HighMark Wealth Management LLC - PRUDENTIAL PLC ownership

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of PRUDENTIAL PLC
ValueSharesWeighting
Q3 2023$2,302
-29.9%
105
-9.5%
0.00%0.0%
Q2 2023$3,285
+3.6%
1160.0%0.00%0.0%
Q1 2023$3,171
-0.5%
1160.0%0.00%0.0%
Q4 2022$3,188
+59.4%
1160.0%0.00%0.0%
Q3 2022$2,000
-33.3%
1160.0%0.00%0.0%
Q2 2022$3,0000.0%1160.0%0.00%0.0%
Q1 2022$3,000
-25.0%
1160.0%0.00%
-33.3%
Q4 2021$4,000
-20.0%
1160.0%0.00%
-25.0%
Q3 2021$5,000
+66.7%
116
+30.3%
0.00%
+100.0%
Q2 2021$3,000
-25.0%
890.0%0.00%
-33.3%
Q1 2021$4,0000.0%89
-23.9%
0.00%0.0%
Q4 2020$4,000
+33.3%
1170.0%0.00%0.0%
Q3 2020$3,000
-25.0%
1170.0%0.00%
-25.0%
Q2 2020$4,000
+100.0%
1170.0%0.00%
+100.0%
Q1 2020$2,000
-50.0%
1170.0%0.00%
-50.0%
Q4 2019$4,0001170.00%
Other shareholders
PRUDENTIAL PLC shareholders Q4 2023
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 447,595$11,091,0006.58%
Hansberger Growth Investors, LP 136,827$3,391,0004.57%
Otter Creek Advisors, LLC 45,000$1,115,0001.21%
OLD MISSION CAPITAL LLC 444,438$11,013,0000.93%
Solel Partners LP 73,232$1,815,0000.89%
SCOUT INVESTMENTS, INC. 624,239$15,469,0000.46%
Wealth Alliance 16,667$413,0000.22%
Verdence Capital Advisors LLC 28,439$705,0000.21%
LAZARD ASSET MANAGEMENT LLC 4,463,160$110,595,0000.20%
CAUSEWAY CAPITAL MANAGEMENT LLC 475,999$11,795,0000.19%
View complete list of PRUDENTIAL PLC shareholders