Purchases and Sales Made in Q4 2023 in Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48+ 109.09% |
$9.07K - $10.3K
|
92
$27K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
47+ 90.38% |
$8.88K - $10.1K
|
99
$29K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
46New |
$8.69K - $9.86K
|
46
$13.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 11.51% |
$7.94K - $9.01K
|
407
$119K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 14.07% |
$7.18K - $8.15K
|
308
$90.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 141.67% |
$6.42K - $7.29K
|
58
$17K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30New |
$5.67K - $6.43K
|
30
$8.79K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30New |
$5.67K - $6.43K
|
30
$8.79K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.16% |
$5.29K - $6K
|
18.1K
$5.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27+ 64.29% |
$5.1K - $5.79K
|
69
$20.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26+ 2.1% |
$4.91K - $5.58K
|
1.26K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$4.35K - $4.93K
|
23
$6.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
22+ 183.33% |
$4.16K - $4.72K
|
34
$9.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
18New |
$3.4K - $3.86K
|
18
$5.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16New |
$3.02K - $3.43K
|
16
$4.69K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 5.75% |
$2.46K - $2.79K
|
239
$70.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 9.77% |
$2.46K - $2.79K
|
146
$42.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.46K - $2.79K
|
13
$3.81K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12+ 0.83% |
$2.27K - $2.57K
|
1.45K
$426K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10New |
$1.89K - $2.14K
|
10
$2.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$1.89K - $2.14K
|
10
$2.93K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8New |
$1.51K - $1.72K
|
8
$2.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$1.51K - $1.72K
|
8
$2.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.44% |
$1.32K - $1.5K
|
493
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.26% |
$1.13K - $1.29K
|
2.28K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
5+ 41.67% |
$945 - $1.07K
|
17
$4.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3New |
$567 - $643
|
3
$879
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 66.67% |
$378 - $429
|
5
$1.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.46% |
$378 - $429
|
434
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.78% |
$189 - $214
|
37
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 50.0% |
$189 - $214
|
3
$879
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 1.06% |
$189 - $214
|
93
$27.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2- 0.08% |
$378 - $429
|
2.45K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3- 0.11% |
$567 - $643
|
2.77K
$811K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4- 28.57% |
$756 - $858
|
10
$2.93K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 28.57% |
$1.51K - $1.72K
|
20
$5.86K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 1.98% |
$1.51K - $1.72K
|
397
$116K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-9- 0.87% |
$1.7K - $1.93K
|
1.02K
$300K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 76.92% |
$1.89K - $2.14K
|
3
$879
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 5.22% |
$2.27K - $2.57K
|
218
$63.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14- 0.95% |
$2.65K - $3K
|
1.46K
$429K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 11.45% |
$2.83K - $3.22K
|
116
$34K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-16- 0.55% |
$3.02K - $3.43K
|
2.91K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-23- 1.13% |
$4.35K - $4.93K
|
2K
$587K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 1.59% |
$4.53K - $5.15K
|
1.49K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25- 1.06% |
$4.72K - $5.36K
|
2.34K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27- 1.55% |
$5.1K - $5.79K
|
1.72K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-28- 0.16% |
$5.29K - $6K
|
17.1K
$5.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-30- 1.33% |
$5.67K - $6.43K
|
2.23K
$655K
|