Purchases and Sales Made in Q1 2024 in Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI) during Q1 2024. The information is specifically focused on institutions that hold shares of Primerica, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 46.43% |
$5.36K - $6.66K
|
82
$24K
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 0.5% |
$5.15K - $6.4K
|
5.05K
$1.48M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 120.0% |
$4.94K - $6.15K
|
44
$12.9K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20New |
$4.12K - $5.12K
|
20
$5.86K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20New |
$4.12K - $5.12K
|
20
$5.86K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 6.6% |
$4.12K - $5.12K
|
323
$94.7K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.26% |
$4.12K - $5.12K
|
7.81K
$2.29M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 3.69% |
$4.12K - $5.12K
|
562
$165K
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19+ 0.25% |
$3.91K - $4.87K
|
7.75K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
18New |
$3.71K - $4.61K
|
18
$5.28K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 140.0% |
$2.88K - $3.59K
|
24
$7.03K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 2.52% |
$2.06K - $2.56K
|
407
$119K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 266.67% |
$1.65K - $2.05K
|
11
$3.22K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.61% |
$1.44K - $1.79K
|
441
$129K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7New |
$1.44K - $1.79K
|
7
$2.05K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6New |
$1.24K - $1.54K
|
6
$1.76K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$1.03K - $1.28K
|
5
$1.47K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4+ 0.18% |
$824 - $1.02K
|
2.21K
$647K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3+ 0.22% |
$618 - $769
|
1.35K
$395K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 1.38% |
$618 - $769
|
221
$64.8K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$618 - $769
|
3
$879
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 10.0% |
$618 - $769
|
33
$9.67K
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.12% |
$618 - $769
|
2.46K
$720K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 18.75% |
$618 - $769
|
19
$5.57K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$618 - $769
|
3
$879
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 100.0% |
$618 - $769
|
6
$1.76K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 66.67% |
$412 - $512
|
5
$1.47K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.0% |
$206 - $256
|
20.1K
$5.9M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$206 - $256
|
1
$293
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.01% |
$206 - $256
|
100
$29.3K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$206 - $256
|
1
$293
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 1.08% |
$206 - $256
|
92
$27K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 10.0% |
$206 - $256
|
9
$2.64K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.7% |
$206 - $256
|
36
$10.6K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 3.45% |
$412 - $512
|
56
$16.4K
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4- 0.02% |
$824 - $1.02K
|
17.1K
$5.01M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.07% |
$1.24K - $1.54K
|
8.42K
$2.47M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15- 0.25% |
$3.09K - $3.84K
|
6.03K
$1.77M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 4.87% |
$3.09K - $3.84K
|
293
$85.9K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16- 0.45% |
$3.3K - $4.1K
|
3.53K
$1.04M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 50.0% |
$3.91K - $4.87K
|
19
$5.57K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-19- 2.36% |
$3.91K - $4.87K
|
785
$230K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-20- 1.18% |
$4.12K - $5.12K
|
1.67K
$490K
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-25- 1.18% |
$5.15K - $6.4K
|
2.1K
$614K
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-28- 2.01% |
$5.77K - $7.17K
|
1.36K
$400K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-33- 3.22% |
$6.8K - $8.45K
|
991
$290K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-38- 0.52% |
$7.83K - $9.73K
|
7.28K
$2.13M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42- 0.04% |
$8.65K - $10.8K
|
116K
$34M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 16.67% |
$10.3K - $12.8K
|
250
$73.3K
|