Latest Institutional Transactions on Primerica, Inc. (PRI)
This table provides information on the latest institutional transactions involving Primerica, Inc. (PRI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.9KNew |
$549K - $623K
|
2.9K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3- 0.11% |
$567 - $643
|
2.77K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-104- 16.46% |
$19.7K - $22.3K
|
528
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
333New |
$62.9K - $71.4K
|
333
$91.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-785- 63.82% |
$148K - $168K
|
445
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.46K - $2.79K
|
13
$3.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-515- 32.31% |
$97.3K - $110K
|
1.08K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-239- 3.62% |
$45.2K - $51.3K
|
6.37K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$435K - $494K
|
2.3K
$634K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 76.92% |
$1.89K - $2.14K
|
3
$826
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3New |
$567 - $643
|
3
$826
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 3.82% |
$10.6K - $12K
|
1.52K
$419K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
225+ 10.14% |
$42.5K - $48.3K
|
2.44K
$673K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$18.9K - $21.4K
|
100
$27.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8New |
$1.51K - $1.72K
|
8
$2.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 28.09% |
$18.9K - $21.4K
|
256
$70.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$9.45K - $10.7K
|
50
$13.8K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
6.7K+ 69.07% |
$1.3M - $1.45M
|
16.4K
$4.51M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-258Closed |
$50.1K - $55.9K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-282- 94.0% |
$54.7K - $61.1K
|
18
$4.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.1% |
$970 - $1.08K
|
5.03K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.98KNew |
$772K - $863K
|
3.98K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-73- 97.33% |
$14.2K - $15.8K
|
2
$550
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-829- 66.32% |
$161K - $180K
|
421
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.12K- 51.32% |
$412K - $460K
|
2.02K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.75KNew |
$727K - $812K
|
3.75K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
10.4KNew |
$2.02M - $2.25M
|
10.4K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
BUY
|
- |
17.2K+ 63.24% |
$3.34M - $3.73M
|
44.4K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$3.3K - $3.69K
|
17
$4.68K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4New |
$776 - $867
|
4
$1.1K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.35K- 5.58% |
$262K - $292K
|
22.8K
$6.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
135New |
$26.2K - $29.3K
|
135
$37.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
88New |
$17.1K - $19.1K
|
88
$24.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.89KNew |
$1.34M - $1.49M
|
6.89K
$1.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-41- 2.55% |
$7.95K - $8.89K
|
1.57K
$432K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 12.5% |
$388 - $434
|
14
$3.85K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
130New |
$25.2K - $28.2K
|
130
$35.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
36New |
$6.98K - $7.8K
|
36
$9.91K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-267- 19.91% |
$51.8K - $57.9K
|
1.07K
$296K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.49K+ 9.92% |
$250K - $295K
|
16.5K
$4.55M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1.4K- 34.15% |
$235K - $277K
|
2.7K
$743K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
341New |
$57.2K - $67.6K
|
341
$93.9K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
105New |
$17.6K - $20.8K
|
105
$28.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
510+ 2.71% |
$85.6K - $101K
|
19.3K
$5.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
4.28KNew |
$718K - $847K
|
4.28K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-282- 6.14% |
$47.3K - $55.9K
|
4.31K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
43+ 3.02% |
$7.21K - $8.52K
|
1.47K
$404K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-310- 13.96% |
$52K - $61.4K
|
1.91K
$526K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
6.1KNew |
$1.02M - $1.21M
|
6.1K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.65K- 21.31% |
$277K - $327K
|
6.1K
$1.68M
|
|