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 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50New |
$6.36K - $7.45K
|
50
$13.8K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
1.45KNew |
$185K - $216K
|
1.45K
$399K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35New |
$4.45K - $5.22K
|
35
$9.63K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
14New |
$1.78K - $2.09K
|
14
$3.85K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-78- 46.99% |
$9.07K - $10.8K
|
88
$24.2K
|
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.96KNew |
$228K - $271K
|
1.96K
$540K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-715- 74.87% |
$83.2K - $98.6K
|
240
$66.1K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
129+ 36.03% |
$15K - $17.8K
|
487
$134K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$233 - $276
|
2
$550
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-12.5K- 31.73% |
$1.45M - $1.72M
|
26.9K
$7.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
74+ 0.3% |
$8.61K - $10.2K
|
24.5K
$6.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-363- 4.76% |
$42.2K - $50K
|
7.26K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5- 0.27% |
$582 - $689
|
1.82K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-9.95K- 11.87% |
$1.16M - $1.37M
|
73.9K
$20.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
154+ 12.72% |
$17.9K - $21.2K
|
1.37K
$376K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
163+ 0.04% |
$19K - $22.5K
|
436K
$120M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6- 33.33% |
$698 - $827
|
12
$3.3K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 77.42% |
$2.79K - $3.31K
|
7
$1.93K
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-48- 0.04% |
$5.58K - $6.62K
|
130K
$35.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.75% |
$349 - $414
|
403
$111K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$349 - $414
|
3
$826
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 22.73% |
$1.16K - $1.38K
|
34
$9.36K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
650New |
$75.6K - $89.6K
|
650
$179K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
9+ 40.91% |
$1.05K - $1.24K
|
31
$8.53K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
157New |
$18.3K - $21.6K
|
157
$43.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-78- 46.99% |
$9.07K - $10.8K
|
88
$24.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
2KNew |
$233K - $276K
|
2K
$550K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17Closed |
$1.89K - $2.39K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-295Closed |
$32.7K - $41.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-117Closed |
$13K - $16.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-20.1KClosed |
$2.23M - $2.82M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
13New |
$1.44K - $1.83K
|
13
$3.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-10.4KClosed |
$1.15M - $1.46M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-534- 15.04% |
$59.2K - $75.1K
|
3.02K
$830K
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.91KClosed |
$212K - $269K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.38KClosed |
$708K - $897K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.15K+ 256.0% |
$904K - $1.15M
|
11.3K
$3.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
19.7KNew |
$2.19M - $2.77M
|
19.7K
$5.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
636+ 16.65% |
$70.6K - $89.4K
|
4.46K
$1.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-7.4KClosed |
$821K - $1.04M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-9.27KClosed |
$1.03M - $1.3M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-8.39KClosed |
$931K - $1.18M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.42KClosed |
$823K - $1.04M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.71K+ 98.01% |
$300K - $381K
|
5.47K
$1.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.24KClosed |
$249K - $316K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 26.44% |
$2.55K - $3.23K
|
64
$17.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-30Closed |
$3.33K - $4.22K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
318New |
$35.3K - $44.7K
|
318
$87.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-18.7KClosed |
$2.07M - $2.62M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-89- 26.02% |
$9.87K - $12.5K
|
253
$69.6K
|
|