Purchases and Sales Made in Q1 2025 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
239New |
$3.48K - $5.24K
|
239
$5.9K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
216New |
$3.14K - $4.73K
|
216
$5.34K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
212+ 1.02% |
$3.08K - $4.65K
|
21K
$518K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
184New |
$2.68K - $4.03K
|
184
$4.54K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
121New |
$1.76K - $2.65K
|
121
$2.99K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
121+ 0.38% |
$1.76K - $2.65K
|
32K
$792K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
109New |
$1.58K - $2.39K
|
109
$2.69K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
96+ 42.48% |
$1.4K - $2.1K
|
322
$7.95K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
96New |
$1.4K - $2.1K
|
96
$2.37K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92New |
$1.34K - $2.02K
|
92
$2.27K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
89New |
$1.29K - $1.95K
|
89
$2.2K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72+ 52.17% |
$1.05K - $1.58K
|
210
$5.19K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
67New |
$974 - $1.47K
|
67
$1.65K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
64New |
$931 - $1.4K
|
64
$1.58K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
59+ 0.05% |
$858 - $1.29K
|
112K
$2.76M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
44New |
$640 - $964
|
44
$1.09K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37+ 100.0% |
$538 - $811
|
74
$1.83K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 16.5% |
$494 - $745
|
240
$5.93K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 6.1% |
$407 - $614
|
487
$12K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28New |
$407 - $614
|
28
$692
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
16+ 3.02% |
$233 - $351
|
546
$13.5K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 166.67% |
$218 - $329
|
24
$593
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9New |
$131 - $197
|
9
$222
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 1.14% |
$29.1 - $43.8
|
173
$4.27K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 0.05% |
$29.1 - $43.8
|
4.36K
$108K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 31.25% |
$72.7 - $110
|
11
$272
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 0.68% |
$160 - $241
|
1.61K
$39.7K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16- 4.64% |
$233 - $351
|
329
$8.13K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 5.38% |
$349 - $526
|
422
$10.4K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 75.0% |
$436 - $658
|
10
$247
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-37- 50.0% |
$538 - $811
|
37
$914
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-41- 7.98% |
$596 - $899
|
473
$11.7K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-73- 34.43% |
$1.06K - $1.6K
|
139
$3.43K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-114- 6.79% |
$1.66K - $2.5K
|
1.56K
$38.6K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-140- 13.15% |
$2.04K - $3.07K
|
925
$22.8K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-160- 1.12% |
$2.33K - $3.51K
|
14.1K
$349K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-202- 90.58% |
$2.94K - $4.43K
|
21
$519
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-290- 21.26% |
$4.22K - $6.36K
|
1.07K
$26.5K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-298- 6.31% |
$4.33K - $6.53K
|
4.42K
$109K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-394- 16.37% |
$5.73K - $8.64K
|
2.01K
$49.7K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-657- 41.53% |
$9.55K - $14.4K
|
925
$22.8K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-716- 99.86% |
$10.4K - $15.7K
|
1
$24.7
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-804- 42.41% |
$11.7K - $17.6K
|
1.09K
$27K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-953Closed |
$13.9K - $20.9K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1K- 34.48% |
$14.5K - $21.9K
|
1.9K
$46.9K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.13K- 8.5% |
$16.4K - $24.7K
|
12.1K
$300K
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.76K- 13.09% |
$25.6K - $38.5K
|
11.7K
$288K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.94K- 34.45% |
$28.1K - $42.4K
|
3.68K
$91K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.97K- 37.52% |
$28.6K - $43.1K
|
3.28K
$80.9K
|