A detailed history of Modera Wealth Management, LLC transactions in Pnc Financial Services Group, Inc. stock. As of the latest transaction made, Modera Wealth Management, LLC holds 153,116 shares of PNC stock, worth $29.5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
153,116
Previous 153,767 0.42%
Holding current value
$29.5 Million
Previous $23.9 Million 18.39%
% of portfolio
0.36%
Previous 0.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$156.14 - $187.2 $101,647 - $121,867
-651 Reduced 0.42%
153,116 $28.3 Million
Q2 2024

Jul 29, 2024

SELL
$146.54 - $161.4 $73,709 - $81,184
-503 Reduced 0.33%
153,767 $23.9 Million
Q1 2024

May 14, 2024

BUY
$144.85 - $161.6 $10,429 - $11,635
72 Added 0.05%
154,270 $24.9 Million
Q4 2023

Feb 14, 2024

SELL
$109.71 - $155.63 $51,015 - $72,367
-465 Reduced 0.3%
154,198 $23.9 Million
Q3 2023

Nov 01, 2023

BUY
$115.77 - $136.89 $693,462 - $819,971
5,990 Added 4.03%
154,663 $19 Million
Q2 2023

Aug 07, 2023

BUY
$111.58 - $130.25 $16.6 Million - $19.4 Million
148,673 New
148,673 $18.7 Million
Q2 2022

Jul 27, 2022

SELL
$151.48 - $184.7 $188,744 - $230,136
-1,246 Closed
0 $0
Q1 2022

May 03, 2022

SELL
$178.7 - $226.45 $492,675 - $624,322
-2,757 Reduced 68.87%
1,246 $230,000
Q4 2021

Feb 04, 2022

BUY
$192.55 - $216.56 $533,170 - $599,654
2,769 Added 224.39%
4,003 $802,000
Q2 2021

Aug 02, 2021

BUY
$171.73 - $199.38 $1,030 - $1,196
6 Added 0.49%
1,234 $235,000
Q1 2021

Apr 29, 2021

BUY
$143.52 - $181.41 $176,242 - $222,771
1,228 New
1,228 $215,000

Others Institutions Holding PNC

About PNC FINANCIAL SERVICES GROUP, INC.


  • Ticker PNC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 404,000,000
  • Market Cap $77.9B
  • Description
  • The PNC Financial Services Group, Inc. operates as a diversified financial services company in the United States. The company's Retail Banking segment offers checking, savings, and money market accounts, as well as certificates of deposit; residential mortgages, home equity loans and lines of credit, auto loans, credit cards, education loans, an...
More about PNC
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.