Purchases and Sales Made in Q2 2025 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
115+ 2.37% |
$10.9K - $13K
|
4.98K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
115New |
$10.9K - $13K
|
115
$12.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
111+ 5.95% |
$10.6K - $12.5K
|
1.98K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
111+ 0.63% |
$10.6K - $12.5K
|
17.8K
$1.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
109New |
$10.4K - $12.3K
|
109
$11.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
108+ 0.3% |
$10.3K - $12.2K
|
35.8K
$3.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
108+ 2.68% |
$10.3K - $12.2K
|
4.14K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
105New |
$9.99K - $11.8K
|
105
$11.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
105New |
$9.99K - $11.8K
|
105
$11.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
102New |
$9.7K - $11.5K
|
102
$11K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
101+ 2.59% |
$9.61K - $11.4K
|
4.01K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
100New |
$9.51K - $11.3K
|
100
$10.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.33% |
$9.51K - $11.3K
|
30.5K
$3.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100New |
$9.51K - $11.3K
|
100
$10.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
100+ 1.33% |
$9.51K - $11.3K
|
7.61K
$817K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
99+ 0.11% |
$9.42K - $11.2K
|
88.7K
$9.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
98+ 12.68% |
$9.32K - $11K
|
871
$93.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
95+ 4.87% |
$9.04K - $10.7K
|
2.04K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
94+ 27.17% |
$8.94K - $10.6K
|
440
$47.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
86+ 2.25% |
$8.18K - $9.69K
|
3.91K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
85+ 18.85% |
$8.09K - $9.58K
|
536
$57.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
84+ 0.94% |
$7.99K - $9.47K
|
9.01K
$968K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
83+ 1.15% |
$7.89K - $9.35K
|
7.31K
$785K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
83+ 0.65% |
$7.89K - $9.35K
|
12.9K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
80+ 20.94% |
$7.61K - $9.02K
|
462
$49.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
80+ 275.86% |
$7.61K - $9.02K
|
109
$11.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
79+ 4.44% |
$7.51K - $8.9K
|
1.86K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
79+ 1.99% |
$7.51K - $8.9K
|
4.05K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
78+ 55.71% |
$7.42K - $8.79K
|
218
$23.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
76+ 1.01% |
$7.23K - $8.57K
|
7.58K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
76New |
$7.23K - $8.57K
|
76
$8.16K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
75+ 1.79% |
$7.13K - $8.45K
|
4.27K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 1.18% |
$7.13K - $8.45K
|
6.43K
$691K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
73+ 24.58% |
$6.94K - $8.23K
|
370
$39.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
73+ 100.0% |
$6.94K - $8.23K
|
146
$15.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
71+ 4.58% |
$6.75K - $8K
|
1.62K
$174K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
71New |
$6.75K - $8K
|
71
$7.63K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
69+ 3.52% |
$6.56K - $7.78K
|
2.03K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68New |
$6.47K - $7.66K
|
68
$7.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
68New |
$6.47K - $7.66K
|
68
$7.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
67+ 1.85% |
$6.37K - $7.55K
|
3.69K
$396K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
67+ 0.78% |
$6.37K - $7.55K
|
8.7K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
67New |
$6.37K - $7.55K
|
67
$7.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
63+ 3.48% |
$5.99K - $7.1K
|
1.87K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
63+ 26.92% |
$5.99K - $7.1K
|
297
$31.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
62+ 281.82% |
$5.9K - $6.99K
|
84
$9.02K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
61+ 1.52% |
$5.8K - $6.88K
|
4.09K
$439K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 14.52% |
$5.8K - $6.88K
|
481
$51.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
57+ 237.5% |
$5.42K - $6.42K
|
81
$8.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
56+ 90.32% |
$5.33K - $6.31K
|
118
$12.7K
|