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 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
165+ 4.06% |
$17.4K - $21K
|
4.23K
$504K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
164+ 5.44% |
$17.3K - $20.9K
|
3.18K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
164+ 10.24% |
$17.3K - $20.9K
|
1.77K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
163+ 4.86% |
$17.2K - $20.8K
|
3.52K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
158+ 210.67% |
$16.7K - $20.1K
|
233
$27.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
157+ 3.54% |
$16.6K - $20K
|
4.6K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
153+ 1.63% |
$16.1K - $19.5K
|
9.54K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
150New |
$15.8K - $19.1K
|
150
$17.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 2.24% |
$15.5K - $18.7K
|
6.7K
$798K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
140+ 61.67% |
$14.8K - $17.8K
|
367
$43.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
138+ 3.9% |
$14.6K - $17.6K
|
3.67K
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
137+ 4.49% |
$14.5K - $17.4K
|
3.19K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
135+ 34.18% |
$14.2K - $17.2K
|
530
$63.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
134+ 62.04% |
$14.1K - $17.1K
|
350
$41.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
134+ 19.62% |
$14.1K - $17.1K
|
817
$97.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
134+ 145.65% |
$14.1K - $17.1K
|
226
$26.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
133+ 2.62% |
$14K - $16.9K
|
5.21K
$620K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
132+ 7.32% |
$13.9K - $16.8K
|
1.94K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130+ 27.37% |
$13.7K - $16.6K
|
605
$72.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
129+ 3.22% |
$13.6K - $16.4K
|
4.13K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
129New |
$13.6K - $16.4K
|
129
$15.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
128+ 0.81% |
$13.5K - $16.3K
|
16K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
128+ 0.25% |
$13.5K - $16.3K
|
50.7K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
127+ 4.77% |
$13.4K - $16.2K
|
2.79K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
125+ 6.52% |
$13.2K - $15.9K
|
2.04K
$243K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
123+ 1.13% |
$13K - $15.7K
|
11K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
121+ 0.95% |
$12.8K - $15.4K
|
12.8K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
120+ 2.49% |
$12.7K - $15.3K
|
4.93K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
119+ 0.55% |
$12.6K - $15.2K
|
21.6K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
118+ 4.95% |
$12.5K - $15K
|
2.5K
$298K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
118New |
$12.5K - $15K
|
118
$14.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
117+ 1.69% |
$12.3K - $14.9K
|
7.05K
$839K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
109+ 13.57% |
$11.5K - $13.9K
|
912
$109K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
109+ 2.38% |
$11.5K - $13.9K
|
4.69K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
109+ 17.99% |
$11.5K - $13.9K
|
715
$85.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
107+ 0.89% |
$11.3K - $13.6K
|
12.2K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
105+ 54.4% |
$11.1K - $13.4K
|
298
$35.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
105New |
$11.1K - $13.4K
|
105
$12.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
104+ 0.81% |
$11K - $13.2K
|
12.9K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
103+ 1.28% |
$10.9K - $13.1K
|
8.13K
$968K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
102+ 4.16% |
$10.8K - $13K
|
2.56K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$10.6K - $12.7K
|
100
$11.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 1.46% |
$10.6K - $12.7K
|
6.96K
$829K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100+ 3.83% |
$10.6K - $12.7K
|
2.71K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
99New |
$10.4K - $12.6K
|
99
$11.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
99+ 0.63% |
$10.4K - $12.6K
|
15.8K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
98+ 1.61% |
$10.3K - $12.5K
|
6.2K
$739K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
97+ 3.85% |
$10.2K - $12.4K
|
2.62K
$312K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
97+ 2.72% |
$10.2K - $12.4K
|
3.66K
$436K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
97+ 2.66% |
$10.2K - $12.4K
|
3.75K
$447K
|