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 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-481- 4.08% |
$42.6K - $50.6K
|
11.3K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-495- 9.33% |
$43.9K - $52.1K
|
4.81K
$573K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-497- 13.5% |
$44K - $52.3K
|
3.18K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-501- 17.6% |
$44.4K - $52.7K
|
2.35K
$279K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-504- 2.38% |
$44.7K - $53K
|
20.7K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-520- 9.65% |
$46.1K - $54.7K
|
4.87K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-521- 3.13% |
$46.2K - $54.8K
|
16.1K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-525- 4.25% |
$46.5K - $55.2K
|
11.8K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-527- 3.83% |
$46.7K - $55.4K
|
13.2K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-535- 20.01% |
$47.4K - $56.3K
|
2.14K
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-540- 10.81% |
$47.8K - $56.8K
|
4.46K
$531K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-545- 94.78% |
$48.3K - $57.3K
|
30
$3.58K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-546- 9.79% |
$48.4K - $57.4K
|
5.03K
$600K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-549- 2.44% |
$48.6K - $57.8K
|
21.9K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-555- 3.26% |
$49.2K - $58.4K
|
16.5K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-556- 1.08% |
$49.3K - $58.5K
|
50.7K
$6.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-563- 14.66% |
$49.9K - $59.2K
|
3.28K
$391K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-563- 2.2% |
$49.9K - $59.2K
|
25.1K
$2.99M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-572- 62.93% |
$50.7K - $60.2K
|
337
$40.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-604- 4.6% |
$53.5K - $63.5K
|
12.5K
$1.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-606- 23.51% |
$53.7K - $63.8K
|
1.97K
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-607- 5.25% |
$53.8K - $63.9K
|
11K
$1.31M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-610- 14.17% |
$54.1K - $64.2K
|
3.69K
$440K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-627- 12.05% |
$55.6K - $66K
|
4.58K
$546K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-628- 22.93% |
$55.6K - $66.1K
|
2.11K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-632- 13.74% |
$56K - $66.5K
|
3.97K
$473K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-634- 13.59% |
$56.2K - $66.7K
|
4.03K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-637- 22.46% |
$56.4K - $67K
|
2.2K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-646- 14.74% |
$57.2K - $68K
|
3.74K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-656- 9.89% |
$58.1K - $69K
|
5.98K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-660- 16.73% |
$58.5K - $69.4K
|
3.28K
$391K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-681- 11.21% |
$60.3K - $71.6K
|
5.4K
$643K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-689- 11.46% |
$61.1K - $72.5K
|
5.32K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-699- 19.6% |
$61.9K - $73.5K
|
2.87K
$342K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.11% |
$62K - $73.6K
|
21.8K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-700- 17.5% |
$62K - $73.6K
|
3.3K
$393K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-702- 11.4% |
$62.2K - $73.9K
|
5.46K
$650K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-723- 10.06% |
$64.1K - $76.1K
|
6.47K
$771K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-727- 9.79% |
$64.4K - $76.5K
|
6.7K
$798K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-732- 1.79% |
$64.9K - $77K
|
40.2K
$4.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-742- 7.3% |
$65.7K - $78.1K
|
9.43K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-747- 97.65% |
$66.2K - $78.6K
|
18
$2.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-749- 6.17% |
$66.4K - $78.8K
|
11.4K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-753- 0.74% |
$66.7K - $79.2K
|
102K
$12.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-758- 22.57% |
$67.2K - $79.7K
|
2.6K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-782- 4.33% |
$69.3K - $82.3K
|
17.3K
$2.06M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-784- 5.19% |
$69.5K - $82.5K
|
14.3K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-787- 19.12% |
$69.7K - $82.8K
|
3.33K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-795- 25.47% |
$70.4K - $83.6K
|
2.33K
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-836- 1.29% |
$74.1K - $88K
|
64K
$7.63M
|