Purchases and Sales Made in Q1 2025 in Pg&E Corp (PCG)
This table provides information about the institutional ownership of Pg&E Corp (PCG) during Q1 2025. 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 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
73+ 70.19% |
$1.11K - $1.49K
|
177
$2.41K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 1.34% |
$803 - $1.08K
|
4.01K
$54.7K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
53New |
$803 - $1.08K
|
53
$723
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
52+ 0.15% |
$788 - $1.06K
|
35.4K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
43+ 7.98% |
$652 - $877
|
582
$7.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
43+ 28.67% |
$652 - $877
|
193
$2.63K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
43New |
$652 - $877
|
43
$587
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
43+ 4.67% |
$652 - $877
|
964
$13.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
42New |
$637 - $857
|
42
$573
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 131.25% |
$637 - $857
|
74
$1.01K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
39+ 0.22% |
$591 - $796
|
17.6K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 2.86% |
$561 - $755
|
1.33K
$18.1K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
32New |
$485 - $653
|
32
$436
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 5.65% |
$470 - $632
|
580
$7.91K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
30New |
$455 - $612
|
30
$409
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
30New |
$455 - $612
|
30
$409
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$455 - $612
|
30
$409
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
29+ 0.23% |
$440 - $592
|
12.5K
$170K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
23New |
$349 - $469
|
23
$314
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
21New |
$318 - $428
|
21
$286
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 26.67% |
$303 - $408
|
95
$1.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$243 - $326
|
16
$218
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
15New |
$227 - $306
|
15
$205
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12New |
$182 - $245
|
12
$164
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 1.89% |
$182 - $245
|
647
$8.83K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$136 - $184
|
9
$123
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.66% |
$106 - $143
|
1.07K
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.06% |
$45.5 - $61.2
|
4.66K
$63.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.67% |
$30.3 - $40.8
|
122
$1.66K
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$15.2 - $20.4
|
250K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1New |
$15.2 - $20.4
|
1
$13.6
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 7.14% |
$15.2 - $20.4
|
15
$205
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-4- 8.51% |
$60.6 - $81.6
|
43
$587
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 0.5% |
$75.8 - $102
|
1K
$13.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5- 7.81% |
$75.8 - $102
|
59
$805
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 6.25% |
$106 - $143
|
105
$1.43K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 2.45% |
$167 - $224
|
438
$5.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-12- 50.0% |
$182 - $245
|
12
$164
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 50.0% |
$303 - $408
|
20
$273
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-30- 50.0% |
$455 - $612
|
30
$409
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32- 0.18% |
$485 - $653
|
17.6K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-32- 0.18% |
$485 - $653
|
17.6K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-49- 5.64% |
$743 - $1K
|
820
$11.2K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-62- 0.13% |
$940 - $1.26K
|
45.9K
$626K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-71- 8.93% |
$1.08K - $1.45K
|
724
$9.88K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-111- 89.52% |
$1.68K - $2.26K
|
13
$177
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-116- 24.84% |
$1.76K - $2.37K
|
351
$4.79K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-120- 2.6% |
$1.82K - $2.45K
|
4.49K
$61.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-122- 1.12% |
$1.85K - $2.49K
|
10.7K
$147K
|