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 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.17% |
$386 - $525
|
2.99K
$356K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5+ 0.11% |
$386 - $525
|
4.49K
$536K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4+ 0.09% |
$309 - $420
|
4.31K
$514K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.63% |
$232 - $315
|
187
$22.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.58% |
$232 - $315
|
193
$23K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.38% |
$154 - $210
|
533
$63.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$154 - $210
|
5.95K
$709K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 50.0% |
$154 - $210
|
6
$715
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$154 - $210
|
2.23K
$266K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.44% |
$154 - $210
|
458
$54.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.82% |
$154 - $210
|
112
$13.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.01% |
$77.2 - $105
|
10.5K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 1.47% |
$77.2 - $105
|
69
$8.22K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$77.2 - $105
|
3.52K
$420K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$77.2 - $105
|
263
$31.3K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.37% |
$77.2 - $105
|
74
$8.82K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$77.2 - $105
|
1.46K
$174K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.72% |
$77.2 - $105
|
59
$7.03K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.25% |
$77.2 - $105
|
403
$48K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2- 0.04% |
$154 - $210
|
5.71K
$680K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.97% |
$154 - $210
|
205
$24.4K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3- 9.09% |
$232 - $315
|
30
$3.58K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3- 0.11% |
$232 - $315
|
2.79K
$333K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 1.65% |
$386 - $525
|
298
$35.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.31% |
$463 - $630
|
1.94K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-7- 0.73% |
$541 - $735
|
951
$113K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 1.29% |
$618 - $840
|
610
$72.7K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-10- 0.26% |
$772 - $1.05K
|
3.77K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-11- 1.63% |
$850 - $1.15K
|
664
$79.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 1.35% |
$927 - $1.26K
|
877
$105K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 2.44% |
$1.16K - $1.57K
|
600
$71.5K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-16- 2.84% |
$1.24K - $1.68K
|
547
$65.2K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 17.71% |
$1.31K - $1.78K
|
79
$9.42K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-17- 0.51% |
$1.31K - $1.78K
|
3.33K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.7% |
$1.31K - $1.78K
|
2.43K
$289K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.74% |
$1.39K - $1.89K
|
2.42K
$289K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 2.36% |
$1.47K - $1.99K
|
785
$93.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-23- 0.16% |
$1.78K - $2.41K
|
14.5K
$1.73M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24- 26.09% |
$1.85K - $2.52K
|
68
$8.1K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.71% |
$1.85K - $2.52K
|
3.36K
$400K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-24- 0.13% |
$1.85K - $2.52K
|
18.3K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 92.31% |
$1.85K - $2.52K
|
2
$238
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-24- 82.76% |
$1.85K - $2.52K
|
5
$596
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-25- 4.01% |
$1.93K - $2.62K
|
599
$71.4K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-26- 13.61% |
$2.01K - $2.73K
|
165
$19.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-27- 0.84% |
$2.09K - $2.83K
|
3.18K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-29- 1.15% |
$2.24K - $3.04K
|
2.49K
$297K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-30- 10.71% |
$2.32K - $3.15K
|
250
$29.8K
|