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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 0.01% |
$420 - $489
|
32.8K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.26% |
$525 - $612
|
1.89K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 25.0% |
$525 - $612
|
15
$1.62K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.13% |
$525 - $612
|
3.77K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-5- 0.92% |
$525 - $612
|
537
$58K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 2.1% |
$525 - $612
|
233
$25.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-7- 11.67% |
$735 - $856
|
53
$5.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7- 0.13% |
$735 - $856
|
5.24K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.32% |
$840 - $979
|
2.46K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8- 12.12% |
$840 - $979
|
58
$6.26K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.11% |
$840 - $979
|
7.04K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-8- 44.44% |
$840 - $979
|
10
$1.08K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 1.58% |
$945 - $1.1K
|
561
$60.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 2.79% |
$945 - $1.1K
|
314
$33.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.29% |
$945 - $1.1K
|
3.11K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-9- 0.25% |
$945 - $1.1K
|
3.61K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-9- 0.09% |
$945 - $1.1K
|
10.1K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 4.02% |
$945 - $1.1K
|
215
$23.2K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 1.1% |
$945 - $1.1K
|
809
$87.4K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-11- 0.44% |
$1.16K - $1.35K
|
2.47K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 1.76% |
$1.16K - $1.35K
|
613
$66.2K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-12- 4.46% |
$1.26K - $1.47K
|
257
$27.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13- 0.34% |
$1.37K - $1.59K
|
3.77K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 1.84% |
$1.37K - $1.59K
|
692
$74.7K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$1.37K - $1.59K
|
9.67K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14- 13.21% |
$1.47K - $1.71K
|
92
$9.93K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14- 0.1% |
$1.47K - $1.71K
|
13.5K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.51% |
$1.58K - $1.83K
|
2.95K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-16- 0.35% |
$1.68K - $1.96K
|
4.53K
$489K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-17- 4.7% |
$1.79K - $2.08K
|
345
$37.3K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-17- 0.84% |
$1.79K - $2.08K
|
2.01K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-19- 0.94% |
$2K - $2.32K
|
2K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-20- 0.21% |
$2.1K - $2.45K
|
9.35K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 87.5% |
$2.21K - $2.57K
|
3
$324
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 3.0% |
$2.21K - $2.57K
|
680
$73.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-22- 0.08% |
$2.31K - $2.69K
|
26.1K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-22- 0.61% |
$2.31K - $2.69K
|
3.58K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-24- 6.82% |
$2.52K - $2.94K
|
328
$35.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-25- 4.27% |
$2.63K - $3.06K
|
560
$60.5K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-25- 0.94% |
$2.63K - $3.06K
|
2.63K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-27- 84.38% |
$2.84K - $3.3K
|
5
$540
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-27- 1.0% |
$2.84K - $3.3K
|
2.68K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-30- 2.91% |
$3.15K - $3.67K
|
1K
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-30- 0.34% |
$3.15K - $3.67K
|
8.92K
$963K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30- 1.02% |
$3.15K - $3.67K
|
2.92K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31- 1.2% |
$3.26K - $3.79K
|
2.55K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-31- 25.83% |
$3.26K - $3.79K
|
89
$9.61K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-31- 0.03% |
$3.26K - $3.79K
|
97.6K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-31- 9.63% |
$3.26K - $3.79K
|
291
$31.4K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-33- 8.01% |
$3.47K - $4.04K
|
379
$40.9K
|