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 |
---|---|---|---|---|---|---|---|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
132+ 528.0% |
$11.7K - $13.1K
|
157
$18.7K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
130New |
$11.5K - $12.9K
|
130
$15.5K
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
129+ 5.21% |
$11.4K - $12.8K
|
2.6K
$310K
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
128+ 0.25% |
$11.3K - $12.7K
|
50.7K
$6.04M
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
125New |
$11.1K - $12.4K
|
125
$14.9K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 4.12% |
$11K - $12.3K
|
3.14K
$374K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
122New |
$10.8K - $12.1K
|
122
$14.5K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
122New |
$10.8K - $12.1K
|
122
$14.5K
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
119+ 4.42% |
$10.6K - $11.8K
|
2.81K
$335K
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
119+ 2.4% |
$10.6K - $11.8K
|
5.09K
$606K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
110+ 4.08% |
$9.75K - $10.9K
|
2.8K
$334K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
108New |
$9.58K - $10.7K
|
108
$12.9K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
106+ 353.33% |
$9.4K - $10.5K
|
136
$16.2K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
105+ 0.92% |
$9.31K - $10.4K
|
11.5K
$1.37M
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
103+ 2.91% |
$9.13K - $10.2K
|
3.65K
$435K
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.81% |
$8.87K - $9.91K
|
5.63K
$671K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$8.87K - $9.91K
|
100
$11.9K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 1.21% |
$8.87K - $9.91K
|
8.36K
$995K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.16% |
$8.87K - $9.91K
|
63.2K
$7.53M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 4.35% |
$8.87K - $9.91K
|
2.4K
$286K
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
100+ 1.15% |
$8.87K - $9.91K
|
8.8K
$1.05M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99+ 1.41% |
$8.78K - $9.81K
|
7.13K
$849K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
90+ 68.7% |
$7.98K - $8.92K
|
221
$26.3K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
89+ 0.27% |
$7.89K - $8.82K
|
33.2K
$3.96M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
88+ 0.15% |
$7.8K - $8.72K
|
57.2K
$6.82M
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
87+ 2.71% |
$7.71K - $8.63K
|
3.3K
$393K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
85New |
$7.54K - $8.43K
|
85
$10.1K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
85New |
$7.54K - $8.43K
|
85
$10.1K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
84+ 9.18% |
$7.45K - $8.33K
|
999
$119K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
81New |
$7.18K - $8.03K
|
81
$9.65K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
78New |
$6.92K - $7.73K
|
78
$9.29K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 10.59% |
$6.65K - $7.44K
|
783
$93.3K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
74+ 8.0% |
$6.56K - $7.34K
|
999
$119K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
73+ 14.31% |
$6.47K - $7.24K
|
583
$69.5K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
73+ 1.32% |
$6.47K - $7.24K
|
5.59K
$666K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
73New |
$6.47K - $7.24K
|
73
$8.7K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
68+ 8.14% |
$6.03K - $6.74K
|
903
$108K
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
67+ 1.03% |
$5.94K - $6.64K
|
6.56K
$781K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
67+ 1.17% |
$5.94K - $6.64K
|
5.82K
$693K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
67+ 2.91% |
$5.94K - $6.64K
|
2.37K
$282K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 0.83% |
$5.76K - $6.44K
|
7.89K
$940K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63+ 1.53% |
$5.59K - $6.25K
|
4.18K
$497K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
62+ 0.41% |
$5.5K - $6.15K
|
15.3K
$1.83M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
62+ 0.82% |
$5.5K - $6.15K
|
7.66K
$912K
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
61+ 1.32% |
$5.41K - $6.05K
|
4.68K
$558K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
60+ 1.56% |
$5.32K - $5.95K
|
3.9K
$465K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58+ 0.37% |
$5.14K - $5.75K
|
15.6K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
57+ 475.0% |
$5.05K - $5.65K
|
69
$8.22K
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
56+ 1.35% |
$4.96K - $5.55K
|
4.21K
$502K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
56+ 0.77% |
$4.96K - $5.55K
|
7.36K
$877K
|