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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 9.09% |
$168 - $198
|
10
$2.54K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-90- 32.14% |
$12.8K - $17.3K
|
190
$48.3K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
42New |
$5.96K - $8.06K
|
42
$10.7K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$852 - $1.15K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.28K - $1.73K
|
9
$2.29K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
69.3KNew |
$9.84M - $13.3M
|
69.3K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.55% |
$1.14K - $1.54K
|
1.45K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 14.39% |
$5.54K - $7.49K
|
232
$58.9K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
22New |
$3.12K - $4.22K
|
22
$5.59K
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-8.41K- 20.68% |
$1.19M - $1.61M
|
32.3K
$8.19M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.58KNew |
$224K - $303K
|
1.58K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-42- 89.36% |
$5.96K - $8.06K
|
5
$1.27K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
378New |
$53.7K - $72.6K
|
378
$96K
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
6.6KNew |
$937K - $1.27M
|
6.6K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
16.7KNew |
$2.37M - $3.21M
|
16.7K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.54K- 95.27% |
$503K - $680K
|
176
$44.7K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$284 - $384
|
2
$508
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
23.5K+ 20.46% |
$3.34M - $4.52M
|
139K
$35.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
32.7KNew |
$4.65M - $6.28M
|
32.7K
$8.31M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.13K+ 75.27% |
$160K - $217K
|
2.63K
$668K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 19.35% |
$852 - $1.15K
|
37
$9.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$284 - $384
|
2
$508
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
19New |
$2.7K - $3.65K
|
19
$4.83K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
130New |
$18.5K - $25K
|
130
$33K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
23New |
$3.26K - $4.41K
|
23
$5.84K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
649New |
$92.1K - $125K
|
649
$165K
|
|
|
Apr 20, 2023
Q1 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
3.6KNew |
$511K - $691K
|
3.6K
$915K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47New |
$5.98K - $7K
|
47
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4KNew |
$509K - $596K
|
4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.23K- 32.58% |
$538K - $630K
|
8.75K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
438KNew |
$55.6M - $65.2M
|
438K
$111M
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
5.64KNew |
$717K - $841K
|
5.64K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
146New |
$18.6K - $21.8K
|
146
$37.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
268New |
$34.1K - $39.9K
|
268
$68.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 80.0% |
$509 - $596
|
9
$2.29K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
612New |
$77.8K - $91.2K
|
612
$155K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$25.4K - $29.8K
|
200
$50.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-127- 1.41% |
$16.2K - $18.9K
|
8.87K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50New |
$6.36K - $7.45K
|
50
$12.7K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
14New |
$1.78K - $2.09K
|
14
$3.56K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35New |
$4.45K - $5.22K
|
35
$8.89K
|
|
| Q3 2022 | |||||||
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.96KNew |
$228K - $271K
|
1.96K
$498K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-715- 74.87% |
$83.2K - $98.6K
|
240
$61K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
129+ 36.03% |
$15K - $17.8K
|
487
$124K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$233 - $276
|
2
$508
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-9.95K- 11.87% |
$1.16M - $1.37M
|
73.9K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-363- 4.76% |
$42.2K - $50K
|
7.26K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5- 0.27% |
$582 - $689
|
1.82K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
74+ 0.3% |
$8.61K - $10.2K
|
24.5K
$6.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
154+ 12.72% |
$17.9K - $21.2K
|
1.37K
$347K
|
|