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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
29.4KNew |
$718K - $1.01M
|
29.4K
$587K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55.8K+ 28.93% |
$1.36M - $1.92M
|
249K
$4.97M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
123New |
$3.01K - $4.22K
|
123
$2.46K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30New |
$734 - $1.03K
|
30
$600
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
138New |
$3.38K - $4.74K
|
138
$2.76K
|
|
Q4 2022 | |||||||
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-47Closed |
$864 - $1.29K
|
0
$0
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
22New |
$405 - $605
|
22
$440
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.35KNew |
$154K - $230K
|
8.35K
$167K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
33New |
$607 - $907
|
33
$660
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
980KNew |
$18M - $26.9M
|
980K
$19.6M
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
444+ 48.95% |
$8.17K - $12.2K
|
1.35K
$27K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.7K- 40.79% |
$216K - $322K
|
17K
$340K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
38New |
$699 - $1.04K
|
38
$760
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
360New |
$6.62K - $9.9K
|
360
$7.2K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.7K+ 32.28% |
$68.1K - $102K
|
15.2K
$304K
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-126K- 69.42% |
$2.32M - $3.47M
|
55.6K
$1.11M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-288- 1.24% |
$5.3K - $7.92K
|
23K
$460K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18New |
$331 - $495
|
18
$360
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
882New |
$16.2K - $24.2K
|
882
$17.6K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$282K - $422K
|
15.3K
$307K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
81New |
$1.49K - $2.23K
|
81
$1.62K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-228- 0.89% |
$4.19K - $6.27K
|
25.3K
$506K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
123New |
$2.26K - $3.38K
|
123
$2.46K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 0.87% |
$36.8 - $55
|
227
$4.54K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-300- 50.0% |
$5.52K - $8.25K
|
300
$6K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$221 - $330
|
12
$240
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
844New |
$15.5K - $23.2K
|
844
$16.9K
|
|
Q3 2022 | |||||||
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-116- 42.96% |
$1.31K - $2.96K
|
154
$3.08K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
89New |
$1K - $2.27K
|
89
$1.78K
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.5K+ 88.58% |
$107K - $242K
|
20.2K
$405K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 25.0% |
$1.13K - $2.55K
|
500
$10K
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.7KNew |
$143K - $323K
|
12.7K
$254K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
631New |
$7.12K - $16.1K
|
631
$12.6K
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.99K- 17.71% |
$33.8K - $76.3K
|
13.9K
$278K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
94New |
$1.06K - $2.4K
|
94
$1.88K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.19KNew |
$13.4K - $30.3K
|
1.19K
$23.8K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
249+ 202.44% |
$2.81K - $6.34K
|
372
$7.44K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
93New |
$2.05K - $2.79K
|
93
$1.86K
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-16.9KClosed |
$371K - $506K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-80Closed |
$1.76K - $2.4K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.13KClosed |
$179K - $244K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-369Closed |
$8.12K - $11.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.71KClosed |
$170K - $231K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-355Closed |
$7.81K - $10.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-205Closed |
$4.51K - $6.15K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.28K- 4.71% |
$28.2K - $38.4K
|
25.9K
$518K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-45KClosed |
$991K - $1.35M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-383Closed |
$8.43K - $11.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.68K+ 118.39% |
$191K - $260K
|
16K
$320K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.45K- 30.45% |
$120K - $163K
|
12.5K
$249K
|