Purchases and Sales Made in Q4 2022 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.15K+ 7.28% |
$94.7K - $142K
|
76K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.82K+ 21.24% |
$88.7K - $133K
|
27.5K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.64K+ 1.56% |
$85.3K - $127K
|
302K
$5.44M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.14K+ 8.89% |
$76.2K - $114K
|
50.7K
$913K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.7K+ 32.28% |
$68.1K - $102K
|
15.2K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.51K+ 6.95% |
$46.1K - $68.9K
|
38.6K
$694K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.38K+ 240.83% |
$43.7K - $65.3K
|
3.36K
$60.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.89KNew |
$34.7K - $51.8K
|
1.89K
$33.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.85KNew |
$34K - $50.8K
|
1.85K
$33.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.42K+ 10.64% |
$26.1K - $39K
|
14.8K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.31K+ 1.18% |
$24.1K - $36K
|
112K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.24K+ 0.82% |
$22.8K - $34.1K
|
152K
$2.74M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 9.73% |
$21.8K - $32.6K
|
13.4K
$241K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 94.33% |
$21.7K - $32.5K
|
2.43K
$43.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
905New |
$16.6K - $24.9K
|
905
$16.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
882New |
$16.2K - $24.2K
|
882
$15.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
844New |
$15.5K - $23.2K
|
844
$15.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
645+ 15.08% |
$11.9K - $17.7K
|
4.92K
$88.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
493New |
$9.07K - $13.6K
|
493
$8.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
444+ 48.95% |
$8.17K - $12.2K
|
1.35K
$24.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
379+ 53.46% |
$6.97K - $10.4K
|
1.09K
$19.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
360New |
$6.62K - $9.9K
|
360
$6.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
332+ 51.63% |
$6.11K - $9.13K
|
975
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
283New |
$5.2K - $7.78K
|
283
$5.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
237New |
$4.36K - $6.52K
|
237
$4.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
197+ 36.82% |
$3.62K - $5.42K
|
732
$13.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180New |
$3.31K - $4.95K
|
180
$3.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
168+ 92.82% |
$3.09K - $4.62K
|
349
$6.28K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
138+ 287.5% |
$2.54K - $3.79K
|
186
$3.35K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
129+ 1.5% |
$2.37K - $3.55K
|
8.75K
$157K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
123New |
$2.26K - $3.38K
|
123
$2.21K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96New |
$1.77K - $2.64K
|
96
$1.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
95+ 148.44% |
$1.75K - $2.61K
|
159
$2.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
88+ 0.83% |
$1.62K - $2.42K
|
10.7K
$193K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
81New |
$1.49K - $2.23K
|
81
$1.46K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65New |
$1.2K - $1.79K
|
65
$1.17K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
63New |
$1.16K - $1.73K
|
63
$1.13K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 26.58% |
$1.09K - $1.62K
|
281
$5.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
43+ 7.21% |
$791 - $1.18K
|
639
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
38New |
$699 - $1.04K
|
38
$684
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 15.86% |
$662 - $990
|
263
$4.73K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
33New |
$607 - $907
|
33
$594
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
32New |
$588 - $880
|
32
$576
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
30+ 8.09% |
$552 - $825
|
401
$7.21K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$497 - $742
|
27
$486
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
22New |
$405 - $605
|
22
$396
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18New |
$331 - $495
|
18
$324
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$221 - $330
|
12
$216
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.57% |
$110 - $165
|
389
$7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$110 - $165
|
6
$108
|