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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-14.3K- 76.22% |
$3M - $3.59M
|
4.45K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.1K+ 33.93% |
$232K - $278K
|
4.36K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
370+ 207.87% |
$77.7K - $93.2K
|
548
$139K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
44New |
$9.24K - $11.1K
|
44
$11.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
147New |
$30.9K - $37K
|
147
$37.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-624- 77.71% |
$131K - $157K
|
179
$45.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2.3K+ 14.89% |
$483K - $580K
|
17.7K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$210 - $252
|
1
$254
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$1.05K - $1.26K
|
5
$1.27K
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.08KNew |
$226K - $271K
|
1.08K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8+ 0.86% |
$1.68K - $2.02K
|
939
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$210 - $252
|
10
$2.54K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
29New |
$6.09K - $7.31K
|
29
$7.37K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13New |
$2.73K - $3.28K
|
13
$3.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 100.0% |
$3.57K - $4.28K
|
34
$8.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
25New |
$5.25K - $6.3K
|
25
$6.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
56New |
$11.8K - $14.1K
|
56
$14.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-34.4K- 34.63% |
$7.23M - $8.67M
|
64.9K
$16.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10New |
$2.1K - $2.52K
|
10
$2.54K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
13New |
$2.73K - $3.28K
|
13
$3.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-178- 3.83% |
$37.4K - $44.9K
|
4.47K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
126New |
$26.5K - $31.8K
|
126
$32K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
68New |
$14.3K - $17.1K
|
68
$17.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-38- 31.93% |
$7.98K - $9.58K
|
81
$20.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3New |
$630 - $756
|
3
$762
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$4.74K - $5.89K
|
23
$5.84K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7New |
$1.44K - $1.79K
|
7
$1.78K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.45KNew |
$505K - $628K
|
2.45K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20New |
$4.12K - $5.12K
|
20
$5.08K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-188- 10.14% |
$38.7K - $48.2K
|
1.67K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
78New |
$16.1K - $20K
|
78
$19.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$206 - $256
|
1
$254
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-964- 2.03% |
$199K - $247K
|
46.6K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-105- 98.13% |
$21.6K - $26.9K
|
2
$508
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20New |
$4.12K - $5.12K
|
20
$5.08K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-639- 0.84% |
$132K - $164K
|
75.1K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
51+ 268.42% |
$10.5K - $13.1K
|
70
$17.8K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
913New |
$188K - $234K
|
913
$232K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$618 - $769
|
3
$762
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.16KNew |
$239K - $298K
|
1.16K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.7KNew |
$968K - $1.2M
|
4.7K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
168+ 5.79% |
$34.6K - $43K
|
3.07K
$780K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
30New |
$6.18K - $7.69K
|
30
$7.62K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-554- 34.18% |
$114K - $142K
|
1.07K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.43KNew |
$294K - $365K
|
1.43K
$362K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.76KNew |
$774K - $962K
|
3.76K
$954K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
825New |
$170K - $211K
|
825
$210K
|
|
| Q4 2023 | |||||||
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.95K+ 18.78% |
$936K - $1.06M
|
31.3K
$7.96M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
50New |
$9.45K - $10.7K
|
50
$12.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.7K- 53.8% |
$321K - $364K
|
1.46K
$370K
|
|