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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
14+ 0.41% |
$1.24K - $1.47K
|
3.42K
$408K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14+ 0.0% |
$1.24K - $1.47K
|
42.3M
$5.04B
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.22% |
$1.15K - $1.37K
|
6.06K
$722K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 2.47% |
$1.15K - $1.37K
|
540
$64.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 9.92% |
$1.06K - $1.26K
|
133
$15.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11+ 0.42% |
$975 - $1.16K
|
2.62K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
11+ 0.07% |
$975 - $1.16K
|
15.6K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 16.42% |
$975 - $1.16K
|
78
$9.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
10+ 1.24% |
$886 - $1.05K
|
816
$97.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 5.26% |
$886 - $1.05K
|
200
$23.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 15.38% |
$709 - $842
|
60
$7.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8+ 0.05% |
$709 - $842
|
17.2K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 1.56% |
$709 - $842
|
520
$62K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
7+ 0.15% |
$620 - $736
|
4.66K
$556K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
7+ 0.06% |
$620 - $736
|
12.6K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.2% |
$620 - $736
|
3.51K
$418K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 1.29% |
$620 - $736
|
550
$65.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7+ 0.16% |
$620 - $736
|
4.31K
$514K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
6+ 1.12% |
$532 - $631
|
541
$64.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6+ 0.27% |
$532 - $631
|
2.27K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6+ 0.26% |
$532 - $631
|
2.31K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6+ 0.18% |
$532 - $631
|
3.36K
$401K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.58% |
$443 - $526
|
864
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 21.74% |
$443 - $526
|
28
$3.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.56% |
$443 - $526
|
905
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 6.94% |
$443 - $526
|
77
$9.18K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.13% |
$443 - $526
|
3.72K
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.09% |
$354 - $421
|
4.27K
$509K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 0.61% |
$354 - $421
|
660
$78.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.72% |
$354 - $421
|
563
$67.1K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4+ 3.05% |
$354 - $421
|
135
$16.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.48% |
$266 - $316
|
628
$74.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3+ 0.05% |
$266 - $316
|
5.91K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.17% |
$266 - $316
|
1.74K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.48% |
$266 - $316
|
206
$24.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
2+ 0.03% |
$177 - $210
|
7.22K
$861K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.07% |
$177 - $210
|
3.02K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2+ 3.17% |
$177 - $210
|
65
$7.75K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$88.6 - $105
|
537
$64K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$88.6 - $105
|
2.29K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.3% |
$88.6 - $105
|
78
$9.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.73% |
$88.6 - $105
|
138
$16.4K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.32% |
$88.6 - $105
|
77
$9.18K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2- 0.58% |
$177 - $210
|
341
$40.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.88% |
$177 - $210
|
224
$26.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3- 0.43% |
$266 - $316
|
687
$81.9K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3- 0.14% |
$266 - $316
|
2.21K
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5- 0.1% |
$443 - $526
|
5.03K
$599K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-5- 0.25% |
$443 - $526
|
2.02K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 25.0% |
$443 - $526
|
15
$1.79K
|