Purchases and Sales Made in Q1 2024 in Pg&E Corp (PCG)
This table provides information about the institutional ownership of Pg&E Corp (PCG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
260+ 12.55% |
$4.18K - $4.72K
|
2.33K
$39.4K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
248+ 1.8% |
$3.98K - $4.5K
|
14K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
236+ 0.51% |
$3.79K - $4.29K
|
46.4K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
228+ 0.76% |
$3.66K - $4.14K
|
30.2K
$509K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
223New |
$3.58K - $4.05K
|
223
$3.76K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
213+ 42.86% |
$3.42K - $3.87K
|
710
$12K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
209+ 3.63% |
$3.36K - $3.8K
|
5.97K
$101K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$3.21K - $3.63K
|
200
$3.38K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
195+ 1.52% |
$3.13K - $3.54K
|
13K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
180New |
$2.89K - $3.27K
|
180
$3.04K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
169+ 0.25% |
$2.71K - $3.07K
|
67.7K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
150+ 0.26% |
$2.41K - $2.72K
|
58K
$980K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
147+ 32.38% |
$2.36K - $2.67K
|
601
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
147+ 51.04% |
$2.36K - $2.67K
|
435
$7.34K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
143+ 37.73% |
$2.3K - $2.6K
|
522
$8.81K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
143+ 0.6% |
$2.3K - $2.6K
|
23.9K
$404K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
141New |
$2.26K - $2.56K
|
141
$2.38K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
140New |
$2.25K - $2.54K
|
140
$2.36K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 3.07% |
$2.02K - $2.29K
|
4.23K
$71.4K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
113New |
$1.81K - $2.05K
|
113
$1.91K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
92New |
$1.48K - $1.67K
|
92
$1.55K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
80New |
$1.28K - $1.45K
|
80
$1.35K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
68New |
$1.09K - $1.23K
|
68
$1.15K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 5.78% |
$1.03K - $1.16K
|
1.17K
$19.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
62New |
$996 - $1.13K
|
62
$1.05K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 0.17% |
$964 - $1.09K
|
35.5K
$599K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
57+ 66.28% |
$915 - $1.04K
|
143
$2.41K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
52New |
$835 - $944
|
52
$878
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
48+ 0.06% |
$771 - $872
|
82.6K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
45+ 6.14% |
$723 - $817
|
778
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 4.57% |
$658 - $745
|
938
$15.8K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
40New |
$642 - $726
|
40
$675
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40New |
$642 - $726
|
40
$675
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
38+ 122.58% |
$610 - $690
|
69
$1.16K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32+ 0.23% |
$514 - $581
|
13.9K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32New |
$514 - $581
|
32
$540
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25+ 0.14% |
$401 - $454
|
18.5K
$312K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
24+ 6.19% |
$385 - $436
|
412
$6.95K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
22+ 0.06% |
$353 - $400
|
35.3K
$596K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22+ 11.0% |
$353 - $400
|
222
$3.75K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21+ 75.0% |
$337 - $381
|
49
$827
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 20.83% |
$321 - $363
|
116
$1.96K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20New |
$321 - $363
|
20
$338
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 1.36% |
$257 - $291
|
1.19K
$20.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.09% |
$209 - $236
|
14.8K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12+ 0.06% |
$193 - $218
|
20K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
11+ 35.48% |
$177 - $200
|
42
$709
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 2.7% |
$161 - $182
|
380
$6.41K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 13.79% |
$64.2 - $72.6
|
33
$557
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4+ 0.02% |
$64.2 - $72.6
|
21.9K
$370K
|