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 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
325+ 1.58% |
$34.1K - $39.8K
|
20.9K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
313+ 1841.18% |
$32.9K - $38.3K
|
330
$35.6K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
311+ 15.39% |
$32.7K - $38K
|
2.33K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
311+ 4.39% |
$32.7K - $38K
|
7.39K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
310+ 27.1% |
$32.6K - $37.9K
|
1.45K
$157K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
309+ 6.16% |
$32.5K - $37.8K
|
5.33K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
306+ 4.13% |
$32.1K - $37.4K
|
7.72K
$834K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
306+ 22.99% |
$32.1K - $37.4K
|
1.64K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
305+ 12.57% |
$32K - $37.3K
|
2.73K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
300+ 16.15% |
$31.5K - $36.7K
|
2.16K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
298+ 3.0% |
$31.3K - $36.5K
|
10.2K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
295+ 7.86% |
$31K - $36.1K
|
4.05K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
293+ 93.31% |
$30.8K - $35.8K
|
607
$65.5K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
289+ 1.52% |
$30.4K - $35.4K
|
19.3K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
286+ 7.93% |
$30K - $35K
|
3.89K
$420K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
283+ 13.51% |
$29.7K - $34.6K
|
2.38K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
283+ 3.56% |
$29.7K - $34.6K
|
8.22K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
281+ 1.47% |
$29.5K - $34.4K
|
19.5K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
280+ 2.23% |
$29.4K - $34.3K
|
12.8K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
273New |
$28.7K - $33.4K
|
273
$29.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
273+ 12.23% |
$28.7K - $33.4K
|
2.51K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
272+ 7.23% |
$28.6K - $33.3K
|
4.03K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
262+ 14.52% |
$27.5K - $32.1K
|
2.07K
$223K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
259+ 2.0% |
$27.2K - $31.7K
|
13.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
259+ 65.74% |
$27.2K - $31.7K
|
653
$70.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
258+ 5.08% |
$27.1K - $31.6K
|
5.33K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
253+ 76.9% |
$26.6K - $30.9K
|
582
$62.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
250+ 31.25% |
$26.3K - $30.6K
|
1.05K
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
250New |
$26.3K - $30.6K
|
250
$27K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
250New |
$26.3K - $30.6K
|
250
$27K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
250+ 4.54% |
$26.3K - $30.6K
|
5.76K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
249+ 4.36% |
$26.2K - $30.5K
|
5.96K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
245+ 12250.0% |
$25.7K - $30K
|
247
$26.7K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
241+ 12.91% |
$25.3K - $29.5K
|
2.11K
$228K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
236+ 7.59% |
$24.8K - $28.9K
|
3.35K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
228+ 3.57% |
$23.9K - $27.9K
|
6.61K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
228+ 0.49% |
$23.9K - $27.9K
|
46.8K
$5.05M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
227+ 1.75% |
$23.8K - $27.8K
|
13.2K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
225+ 112.5% |
$23.6K - $27.5K
|
425
$45.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
222+ 9.74% |
$23.3K - $27.2K
|
2.5K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
212+ 5.42% |
$22.3K - $25.9K
|
4.12K
$445K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
211+ 9.69% |
$22.2K - $25.8K
|
2.39K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
210+ 1.3% |
$22.1K - $25.7K
|
16.4K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
210+ 3.39% |
$22.1K - $25.7K
|
6.41K
$692K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
207+ 0.38% |
$21.7K - $25.3K
|
54.6K
$5.9M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
207+ 350.85% |
$21.7K - $25.3K
|
266
$28.7K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
205+ 6.8% |
$21.5K - $25.1K
|
3.22K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
202+ 2.64% |
$21.2K - $24.7K
|
7.84K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
201+ 2.44% |
$21.1K - $24.6K
|
8.43K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
201+ 6.79% |
$21.1K - $24.6K
|
3.16K
$341K
|