Purchases and Sales Made in Q4 2025 in Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK) during Q4 2025. The information is specifically focused on institutions that hold shares of PRUDENTIAL PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
20.3K+ 37.81% |
$543K - $588K
|
73.9K
$2.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.8KNew |
$422K - $457K
|
15.8K
$450K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
14.3K+ 71.72% |
$384K - $416K
|
34.3K
$980K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 67.91% |
$304K - $329K
|
28.1K
$802K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 61.61% |
$268K - $291K
|
26.3K
$751K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.88KNew |
$238K - $257K
|
8.88K
$253K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.92KNew |
$212K - $230K
|
7.92K
$226K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.91KNew |
$212K - $229K
|
7.91K
$226K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 205.49% |
$67.1K - $72.7K
|
3.73K
$106K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.25K+ 9.24% |
$33.4K - $36.2K
|
14.8K
$421K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 2.96% |
$29.2K - $31.7K
|
38K
$1.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
977+ 3.52% |
$26.1K - $28.3K
|
28.8K
$821K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
851+ 6.94% |
$22.8K - $24.7K
|
13.1K
$374K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
694+ 4.34% |
$18.6K - $20.1K
|
16.7K
$476K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
636+ 4.45% |
$17K - $18.4K
|
14.9K
$427K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
612New |
$16.4K - $17.7K
|
612
$17.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
597+ 6.99% |
$16K - $17.3K
|
9.14K
$261K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
317New |
$8.48K - $9.19K
|
317
$9.05K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
259New |
$6.93K - $7.51K
|
259
$7.39K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
143+ 3.63% |
$3.83K - $4.15K
|
4.09K
$117K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
114+ 6.98% |
$3.05K - $3.3K
|
1.75K
$49.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
108New |
$2.89K - $3.13K
|
108
$3.08K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
61+ 22.02% |
$1.63K - $1.77K
|
338
$9.65K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
54+ 65.06% |
$1.45K - $1.57K
|
137
$3.91K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$696 - $754
|
26
$742
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
22New |
$589 - $638
|
22
$628
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 2.9% |
$241 - $261
|
319
$9.11K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4New |
$107 - $116
|
4
$114
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-67- 5.28% |
$1.79K - $1.94K
|
1.2K
$34.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-102- 31.0% |
$2.73K - $2.96K
|
227
$6.48K
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-301- 4.14% |
$8.05K - $8.73K
|
6.98K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-414- 1.5% |
$11.1K - $12K
|
27.3K
$779K
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.49K- 8.33% |
$39.9K - $43.3K
|
16.4K
$469K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-11.3K- 15.37% |
$303K - $328K
|
62.4K
$1.78M
|
|