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 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
35+ 3.56% |
$3.33K - $3.94K
|
1.02K
$108K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
32+ 21.05% |
$3.04K - $3.61K
|
184
$19.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 1.69% |
$2.66K - $3.16K
|
1.68K
$178K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 0.63% |
$2.57K - $3.04K
|
4.31K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.23% |
$2.38K - $2.82K
|
2.06K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
22+ 8.66% |
$2.09K - $2.48K
|
276
$29.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 0.9% |
$2K - $2.37K
|
2.35K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 0.99% |
$1.9K - $2.25K
|
2.03K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
17New |
$1.62K - $1.92K
|
17
$1.79K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
15+ 1.15% |
$1.43K - $1.69K
|
1.32K
$140K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14New |
$1.33K - $1.58K
|
14
$1.48K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.55% |
$1.33K - $1.58K
|
2.58K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.32% |
$761 - $902
|
2.47K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
8+ 0.17% |
$761 - $902
|
4.7K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3+ 0.12% |
$285 - $338
|
2.51K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.69% |
$285 - $338
|
180
$19K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.31% |
$95.1 - $113
|
319
$33.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.05% |
$95.1 - $113
|
2.09K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4- 0.16% |
$380 - $451
|
2.5K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 21.28% |
$951 - $1.13K
|
37
$3.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-14- 0.4% |
$1.33K - $1.58K
|
3.48K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 11.54% |
$1.43K - $1.69K
|
115
$12.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-26- 35.14% |
$2.47K - $2.93K
|
48
$5.06K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-28- 1.02% |
$2.66K - $3.16K
|
2.71K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-29- 1.44% |
$2.76K - $3.27K
|
1.99K
$210K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-30- 0.94% |
$2.85K - $3.38K
|
3.16K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-45- 1.25% |
$4.28K - $5.07K
|
3.55K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-45- 1.28% |
$4.28K - $5.07K
|
3.46K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-46- 2.44% |
$4.38K - $5.18K
|
1.84K
$194K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-61- 2.2% |
$5.8K - $6.88K
|
2.71K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-61- 9.9% |
$5.8K - $6.88K
|
555
$58.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-87- 0.58% |
$8.28K - $9.81K
|
14.9K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-87- 1.94% |
$8.28K - $9.81K
|
4.39K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.44% |
$9.51K - $11.3K
|
6.85K
$723K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-109- 33.23% |
$10.4K - $12.3K
|
219
$23.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-110- 5.49% |
$10.5K - $12.4K
|
1.9K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-126- 5.66% |
$12K - $14.2K
|
2.1K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-154- 1.15% |
$14.6K - $17.4K
|
13.2K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-160- 4.23% |
$15.2K - $18K
|
3.62K
$382K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-176- 8.01% |
$16.7K - $19.8K
|
2.02K
$213K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-179- 1.13% |
$17K - $20.2K
|
15.7K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-182- 2.68% |
$17.3K - $20.5K
|
6.6K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-203- 2.25% |
$19.3K - $22.9K
|
8.81K
$930K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 4.65% |
$20K - $23.7K
|
4.3K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-215- 7.94% |
$20.5K - $24.2K
|
2.49K
$263K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-222- 8.81% |
$21.1K - $25K
|
2.3K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-240- 6.64% |
$22.8K - $27.1K
|
3.37K
$356K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-298- 6.99% |
$28.3K - $33.6K
|
3.97K
$419K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-315- 1.49% |
$30K - $35.5K
|
20.8K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-316- 12.4% |
$30.1K - $35.6K
|
2.23K
$236K
|