Institutional Ownership Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI). We have compiled data on the 475 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
97
shares
|
$28,150
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
96
shares
|
$27,860
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
92
shares
|
$26,699
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
91
shares
|
$26,409
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
90
shares
|
$26,118
0.0% of portfolio
|
Q3 2024
Reduced 81.74%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
90
shares
|
$26,118
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
88
shares
|
$25,538
0.0% of portfolio
|
Q3 2022
Reduced 46.99%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
88
shares
|
$25,538
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
88
shares
|
$25,538
0.0% of portfolio
|
Q3 2022
Reduced 46.99%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
86
shares
|
$24,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
85
shares
|
$24,667
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
81
shares
|
$23,507
0.0% of portfolio
|
Q2 2024
Reduced 31.93%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
81
shares
|
$23,507
0.01% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
75
shares
|
$21,765
0.01% of portfolio
|
Q4 2024
Added 59.57%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
73
shares
|
$21,185
0.0% of portfolio
|
Q2 2024
Reduced 27.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
70
shares
|
$20,314
0.0% of portfolio
|
Q1 2024
Added 268.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
65
shares
|
$18,863
0.0% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
55
shares
|
$15,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
55
shares
|
$15,961
0.0% of portfolio
|
Q3 2024
Added 139.13%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
50
shares
|
$14,510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
50
shares
|
$14,510
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
50
shares
|
$14,510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
49
shares
|
$14,220
0.0% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$13,930
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
48
shares
|
$13,930
0.0% of portfolio
|
Q3 2024
Added 33.33%
|