Ownership history in Bison Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in PRUDENTIAL FINL INC (PRU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 6,110 | -5,144 | -45.7% | 0.12% | $740K | $112.43 |
| 2024 Q2 | UNCHANGED | 11,254 | — | 0% | 0.21% | $1.3M | $107.58 |
| 2024 Q1 | REDUCED | 11,254 | -42 | -0.4% | 0.21% | $1.3M | $106.61 |
| 2023 Q4 | REDUCED | 11,296 | -481 | -4.1% | 0.21% | $1.2M | $93.06 |
| 2023 Q3 | REDUCED | 11,777 | -903 | -7.1% | 0.22% | $1.1M | $84.04 |
| 2023 Q2 | REDUCED | 12,680 | -1,931 | -13.2% | 0.21% | $1.1M | $77.08 |
| 2023 Q1 | REDUCED | 14,611 | -52 | -0.4% | 0.36% | $1.2M | $71.19 |
| 2022 Q4 | ADDED | 14,663 | +9,799 | +201.5% | 0.48% | $1.5M | $84.54 |
| 2022 Q3 | REDUCED | 4,864 | -179 | -3.5% | 0.16% | $417K | $72.09 |
| 2022 Q2 | REDUCED | 5,043 | -1 | -0.0% | 0.28% | $483K | $79.48 |
As of 2025 Q4 — sorted by position size