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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
46+ 0.66% |
$3.55K - $4.83K
|
7.02K
$836K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 6.36% |
$3.48K - $4.72K
|
753
$89.7K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
45+ 18.75% |
$3.48K - $4.72K
|
285
$34K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
42New |
$3.24K - $4.41K
|
42
$5.01K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
42+ 0.25% |
$3.24K - $4.41K
|
17K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
41+ 1.67% |
$3.17K - $4.3K
|
2.49K
$297K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
40+ 1.89% |
$3.09K - $4.2K
|
2.15K
$256K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
40+ 0.53% |
$3.09K - $4.2K
|
7.58K
$904K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40+ 40.0% |
$3.09K - $4.2K
|
140
$16.7K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
37New |
$2.86K - $3.88K
|
37
$4.41K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37+ 0.21% |
$2.86K - $3.88K
|
17.8K
$2.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
36New |
$2.78K - $3.78K
|
36
$4.29K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
35+ 1.43% |
$2.7K - $3.67K
|
2.49K
$297K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
34+ 0.09% |
$2.63K - $3.57K
|
36.1K
$4.3M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34+ 0.75% |
$2.63K - $3.57K
|
4.56K
$543K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
34+ 1.08% |
$2.63K - $3.57K
|
3.19K
$380K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.42% |
$2.55K - $3.46K
|
7.93K
$945K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
33+ 0.66% |
$2.55K - $3.46K
|
5K
$596K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
33+ 0.11% |
$2.55K - $3.46K
|
29.2K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.29% |
$2.55K - $3.46K
|
11.6K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
32New |
$2.47K - $3.36K
|
32
$3.81K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
32New |
$2.47K - $3.36K
|
32
$3.81K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
31+ 86.11% |
$2.39K - $3.25K
|
67
$7.99K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
30+ 0.96% |
$2.32K - $3.15K
|
3.14K
$374K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
28+ 3.09% |
$2.16K - $2.94K
|
935
$111K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 0.82% |
$2.09K - $2.83K
|
3.3K
$394K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
24+ 1.23% |
$1.85K - $2.52K
|
1.97K
$235K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
24+ 0.94% |
$1.85K - $2.52K
|
2.59K
$308K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 1200.0% |
$1.85K - $2.52K
|
26
$3.1K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
24+ 0.76% |
$1.85K - $2.52K
|
3.17K
$378K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
23+ 1.06% |
$1.78K - $2.41K
|
2.18K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
20+ 20.2% |
$1.54K - $2.1K
|
119
$14.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 10.11% |
$1.47K - $1.99K
|
207
$24.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
18+ 0.64% |
$1.39K - $1.89K
|
2.84K
$338K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 9.86% |
$1.08K - $1.47K
|
156
$18.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
14+ 2.22% |
$1.08K - $1.47K
|
644
$76.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
13+ 0.11% |
$1K - $1.36K
|
11.6K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 52.0% |
$1K - $1.36K
|
38
$4.53K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 2.93% |
$850 - $1.15K
|
386
$46K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11+ 8.87% |
$850 - $1.15K
|
135
$16.1K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11+ 0.1% |
$850 - $1.15K
|
10.9K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
8+ 0.15% |
$618 - $840
|
5.29K
$631K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
8+ 0.17% |
$618 - $840
|
4.65K
$554K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.2% |
$618 - $840
|
4.01K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7+ 2.11% |
$541 - $735
|
338
$40.3K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 1.38% |
$541 - $735
|
516
$61.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 6.6% |
$541 - $735
|
113
$13.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$463 - $630
|
6
$715
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$463 - $630
|
6
$715
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 4.13% |
$386 - $525
|
126
$15K
|