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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
361New |
$41.4K - $46.8K
|
361
$39K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
360+ 4.12% |
$41.3K - $46.6K
|
9.09K
$981K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
355+ 2.95% |
$40.7K - $46K
|
12.4K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
352+ 0.36% |
$40.3K - $45.6K
|
97.6K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
352+ 1.04% |
$40.3K - $45.6K
|
34.4K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
349+ 0.18% |
$40K - $45.2K
|
196K
$21.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
331+ 9.72% |
$37.9K - $42.9K
|
3.74K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
329+ 19.36% |
$37.7K - $42.6K
|
2.03K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
327New |
$37.5K - $42.4K
|
327
$35.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
322+ 65.31% |
$36.9K - $41.7K
|
815
$88K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
319+ 66.32% |
$36.6K - $41.3K
|
800
$86.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
318New |
$36.4K - $41.2K
|
318
$34.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
315+ 7.7% |
$36.1K - $40.8K
|
4.41K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
314New |
$36K - $40.7K
|
314
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
314+ 8.21% |
$36K - $40.7K
|
4.14K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
310+ 2.27% |
$35.5K - $40.2K
|
14K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 3.11% |
$34.5K - $39K
|
9.98K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
301+ 8.19% |
$34.5K - $39K
|
3.98K
$429K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300+ 55.87% |
$34.4K - $38.9K
|
837
$90.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 13.48% |
$34.4K - $38.9K
|
2.53K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
298+ 17.96% |
$34.1K - $38.6K
|
1.96K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
295+ 6.91% |
$33.8K - $38.2K
|
4.56K
$493K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
294New |
$33.7K - $38.1K
|
294
$31.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
293+ 3.62% |
$33.6K - $37.9K
|
8.4K
$907K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
290+ 7.75% |
$33.2K - $37.6K
|
4.03K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
287New |
$32.9K - $37.2K
|
287
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
287+ 3.16% |
$32.9K - $37.2K
|
9.37K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
284+ 1.76% |
$32.5K - $36.8K
|
16.4K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
283+ 2.22% |
$32.4K - $36.7K
|
13.1K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
280+ 1.67% |
$32.1K - $36.3K
|
17.1K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
278+ 0.68% |
$31.9K - $36K
|
41K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
276New |
$31.6K - $35.7K
|
276
$29.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
259+ 6.41% |
$29.7K - $33.5K
|
4.3K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
254+ 29.43% |
$29.1K - $32.9K
|
1.12K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
251New |
$28.8K - $32.5K
|
251
$27.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
249+ 4.78% |
$28.5K - $32.3K
|
5.46K
$589K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
247New |
$28.3K - $32K
|
247
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
245+ 1.76% |
$28.1K - $31.7K
|
14.2K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
244+ 9.92% |
$28K - $31.6K
|
2.7K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
244+ 12.41% |
$28K - $31.6K
|
2.21K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
242+ 5.75% |
$27.7K - $31.3K
|
4.45K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
240+ 4.55% |
$27.5K - $31.1K
|
5.52K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
236+ 26.4% |
$27K - $30.6K
|
1.13K
$122K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
230+ 2.13% |
$26.4K - $29.8K
|
11.1K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
229+ 6.5% |
$26.2K - $29.7K
|
3.75K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
223+ 10.06% |
$25.6K - $28.9K
|
2.44K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
219+ 1.55% |
$25.1K - $28.4K
|
14.4K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
216+ 2.48% |
$24.8K - $28K
|
8.94K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
215New |
$24.6K - $27.8K
|
215
$23.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
213+ 19.05% |
$24.4K - $27.6K
|
1.33K
$144K
|