Purchases and Sales Made in Q4 2024 in Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU) during Q4 2024. 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 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
58+ 2.22% |
$6.65K - $7.51K
|
2.67K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
57+ 2.9% |
$6.53K - $7.38K
|
2.02K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
56+ 0.19% |
$6.42K - $7.25K
|
29.6K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
53New |
$6.07K - $6.86K
|
53
$5.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
52+ 0.32% |
$5.96K - $6.74K
|
16.2K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
52+ 1.42% |
$5.96K - $6.74K
|
3.72K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51+ 2.94% |
$5.84K - $6.61K
|
1.79K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
51+ 0.68% |
$5.84K - $6.61K
|
7.56K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
50+ 0.36% |
$5.73K - $6.48K
|
13.9K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$5.73K - $6.48K
|
50
$5.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
49+ 1.94% |
$5.61K - $6.35K
|
2.58K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
49+ 13.76% |
$5.61K - $6.35K
|
405
$43.7K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
49+ 0.56% |
$5.61K - $6.35K
|
8.84K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.8% |
$5.5K - $6.22K
|
6.02K
$650K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
48+ 21.24% |
$5.5K - $6.22K
|
274
$29.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
47New |
$5.39K - $6.09K
|
47
$5.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 6.14% |
$5.27K - $5.96K
|
795
$85.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
41+ 0.46% |
$4.7K - $5.31K
|
9.02K
$974K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
39+ 7.32% |
$4.47K - $5.05K
|
572
$61.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 7.63% |
$4.47K - $5.05K
|
550
$59.4K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
39New |
$4.47K - $5.05K
|
39
$4.21K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
38+ 1.61% |
$4.35K - $4.92K
|
2.4K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
37+ 0.7% |
$4.24K - $4.79K
|
5.29K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
37+ 0.27% |
$4.24K - $4.79K
|
13.5K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
36+ 1.21% |
$4.13K - $4.66K
|
3.01K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 1.02% |
$4.13K - $4.66K
|
3.55K
$384K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
35+ 0.65% |
$4.01K - $4.53K
|
5.39K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
34+ 0.18% |
$3.9K - $4.4K
|
19.2K
$2.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$3.78K - $4.27K
|
33
$3.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
33+ 0.98% |
$3.78K - $4.27K
|
3.41K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 3.76% |
$3.67K - $4.14K
|
884
$95.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
32New |
$3.67K - $4.14K
|
32
$3.46K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
30New |
$3.44K - $3.89K
|
30
$3.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
27+ 0.12% |
$3.09K - $3.5K
|
22.9K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
26New |
$2.98K - $3.37K
|
26
$2.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
25+ 0.27% |
$2.86K - $3.24K
|
9.13K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 0.17% |
$2.86K - $3.24K
|
14.8K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25+ 0.66% |
$2.86K - $3.24K
|
3.8K
$410K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
25New |
$2.86K - $3.24K
|
25
$2.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
24+ 0.09% |
$2.75K - $3.11K
|
25.9K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
23+ 0.4% |
$2.64K - $2.98K
|
5.79K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.79% |
$2.52K - $2.85K
|
2.82K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
22+ 1.2% |
$2.52K - $2.85K
|
1.85K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20+ 0.98% |
$2.29K - $2.59K
|
2.06K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
20+ 0.96% |
$2.29K - $2.59K
|
2.11K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 20.0% |
$2.29K - $2.59K
|
120
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
19+ 0.76% |
$2.18K - $2.46K
|
2.52K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
18+ 0.15% |
$2.06K - $2.33K
|
12.1K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18New |
$2.06K - $2.33K
|
18
$1.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
18+ 0.34% |
$2.06K - $2.33K
|
5.34K
$577K
|