Purchases and Sales Made in Q4 2021 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
28New |
$2.8K - $3.19K
|
28
$3.34K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$2.6K - $2.96K
|
26
$3.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
25New |
$2.5K - $2.85K
|
25
$2.98K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
24+ 0.21% |
$2.4K - $2.74K
|
11.2K
$1.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
22+ 0.22% |
$2.2K - $2.51K
|
10K
$1.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
22+ 0.65% |
$2.2K - $2.51K
|
3.39K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
22+ 0.59% |
$2.2K - $2.51K
|
3.73K
$445K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21+ 0.82% |
$2.1K - $2.39K
|
2.59K
$309K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 0.38% |
$2K - $2.28K
|
5.3K
$632K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
19+ 0.68% |
$1.9K - $2.17K
|
2.8K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.63% |
$1.9K - $2.17K
|
3.02K
$360K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
18+ 9.73% |
$1.8K - $2.05K
|
203
$24.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
17+ 0.27% |
$1.7K - $1.94K
|
6.35K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.63% |
$1.5K - $1.71K
|
2.38K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 0.37% |
$1.5K - $1.71K
|
4.08K
$486K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 17.65% |
$1.5K - $1.71K
|
100
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15+ 0.14% |
$1.5K - $1.71K
|
10.4K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
14New |
$1.4K - $1.6K
|
14
$1.67K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.87% |
$1.3K - $1.48K
|
1.51K
$180K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
12New |
$1.2K - $1.37K
|
12
$1.43K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
10+ 0.94% |
$1K - $1.14K
|
1.08K
$128K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10New |
$1K - $1.14K
|
10
$1.19K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
8+ 0.19% |
$800 - $912
|
4.13K
$492K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.27% |
$700 - $798
|
2.62K
$313K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.09% |
$700 - $798
|
7.52K
$896K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.98% |
$600 - $684
|
616
$73.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$600 - $684
|
6
$715
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 2.06% |
$600 - $684
|
297
$35.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 1.25% |
$600 - $684
|
486
$57.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.01% |
$500 - $570
|
500
$59.6K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
5+ 0.22% |
$500 - $570
|
2.27K
$271K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$500 - $570
|
4.01K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$500 - $570
|
2.98K
$356K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$500 - $570
|
8.11K
$967K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.21% |
$500 - $570
|
2.4K
$287K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.39% |
$400 - $456
|
1.03K
$123K
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4+ 0.03% |
$400 - $456
|
12.9K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$400 - $456
|
4
$477
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$400 - $456
|
3.64K
$434K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.04% |
$300 - $342
|
8.23K
$981K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3+ 0.15% |
$300 - $342
|
1.99K
$237K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.15% |
$300 - $342
|
263
$31.3K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.12% |
$200 - $228
|
181
$21.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.96% |
$100 - $114
|
105
$12.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$100 - $114
|
565
$67.3K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1+ 0.93% |
$100 - $114
|
108
$12.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1+ 0.39% |
$100 - $114
|
259
$30.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $114
|
3K
$358K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2- 0.28% |
$200 - $228
|
717
$85.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.68% |
$500 - $570
|
734
$87.5K
|