Prudential (PUK) Institutional Ownership

$18.80
+0.49 (+2.68%)
(As of 04/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Prudential (NYSE:PUK)

Current
Institutional Ownership
Percentage
1.90%
Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$96.82M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$37.11M
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PUK Institutional Buying and Selling by Quarter

Prudential Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 SYSTM Wealth Solutions LLC8,543$165K0.0%-29.7%0.001%
4/23/2024 Gradient Investments LLC23,682$456K0.0%+7.8%0.002%
4/22/2024 Raymond James & Associates246,977$4.76M0.0%+8.9%0.018%
4/19/2024 First Trust Direct Indexing L.P.17,623$340K0.0%-26.5%0.001%
4/18/2024 Naviter Wealth LLC30,459$587K0.1%+51.4%0.002%
4/18/2024 Allspring Global Investments Holdings LLC3,903$75K0.0%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC51,442$991K0.0%+12.3%0.004%
4/10/2024 Park Avenue Securities LLC13,683$264K0.0%+24.6%0.001%
3/1/2024Goldman Sachs Group Inc.2,011,551$45.16M0.0%+15.8%0.146%
2/20/2024Covenant Partners LLC27,498$617K0.2%+5.9%0.002%
2/15/2024Cantor Fitzgerald L. P.45,057$1.01M0.2%N/A0.003%
2/13/2024Crossmark Global Holdings Inc.85,984$1.93M0.0%+9.1%0.006%
2/13/2024Optiver Holding B.V.226,109$5.11M0.0%N/A0.016%
2/13/2024CIBC Asset Management Inc80,802$1.81M0.0%-52.8%0.006%
2/12/2024Madison Asset Management LLC117,416$2.64M0.0%+9.0%0.009%
2/12/2024StoneX Group Inc.12,117$272K0.0%N/A0.001%
2/12/2024Catalytic Wealth RIA LLC17,976$404K0.2%N/A0.001%
2/12/2024Glassman Wealth Services1,183$27K0.0%+135.7%0.000%
2/9/2024EverSource Wealth Advisors LLC5,873$132K0.0%+13.6%0.000%
2/9/2024Aigen Investment Management LP12,454$280K0.0%N/A0.001%
2/9/2024Trexquant Investment LP9,482$213K0.0%N/A0.001%
2/9/2024PNC Financial Services Group Inc.15,453$347K0.0%-3.1%0.001%
2/8/2024AMG National Trust Bank99,663$2.24M0.1%-20.9%0.007%
2/8/2024Beacon Pointe Advisors LLC10,031$225K0.0%+5.1%0.001%
2/8/2024Quadrant Capital Group LLC6,370$143K0.0%+93.4%0.000%
2/8/2024Vanguard Personalized Indexing Management LLC23,353$524K0.0%+52.6%0.002%
2/8/2024Pinnacle Wealth Planning Services Inc.19,984$449K0.1%+3.3%0.001%
2/8/2024Advisor OS LLC9,370$210K0.0%N/A0.001%
2/7/2024Dimensional Fund Advisors LP913,220$20.50M0.0%+16.4%0.066%
2/7/2024QRG Capital Management Inc.18,321$411K0.0%-11.1%0.001%
2/7/2024BNP Paribas Financial Markets34,123$766K0.0%+398.5%0.002%
2/7/2024Principal Securities Inc.1,236$28K0.0%N/A0.000%
2/6/2024National Bank of Canada FI2,101$45K0.0%+198.0%0.000%
2/6/2024 Natixis Advisors L.P.537,636$12.07M0.0%+30.5%0.039%
2/6/2024 First Trust Direct Indexing L.P.23,979$538K0.0%-3.8%0.002%
2/5/2024Altrius Capital Management Inc278,654$6.26M1.7%+3.9%0.020%
2/5/2024Russell Investments Group Ltd.1,370$31K0.0%+369.2%0.000%
2/2/2024Truist Financial Corp41,710$936K0.0%+4.8%0.003%
2/1/2024Cetera Trust Company N.A4,820$108K0.1%N/A0.000%
2/1/2024Signaturefd LLC14,926$335K0.0%+183.0%0.001%
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1/26/2024Cerity Partners LLC16,658$374K0.0%+25.9%0.001%
1/25/2024HBK Sorce Advisory LLC12,246$275K0.0%+6.4%0.001%
1/18/2024 Gradient Investments LLC21,966$493K0.0%+81,255.6%0.002%
1/16/2024 Raymond James & Associates226,691$5.09M0.0%-6.2%0.016%
12/6/2023Citigroup Inc.11,816$259K0.0%-35.6%0.001%
11/16/2023Employees Retirement System of Texas5,384$118K0.0%N/A0.000%
11/15/2023Ramirez Asset Management Inc.216,248$4.74M1.0%N/A0.016%
