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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
519+ 2.51% |
$46K - $51.5K
|
21.2K
$2.53M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
512New |
$45.4K - $50.8K
|
512
$61K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
510+ 1.88% |
$45.2K - $50.6K
|
27.6K
$3.29M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
501+ 3.62% |
$44.4K - $49.7K
|
14.4K
$1.71M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
500+ 1.06% |
$44.3K - $49.6K
|
47.8K
$5.7M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
483+ 4.39% |
$42.8K - $47.9K
|
11.5K
$1.37M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
478+ 17.76% |
$42.4K - $47.4K
|
3.17K
$378K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
471+ 169.42% |
$41.8K - $46.7K
|
749
$89.2K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
467+ 4.05% |
$41.4K - $46.3K
|
12K
$1.43M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
464+ 3.16% |
$41.1K - $46K
|
15.1K
$1.8M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
460+ 26.74% |
$40.8K - $45.6K
|
2.18K
$260K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
453+ 1969.57% |
$40.2K - $44.9K
|
476
$56.7K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
449+ 1.41% |
$39.8K - $44.5K
|
32.2K
$3.84M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
445+ 4.12% |
$39.5K - $44.1K
|
11.2K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
445+ 1.47% |
$39.5K - $44.1K
|
30.6K
$3.65M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
443+ 9.32% |
$39.3K - $43.9K
|
5.2K
$619K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
439+ 3.5% |
$38.9K - $43.5K
|
13K
$1.55M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
430+ 6.84% |
$38.1K - $42.6K
|
6.72K
$801K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
420+ 10.22% |
$37.2K - $41.6K
|
4.53K
$539K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
412New |
$36.5K - $40.8K
|
412
$49.1K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
408+ 6.61% |
$36.2K - $40.4K
|
6.58K
$784K
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
400New |
$35.5K - $39.7K
|
400
$47.7K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
400+ 12.89% |
$35.5K - $39.7K
|
3.5K
$417K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
395+ 1097.22% |
$35K - $39.2K
|
431
$51.3K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
394+ 8.81% |
$34.9K - $39.1K
|
4.87K
$580K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
392+ 2.35% |
$34.8K - $38.9K
|
17K
$2.03M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
389+ 1.44% |
$34.5K - $38.6K
|
27.5K
$3.27M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
369+ 84.44% |
$32.7K - $36.6K
|
806
$96K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
363+ 7.5% |
$32.2K - $36K
|
5.21K
$620K
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
356+ 0.8% |
$31.6K - $35.3K
|
45K
$5.36M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
346+ 3.96% |
$30.7K - $34.3K
|
9.09K
$1.08M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
343+ 6.44% |
$30.4K - $34K
|
5.67K
$675K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
340+ 7.81% |
$30.1K - $33.7K
|
4.69K
$559K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
328+ 16.65% |
$29.1K - $32.5K
|
2.3K
$274K
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
328+ 9.9% |
$29.1K - $32.5K
|
3.64K
$434K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
323+ 7.86% |
$28.6K - $32K
|
4.44K
$528K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
313+ 38.12% |
$27.8K - $31K
|
1.13K
$135K
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
311+ 5.89% |
$27.6K - $30.8K
|
5.59K
$666K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
301+ 186.96% |
$26.7K - $29.8K
|
462
$55K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
300+ 8.87% |
$26.6K - $29.7K
|
3.68K
$439K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
300+ 0.62% |
$26.6K - $29.7K
|
48.4K
$5.76M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
295+ 4.45% |
$26.2K - $29.2K
|
6.93K
$826K
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
288+ 10.21% |
$25.5K - $28.6K
|
3.11K
$370K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
287+ 2.86% |
$25.4K - $28.5K
|
10.3K
$1.23M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
287New |
$25.4K - $28.5K
|
287
$34.2K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
284+ 11.81% |
$25.2K - $28.2K
|
2.69K
$320K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
276+ 18.87% |
$24.5K - $27.4K
|
1.74K
$207K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
275+ 5.18% |
$24.4K - $27.3K
|
5.59K
$665K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
273New |
$24.2K - $27.1K
|
273
$32.5K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
272+ 3.74% |
$24.1K - $27K
|
7.54K
$899K
|