Purchases and Sales Made in Q2 2023 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
61+ 2.28% |
$4.76K - $5.38K
|
2.74K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
60+ 1.49% |
$4.68K - $5.29K
|
4.1K
$495K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
60+ 42.25% |
$4.68K - $5.29K
|
202
$24.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
56+ 0.2% |
$4.37K - $4.94K
|
27.7K
$3.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
56+ 2.23% |
$4.37K - $4.94K
|
2.56K
$309K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
55+ 0.84% |
$4.29K - $4.85K
|
6.6K
$797K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
54+ 0.39% |
$4.21K - $4.76K
|
14.1K
$1.7M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
51+ 0.06% |
$3.98K - $4.5K
|
91.9K
$11.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50New |
$3.9K - $4.41K
|
50
$6.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 6.37% |
$3.9K - $4.41K
|
835
$101K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49+ 28.49% |
$3.82K - $4.32K
|
221
$26.7K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48+ 1.1% |
$3.75K - $4.23K
|
4.4K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
46+ 1.64% |
$3.59K - $4.06K
|
2.85K
$344K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 287.5% |
$3.59K - $4.06K
|
62
$7.49K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
45+ 0.29% |
$3.51K - $3.97K
|
15.5K
$1.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45+ 0.74% |
$3.51K - $3.97K
|
6.1K
$736K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43+ 0.39% |
$3.36K - $3.79K
|
11.1K
$1.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
42+ 1.33% |
$3.28K - $3.71K
|
3.2K
$386K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
41+ 7.99% |
$3.2K - $3.62K
|
554
$66.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
39+ 6.09% |
$3.04K - $3.44K
|
679
$82K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.44% |
$2.97K - $3.35K
|
8.65K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
37New |
$2.89K - $3.26K
|
37
$4.47K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
34+ 0.25% |
$2.65K - $3K
|
13.9K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
34+ 28.57% |
$2.65K - $3K
|
153
$18.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31+ 1.24% |
$2.42K - $2.73K
|
2.52K
$305K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
30+ 0.51% |
$2.34K - $2.65K
|
5.97K
$721K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 0.45% |
$2.34K - $2.65K
|
6.63K
$800K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30New |
$2.34K - $2.65K
|
30
$3.62K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30New |
$2.34K - $2.65K
|
30
$3.62K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
30+ 0.38% |
$2.34K - $2.65K
|
7.96K
$961K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
28+ 0.89% |
$2.19K - $2.47K
|
3.17K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 5.23% |
$2.11K - $2.38K
|
543
$65.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
25+ 0.97% |
$1.95K - $2.21K
|
2.61K
$315K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25+ 0.91% |
$1.95K - $2.21K
|
2.78K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
24New |
$1.87K - $2.12K
|
24
$2.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
21+ 0.81% |
$1.64K - $1.85K
|
2.61K
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20+ 0.52% |
$1.56K - $1.76K
|
3.85K
$465K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
20+ 2.7% |
$1.56K - $1.76K
|
761
$91.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
20+ 0.11% |
$1.56K - $1.76K
|
18.6K
$2.24M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 38.78% |
$1.48K - $1.68K
|
68
$8.21K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 17.71% |
$1.33K - $1.5K
|
113
$13.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 13.08% |
$1.09K - $1.24K
|
121
$14.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.25% |
$1.09K - $1.24K
|
5.66K
$684K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
12+ 0.7% |
$936 - $1.06K
|
1.72K
$208K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 200.0% |
$936 - $1.06K
|
18
$2.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$858 - $970
|
11
$1.33K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.17% |
$858 - $970
|
6.41K
$774K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9+ 0.07% |
$702 - $794
|
13.1K
$1.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 7.03% |
$702 - $794
|
137
$16.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
8+ 0.17% |
$624 - $706
|
4.66K
$562K
|