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 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 6.71% |
$975 - $1.09K
|
175
$20.9K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10+ 7.14% |
$887 - $991
|
150
$17.9K
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.26% |
$798 - $892
|
3.5K
$417K
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8+ 0.31% |
$709 - $793
|
2.61K
$311K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 7.08% |
$709 - $793
|
121
$14.4K
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
7+ 0.01% |
$621 - $694
|
52.8K
$6.29M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.75% |
$532 - $595
|
805
$95.9K
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
6+ 0.15% |
$532 - $595
|
4.12K
$491K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 5.22% |
$532 - $595
|
121
$14.4K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.04% |
$443 - $496
|
13.9K
$1.65M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.9% |
$443 - $496
|
559
$66.6K
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5+ 0.09% |
$443 - $496
|
5.76K
$687K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.29% |
$443 - $496
|
1.74K
$208K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.35% |
$355 - $397
|
1.15K
$137K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$266 - $297
|
2.63K
$314K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$266 - $297
|
490
$58.4K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.54% |
$266 - $297
|
198
$23.6K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.05% |
$266 - $297
|
5.67K
$675K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.88% |
$266 - $297
|
343
$40.9K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.26% |
$266 - $297
|
1.17K
$139K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2+ 0.04% |
$177 - $198
|
5.25K
$625K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.37% |
$177 - $198
|
536
$63.9K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.04% |
$177 - $198
|
4.9K
$584K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.33% |
$88.7 - $99.1
|
76
$9.06K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.47% |
$88.7 - $99.1
|
69
$8.22K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.44% |
$88.7 - $99.1
|
229
$27.3K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.18% |
$88.7 - $99.1
|
568
$67.7K
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$88.7 - $99.1
|
7.22K
$860K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.67% |
$88.7 - $99.1
|
61
$7.27K
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 0.11% |
$88.7 - $99.1
|
952
$113K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.25% |
$88.7 - $99.1
|
81
$9.65K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$88.7 - $99.1
|
3.52K
$420K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$88.7 - $99.1
|
6.52K
$777K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2- 0.06% |
$177 - $198
|
3.31K
$394K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4- 0.02% |
$355 - $397
|
16.7K
$1.99M
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-5- 0.21% |
$443 - $496
|
2.37K
$283K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-7- 0.18% |
$621 - $694
|
3.84K
$458K
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-8- 0.28% |
$709 - $793
|
2.85K
$339K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.12% |
$709 - $793
|
6.62K
$789K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8- 0.08% |
$709 - $793
|
9.93K
$1.18M
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 69.23% |
$798 - $892
|
4
$477
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 1.31% |
$887 - $991
|
755
$90K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 16.13% |
$887 - $991
|
52
$6.2K
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-10- 0.18% |
$887 - $991
|
5.44K
$649K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-13- 2.12% |
$1.15K - $1.29K
|
600
$71.5K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.39% |
$1.24K - $1.39K
|
3.58K
$426K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14- 0.5% |
$1.24K - $1.39K
|
2.77K
$330K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.19% |
$1.24K - $1.39K
|
7.49K
$893K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-15- 0.45% |
$1.33K - $1.49K
|
3.3K
$393K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16- 0.02% |
$1.42K - $1.59K
|
71.9K
$8.57M
|