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Get Institutions for : 
Primerica, Inc. (PRI)  
$230.95 2.84 (1.25%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 383    3
Total shares held : 
31,627,169  
% of shares held : 
80.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -26  
Amount of shares held : 
-393,324  
% of shares held change : 
  -1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$191.11  
Last Quarter's Ending Price : 
$205.76  
Last Quarter's Average Price
$204.36  
Change from last quarter's     
avg. price to the last closing  : 
26.59 (13.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 332,474
 1.05%
 
Increased Positions :
119
 489,723
 1.55%
 
Unchanged Positions :
84
 429,292
 1.36%
 
Decreased Positions :
148
-1,150,612
-3.64%
 
Closed Positions :
29
-64,909
-0.21%
 
Guru Positions :
1
7,900
 0.02%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   T. Rowe Price Investment Management Inc. 444 *New 2024-03-31 139,485 $35,285,000 139,485
   Lighthouse Investment Partners LLC 87 *New 2024-03-31 24,520 $6,203,000 24,520
   LEUCADIA NATIONAL CORP -- Notable Guru -- 350 *New 2024-03-31 7,900 $1,998,000 7,900
   TD ASSET MANAGEMENT INC 1070 *New 2024-03-31 6,430 $1,627,000 6,430
   FIRST CITIZENS BANK & TRUST CO 219 *New 2024-03-31 5,231 $1,323,000 5,231
   Genus Capital Management Inc. 135 *New 2024-03-31 4,700 $1,189,000 4,700
   HPM Partners LLC 1318 *New 2024-03-31 3,639 $921,000 3,639
   CIPHER CAPITAL LP 119 *New 2024-03-31 2,450 $620,000 2,450
   Cresset Asset Management LLC 1367 *New 2024-03-31 1,780 $450,000 1,780
   HARBOR CAPITAL ADVISORS INC. 443 *New 2024-03-31 1,643 $416,000 1,643
   Robertson Stephens Wealth Management LLC 391 *New 2024-03-31 1,411 $357,000 1,411
   Entropy Technologies LP 558 *New 2024-03-31 1,261 $319,000 1,261
   CYNOSURE MANAGEMENT LLC 266 *New 2024-03-31 1,243 $314,000 1,243
   Consolidated Planning Corp 138 *New 2024-03-31 1,162 $294,000 1,162
   SEEDS INVESTOR LLC 120 *New 2024-03-31 1,024 $259,000 1,024
   Inspire Advisors LLC 293 *New 2024-03-31 914 $231,000 914
   Blue Square Asset Management LLC 64 *New 2024-03-31 913 $231,000 913
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 444 *New 2024-03-31 912 $231,000 912
   MDAM ASSET MANAGEMENT CO., LTD. 613 *New 2024-03-31 897 $227,000 897
   BALLENTINE FINN & COMPANY INC 661 *New 2024-03-31 818 $207,000 818
   AXXCESS WEALTH MANAGEMENT LLC 810 *New 2024-03-31 809 $205,000 809
   First Capital Advisors Group LLC. 258 *New 2023-06-30 341 $67,000 341
   Colonial Trust Co / SC 506 *New 2024-03-31 201 $51,000 201
   Rise Advisors LLC 566 *New 2024-03-31 90 $23,000 90
   Fernwood Investment Management LLC 451 *New 2024-03-31 78 $20,000 78
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 511 *New 2024-03-31 30 $7,000 30
   PACIFIC CAPITAL WEALTH ADVISORS INC 306 *New 2024-03-31 20 $5,000 20
   COLONIAL ASSET MANAGEMENT, INC. 682 *New 2024-03-31 20 $5,000 20
   Quarry LP 1305 *New 2024-03-31 18 $5,000 18
   Semmax Financial Advisors Inc. 295 *New 2024-03-31 7 $2,000 7
   Valued Wealth Advisors LLC 419 *New 2024-03-31 3 $1,000 3
   Riggs Asset Managment Co. Inc. 449 *New 2024-03-31 3 $1,000 3
   AdvisorNet Financial Inc 1736 *New 2024-03-31 5 $1,000 5
   TFC Financial Management 642 *New 2024-03-31 1 $0 1
   Financial Gravity Wealth Inc. 1605 *New 2024-03-31 1 $0 1

  35 Records found
  1    
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