Purchases and Sales Made in Q4 2022 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q4 2022. 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 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
34New |
$3.03K - $3.75K
|
34
$4.05K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
34New |
$3.03K - $3.75K
|
34
$4.05K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$3.03K - $3.75K
|
34
$4.05K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
32New |
$2.85K - $3.53K
|
32
$3.81K
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
32+ 0.31% |
$2.85K - $3.53K
|
10.5K
$1.25M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31+ 1.07% |
$2.76K - $3.42K
|
2.93K
$349K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30New |
$2.68K - $3.31K
|
30
$3.58K
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
30+ 0.08% |
$2.68K - $3.31K
|
36.1K
$4.3M
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
29+ 0.04% |
$2.59K - $3.2K
|
65.5K
$7.81M
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
27+ 0.78% |
$2.41K - $2.98K
|
3.47K
$413K
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
27+ 1.11% |
$2.41K - $2.98K
|
2.46K
$293K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
26+ 0.74% |
$2.32K - $2.87K
|
3.56K
$424K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26New |
$2.32K - $2.87K
|
26
$3.1K
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
26+ 15.76% |
$2.32K - $2.87K
|
191
$22.8K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
25+ 4.17% |
$2.23K - $2.76K
|
624
$74.4K
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
24+ 0.3% |
$2.14K - $2.65K
|
7.89K
$941K
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
24New |
$2.14K - $2.65K
|
24
$2.86K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
24New |
$2.14K - $2.65K
|
24
$2.86K
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
23+ 0.74% |
$2.05K - $2.53K
|
3.11K
$371K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
23+ 9.16% |
$2.05K - $2.53K
|
274
$32.7K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21+ 0.84% |
$1.87K - $2.31K
|
2.52K
$300K
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
20+ 0.98% |
$1.78K - $2.2K
|
2.06K
$246K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
20New |
$1.78K - $2.2K
|
20
$2.38K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
20New |
$1.78K - $2.2K
|
20
$2.38K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
20+ 0.64% |
$1.78K - $2.2K
|
3.15K
$375K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
18+ 0.74% |
$1.61K - $1.98K
|
2.45K
$292K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
16New |
$1.43K - $1.76K
|
16
$1.91K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
16New |
$1.43K - $1.76K
|
16
$1.91K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15+ 0.2% |
$1.34K - $1.65K
|
7.59K
$905K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 37.5% |
$1.34K - $1.65K
|
55
$6.55K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 44.12% |
$1.34K - $1.65K
|
49
$5.84K
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
14+ 0.03% |
$1.25K - $1.54K
|
41.1K
$4.89M
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14+ 0.16% |
$1.25K - $1.54K
|
8.86K
$1.06M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
13+ 0.26% |
$1.16K - $1.43K
|
5.03K
$599K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13+ 81.25% |
$1.16K - $1.43K
|
29
$3.46K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 240.0% |
$1.07K - $1.32K
|
17
$2.03K
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11+ 0.47% |
$981 - $1.21K
|
2.37K
$282K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
11+ 0.51% |
$981 - $1.21K
|
2.17K
$258K
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
10+ 0.36% |
$892 - $1.1K
|
2.76K
$328K
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.38% |
$892 - $1.1K
|
2.64K
$315K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.22% |
$892 - $1.1K
|
827
$98.6K
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
9+ 6.52% |
$803 - $992
|
147
$17.5K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7+ 4.86% |
$624 - $771
|
151
$18K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.16% |
$535 - $661
|
524
$62.5K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.51% |
$535 - $661
|
404
$48.1K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.14% |
$446 - $551
|
3.65K
$435K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$357 - $441
|
4
$477
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.08% |
$357 - $441
|
4.8K
$572K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4+ 0.1% |
$357 - $441
|
4.16K
$496K
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.6% |
$268 - $331
|
190
$22.6K
|