Purchases and Sales Made in Q3 2024 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q3 2024. 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 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
96New |
$10.1K - $12.2K
|
96
$11.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
95+ 34.55% |
$10K - $12.1K
|
370
$44.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
90+ 4.82% |
$9.5K - $11.5K
|
1.96K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
89+ 1.22% |
$9.39K - $11.3K
|
7.36K
$877K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
86+ 4.66% |
$9.08K - $10.9K
|
1.93K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
79+ 2.56% |
$8.34K - $10.1K
|
3.16K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
79+ 37.26% |
$8.34K - $10.1K
|
291
$34.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
79+ 4.34% |
$8.34K - $10.1K
|
1.9K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
78+ 7.24% |
$8.23K - $9.93K
|
1.16K
$138K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76+ 1.56% |
$8.02K - $9.68K
|
4.95K
$590K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
76+ 1.85% |
$8.02K - $9.68K
|
4.19K
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
74+ 41.81% |
$7.81K - $9.42K
|
251
$29.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
73+ 3.49% |
$7.7K - $9.29K
|
2.16K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
72+ 240.0% |
$7.6K - $9.17K
|
102
$12.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
71+ 0.57% |
$7.49K - $9.04K
|
12.5K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
71+ 4.13% |
$7.49K - $9.04K
|
1.79K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
69+ 15.2% |
$7.28K - $8.79K
|
523
$62.3K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
68+ 2.79% |
$7.18K - $8.66K
|
2.5K
$298K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
67+ 11.61% |
$7.07K - $8.53K
|
644
$76.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
66New |
$6.96K - $8.4K
|
66
$7.87K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
64+ 7.02% |
$6.75K - $8.15K
|
976
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
64+ 2.85% |
$6.75K - $8.15K
|
2.31K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
62New |
$6.54K - $7.89K
|
62
$7.39K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60+ 0.04% |
$6.33K - $7.64K
|
167K
$19.9M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
58+ 74.36% |
$6.12K - $7.38K
|
136
$16.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
58+ 0.61% |
$6.12K - $7.38K
|
9.6K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
57+ 3.22% |
$6.02K - $7.26K
|
1.83K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
57+ 24.89% |
$6.02K - $7.26K
|
286
$34.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
57+ 2.62% |
$6.02K - $7.26K
|
2.23K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
57+ 7.74% |
$6.02K - $7.26K
|
793
$94.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55+ 2.96% |
$5.8K - $7K
|
1.91K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 0.98% |
$5.7K - $6.88K
|
5.55K
$661K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
53+ 0.5% |
$5.59K - $6.75K
|
10.6K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
53+ 36.05% |
$5.59K - $6.75K
|
200
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
51+ 0.41% |
$5.38K - $6.49K
|
12.5K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
50+ 2.8% |
$5.28K - $6.37K
|
1.83K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
50+ 2.66% |
$5.28K - $6.37K
|
1.93K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.88% |
$5.28K - $6.37K
|
1.79K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
47+ 0.13% |
$4.96K - $5.98K
|
35.6K
$4.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
46+ 1.87% |
$4.85K - $5.86K
|
2.51K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
44+ 52.38% |
$4.64K - $5.6K
|
128
$15.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 2.22% |
$4.33K - $5.22K
|
1.89K
$225K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
41New |
$4.33K - $5.22K
|
41
$4.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
40+ 1.12% |
$4.22K - $5.09K
|
3.62K
$431K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
39+ 3.16% |
$4.12K - $4.97K
|
1.27K
$152K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
38+ 1.24% |
$4.01K - $4.84K
|
3.11K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
37+ 1.09% |
$3.9K - $4.71K
|
3.44K
$410K
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
35+ 1.05% |
$3.69K - $4.46K
|
3.37K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
34+ 1.24% |
$3.59K - $4.33K
|
2.78K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 0.89% |
$3.48K - $4.2K
|
3.74K
$446K
|