Purchases and Sales Made in Q4 2024 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.35KNew |
$21K - $25.6K
|
1.35K
$26.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.13K+ 95.83% |
$17.5K - $21.4K
|
2.3K
$45.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.08K+ 201.68% |
$16.8K - $20.5K
|
1.62K
$31.8K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.05K+ 52.63% |
$16.3K - $19.9K
|
3.04K
$59.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
935+ 0.85% |
$14.5K - $17.8K
|
111K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
883New |
$13.7K - $16.8K
|
883
$17.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
666+ 225.0% |
$10.3K - $12.6K
|
962
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
473+ 1.29% |
$7.34K - $8.98K
|
37.2K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
403New |
$6.25K - $7.65K
|
403
$7.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
311+ 2.39% |
$4.83K - $5.91K
|
13.3K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
288New |
$4.47K - $5.47K
|
288
$5.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
286+ 117.21% |
$4.44K - $5.43K
|
530
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 17.45% |
$3.65K - $4.46K
|
1.58K
$31.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
223New |
$3.46K - $4.23K
|
223
$4.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
217New |
$3.37K - $4.12K
|
217
$4.26K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
214+ 14.62% |
$3.32K - $4.06K
|
1.68K
$33K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
212New |
$3.29K - $4.03K
|
212
$4.16K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
207New |
$3.21K - $3.93K
|
207
$4.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
156+ 8.88% |
$2.42K - $2.96K
|
1.91K
$37.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
120+ 12.7% |
$1.86K - $2.28K
|
1.07K
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
114+ 0.82% |
$1.77K - $2.16K
|
14K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
105New |
$1.63K - $1.99K
|
105
$2.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
95New |
$1.47K - $1.8K
|
95
$1.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
91+ 193.62% |
$1.41K - $1.73K
|
138
$2.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
89New |
$1.38K - $1.69K
|
89
$1.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
73+ 0.0% |
$1.13K - $1.39K
|
2.14M
$42M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
60New |
$931 - $1.14K
|
60
$1.18K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37New |
$574 - $703
|
37
$727
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29New |
$450 - $551
|
29
$570
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28+ 2.95% |
$435 - $532
|
977
$19.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
22+ 13.17% |
$341 - $418
|
189
$3.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 4.86% |
$248 - $304
|
345
$6.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 1.28% |
$186 - $228
|
953
$18.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.7% |
$77.6 - $94.9
|
717
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.89% |
$31 - $38
|
226
$4.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 14.29% |
$31 - $38
|
16
$314
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 2.23% |
$62.1 - $76
|
175
$3.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9- 34.62% |
$140 - $171
|
17
$334
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16- 0.12% |
$248 - $304
|
13.4K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 60.0% |
$279 - $342
|
12
$236
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20- 10.42% |
$310 - $380
|
172
$3.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21- 3.17% |
$326 - $399
|
642
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 9.25% |
$326 - $399
|
206
$4.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 40.3% |
$419 - $513
|
40
$786
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47- 8.38% |
$729 - $893
|
514
$10.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 10.8% |
$838 - $1.03K
|
446
$8.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-90- 32.49% |
$1.4K - $1.71K
|
187
$3.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-94- 93.07% |
$1.46K - $1.79K
|
7
$137
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-107- 11.41% |
$1.66K - $2.03K
|
831
$16.3K
|