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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
600+ 43.17% |
$53.2K - $63.1K
|
1.99K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
588New |
$52.1K - $61.9K
|
588
$70.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
576+ 23.49% |
$51K - $60.6K
|
3.03K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
575+ 0.88% |
$51K - $60.5K
|
66K
$7.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
565+ 71.07% |
$50.1K - $59.4K
|
1.36K
$162K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
555+ 3.45% |
$49.2K - $58.4K
|
16.6K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
550+ 7.0% |
$48.7K - $57.9K
|
8.4K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
524+ 5.8% |
$46.4K - $55.1K
|
9.56K
$1.14M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
522+ 100.0% |
$46.3K - $54.9K
|
1.04K
$124K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
498New |
$44.1K - $52.4K
|
498
$59.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
490+ 13.09% |
$43.4K - $51.6K
|
4.23K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
485+ 10.43% |
$43K - $51K
|
5.14K
$612K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
481+ 1.75% |
$42.6K - $50.6K
|
27.9K
$3.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
480+ 4.57% |
$42.5K - $50.5K
|
11K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
479+ 13.13% |
$42.4K - $50.4K
|
4.13K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
477+ 0.3% |
$42.3K - $50.2K
|
159K
$18.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
472+ 2.59% |
$41.8K - $49.7K
|
18.7K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
469+ 8.39% |
$41.6K - $49.3K
|
6.06K
$722K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
459+ 18.51% |
$40.7K - $48.3K
|
2.94K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
459+ 3.82% |
$40.7K - $48.3K
|
12.5K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
454+ 10.03% |
$40.2K - $47.8K
|
4.98K
$594K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
453+ 20.78% |
$40.1K - $47.7K
|
2.63K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
447New |
$39.6K - $47K
|
447
$53.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
441+ 20.29% |
$39.1K - $46.4K
|
2.61K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
441+ 119.51% |
$39.1K - $46.4K
|
810
$96.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
440+ 0.32% |
$39K - $46.3K
|
137K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
440+ 4.18% |
$39K - $46.3K
|
11K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
435+ 4.82% |
$38.5K - $45.8K
|
9.47K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
433+ 21.35% |
$38.4K - $45.6K
|
2.46K
$293K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
433+ 1.34% |
$38.4K - $45.6K
|
32.7K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
433+ 5.75% |
$38.4K - $45.6K
|
7.96K
$948K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
432+ 9.89% |
$38.3K - $45.5K
|
4.8K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
432+ 9.49% |
$38.3K - $45.5K
|
4.98K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
428New |
$37.9K - $45K
|
428
$51K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
421+ 30.29% |
$37.3K - $44.3K
|
1.81K
$216K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
416+ 105.05% |
$36.9K - $43.8K
|
812
$96.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
408+ 9.16% |
$36.2K - $42.9K
|
4.86K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
402+ 0.52% |
$35.6K - $42.3K
|
78K
$9.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
400New |
$35.4K - $42.1K
|
400
$47.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
398+ 2.9% |
$35.3K - $41.9K
|
14.1K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
393+ 3.15% |
$34.8K - $41.3K
|
12.9K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
390+ 1.01% |
$34.6K - $41K
|
39K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
375+ 0.51% |
$33.2K - $39.5K
|
74.4K
$8.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
366+ 1.32% |
$32.4K - $38.5K
|
28K
$3.34M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
365New |
$32.3K - $38.4K
|
365
$43.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
357+ 9.15% |
$31.6K - $37.6K
|
4.26K
$508K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
355+ 12.83% |
$31.5K - $37.3K
|
3.12K
$372K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
346New |
$30.7K - $36.4K
|
346
$41.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
344+ 3.48% |
$30.5K - $36.2K
|
10.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
336+ 2.93% |
$29.8K - $35.4K
|
11.8K
$1.41M
|