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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
17New |
$1.62K - $1.92K
|
17
$1.83K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
17+ 9.29% |
$1.62K - $1.92K
|
200
$21.5K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
15+ 1.15% |
$1.43K - $1.69K
|
1.32K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 9.15% |
$1.43K - $1.69K
|
179
$19.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$1.43K - $1.69K
|
7.32K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
15New |
$1.43K - $1.69K
|
15
$1.61K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14New |
$1.33K - $1.58K
|
14
$1.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.55% |
$1.33K - $1.58K
|
2.58K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14+ 0.49% |
$1.33K - $1.58K
|
2.85K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
13+ 0.08% |
$1.24K - $1.47K
|
17.2K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
13+ 7.78% |
$1.24K - $1.47K
|
180
$19.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12+ 3.27% |
$1.14K - $1.35K
|
379
$40.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
12+ 0.23% |
$1.14K - $1.35K
|
5.27K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 0.99% |
$951 - $1.13K
|
1.02K
$109K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9New |
$856 - $1.01K
|
9
$967
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 6.87% |
$856 - $1.01K
|
140
$15K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
8+ 0.17% |
$761 - $902
|
4.7K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.32% |
$761 - $902
|
2.47K
$265K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8+ 0.21% |
$761 - $902
|
3.78K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.28% |
$761 - $902
|
2.87K
$308K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
8+ 8.99% |
$761 - $902
|
97
$10.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
7+ 0.36% |
$666 - $789
|
1.93K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7+ 0.32% |
$666 - $789
|
2.21K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7+ 0.95% |
$666 - $789
|
740
$79.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 63.64% |
$666 - $789
|
18
$1.93K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 11.32% |
$571 - $676
|
59
$6.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.34% |
$571 - $676
|
453
$48.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.25% |
$571 - $676
|
2.42K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.06% |
$476 - $564
|
8.92K
$958K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 1.29% |
$476 - $564
|
392
$42.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5+ 0.26% |
$476 - $564
|
1.97K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.81% |
$476 - $564
|
626
$67.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5+ 0.03% |
$476 - $564
|
16.9K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
4New |
$380 - $451
|
4
$430
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 5.41% |
$380 - $451
|
78
$8.38K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4+ 0.19% |
$380 - $451
|
2.11K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 1.23% |
$380 - $451
|
330
$35.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
4+ 0.7% |
$380 - $451
|
577
$62K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4New |
$380 - $451
|
4
$430
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3+ 0.12% |
$285 - $338
|
2.51K
$269K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.69% |
$285 - $338
|
180
$19.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 0.44% |
$285 - $338
|
688
$73.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.47% |
$285 - $338
|
642
$69K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.71% |
$285 - $338
|
423
$45.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3+ 33.33% |
$285 - $338
|
12
$1.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3+ 1.48% |
$285 - $338
|
206
$22.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 50.0% |
$285 - $338
|
9
$967
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3+ 0.01% |
$285 - $338
|
36.3K
$3.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.1% |
$190 - $225
|
1.99K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2+ 3.08% |
$190 - $225
|
67
$7.2K
|