Purchases and Sales Made in Q2 2023 in Pg&E Corp (PCG)
This table provides information about the institutional ownership of Pg&E Corp (PCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
96+ 8.45% |
$1.55K - $1.68K
|
1.23K
$17.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
95New |
$1.53K - $1.66K
|
95
$1.32K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
95+ 0.08% |
$1.53K - $1.66K
|
123K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
81+ 0.25% |
$1.31K - $1.41K
|
32.5K
$452K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73+ 12.19% |
$1.18K - $1.27K
|
672
$9.35K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
71+ 8.21% |
$1.15K - $1.24K
|
936
$13K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
64+ 206.45% |
$1.03K - $1.12K
|
95
$1.32K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
64+ 23.62% |
$1.03K - $1.12K
|
335
$4.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
56+ 8.09% |
$903 - $977
|
748
$10.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
40+ 0.22% |
$645 - $698
|
18.4K
$256K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 0.32% |
$613 - $663
|
11.9K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28New |
$452 - $489
|
28
$389
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23New |
$371 - $401
|
23
$320
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 0.32% |
$371 - $401
|
7.27K
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$274 - $297
|
17
$236
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$242 - $262
|
15
$209
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$210 - $227
|
13
$181
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 2.53% |
$113 - $122
|
284
$3.95K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 1.43% |
$32.3 - $34.9
|
138
$1.92K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.4% |
$145 - $157
|
633
$8.81K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 10.0% |
$242 - $262
|
135
$1.88K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 1.34% |
$419 - $454
|
1.91K
$26.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-34- 0.04% |
$548 - $593
|
88.9K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 22.88% |
$565 - $611
|
118
$1.64K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-45- 0.15% |
$726 - $785
|
30.3K
$422K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 0.6% |
$1.4K - $1.52K
|
14.3K
$199K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-90- 53.25% |
$1.45K - $1.57K
|
79
$1.1K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-90- 53.25% |
$1.45K - $1.57K
|
79
$1.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-96- 0.54% |
$1.55K - $1.68K
|
17.7K
$247K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-116- 50.22% |
$1.87K - $2.02K
|
115
$1.6K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-156- 1.2% |
$2.52K - $2.72K
|
12.9K
$179K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-180- 48.78% |
$2.9K - $3.14K
|
189
$2.63K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-191- 3.35% |
$3.08K - $3.33K
|
5.52K
$76.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 1.78% |
$3.32K - $3.59K
|
11.3K
$158K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-207- 16.47% |
$3.34K - $3.61K
|
1.05K
$14.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
SELL
|
- |
-215- 0.83% |
$3.47K - $3.75K
|
25.7K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-240- 9.7% |
$3.87K - $4.19K
|
2.24K
$31.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-256- 16.63% |
$4.13K - $4.47K
|
1.28K
$17.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-295- 0.23% |
$4.76K - $5.15K
|
127K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-298- 1.85% |
$4.81K - $5.2K
|
15.8K
$219K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-304- 41.53% |
$4.9K - $5.3K
|
428
$5.95K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-325- 0.95% |
$5.24K - $5.67K
|
33.8K
$471K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-366- 0.83% |
$5.9K - $6.39K
|
44K
$612K
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-367- 0.14% |
$5.92K - $6.4K
|
267K
$3.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-376- 12.96% |
$6.06K - $6.56K
|
2.53K
$35.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-402- 2.0% |
$6.48K - $7.01K
|
19.7K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-433- 2.72% |
$6.98K - $7.56K
|
15.5K
$215K
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-500- 1.41% |
$8.06K - $8.73K
|
34.9K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-532- 1.09% |
$8.58K - $9.28K
|
48.4K
$673K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-654- 3.93% |
$10.5K - $11.4K
|
16K
$223K
|