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 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
310+ 6.2% |
$24.2K - $27.3K
|
5.31K
$641K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
307+ 49.68% |
$24K - $27.1K
|
925
$112K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
305+ 1.87% |
$23.8K - $26.9K
|
16.6K
$2.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
296+ 1.88% |
$23.1K - $26.1K
|
16.1K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
296+ 227.69% |
$23.1K - $26.1K
|
426
$51.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
292+ 6.85% |
$22.8K - $25.8K
|
4.55K
$550K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
292+ 4.16% |
$22.8K - $25.8K
|
7.31K
$883K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
289+ 6.48% |
$22.6K - $25.5K
|
4.75K
$574K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
284+ 4.47% |
$22.2K - $25.1K
|
6.64K
$801K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
281+ 5.84% |
$21.9K - $24.8K
|
5.1K
$615K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
278+ 1.04% |
$21.7K - $24.5K
|
27.1K
$3.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
277+ 5.45% |
$21.6K - $24.4K
|
5.36K
$647K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
266+ 8.0% |
$20.8K - $23.5K
|
3.59K
$434K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
264+ 0.95% |
$20.6K - $23.3K
|
28.1K
$3.39M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
259+ 51.19% |
$20.2K - $22.8K
|
765
$92.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
253+ 0.87% |
$19.7K - $22.3K
|
29.5K
$3.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
250+ 0.86% |
$19.5K - $22.1K
|
29.3K
$3.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
245+ 6.05% |
$19.1K - $21.6K
|
4.29K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
240+ 2.67% |
$18.7K - $21.2K
|
9.24K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
238+ 2.64% |
$18.6K - $21K
|
9.24K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
238+ 3.99% |
$18.6K - $21K
|
6.2K
$749K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
236+ 44.11% |
$18.4K - $20.8K
|
771
$93.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
230+ 3.38% |
$17.9K - $20.3K
|
7.03K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
229+ 1.29% |
$17.9K - $20.2K
|
18K
$2.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
228+ 4.47% |
$17.8K - $20.1K
|
5.32K
$643K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
220+ 1.75% |
$17.2K - $19.4K
|
12.8K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
217+ 2.99% |
$16.9K - $19.1K
|
7.48K
$903K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
214New |
$16.7K - $18.9K
|
214
$25.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
208+ 0.86% |
$16.2K - $18.3K
|
24.4K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
207+ 34.97% |
$16.2K - $18.3K
|
799
$96.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
203+ 1.76% |
$15.8K - $17.9K
|
11.8K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
200+ 5.11% |
$15.6K - $17.6K
|
4.12K
$497K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
195+ 3.47% |
$15.2K - $17.2K
|
5.82K
$703K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
194+ 3.71% |
$15.1K - $17.1K
|
5.42K
$655K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
193+ 1.42% |
$15.1K - $17K
|
13.8K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
192+ 1.15% |
$15K - $16.9K
|
16.9K
$2.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
184New |
$14.4K - $16.2K
|
184
$22.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
183+ 9.46% |
$14.3K - $16.1K
|
2.12K
$256K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
179+ 2.43% |
$14K - $15.8K
|
7.53K
$909K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
173+ 1.92% |
$13.5K - $15.3K
|
9.17K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
167+ 2.64% |
$13K - $14.7K
|
6.49K
$783K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
166+ 53.21% |
$13K - $14.6K
|
478
$57.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
166+ 51.71% |
$13K - $14.6K
|
487
$58.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
164+ 109.33% |
$12.8K - $14.5K
|
314
$37.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
162+ 60.0% |
$12.6K - $14.3K
|
432
$52.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
161+ 46.13% |
$12.6K - $14.2K
|
510
$61.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
161+ 0.97% |
$12.6K - $14.2K
|
16.7K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
160New |
$12.5K - $14.1K
|
160
$19.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
160+ 10.62% |
$12.5K - $14.1K
|
1.67K
$201K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
151New |
$11.8K - $13.3K
|
151
$18.2K
|