Purchases and Sales Made in Q4 2023 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
BUY
|
- |
98New |
$1.97K - $2.32K
|
98
$1.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93+ 3.11% |
$1.87K - $2.2K
|
3.08K
$55.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
89New |
$1.79K - $2.11K
|
89
$1.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
80+ 21.74% |
$1.61K - $1.89K
|
448
$8.06K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
57New |
$1.15K - $1.35K
|
57
$1.03K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37New |
$744 - $876
|
37
$666
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
32New |
$643 - $757
|
32
$576
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24+ 85.71% |
$482 - $568
|
52
$935
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
23+ 85.19% |
$462 - $544
|
50
$899
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
22New |
$442 - $521
|
22
$396
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22New |
$442 - $521
|
22
$396
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 2.04% |
$442 - $521
|
1.1K
$19.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 7.96% |
$362 - $426
|
244
$4.39K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$241 - $284
|
12
$216
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 25.81% |
$161 - $189
|
39
$702
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 3.7% |
$121 - $142
|
168
$3.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4+ 0.9% |
$80.4 - $94.7
|
448
$8.06K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.28% |
$20.1 - $23.7
|
352
$6.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.08% |
$20.1 - $23.7
|
1.22K
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.06% |
$20.1 - $23.7
|
1.73K
$31.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 20.83% |
$302 - $355
|
57
$1.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 25.0% |
$402 - $473
|
60
$1.08K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 13.21% |
$422 - $497
|
138
$2.48K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 2.72% |
$603 - $710
|
1.07K
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-32- 0.39% |
$643 - $757
|
8.17K
$147K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 9.43% |
$704 - $828
|
336
$6.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-69- 15.68% |
$1.39K - $1.63K
|
371
$6.67K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-126- 51.64% |
$2.53K - $2.98K
|
118
$2.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-158- 1.35% |
$3.18K - $3.74K
|
11.6K
$208K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-198- 1.18% |
$3.98K - $4.69K
|
16.6K
$299K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-200- 1.88% |
$4.02K - $4.73K
|
10.4K
$187K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-232- 69.46% |
$4.66K - $5.49K
|
102
$1.83K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-254- 8.98% |
$5.11K - $6.01K
|
2.58K
$46.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-276- 2.19% |
$5.55K - $6.53K
|
12.3K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-282- 0.66% |
$5.67K - $6.67K
|
42.6K
$767K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-374- 77.43% |
$7.52K - $8.85K
|
109
$1.96K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-453- 1.86% |
$9.11K - $10.7K
|
24K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-499- 3.13% |
$10K - $11.8K
|
15.5K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-901- 2.32% |
$18.1K - $21.3K
|
37.9K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-901- 7.7% |
$18.1K - $21.3K
|
10.8K
$194K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-955- 3.83% |
$19.2K - $22.6K
|
24K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 6.77% |
$21.6K - $25.4K
|
14.8K
$267K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.08K- 82.92% |
$21.8K - $25.6K
|
223
$4.01K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.13K- 6.18% |
$22.8K - $26.8K
|
17.2K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.68K- 14.18% |
$33.7K - $39.7K
|
10.1K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.86K- 5.01% |
$37.4K - $44.1K
|
35.3K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.97K- 17.57% |
$39.5K - $46.5K
|
9.23K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.17K- 20.4% |
$43.7K - $51.5K
|
8.49K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.2K- 3.57% |
$44.2K - $52.1K
|
59.3K
$1.07M
|