Purchases and Sales Made in Q3 2023 in Pg&E Corp (PCG)
This table provides information about the institutional ownership of Pg&E Corp (PCG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
816+ 2.44% |
$13.2K - $14.8K
|
34.2K
$679K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
794+ 10.92% |
$12.8K - $14.4K
|
8.07K
$160K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
753+ 4.94% |
$12.1K - $13.7K
|
16K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
609+ 4.12% |
$9.82K - $11.1K
|
15.4K
$305K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
550+ 0.17% |
$8.87K - $10K
|
332K
$6.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
539New |
$8.69K - $9.8K
|
539
$10.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
537+ 42.48% |
$8.66K - $9.76K
|
1.8K
$35.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
527+ 4.64% |
$8.5K - $9.58K
|
11.9K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
509+ 1.57% |
$8.21K - $9.25K
|
33K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
476+ 4.51% |
$7.68K - $8.65K
|
11K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
460New |
$7.42K - $8.36K
|
460
$9.12K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
452New |
$7.29K - $8.22K
|
452
$8.96K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
444New |
$7.16K - $8.07K
|
444
$8.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
400+ 0.8% |
$6.45K - $7.27K
|
50.7K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
396+ 2.14% |
$6.39K - $7.2K
|
18.9K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
379+ 52.42% |
$6.11K - $6.89K
|
1.1K
$21.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
373+ 48.57% |
$6.02K - $6.78K
|
1.14K
$22.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
367+ 34.95% |
$5.92K - $6.67K
|
1.42K
$28.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
337+ 6.11% |
$5.44K - $6.13K
|
5.85K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
286+ 1.85% |
$4.61K - $5.2K
|
15.7K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
268+ 1.04% |
$4.32K - $4.87K
|
26.1K
$517K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
250New |
$4.03K - $4.55K
|
250
$4.96K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
226+ 79.58% |
$3.65K - $4.11K
|
510
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
220+ 2.06% |
$3.55K - $4K
|
10.9K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
215New |
$3.47K - $3.91K
|
215
$4.26K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
180+ 90.0% |
$2.9K - $3.27K
|
380
$7.53K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
177New |
$2.86K - $3.22K
|
177
$3.51K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
151+ 6.29% |
$2.44K - $2.75K
|
2.55K
$50.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
150+ 0.43% |
$2.42K - $2.73K
|
35K
$694K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$2.42K - $2.73K
|
150
$2.97K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
150+ 0.86% |
$2.42K - $2.73K
|
17.6K
$349K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 1.72% |
$2.35K - $2.65K
|
8.61K
$171K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
126+ 1.22% |
$2.03K - $2.29K
|
10.4K
$206K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123New |
$1.98K - $2.24K
|
123
$2.44K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
117New |
$1.89K - $2.13K
|
117
$2.32K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
102+ 107.37% |
$1.65K - $1.85K
|
197
$3.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
94+ 10.04% |
$1.52K - $1.71K
|
1.03K
$20.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
94New |
$1.52K - $1.71K
|
94
$1.86K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
90+ 7.46% |
$1.45K - $1.64K
|
1.3K
$25.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
87+ 0.04% |
$1.4K - $1.58K
|
220K
$4.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 3.97% |
$1.23K - $1.38K
|
1.99K
$39.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
75+ 18.43% |
$1.21K - $1.36K
|
482
$9.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
66+ 45.52% |
$1.06K - $1.2K
|
211
$4.18K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
65+ 82.28% |
$1.05K - $1.18K
|
144
$2.85K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
65+ 82.28% |
$1.05K - $1.18K
|
144
$2.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.32% |
$742 - $836
|
14.4K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
44+ 0.24% |
$710 - $800
|
18.5K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
42New |
$677 - $764
|
42
$832
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
35+ 3.78% |
$565 - $636
|
961
$19K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
35New |
$565 - $636
|
35
$694
|