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 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-58- 6.09% |
$5.14K - $6.1K
|
894
$107K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-59- 1.0% |
$5.23K - $6.21K
|
5.86K
$699K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-59- 2.53% |
$5.23K - $6.21K
|
2.27K
$270K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-61- 5.29% |
$5.41K - $6.42K
|
1.09K
$130K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-61- 5.67% |
$5.41K - $6.42K
|
1.02K
$121K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-62- 2.02% |
$5.49K - $6.52K
|
3.01K
$359K
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-62- 1.37% |
$5.49K - $6.52K
|
4.48K
$533K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-65- 0.85% |
$5.76K - $6.84K
|
7.6K
$906K
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-65- 0.46% |
$5.76K - $6.84K
|
14K
$1.67M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-66- 0.21% |
$5.85K - $6.94K
|
30.7K
$3.66M
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-67- 1.02% |
$5.94K - $7.05K
|
6.49K
$773K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-71- 0.79% |
$6.29K - $7.47K
|
8.95K
$1.07M
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-75- 3.24% |
$6.65K - $7.89K
|
2.24K
$267K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-77- 1.18% |
$6.82K - $8.1K
|
6.44K
$768K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-80- 2.28% |
$7.09K - $8.42K
|
3.43K
$409K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-84- 8.41% |
$7.44K - $8.84K
|
915
$109K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-84- 8.41% |
$7.44K - $8.84K
|
915
$109K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-85- 75.89% |
$7.53K - $8.94K
|
27
$3.22K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-87- 38.84% |
$7.71K - $9.15K
|
137
$16.3K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-88- 2.92% |
$7.8K - $9.26K
|
2.93K
$349K
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-90- 40.72% |
$7.97K - $9.47K
|
131
$15.6K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-90- 1.16% |
$7.97K - $9.47K
|
7.69K
$917K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-91- 10.42% |
$8.06K - $9.57K
|
782
$93.2K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 3.72% |
$8.06K - $9.57K
|
2.35K
$281K
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-93- 0.62% |
$8.24K - $9.78K
|
14.9K
$1.77M
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-95- 38.31% |
$8.42K - $9.99K
|
153
$18.2K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-96- 2.68% |
$8.51K - $10.1K
|
3.48K
$415K
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-96- 3.42% |
$8.51K - $10.1K
|
2.72K
$324K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-97- 2.48% |
$8.6K - $10.2K
|
3.82K
$455K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-98- 1.74% |
$8.68K - $10.3K
|
5.52K
$658K
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-100- 2.13% |
$8.86K - $10.5K
|
4.59K
$547K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 17.39% |
$8.86K - $10.5K
|
475
$56.6K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-100- 0.7% |
$8.86K - $10.5K
|
14.3K
$1.7M
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-100- 2.46% |
$8.86K - $10.5K
|
3.96K
$472K
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-100- 20.2% |
$8.86K - $10.5K
|
395
$47.1K
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-100- 3.86% |
$8.86K - $10.5K
|
2.49K
$297K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 21.6% |
$8.86K - $10.5K
|
363
$43.3K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-104- 2.2% |
$9.22K - $10.9K
|
4.63K
$552K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 2.42% |
$9.22K - $10.9K
|
4.19K
$500K
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-105- 0.83% |
$9.3K - $11K
|
12.5K
$1.5M
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-105- 1.47% |
$9.3K - $11K
|
7.04K
$839K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-110- 5.76% |
$9.75K - $11.6K
|
1.8K
$215K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-112- 49.78% |
$9.92K - $11.8K
|
113
$13.5K
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-116- 4.37% |
$10.3K - $12.2K
|
2.54K
$303K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-127- 1.39% |
$11.3K - $13.4K
|
9K
$1.07M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-129- 4.62% |
$11.4K - $13.6K
|
2.66K
$317K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-130- 3.07% |
$11.5K - $13.7K
|
4.1K
$489K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-130- 5.74% |
$11.5K - $13.7K
|
2.14K
$255K
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-131- 3.06% |
$11.6K - $13.8K
|
4.15K
$494K
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-132- 5.56% |
$11.7K - $13.9K
|
2.24K
$267K
|