11/15/2023Royal Bank of Canada2,104,380$46.13M0.0%+2.8%0.153%
11/14/2023Qube Research & Technologies Ltd140,250$3.07M0.0%+677.7%0.010%
11/13/2023 Natixis Advisors L.P.412,088$9.03M0.0%-14.0%0.030%
11/13/2023Northern Trust Corp1,331,838$29.19M0.0%+11.2%0.097%
11/13/2023Mariner LLC25,608$561K0.0%-29.6%0.002%
11/13/2023Acadian Asset Management LLC48,753$1.07M0.0%N/A0.004%
11/13/2023FMR LLC1,857,309$40.71M0.0%-6.4%0.135%
11/13/2023Envestnet Asset Management Inc.729,427$15.99M0.0%+31.5%0.053%
11/13/2023QRG Capital Management Inc.20,610$452K0.0%N/A0.001%
11/13/2023Causeway Capital Management LLC1,328,428$29.12M0.8%+42.1%0.096%
11/13/2023PNC Financial Services Group Inc.15,952$350K0.0%-2.9%0.001%
11/9/2023Wealth Alliance17,364$381K0.1%-9.0%0.001%
11/8/2023HighTower Advisors LLC13,183$293K0.0%-31.7%0.001%
11/8/2023Vanguard Personalized Indexing Management LLC15,301$335K0.0%-4.9%0.001%
11/8/2023AMG National Trust Bank125,986$2.76M0.1%-0.9%0.009%
11/8/2023Sequoia Financial Advisors LLC9,243$203K0.0%-14.0%0.001%
11/8/2023Janney Montgomery Scott LLC15,890$348K0.0%-2.9%0.001%
11/8/2023J.P. Morgan Private Wealth Advisors LLC77,541$1.70M0.0%+30.1%0.006%
11/8/2023Oppenheimer Asset Management Inc.99,183$2.17M0.0%+27.9%0.007%
11/8/2023Pinnacle Wealth Planning Services Inc.19,339$424K0.1%+10.0%0.001%
11/7/2023Quantbot Technologies LP17,695$388K0.0%N/A0.001%
11/7/2023Atria Investments Inc51,908$1.14M0.0%+2.5%0.004%
11/4/2023Signaturefd LLC5,274$116K0.0%+53.4%0.000%
11/1/2023Orion Portfolio Solutions LLC18,205$399K0.0%-17.0%0.001%
11/1/2023 Legacy Wealth Asset Management LLC24,412$535K0.2%-13.1%0.002%
10/31/2023Paradigm Asset Management Co. LLC4,500$99K0.0%-97.0%0.000%
10/30/2023 Yousif Capital Management LLC22,466$492K0.0%-3.3%0.002%
10/30/2023CIBC Asset Management Inc171,302$3.76M0.0%-24.5%0.012%
10/30/2023Altrius Capital Management Inc268,224$5.88M1.7%+3.3%0.019%
10/30/2023 First Trust Direct Indexing L.P.24,934$547K0.1%-24.7%0.002%
10/26/2023 Park Avenue Securities LLC10,653$234K0.0%N/A0.001%
10/26/2023Advisor Partners II LLC14,355$315K0.0%+4.2%0.001%
10/24/2023 Bank of New York Mellon Corp943,402$20.68M0.0%-3.8%0.069%
10/24/2023 Raymond James & Associates241,610$5.30M0.0%+1.4%0.018%
10/20/2023Covenant Partners LLC25,973$569K0.2%+34.4%0.002%
10/11/2023 CWM LLC2,830$62K0.0%+24.1%0.000%
9/5/2023Covenant Partners LLC19,318$547K0.2%-37.9%0.001%
8/14/2023Thomas White International Ltd.226,395$6.41M1.3%-2.8%0.016%
8/11/2023Sei Investments Co.262,841$7.44M0.0%-0.6%0.019%
8/11/2023Northern Trust Corp1,197,491$33.91M0.0%-3.0%0.087%
8/10/2023Optiver Holding B.V.161,627$4.55M0.0%-45.4%0.012%
8/10/2023Bessemer Group Inc.2,105$60K0.0%N/A0.000%
8/10/2023Quadrant Capital Group LLC2,696$76K0.0%+49.7%0.000%
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8/10/2023US Bancorp DE17,189$487K0.0%+295.4%0.001%
8/9/2023Highland Capital Management LLC24,224$686K0.0%+10.6%0.002%
8/9/2023Ellevest Inc.10,686$303K0.0%-18.0%0.001%
8/8/2023Kestra Private Wealth Services LLC7,231$205K0.0%N/A0.001%
8/8/2023Sequoia Financial Advisors LLC10,750$304K0.0%+6.1%0.001%
8/7/2023Pinnacle Wealth Planning Services Inc.17,579$498K0.1%-8.9%0.001%
8/7/2023Vestmark Advisory Solutions Inc.14,464$410K0.0%+7.9%0.001%
8/4/2023Parallel Advisors LLC1,098$31K0.0%+65.6%0.000%
8/4/2023HBK Sorce Advisory LLC11,581$328K0.0%-54.5%0.001%
8/4/2023Envestnet Asset Management Inc.554,589$15.71M0.0%-0.9%0.040%
(Data available from 1/1/2016 forward)

