Latest Institutional Transactions on Prudential PLC (PUK)
This table provides information on the latest institutional transactions involving Prudential PLC (PUK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
156New |
$2.69K - $3.27K
|
156
$3.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-86- 39.45% |
$1.48K - $1.8K
|
132
$3.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$1.73K - $2.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21New |
$362 - $441
|
21
$520
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44K+ 1.55% |
$760K - $924K
|
2.88M
$71.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-31- 79.49% |
$535 - $650
|
8
$198
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.1K- 24.63% |
$36.3K - $44.1K
|
6.44K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.54% |
$17.3 - $21
|
186
$4.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.77K- 29.57% |
$117K - $142K
|
16.1K
$400K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.64K- 33.85% |
$149K - $181K
|
16.9K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8+ 53.33% |
$138 - $168
|
23
$570
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
174+ 1.62% |
$3K - $3.65K
|
10.9K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.3KNew |
$179K - $217K
|
10.3K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.89K- 7.32% |
$32.6K - $39.7K
|
23.9K
$593K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
74New |
$1.28K - $1.55K
|
74
$1.83K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
351New |
$6.06K - $7.36K
|
351
$8.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 44.05% |
$1.28K - $1.55K
|
242
$6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
108New |
$1.86K - $2.27K
|
108
$2.68K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-111- 24.78% |
$2.13K - $2.43K
|
337
$8.35K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-240- 1.39% |
$4.61K - $5.25K
|
17K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
3.15KNew |
$60.5K - $68.9K
|
3.15K
$78K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
379+ 3.78% |
$7.28K - $8.29K
|
10.4K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-689- 6.42% |
$13.2K - $15.1K
|
10K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.63K- 73.67% |
$31.3K - $35.6K
|
582
$14.4K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
96.5K+ 34.63% |
$1.85M - $2.11M
|
375K
$9.3M
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-49- 50.0% |
$941 - $1.07K
|
49
$1.21K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-89- 75.42% |
$1.71K - $1.95K
|
29
$719
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
9.35KNew |
$188K - $221K
|
9.35K
$232K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22New |
$442 - $521
|
22
$545
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
244New |
$4.9K - $5.78K
|
244
$6.05K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$241 - $284
|
12
$297
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
36.1KNew |
$727K - $856K
|
36.1K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-901- 7.7% |
$18.1K - $21.3K
|
10.8K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.4KNew |
$228K - $269K
|
11.4K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
20.6KNew |
$414K - $487K
|
20.6K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
681+ 135.66% |
$13.7K - $16.1K
|
1.18K
$29.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
987New |
$19.8K - $23.4K
|
987
$24.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
323New |
$6.49K - $7.65K
|
323
$8K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
6.22K+ 67.04% |
$125K - $147K
|
15.5K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 25.0% |
$402 - $473
|
60
$1.49K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24+ 85.71% |
$482 - $568
|
52
$1.29K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
736+ 6.39% |
$14.8K - $17.4K
|
12.2K
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-200- 1.88% |
$4.02K - $4.73K
|
10.4K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37New |
$744 - $876
|
37
$917
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-232- 69.46% |
$4.66K - $5.49K
|
102
$2.53K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
32New |
$696 - $911
|
32
$793
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
119New |
$2.59K - $3.39K
|
119
$2.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
5.38KNew |
$117K - $153K
|
5.38K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
26K+ 149.58% |
$566K - $741K
|
43.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-72.1K- 37.69% |
$1.57M - $2.05M
|
119K
$2.95M
|
|