Purchases and Sales Made in Q1 2024 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q1 2024. The information is specifically focused on institutions that hold shares of PRUDENTIAL PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-49- 13.92% |
$941 - $1.07K
|
303
$5.45K
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-49- 50.0% |
$941 - $1.07K
|
49
$882
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-63- 22.42% |
$1.21K - $1.38K
|
218
$3.92K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-64- 63.37% |
$1.23K - $1.4K
|
37
$666
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-64- 28.7% |
$1.23K - $1.4K
|
159
$2.86K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-89- 75.42% |
$1.71K - $1.95K
|
29
$522
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-107- 57.53% |
$2.06K - $2.34K
|
79
$1.42K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-109- 32.44% |
$2.09K - $2.38K
|
227
$4.08K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-111- 24.78% |
$2.13K - $2.43K
|
337
$6.06K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-118- 1.02% |
$2.27K - $2.58K
|
11.5K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-139- 1.2% |
$2.67K - $3.04K
|
11.4K
$206K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-167- 15.59% |
$3.21K - $3.65K
|
904
$16.3K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-197- 0.52% |
$3.78K - $4.31K
|
37.7K
$679K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-197- 18.38% |
$3.78K - $4.31K
|
875
$15.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-203- 18.52% |
$3.9K - $4.44K
|
893
$16.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-233- 32.41% |
$4.48K - $5.1K
|
486
$8.74K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-240- 1.39% |
$4.61K - $5.25K
|
17K
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-434- 53.06% |
$8.34K - $9.49K
|
384
$6.91K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-444- 3.6% |
$8.53K - $9.71K
|
11.9K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-618- 9.7% |
$11.9K - $13.5K
|
5.75K
$103K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-671- 55.05% |
$12.9K - $14.7K
|
548
$9.86K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-689- 6.42% |
$13.2K - $15.1K
|
10K
$181K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-728- 1.71% |
$14K - $15.9K
|
41.9K
$754K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.08K- 0.92% |
$20.8K - $23.7K
|
116K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.12K- 7.85% |
$21.6K - $24.5K
|
13.2K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.63K- 73.67% |
$31.3K - $35.6K
|
582
$10.5K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.66K- 7.09% |
$31.8K - $36.2K
|
21.7K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.06K- 16.36% |
$39.6K - $45.1K
|
10.5K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.08K- 25.47% |
$40K - $45.5K
|
6.09K
$110K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 17.04% |
$43.7K - $49.8K
|
11.1K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.28K- 65.37% |
$63K - $71.8K
|
1.74K
$31.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.37K- 22.6% |
$64.8K - $73.8K
|
11.6K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.5K- 17.53% |
$67.3K - $76.6K
|
16.5K
$296K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.61K- 29.71% |
$69.4K - $79K
|
8.54K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-4K- 2.04% |
$76.9K - $87.6K
|
192K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.11K- 4.78% |
$79K - $90K
|
81.9K
$1.47M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 74.07% |
$83.6K - $95.1K
|
1.52K
$27.4K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.41K- 24.92% |
$84.8K - $96.5K
|
13.3K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.6K- 15.87% |
$108K - $122K
|
29.7K
$534K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.91K- 32.25% |
$113K - $129K
|
12.4K
$223K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-6.36K- 26.51% |
$122K - $139K
|
17.6K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.99K- 11.78% |
$134K - $153K
|
52.4K
$942K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.17K- 32.44% |
$138K - $157K
|
14.9K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.21K- 40.54% |
$138K - $158K
|
10.6K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.82K- 19.7% |
$169K - $193K
|
36K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-10.5K- 12.29% |
$202K - $229K
|
74.9K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.2K- 35.99% |
$293K - $333K
|
27.1K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-15.6K- 56.75% |
$300K - $341K
|
11.9K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.7KClosed |
$475K - $541K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-26.8K- 71.28% |
$515K - $586K
|
10.8K
$194K
|