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 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.09% |
$209 - $236
|
14.8K
$202K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12+ 0.06% |
$193 - $218
|
20K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
11+ 35.48% |
$177 - $200
|
42
$573
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 2.7% |
$161 - $182
|
380
$5.18K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.95% |
$64.2 - $72.6
|
427
$5.82K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 13.79% |
$64.2 - $72.6
|
33
$450
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4+ 0.02% |
$64.2 - $72.6
|
21.9K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.01% |
$48.2 - $54.5
|
29.3K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 2.13% |
$32.1 - $36.3
|
96
$1.31K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.1% |
$16.1 - $18.2
|
1K
$13.7K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 4.55% |
$112 - $127
|
147
$2.01K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 5.21% |
$177 - $200
|
200
$2.73K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12- 50.0% |
$193 - $218
|
12
$164
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 13.89% |
$321 - $363
|
124
$1.69K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-20- 62.5% |
$321 - $363
|
12
$164
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22- 22.45% |
$353 - $400
|
76
$1.04K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 25.0% |
$401 - $454
|
75
$1.02K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-27- 16.67% |
$434 - $490
|
135
$1.84K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-28- 0.16% |
$450 - $508
|
17K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-29- 19.08% |
$466 - $527
|
123
$1.68K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 5.25% |
$482 - $545
|
541
$7.38K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 4.57% |
$562 - $636
|
731
$9.97K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-39- 38.61% |
$626 - $708
|
62
$846
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52- 2.11% |
$835 - $944
|
2.42K
$33K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-58- 0.17% |
$931 - $1.05K
|
34.5K
$471K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-58- 50.43% |
$931 - $1.05K
|
57
$777
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-70- 5.51% |
$1.12K - $1.27K
|
1.2K
$16.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-74- 0.45% |
$1.19K - $1.34K
|
16.4K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-79- 0.46% |
$1.27K - $1.43K
|
17K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-89- 0.62% |
$1.43K - $1.62K
|
14.4K
$196K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-100- 5.15% |
$1.61K - $1.82K
|
1.84K
$25.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-106- 2.23% |
$1.7K - $1.92K
|
4.66K
$63.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-107- 0.71% |
$1.72K - $1.94K
|
14.9K
$203K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-110- 4.64% |
$1.77K - $2K
|
2.26K
$30.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-151- 0.22% |
$2.43K - $2.74K
|
69.9K
$954K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-168- 2.01% |
$2.7K - $3.05K
|
8.2K
$112K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-188- 7.24% |
$3.02K - $3.41K
|
2.41K
$32.8K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-194- 41.36% |
$3.12K - $3.52K
|
275
$3.75K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.06% |
$3.21K - $3.63K
|
353K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-226- 1.45% |
$3.63K - $4.1K
|
15.4K
$210K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-300- 3.0% |
$4.82K - $5.45K
|
9.7K
$132K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-305- 23.55% |
$4.9K - $5.54K
|
990
$13.5K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-317- 0.55% |
$5.09K - $5.76K
|
57.5K
$785K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-320- 64.13% |
$5.14K - $5.81K
|
179
$2.44K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-321- 0.98% |
$5.16K - $5.83K
|
32.3K
$441K
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-367- 1.96% |
$5.89K - $6.66K
|
18.4K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-373- 0.73% |
$5.99K - $6.77K
|
51K
$696K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-380- 0.28% |
$6.1K - $6.9K
|
135K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-385- 1.95% |
$6.18K - $6.99K
|
19.3K
$264K
|