Purchases and Sales Made in Q1 2025 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q1 2025. 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 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7+ 0.37% |
$735 - $856
|
1.88K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$735 - $856
|
7
$756
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
7+ 3.98% |
$735 - $856
|
183
$19.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 7.69% |
$630 - $734
|
84
$9.07K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
6+ 150.0% |
$630 - $734
|
10
$1.08K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.6% |
$630 - $734
|
1K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 0.4% |
$630 - $734
|
1.51K
$163K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 1.31% |
$525 - $612
|
387
$41.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.23% |
$525 - $612
|
2.22K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5+ 0.08% |
$525 - $612
|
5.99K
$647K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$525 - $612
|
6.95K
$750K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$525 - $612
|
5
$540
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.81% |
$525 - $612
|
621
$67.1K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$525 - $612
|
5
$540
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.24% |
$525 - $612
|
2.09K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 26.32% |
$525 - $612
|
24
$2.59K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5+ 0.1% |
$525 - $612
|
5.1K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
5+ 1.75% |
$525 - $612
|
291
$31.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4+ 22.22% |
$420 - $489
|
22
$2.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 1.2% |
$315 - $367
|
254
$27.4K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 0.44% |
$315 - $367
|
685
$74K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
3+ 0.53% |
$315 - $367
|
573
$61.9K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
3New |
$315 - $367
|
3
$324
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.14% |
$210 - $245
|
177
$19.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.35% |
$210 - $245
|
570
$61.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$210 - $245
|
4.04K
$436K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.31% |
$210 - $245
|
639
$69K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.43% |
$210 - $245
|
468
$50.5K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 1.65% |
$210 - $245
|
123
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$210 - $245
|
5.4K
$583K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $122
|
2.3K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$105 - $122
|
11
$1.19K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.78% |
$105 - $122
|
130
$14K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$105 - $122
|
3.51K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 7.69% |
$105 - $122
|
14
$1.51K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.56% |
$105 - $122
|
65
$7.02K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.05% |
$105 - $122
|
1.92K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.23% |
$105 - $122
|
82
$8.85K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 3.7% |
$105 - $122
|
28
$3.02K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1+ 0.05% |
$105 - $122
|
2.2K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.05% |
$105 - $122
|
2.04K
$220K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.39% |
$105 - $122
|
73
$7.88K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.36% |
$105 - $122
|
275
$29.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.05% |
$105 - $122
|
94
$10.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.47% |
$105 - $122
|
67
$7.23K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1- 0.05% |
$105 - $122
|
2.18K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.07% |
$105 - $122
|
1.36K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 33.33% |
$315 - $367
|
6
$648
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 0.39% |
$420 - $489
|
1.01K
$109K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4- 33.33% |
$420 - $489
|
8
$864
|