Institutional Ownership Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
530
shares
|
$8,813
0.0% of portfolio
|
Q4 2024
Added 117.21%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
502
shares
|
$8,348
0.0% of portfolio
|
Q2 2024
Reduced 99.74%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$8,315
0.0% of portfolio
|
Q3 2022
Added 25.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
459
shares
|
$7,633
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
446
shares
|
$7,416
0.0% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
359
shares
|
$5,970
0.0% of portfolio
|
Q3 2024
Added 255.45%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
345
shares
|
$5,737
0.0% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
332
shares
|
$5,521
0.0% of portfolio
|
Q3 2024
Added 59.62%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
277
shares
|
$4,606
0.0% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
275
shares
|
$4,573
0.0% of portfolio
|
Q2 2022
Reduced 20.29%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
256
shares
|
$4,257
0.0% of portfolio
|
Q3 2024
Reduced 40.19%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
252
shares
|
$4,190
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
244
shares
|
$4,057
0.0% of portfolio
|
Q2 2022
Reduced 69.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
227
shares
|
$3,775
0.0% of portfolio
|
Q1 2024
Reduced 32.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
226
shares
|
$3,758
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
226
shares
|
$3,758
0.0% of portfolio
|
Q3 2024
Added 96.52%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
217
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
212
shares
|
$3,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
192
shares
|
$3,192
0.0% of portfolio
|
Q2 2024
Reduced 18.99%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
191
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
Reduced 98.06%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
189
shares
|
$3,143
0.0% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
186
shares
|
$3,093
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
184
shares
|
$3,059
0.0% of portfolio
|
Q3 2024
Reduced 81.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
181
shares
|
$3,010
0.0% of portfolio
|
Q2 2020
Added 22.99%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
179
shares
|
$2,976
0.0% of portfolio
|
Q2 2024
Added 64.22%
|