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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
8+ 0.15% |
$624 - $706
|
5.3K
$640K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7+ 0.07% |
$546 - $618
|
9.94K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.07% |
$468 - $529
|
9.08K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 1.3% |
$390 - $441
|
391
$47.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.2% |
$390 - $441
|
2.5K
$302K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.06% |
$312 - $353
|
6.26K
$756K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.78% |
$234 - $265
|
390
$47.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.89% |
$234 - $265
|
340
$41.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 1.48% |
$156 - $176
|
137
$16.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.04% |
$156 - $176
|
195
$23.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.07% |
$156 - $176
|
189
$22.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 1.45% |
$78 - $88.2
|
70
$8.45K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$78 - $88.2
|
9.4K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$78 - $88.2
|
1.46K
$176K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.89% |
$78 - $88.2
|
113
$13.6K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.35% |
$78 - $88.2
|
75
$9.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 0.11% |
$78 - $88.2
|
951
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$78 - $88.2
|
534
$64.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.69% |
$78 - $88.2
|
60
$7.25K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.22% |
$78 - $88.2
|
459
$55.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$78 - $88.2
|
4.25K
$513K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 1.2% |
$78 - $88.2
|
82
$9.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2- -0.0% |
$156 - $176
|
45K
$5.43M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4- 0.12% |
$312 - $353
|
3.44K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 1.24% |
$390 - $441
|
398
$48.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-6- 10.0% |
$468 - $529
|
54
$6.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 0.33% |
$624 - $706
|
2.42K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-8- 0.15% |
$624 - $706
|
5.45K
$658K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 69.23% |
$702 - $794
|
4
$483
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 23.68% |
$702 - $794
|
29
$3.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10- 30.3% |
$780 - $882
|
23
$2.78K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 8.73% |
$858 - $970
|
115
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-14- 0.32% |
$1.09K - $1.24K
|
4.34K
$524K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-14- 0.15% |
$1.09K - $1.24K
|
9.58K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14- 40.0% |
$1.09K - $1.24K
|
21
$2.54K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-15- 0.89% |
$1.17K - $1.32K
|
1.66K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-17- 5.03% |
$1.33K - $1.5K
|
321
$38.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 0.76% |
$1.33K - $1.5K
|
2.21K
$267K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-18- 0.63% |
$1.4K - $1.59K
|
2.82K
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19- 0.13% |
$1.48K - $1.68K
|
14.9K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19- 24.05% |
$1.48K - $1.68K
|
60
$7.25K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-19- 0.27% |
$1.48K - $1.68K
|
7.01K
$846K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 66.67% |
$1.56K - $1.76K
|
10
$1.21K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21- 0.85% |
$1.64K - $1.85K
|
2.46K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-24- 0.44% |
$1.87K - $2.12K
|
5.49K
$663K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-24- 0.46% |
$1.87K - $2.12K
|
5.25K
$634K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-25- 0.99% |
$1.95K - $2.21K
|
2.49K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-26- 5.66% |
$2.03K - $2.29K
|
433
$52.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-26- 0.25% |
$2.03K - $2.29K
|
10.4K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-27- 0.78% |
$2.11K - $2.38K
|
3.44K
$415K
|