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 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
644+ 3.53% |
$50.3K - $56.8K
|
18.9K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
624+ 0.39% |
$48.7K - $55K
|
159K
$19.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
613+ 6.28% |
$47.8K - $54.1K
|
10.4K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
611+ 14.03% |
$47.7K - $53.9K
|
4.97K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
607+ 1.87% |
$47.4K - $53.5K
|
33.1K
$4M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
605+ 11.86% |
$47.2K - $53.4K
|
5.71K
$689K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
596+ 14.55% |
$46.5K - $52.6K
|
4.69K
$567K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
589+ 5.57% |
$46K - $52K
|
11.2K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
582+ 37.24% |
$45.4K - $51.3K
|
2.15K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
576+ 8.21% |
$45K - $50.8K
|
7.6K
$917K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
573+ 9.64% |
$44.7K - $50.6K
|
6.52K
$787K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
568+ 3.79% |
$44.3K - $50.1K
|
15.6K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
554+ 1.11% |
$43.2K - $48.9K
|
50.6K
$6.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
546+ 10.49% |
$42.6K - $48.2K
|
5.75K
$694K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
532+ 13.67% |
$41.5K - $46.9K
|
4.42K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
529+ 18.41% |
$41.3K - $46.7K
|
3.4K
$411K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
525+ 5.66% |
$41K - $46.3K
|
9.79K
$1.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
503+ 11.59% |
$39.3K - $44.4K
|
4.84K
$585K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.45% |
$39K - $44.1K
|
112K
$13.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
500New |
$39K - $44.1K
|
500
$60.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
475+ 3.77% |
$37.1K - $41.9K
|
13.1K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
461+ 12.47% |
$36K - $40.7K
|
4.16K
$502K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
461New |
$36K - $40.7K
|
461
$55.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
456+ 1.46% |
$35.6K - $40.2K
|
31.8K
$3.84M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
448+ 3.09% |
$35K - $39.5K
|
14.9K
$1.8M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
445+ 1.96% |
$34.7K - $39.3K
|
23.1K
$2.79M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
444+ 2.06% |
$34.6K - $39.2K
|
22K
$2.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
441+ 10.68% |
$34.4K - $38.9K
|
4.57K
$552K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
433New |
$33.8K - $38.2K
|
433
$52.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
417+ 9.9% |
$32.5K - $36.8K
|
4.63K
$559K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
410New |
$32K - $36.2K
|
410
$49.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
400+ 11.98% |
$31.2K - $35.3K
|
3.74K
$451K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
393+ 1.26% |
$30.7K - $34.7K
|
31.7K
$3.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
382+ 4.24% |
$29.8K - $33.7K
|
9.4K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
375+ 0.89% |
$29.3K - $33.1K
|
42.6K
$5.15M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
373New |
$29.1K - $32.9K
|
373
$45K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
360+ 6.03% |
$28.1K - $31.8K
|
6.34K
$765K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
360+ 0.26% |
$28.1K - $31.8K
|
137K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
355+ 14.4% |
$27.7K - $31.3K
|
2.82K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
353+ 0.86% |
$27.5K - $31.1K
|
41.4K
$5M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
351+ 7.71% |
$27.4K - $31K
|
4.9K
$592K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
350+ 18.24% |
$27.3K - $30.9K
|
2.27K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
347+ 14.09% |
$27.1K - $30.6K
|
2.81K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
344+ 8.34% |
$26.8K - $30.3K
|
4.47K
$540K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
321+ 12.01% |
$25.1K - $28.3K
|
2.99K
$362K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
320+ 10.58% |
$25K - $28.2K
|
3.35K
$404K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
319New |
$24.9K - $28.1K
|
319
$38.5K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
316+ 0.96% |
$24.7K - $27.9K
|
33.1K
$4M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
313+ 5.49% |
$24.4K - $27.6K
|
6.02K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
312New |
$24.3K - $27.5K
|
312
$37.7K
|