Purchases and Sales Made in Q3 2024 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.64K+ 24.54% |
$74.6K - $89.7K
|
23.6K
$424K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.87K+ 11.81% |
$62.2K - $74.8K
|
36.6K
$659K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.64K+ 64.1% |
$58.5K - $70.4K
|
9.32K
$168K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.38K+ 10.15% |
$54.3K - $65.3K
|
36.7K
$660K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.03K+ 0.33% |
$48.7K - $58.6K
|
922K
$16.6M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.46K+ 4.49% |
$39.5K - $47.5K
|
57.1K
$1.03M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.39K+ 51.34% |
$38.5K - $46.3K
|
7.06K
$127K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 6.49% |
$35.5K - $42.7K
|
36.2K
$652K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.19K+ 2208.08% |
$35.1K - $42.3K
|
2.29K
$41.1K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2K+ 0.47% |
$32.1K - $38.6K
|
426K
$7.66M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.8K+ 15.41% |
$28.8K - $34.7K
|
13.4K
$242K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.69K+ 7.59% |
$27.2K - $32.7K
|
24K
$432K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 49.56% |
$16.4K - $19.8K
|
3.09K
$55.5K
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
976+ 8.1% |
$15.7K - $18.9K
|
13K
$234K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
526+ 2.56% |
$8.45K - $10.2K
|
21.1K
$379K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
485New |
$7.79K - $9.38K
|
485
$8.73K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
329New |
$5.29K - $6.36K
|
329
$5.92K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
318+ 37.06% |
$5.11K - $6.15K
|
1.18K
$21.2K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
296New |
$4.76K - $5.72K
|
296
$5.33K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
258+ 255.45% |
$4.15K - $4.99K
|
359
$6.46K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
231+ 2.07% |
$3.71K - $4.47K
|
11.4K
$205K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
225+ 0.88% |
$3.62K - $4.35K
|
25.9K
$466K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
221+ 36.29% |
$3.55K - $4.27K
|
830
$14.9K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
178+ 36.7% |
$2.86K - $3.44K
|
663
$11.9K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
167New |
$2.68K - $3.23K
|
167
$3K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
162+ 0.46% |
$2.6K - $3.13K
|
35.3K
$635K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
160New |
$2.57K - $3.09K
|
160
$2.88K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
150+ 0.88% |
$2.41K - $2.9K
|
17.1K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
132+ 0.45% |
$2.12K - $2.55K
|
29.8K
$535K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
130New |
$2.09K - $2.51K
|
130
$2.34K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124+ 59.62% |
$1.99K - $2.4K
|
332
$5.97K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111+ 96.52% |
$1.78K - $2.15K
|
226
$4.07K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 6.42% |
$1.7K - $2.05K
|
1.76K
$31.6K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
63+ 0.26% |
$1.01K - $1.22K
|
24K
$432K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
53+ 35.33% |
$852 - $1.02K
|
203
$3.65K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 5.02% |
$723 - $870
|
941
$16.9K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 7.88% |
$659 - $793
|
561
$10.1K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36New |
$579 - $696
|
36
$648
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30+ 27.52% |
$482 - $580
|
139
$2.5K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 135.0% |
$434 - $522
|
47
$846
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 4.0% |
$16.1 - $19.3
|
26
$468
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 22.22% |
$64.3 - $77.3
|
14
$252
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 0.25% |
$96.4 - $116
|
2.37K
$42.6K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 1.71% |
$129 - $155
|
459
$8.26K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 1.65% |
$145 - $174
|
536
$9.64K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 4.91% |
$209 - $251
|
252
$4.53K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-21- 1.41% |
$337 - $406
|
1.46K
$26.3K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-28- 47.46% |
$450 - $541
|
31
$558
|