Institutional Ownership Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,850
shares
|
$47,395
0.0% of portfolio
|
Q4 2020
Reduced 3.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,303
shares
|
$38,298
0.0% of portfolio
|
Q4 2024
Added 95.83%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
1,993
shares
|
$33,143
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,993
shares
|
$33,143
0.0% of portfolio
|
Q3 2024
Reduced 72.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,974
shares
|
$32,827
0.0% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,912
shares
|
$31,796
0.0% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,678
shares
|
$27,905
0.0% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,619
shares
|
$26,923
0.02% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,347
shares
|
$22,400
0.0% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,235
shares
|
$20,538
0.0% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,193
shares
|
$19,839
0.0% of portfolio
|
Q3 2024
Reduced 46.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,188
shares
|
$19,756
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
977
shares
|
$16,247
0.0% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
962
shares
|
$15,998
0.0% of portfolio
|
Q4 2024
Added 225.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
945
shares
|
$15,715
0.0% of portfolio
|
Q3 2024
Reduced 27.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
941
shares
|
$15,648
0.0% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
938
shares
|
$15,598
0.0% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
883
shares
|
$14,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
830
shares
|
$13,802
0.0% of portfolio
|
Q3 2024
Added 36.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
783
shares
|
$13,021
0.0% of portfolio
|
Q3 2024
Reduced 48.52%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
741
shares
|
$12,322
0.0% of portfolio
|
Q3 2024
Reduced 77.54%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
717
shares
|
$11,923
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
663
shares
|
$11,025
0.0% of portfolio
|
Q3 2024
Added 36.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
561
shares
|
$9,329
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
536
shares
|
$8,913
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|