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 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
260+ 1.88% |
$20.1K - $27.3K
|
14.1K
$1.68M
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
259+ 6.44% |
$20K - $27.2K
|
4.28K
$510K
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
256+ 2.65% |
$19.8K - $26.9K
|
9.93K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
250+ 9.52% |
$19.3K - $26.2K
|
2.88K
$343K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
249+ 4.98% |
$19.2K - $26.1K
|
5.25K
$625K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
247New |
$19.1K - $25.9K
|
247
$29.4K
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
247+ 0.38% |
$19.1K - $25.9K
|
65.7K
$7.83M
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
223+ 2.69% |
$17.2K - $23.4K
|
8.51K
$1.01M
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
223+ 2.69% |
$17.2K - $23.4K
|
8.51K
$1.01M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
216+ 9.12% |
$16.7K - $22.7K
|
2.58K
$308K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
211+ 12.35% |
$16.3K - $22.1K
|
1.92K
$229K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
206+ 2.52% |
$15.9K - $21.6K
|
8.37K
$997K
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
204+ 4.51% |
$15.8K - $21.4K
|
4.73K
$563K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
203+ 1.6% |
$15.7K - $21.3K
|
12.9K
$1.53M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
203+ 8.78% |
$15.7K - $21.3K
|
2.52K
$300K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
202+ 3.5% |
$15.6K - $21.2K
|
5.98K
$712K
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
200+ 50.63% |
$15.4K - $21K
|
595
$70.9K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$15.4K - $21K
|
200
$23.8K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
199+ 16.72% |
$15.4K - $20.9K
|
1.39K
$165K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
197+ 5.13% |
$15.2K - $20.7K
|
4.04K
$481K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
196+ 1.98% |
$15.1K - $20.6K
|
10.1K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
196+ 1.7% |
$15.1K - $20.6K
|
11.7K
$1.39M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
194New |
$15K - $20.4K
|
194
$23.1K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
192+ 9.48% |
$14.8K - $20.1K
|
2.22K
$264K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
180+ 0.29% |
$13.9K - $18.9K
|
62.4K
$7.43M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.92% |
$13.5K - $18.4K
|
6.18K
$736K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
174+ 1.6% |
$13.4K - $18.3K
|
11K
$1.31M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
166+ 6.29% |
$12.8K - $17.4K
|
2.81K
$334K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
164New |
$12.7K - $17.2K
|
164
$19.5K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
157+ 0.52% |
$12.1K - $16.5K
|
30.3K
$3.62M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
157New |
$12.1K - $16.5K
|
157
$18.7K
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
157+ 2.82% |
$12.1K - $16.5K
|
5.72K
$682K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 2.97% |
$12K - $16.4K
|
5.41K
$645K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
155+ 4.92% |
$12K - $16.3K
|
3.31K
$394K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
152+ 6.15% |
$11.7K - $16K
|
2.62K
$313K
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
151+ 1.77% |
$11.7K - $15.8K
|
8.67K
$1.03M
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
146+ 1.45% |
$11.3K - $15.3K
|
10.2K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
142+ 3.43% |
$11K - $14.9K
|
4.28K
$510K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
139+ 2.41% |
$10.7K - $14.6K
|
5.9K
$702K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 6.72% |
$10.7K - $14.5K
|
2.19K
$261K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
138+ 3.98% |
$10.7K - $14.5K
|
3.61K
$430K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
136+ 1.54% |
$10.5K - $14.3K
|
8.99K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
136+ 2.74% |
$10.5K - $14.3K
|
5.1K
$607K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
134+ 6.03% |
$10.3K - $14.1K
|
2.36K
$281K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
131+ 37.11% |
$10.1K - $13.7K
|
484
$57.7K
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
130+ 3.42% |
$10K - $13.6K
|
3.93K
$468K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
128New |
$9.89K - $13.4K
|
128
$15.2K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
128+ 4.34% |
$9.89K - $13.4K
|
3.08K
$366K
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
127+ 96.95% |
$9.81K - $13.3K
|
258
$30.7K
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
126+ 2.47% |
$9.73K - $13.2K
|
5.23K
$623K
|