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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
469+ 1.22% |
$36.2K - $49.2K
|
39K
$4.64M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
458+ 1.48% |
$35.4K - $48.1K
|
31.3K
$3.73M
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
451+ 4.43% |
$34.8K - $47.3K
|
10.6K
$1.27M
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
443+ 4.32% |
$34.2K - $46.5K
|
10.7K
$1.28M
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
438+ 9.54% |
$33.8K - $46K
|
5.03K
$599K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
435+ 2.47% |
$33.6K - $45.6K
|
18K
$2.15M
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
435+ 13.34% |
$33.6K - $45.6K
|
3.7K
$440K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
430+ 2.7% |
$33.2K - $45.1K
|
16.3K
$1.95M
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
422New |
$32.6K - $44.3K
|
422
$50.3K
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
414+ 7.53% |
$32K - $43.4K
|
5.91K
$704K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
410+ 10.12% |
$31.7K - $43K
|
4.46K
$532K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
400+ 40.16% |
$30.9K - $42K
|
1.4K
$166K
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
400+ 15.06% |
$30.9K - $42K
|
3.06K
$364K
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
400+ 2.36% |
$30.9K - $42K
|
17.3K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
399+ 2347.06% |
$30.8K - $41.9K
|
416
$49.6K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
398+ 3.02% |
$30.7K - $41.8K
|
13.6K
$1.62M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
396New |
$30.6K - $41.6K
|
396
$47.2K
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
390+ 6.64% |
$30.1K - $40.9K
|
6.27K
$746K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
384+ 39.51% |
$29.7K - $40.3K
|
1.36K
$162K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
381+ 9.05% |
$29.4K - $40K
|
4.59K
$547K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
379+ 4737.5% |
$29.3K - $39.8K
|
387
$46.1K
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
376+ 3.33% |
$29K - $39.5K
|
11.7K
$1.39M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
373+ 16.78% |
$28.8K - $39.1K
|
2.6K
$309K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
372+ 7.3% |
$28.7K - $39K
|
5.47K
$651K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
357+ 8.79% |
$27.6K - $37.5K
|
4.42K
$527K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
353+ 2.15% |
$27.3K - $37K
|
16.7K
$1.99M
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
345+ 6.53% |
$26.6K - $36.2K
|
5.63K
$670K
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
345+ 11.53% |
$26.6K - $36.2K
|
3.34K
$398K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
339New |
$26.2K - $35.6K
|
339
$40.4K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
337New |
$26K - $35.4K
|
337
$40.2K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
336+ 5.88% |
$25.9K - $35.3K
|
6.05K
$721K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
335+ 8.59% |
$25.9K - $35.2K
|
4.23K
$504K
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
325+ 12.14% |
$25.1K - $34.1K
|
3K
$358K
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
310+ 0.62% |
$23.9K - $32.5K
|
50K
$5.96M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
309+ 2.63% |
$23.9K - $32.4K
|
12.1K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
305+ 9.85% |
$23.6K - $32K
|
3.4K
$405K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
304New |
$23.5K - $31.9K
|
304
$36.2K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
300+ 8.49% |
$23.2K - $31.5K
|
3.83K
$457K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
299+ 24.02% |
$23.1K - $31.4K
|
1.54K
$184K
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
295+ 1.45% |
$22.8K - $31K
|
20.7K
$2.47M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
290+ 0.98% |
$22.4K - $30.4K
|
30K
$3.58M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
288+ 3.78% |
$22.2K - $30.2K
|
7.9K
$941K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
285+ 3.6% |
$22K - $29.9K
|
8.21K
$978K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
277+ 0.27% |
$21.4K - $29.1K
|
102K
$12.1M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
270+ 2.5% |
$20.9K - $28.3K
|
11.1K
$1.32M
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
268+ 12.19% |
$20.7K - $28.1K
|
2.47K
$294K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
266+ 0.62% |
$20.5K - $27.9K
|
43.3K
$5.16M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
266+ 7.05% |
$20.5K - $27.9K
|
4.04K
$481K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
265+ 4.38% |
$20.5K - $27.8K
|
6.32K
$753K
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
262+ 10.84% |
$20.2K - $27.5K
|
2.68K
$319K
|