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 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-741- 2.96% |
$70.5K - $83.5K
|
24.3K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-742- 0.76% |
$70.6K - $83.6K
|
96.8K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-774- 8.04% |
$73.6K - $87.2K
|
8.85K
$951K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-779- 4.95% |
$74.1K - $87.8K
|
15K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-783- 1.33% |
$74.5K - $88.3K
|
58.2K
$6.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-788- 11.0% |
$75K - $88.8K
|
6.38K
$685K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-790- 4.1% |
$75.1K - $89K
|
18.5K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-792- 40.14% |
$75.3K - $89.3K
|
1.18K
$127K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-793- 69.87% |
$75.4K - $89.4K
|
342
$36.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-799- 20.94% |
$76K - $90.1K
|
3.02K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-814- 22.9% |
$77.4K - $91.7K
|
2.74K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-820- 15.37% |
$78K - $92.4K
|
4.52K
$485K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-834- 13.49% |
$79.3K - $94K
|
5.35K
$574K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-847- 1.56% |
$80.6K - $95.5K
|
53.4K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-849- 20.99% |
$80.8K - $95.7K
|
3.2K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-856- 15.84% |
$81.4K - $96.5K
|
4.55K
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-858- 26.8% |
$81.6K - $96.7K
|
2.34K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-863- 0.83% |
$82.1K - $97.3K
|
104K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-865- 14.73% |
$82.3K - $97.5K
|
5.01K
$538K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-871- 5.82% |
$82.8K - $98.2K
|
14.1K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-874- 18.08% |
$83.1K - $98.5K
|
3.96K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-887- 29.02% |
$84.4K - $100K
|
2.17K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-904- 10.72% |
$86K - $102K
|
7.53K
$809K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-927- 6.31% |
$88.2K - $104K
|
13.8K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-933- 11.26% |
$88.7K - $105K
|
7.36K
$790K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-954- 59.66% |
$90.7K - $108K
|
645
$69.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-961- 8.42% |
$91.4K - $108K
|
10.4K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1K- 11.47% |
$95.4K - $113K
|
7.74K
$832K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.03K- 1.48% |
$97.8K - $116K
|
68.3K
$7.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.04K- 95.3% |
$98.4K - $117K
|
51
$5.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.07K- 28.74% |
$101K - $120K
|
2.65K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.07K- 7.36% |
$102K - $120K
|
13.4K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.09K- 14.54% |
$104K - $123K
|
6.4K
$688K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.09K- 22.38% |
$104K - $123K
|
3.79K
$407K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 19.92% |
$104K - $124K
|
4.41K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.13K- 16.05% |
$107K - $127K
|
5.9K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.15K- 6.38% |
$109K - $130K
|
16.9K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.21K- 4.81% |
$115K - $136K
|
23.9K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.23K- 4.6% |
$117K - $139K
|
25.6K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.24K- 2.33% |
$118K - $140K
|
51.9K
$5.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.25K- 2.59% |
$119K - $141K
|
47.2K
$5.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.27K- 33.02% |
$121K - $143K
|
2.58K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.29K- 2.88% |
$123K - $146K
|
43.6K
$4.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.29K- 10.49% |
$123K - $146K
|
11K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.34K- 12.93% |
$127K - $151K
|
9.02K
$969K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.38K- 12.79% |
$131K - $155K
|
9.38K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.38K- 3.63% |
$131K - $155K
|
36.5K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.4K- 3.26% |
$133K - $158K
|
41.5K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.4K- 24.66% |
$133K - $158K
|
4.29K
$460K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.49K- 91.54% |
$142K - $168K
|
138
$14.8K
|