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 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$531 - $610
|
2
$509
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
380New |
$101K - $116K
|
380
$96.7K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57+ 3.9% |
$15.1K - $17.4K
|
1.52K
$386K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
785+ 8.77% |
$209K - $239K
|
9.74K
$2.48M
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-411- 0.29% |
$109K - $125K
|
140K
$35.6M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
6.56K+ 16.51% |
$1.74M - $2M
|
46.3K
$11.8M
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.25% |
$26.6K - $30.5K
|
7.92K
$2.02M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.91K- 1.48% |
$1.3M - $1.5M
|
328K
$83.4M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
268+ 15.06% |
$71.2K - $81.7K
|
2.05K
$521K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-91- 0.92% |
$24.2K - $27.7K
|
9.82K
$2.5M
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.16K- 41.34% |
$309K - $354K
|
1.65K
$420K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
45+ 1.22% |
$12K - $13.7K
|
3.73K
$949K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126KNew |
$33.5M - $38.4M
|
126K
$32.1M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-47- 0.23% |
$12.5K - $14.3K
|
20K
$5.09M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 1.37% |
$266 - $305
|
72
$18.3K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
614+ 3.21% |
$163K - $187K
|
19.7K
$5.03M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.68K+ 273.81% |
$978K - $1.12M
|
5.02K
$1.28M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4+ 0.14% |
$1.06K - $1.22K
|
2.77K
$705K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39.4KNew |
$10.5M - $12M
|
39.4K
$10M
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.09K- 2.81% |
$290K - $333K
|
37.9K
$9.64M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 15.56% |
$3.72K - $4.27K
|
104
$26.5K
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-393- 10.19% |
$104K - $120K
|
3.46K
$882K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.6KNew |
$5.74M - $6.59M
|
21.6K
$5.5M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-58- 2.4% |
$15.4K - $17.7K
|
2.36K
$601K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16New |
$4.25K - $4.88K
|
16
$4.07K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 6.25% |
$531 - $610
|
34
$8.65K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9+ 18.37% |
$2.39K - $2.74K
|
58
$14.8K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
609+ 163.71% |
$162K - $186K
|
981
$250K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$266 - $305
|
1
$255
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
11.6K+ 10.71% |
$3.09M - $3.54M
|
120K
$30.5M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
313+ 10.71% |
$83.2K - $95.4K
|
3.24K
$823K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 7.08% |
$20.5K - $23.5K
|
1.16K
$296K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.88K+ 75.25% |
$500K - $574K
|
4.38K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-246- 1.52% |
$65.4K - $75K
|
15.9K
$4.05M
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-142- 2.05% |
$37.7K - $43.3K
|
6.78K
$1.73M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.44K- 14.63% |
$913K - $1.05M
|
20.1K
$5.11M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9+ 0.3% |
$2.39K - $2.74K
|
3.05K
$777K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-451- 11.2% |
$120K - $138K
|
3.57K
$910K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-41- 3.68% |
$10.9K - $12.5K
|
1.07K
$273K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
76.5KNew |
$20.3M - $23.3M
|
76.5K
$19.5M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
171+ 3.04% |
$45.4K - $52.1K
|
5.8K
$1.48M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-24- 1.99% |
$6.38K - $7.32K
|
1.18K
$301K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
25+ 0.33% |
$6.64K - $7.62K
|
7.68K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
54+ 5.12% |
$14.3K - $16.5K
|
1.11K
$282K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
338+ 41.73% |
$89.8K - $103K
|
1.15K
$292K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
115+ 116.16% |
$30.6K - $35.1K
|
214
$54.5K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 5.01% |
$266K - $305K
|
19K
$4.83M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 12.5% |
$1.59K - $1.83K
|
42
$10.7K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.31KNew |
$1.41M - $1.62M
|
5.31K
$1.35M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-534- 55.34% |
$142K - $163K
|
431
$110K
|