Purchases and Sales Made in Q3 2023 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
55+ 0.18% |
$4.88K - $5.45K
|
30.7K
$3.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
55+ 1.35% |
$4.88K - $5.45K
|
4.14K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
54+ 300.0% |
$4.79K - $5.35K
|
72
$8.58K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
52New |
$4.61K - $5.16K
|
52
$6.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
50+ 1.29% |
$4.43K - $4.96K
|
3.94K
$469K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
49+ 0.56% |
$4.34K - $4.86K
|
8.82K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
49+ 0.75% |
$4.34K - $4.86K
|
6.62K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48+ 0.12% |
$4.26K - $4.76K
|
39.7K
$4.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48+ 24.0% |
$4.26K - $4.76K
|
248
$29.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
44+ 0.81% |
$3.9K - $4.36K
|
5.45K
$650K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
44+ 0.5% |
$3.9K - $4.36K
|
8.88K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
40+ 1.64% |
$3.55K - $3.97K
|
2.48K
$296K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
39+ 1.58% |
$3.46K - $3.87K
|
2.51K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
37+ 2.03% |
$3.28K - $3.67K
|
1.86K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37New |
$3.28K - $3.67K
|
37
$4.41K
|
|
|
Oct 10, 2023
Q3 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
37+ 1.16% |
$3.28K - $3.67K
|
3.23K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 4.19% |
$3.1K - $3.47K
|
870
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
34+ 1.03% |
$3.01K - $3.37K
|
3.33K
$397K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
34+ 1.43% |
$3.01K - $3.37K
|
2.41K
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
33+ 6.57% |
$2.93K - $3.27K
|
535
$63.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.85% |
$2.84K - $3.17K
|
3.79K
$452K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 16.06% |
$2.75K - $3.07K
|
224
$26.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
31+ 0.53% |
$2.75K - $3.07K
|
5.85K
$697K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.49% |
$2.66K - $2.97K
|
6.19K
$737K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
29+ 0.41% |
$2.57K - $2.88K
|
7.19K
$857K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.35% |
$2.48K - $2.78K
|
7.98K
$952K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28+ 3.63% |
$2.48K - $2.78K
|
799
$95.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
27+ 0.69% |
$2.39K - $2.68K
|
3.96K
$471K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 18.98% |
$2.31K - $2.58K
|
163
$19.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
25+ 0.79% |
$2.22K - $2.48K
|
3.2K
$381K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 3.68% |
$2.22K - $2.48K
|
704
$83.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.13% |
$2.13K - $2.38K
|
2.14K
$255K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
24+ 0.44% |
$2.13K - $2.38K
|
5.45K
$649K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.84% |
$1.95K - $2.18K
|
2.63K
$314K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 2.46% |
$1.86K - $2.08K
|
873
$104K
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
21+ 0.06% |
$1.86K - $2.08K
|
38K
$4.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
20+ 0.43% |
$1.77K - $1.98K
|
4.65K
$554K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 5.13% |
$1.77K - $1.98K
|
410
$48.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
19+ 0.76% |
$1.68K - $1.88K
|
2.52K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
18New |
$1.6K - $1.78K
|
18
$2.15K
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
16+ 0.04% |
$1.42K - $1.59K
|
35.9K
$4.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
16+ 0.47% |
$1.42K - $1.59K
|
3.4K
$406K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16+ 0.21% |
$1.42K - $1.59K
|
7.49K
$893K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.33K - $1.49K
|
15
$1.79K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
14+ 0.41% |
$1.24K - $1.39K
|
3.41K
$406K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14+ 0.29% |
$1.24K - $1.39K
|
4.89K
$583K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13+ 0.51% |
$1.15K - $1.29K
|
2.57K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
13New |
$1.15K - $1.29K
|
13
$1.55K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 109.09% |
$1.06K - $1.19K
|
23
$2.74K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$1.06K - $1.19K
|
12
$1.43K
|