Purchases and Sales Made in Q3 2023 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.4K+ 5.78% |
$30.4K - $39.9K
|
25.6K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.29K+ 15.21% |
$27.9K - $36.6K
|
9.73K
$175K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 2.52% |
$27.8K - $36.4K
|
51.9K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01K+ 1.68% |
$22K - $28.9K
|
61.5K
$1.11M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
908+ 5.04% |
$19.7K - $25.9K
|
18.9K
$340K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
797+ 160.36% |
$17.3K - $22.7K
|
1.29K
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
720+ 6.05% |
$15.7K - $20.5K
|
12.6K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
687+ 29.87% |
$14.9K - $19.6K
|
2.99K
$53.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
597+ 22.14% |
$13K - $17K
|
3.29K
$59.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
576+ 4.18% |
$12.5K - $16.4K
|
14.4K
$258K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
549+ 24.07% |
$11.9K - $15.6K
|
2.83K
$50.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
448New |
$9.74K - $12.8K
|
448
$8.06K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
435+ 906.25% |
$9.46K - $12.4K
|
483
$8.69K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400+ 8.38% |
$8.7K - $11.4K
|
5.17K
$93K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
331+ 2.9% |
$7.2K - $9.42K
|
11.7K
$211K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
245+ 28.62% |
$5.33K - $6.98K
|
1.1K
$19.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
232+ 2.49% |
$5.04K - $6.61K
|
9.55K
$172K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
204+ 51.65% |
$4.43K - $5.81K
|
599
$10.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
198+ 430.43% |
$4.3K - $5.64K
|
244
$4.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
182+ 84.26% |
$3.96K - $5.18K
|
398
$7.16K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
162New |
$3.52K - $4.61K
|
162
$2.91K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
160New |
$3.48K - $4.56K
|
160
$2.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
156+ 0.4% |
$3.39K - $4.44K
|
38.8K
$698K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
119New |
$2.59K - $3.39K
|
119
$2.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$2.17K - $2.85K
|
100
$1.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
57+ 18.15% |
$1.24K - $1.62K
|
371
$6.67K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
48New |
$1.04K - $1.37K
|
48
$864
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
47+ 4.01% |
$1.02K - $1.34K
|
1.22K
$21.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
42+ 0.1% |
$913 - $1.2K
|
42.9K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
39+ 26.53% |
$848 - $1.11K
|
186
$3.35K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
32New |
$696 - $911
|
32
$576
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
29New |
$630 - $826
|
29
$522
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
28New |
$609 - $797
|
28
$504
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
27New |
$587 - $769
|
27
$486
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 35.85% |
$413 - $541
|
72
$1.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
19+ 4.47% |
$413 - $541
|
444
$7.99K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 8.13% |
$370 - $484
|
226
$4.07K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16New |
$348 - $456
|
16
$288
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-11- 9.48% |
$239 - $313
|
105
$1.89K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20- 6.41% |
$435 - $569
|
292
$5.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 1.91% |
$457 - $598
|
1.08K
$19.4K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 1.91% |
$457 - $598
|
1.08K
$19.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29- 10.62% |
$630 - $826
|
244
$4.39K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30- 6.38% |
$652 - $854
|
440
$7.92K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-31- 16.32% |
$674 - $883
|
159
$2.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-36- 6.69% |
$783 - $1.02K
|
502
$9.03K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-49- 0.44% |
$1.07K - $1.4K
|
11.1K
$199K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-71- 0.61% |
$1.54K - $2.02K
|
11.5K
$207K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-73- 4.05% |
$1.59K - $2.08K
|
1.73K
$31.1K
|