Purchases and Sales Made in Q4 2023 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
60+ 1.08% |
$5.32K - $6.31K
|
5.63K
$670K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
59+ 0.56% |
$5.23K - $6.21K
|
10.6K
$1.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
59New |
$5.23K - $6.21K
|
59
$7.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
54+ 108.0% |
$4.78K - $5.68K
|
104
$12.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47New |
$4.16K - $4.94K
|
47
$5.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
45+ 1.58% |
$3.99K - $4.73K
|
2.9K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
44New |
$3.9K - $4.63K
|
44
$5.24K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 1.49% |
$3.9K - $4.63K
|
3.01K
$358K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 1.11% |
$3.72K - $4.42K
|
3.82K
$456K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
41New |
$3.63K - $4.31K
|
41
$4.89K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
41+ 0.34% |
$3.63K - $4.31K
|
12K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
40+ 1.66% |
$3.54K - $4.21K
|
2.45K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$3.54K - $4.21K
|
40
$4.77K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
39+ 23.93% |
$3.46K - $4.1K
|
202
$24.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
38+ 1.13% |
$3.37K - $4K
|
3.4K
$405K
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
36+ 1.11% |
$3.19K - $3.79K
|
3.27K
$389K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 0.72% |
$3.1K - $3.68K
|
4.9K
$584K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
34+ 0.32% |
$3.01K - $3.58K
|
10.8K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$3.01K - $3.58K
|
34
$4.05K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33New |
$2.92K - $3.47K
|
33
$3.93K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
32New |
$2.84K - $3.37K
|
32
$3.81K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
32New |
$2.84K - $3.37K
|
32
$3.81K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
30+ 8.43% |
$2.66K - $3.16K
|
386
$46K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.66K - $3.16K
|
30
$3.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30New |
$2.66K - $3.16K
|
30
$3.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 6.77% |
$2.66K - $3.16K
|
473
$56.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 24.79% |
$2.66K - $3.16K
|
151
$18K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.34% |
$2.48K - $2.95K
|
8.38K
$998K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
28+ 0.34% |
$2.48K - $2.95K
|
8.38K
$998K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
26+ 0.33% |
$2.3K - $2.74K
|
8.01K
$955K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
26+ 1.09% |
$2.3K - $2.74K
|
2.41K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.4% |
$2.22K - $2.63K
|
6.32K
$753K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
24+ 0.75% |
$2.13K - $2.53K
|
3.22K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
24New |
$2.13K - $2.53K
|
24
$2.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
24New |
$2.13K - $2.53K
|
24
$2.86K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
24+ 0.08% |
$2.13K - $2.53K
|
28.5K
$3.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
22+ 0.05% |
$1.95K - $2.31K
|
48.4K
$5.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.84% |
$1.95K - $2.31K
|
2.66K
$316K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
21+ 4.5% |
$1.86K - $2.21K
|
488
$58.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
20+ 17.7% |
$1.77K - $2.1K
|
133
$15.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 1.63% |
$1.68K - $2K
|
1.18K
$141K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
19+ 0.75% |
$1.68K - $2K
|
2.54K
$302K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
19+ 0.95% |
$1.68K - $2K
|
2.02K
$241K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.57% |
$1.59K - $1.89K
|
3.18K
$379K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.38% |
$1.51K - $1.79K
|
4.45K
$531K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
17+ 0.09% |
$1.51K - $1.79K
|
19.8K
$2.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
17+ 0.19% |
$1.51K - $1.79K
|
8.89K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.33K - $1.58K
|
15
$1.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$1.33K - $1.58K
|
15
$1.79K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.33K - $1.58K
|
15
$1.79K
|