.25K
|
1.47K
$175K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 0.79% |
$3.86K - $5.25K
|
6.4K
$763K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 1.62% |
$3.86K - $5.25K
|
3.13K
$373K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49New |
$3.78K - $5.14K
|
49
$5.84K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 37.6% |
$3.63K - $4.93K
|
172
$20.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
46+ 1.48% |
$3.55K - $4.83K
|
3.15K
$376K
|