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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
150+ 1.01% |
$13.3K - $15.8K
|
15K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150+ 1.01% |
$13.3K - $15.8K
|
15K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
147+ 2.89% |
$13K - $15.5K
|
5.23K
$623K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
139+ 2.96% |
$12.3K - $14.6K
|
4.83K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
138+ 0.08% |
$12.2K - $14.5K
|
184K
$21.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
137New |
$12.1K - $14.4K
|
137
$16.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
135+ 2.9% |
$12K - $14.2K
|
4.79K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
132+ 1.96% |
$11.7K - $13.9K
|
6.85K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
131+ 23.77% |
$11.6K - $13.8K
|
682
$81.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
124+ 49.6% |
$11K - $13K
|
374
$44.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
118+ 1.84% |
$10.5K - $12.4K
|
6.53K
$778K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
118New |
$10.5K - $12.4K
|
118
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
117New |
$10.4K - $12.3K
|
117
$13.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
116New |
$10.3K - $12.2K
|
116
$13.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
113New |
$10K - $11.9K
|
113
$13.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
111+ 0.93% |
$9.84K - $11.7K
|
12K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
110+ 0.29% |
$9.75K - $11.6K
|
37.9K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
108New |
$9.57K - $11.4K
|
108
$12.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
105+ 77.21% |
$9.3K - $11K
|
241
$28.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
105+ 6.3% |
$9.3K - $11K
|
1.77K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
102+ 13.67% |
$9.04K - $10.7K
|
848
$101K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
102+ 17.96% |
$9.04K - $10.7K
|
670
$79.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
102+ 0.16% |
$9.04K - $10.7K
|
62.2K
$7.41M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100+ 12.11% |
$8.86K - $10.5K
|
926
$110K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100New |
$8.86K - $10.5K
|
100
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$8.86K - $10.5K
|
100
$11.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
91+ 3.29% |
$8.06K - $9.57K
|
2.86K
$340K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
90+ 1.65% |
$7.97K - $9.47K
|
5.53K
$659K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
90+ 0.16% |
$7.97K - $9.47K
|
57.3K
$6.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
88New |
$7.8K - $9.26K
|
88
$10.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
88+ 1.57% |
$7.8K - $9.26K
|
5.68K
$677K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
85New |
$7.53K - $8.94K
|
85
$10.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
83+ 0.72% |
$7.35K - $8.73K
|
11.5K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
78+ 0.86% |
$6.91K - $8.21K
|
9.17K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
77+ 2.41% |
$6.82K - $8.1K
|
3.28K
$390K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
76New |
$6.73K - $8K
|
76
$9.05K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
75+ 3.43% |
$6.65K - $7.89K
|
2.26K
$269K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 4.3% |
$6.65K - $7.89K
|
1.82K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
74New |
$6.56K - $7.79K
|
74
$8.82K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
74New |
$6.56K - $7.79K
|
74
$8.82K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
73New |
$6.47K - $7.68K
|
73
$8.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
73+ 2.14% |
$6.47K - $7.68K
|
3.48K
$414K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
73+ 0.27% |
$6.47K - $7.68K
|
27.5K
$3.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
72+ 1.01% |
$6.38K - $7.58K
|
7.2K
$858K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 44.59% |
$6.2K - $7.36K
|
227
$27K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
68+ 2.87% |
$6.03K - $7.15K
|
2.44K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
67+ 2.72% |
$5.94K - $7.05K
|
2.53K
$302K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
61+ 1.22% |
$5.41K - $6.42K
|
5.07K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61+ 0.11% |
$5.41K - $6.42K
|
57.9K
$6.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
60+ 1.4% |
$5.32K - $6.31K
|
4.34K
$516K
|