Purchases and Sales Made in Q1 2023 in Pg&E Corp (PCG)
This table provides information about the institutional ownership of Pg&E Corp (PCG) during Q1 2023. The information is specifically focused on institutions that hold shares of PG&E Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
145New |
$2.22K - $2.43K
|
145
$2.02K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
110New |
$1.68K - $1.84K
|
110
$1.53K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
101+ 0.58% |
$1.54K - $1.69K
|
17.5K
$243K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$1.53K - $1.67K
|
100
$1.39K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
85+ 45.7% |
$1.3K - $1.42K
|
271
$3.77K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
64New |
$978 - $1.07K
|
64
$890
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 4.12% |
$917 - $1K
|
1.52K
$21.1K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
54+ 22.5% |
$825 - $904
|
294
$4.09K
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
50+ 0.24% |
$764 - $837
|
21.1K
$294K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 16.67% |
$764 - $837
|
350
$4.87K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 6.24% |
$657 - $720
|
732
$10.2K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
39New |
$596 - $653
|
39
$542
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
31New |
$474 - $519
|
31
$431
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
31New |
$474 - $519
|
31
$431
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31New |
$474 - $519
|
31
$431
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 1.78% |
$458 - $502
|
1.71K
$23.8K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26+ 0.16% |
$397 - $435
|
16.2K
$226K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$336 - $368
|
22
$306
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20+ 15.38% |
$306 - $335
|
150
$2.09K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
20New |
$306 - $335
|
20
$278
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 2.47% |
$290 - $318
|
788
$11K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
17+ 340.0% |
$260 - $285
|
22
$306
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16New |
$244 - $268
|
16
$223
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
11New |
$168 - $184
|
11
$153
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 7.41% |
$122 - $134
|
116
$1.61K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 2.43% |
$107 - $117
|
295
$4.1K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 3.45% |
$76.4 - $83.7
|
140
$1.95K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 8.43% |
$107 - $117
|
76
$1.06K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12Closed |
$183 - $201
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 3.46% |
$351 - $385
|
642
$8.93K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24- 21.05% |
$367 - $402
|
90
$1.25K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-26- 2.24% |
$397 - $435
|
1.14K
$15.8K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33Closed |
$504 - $552
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-68- 2.29% |
$1.04K - $1.14K
|
2.9K
$40.4K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100Closed |
$1.53K - $1.67K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-130- 9.37% |
$1.99K - $2.18K
|
1.26K
$17.5K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150- 1.02% |
$2.29K - $2.51K
|
14.6K
$203K
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-170- 1.3% |
$2.6K - $2.85K
|
12.9K
$179K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-179- 10.42% |
$2.74K - $3K
|
1.54K
$21.4K
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-182- 1.34% |
$2.78K - $3.05K
|
13.4K
$186K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-186- 35.56% |
$2.84K - $3.11K
|
337
$4.69K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-198- 15.03% |
$3.03K - $3.31K
|
1.12K
$15.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-205- 23.64% |
$3.13K - $3.43K
|
662
$9.21K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-238- 2.25% |
$3.64K - $3.98K
|
10.3K
$144K
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-249- 7.46% |
$3.8K - $4.17K
|
3.09K
$43K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-340- 99.71% |
$5.2K - $5.69K
|
1
$13.9
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-482- 2.41% |
$7.36K - $8.07K
|
19.5K
$272K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-527- 1.33% |
$8.05K - $8.82K
|
39.2K
$545K
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-604- 1.8% |
$9.23K - $10.1K
|
32.9K
$457K
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-750- 4.74% |
$11.5K - $12.6K
|
15.1K
$209K
|