PUK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PUK shares?

During the previous two years, 136 institutional investors and hedge funds held shares of Prudential. The most heavily invested institutionals were Bank of America Corp DE ($96.41M), Royal Bank of Canada ($46.13M), Goldman Sachs Group Inc. ($45.16M), FMR LLC ($40.71M), Northern Trust Corp ($29.19M), Causeway Capital Management LLC ($29.12M), and Bank of Montreal Can ($24.23M).Learn more on PUK's institutional investors.

What percentage of Prudential stock is owned by institutional investors?

1.90% of Prudential stock is owned by institutional investors. Learn more on PUK's institutional investor holdings.

Which institutional investors have been buying Prudential stock?

Of the 121 institutional investors that purchased Prudential stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($969.45K), Causeway Capital Management LLC ($712.93K), Arete Wealth Advisors LLC ($689.91K), Bank of America Corp DE ($573.82K), Envestnet Asset Management Inc. ($559.21K), Optiver Holding B.V. ($522.15K), and OLD Mission Capital LLC ($339.69K).

How much institutional buying is happening at Prudential?

Institutional investors have bought a total of 9,206,395 shares in the last 24 months. This purchase volume represents approximately $233.72M in transactions.

Which Prudential major shareholders have been selling company stock?

Of the 64 institutional investors that sold Prudential stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($1.47M), Bank of America Corp DE ($918.83K), JPMorgan Chase & Co. ($357.98K), Bank of Montreal Can ($307.66K), Causeway Capital Management LLC ($298.78K), Rock Point Advisors LLC ($207.91K), and Paradigm Asset Management Co. LLC ($206.65K).

How much institutional selling is happening at Prudential?

Institutional investors have sold a total of 5,340,380 shares in the last 24 months. This volume of shares sold represents approximately $131.37M in transactions.


This page (NYSE:PUK) was last updated on 4/30/2024 by MarketBeat.com Staff

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