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
|
Glassman Wealth Services
|
BUY
|
- |
35+ 3.78% |
$565 - $636
|
961
$13.1K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
34+ 0.24% |
$548 - $618
|
14K
$191K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
33+ 150.0% |
$532 - $600
|
55
$750
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29New |
$468 - $527
|
29
$396
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 7.46% |
$403 - $455
|
360
$4.91K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
19New |
$306 - $345
|
19
$259
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18+ 0.1% |
$290 - $327
|
18.9K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18+ 120.0% |
$290 - $327
|
33
$450
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$226 - $255
|
14
$191
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$210 - $236
|
13
$177
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12New |
$194 - $218
|
12
$164
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 5.19% |
$113 - $127
|
142
$1.94K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10- 6.85% |
$161 - $182
|
136
$1.86K
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-11- 0.05% |
$177 - $200
|
20.8K
$283K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 2.23% |
$242 - $273
|
657
$8.96K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$807 - $909
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-99- 13.24% |
$1.6K - $1.8K
|
649
$8.85K
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-100- 6.25% |
$1.61K - $1.82K
|
1.5K
$20.5K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-128- 0.61% |
$2.06K - $2.33K
|
20.8K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-135- 0.39% |
$2.18K - $2.45K
|
34.7K
$474K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-135- 0.39% |
$2.18K - $2.45K
|
34.7K
$474K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-140- 0.81% |
$2.26K - $2.55K
|
17.2K
$234K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-142- 32.13% |
$2.29K - $2.58K
|
300
$4.09K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-148- 78.31% |
$2.39K - $2.69K
|
41
$559
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-155- 4.24% |
$2.5K - $2.82K
|
3.5K
$47.8K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-208- 4.28% |
$3.36K - $3.78K
|
4.65K
$63.4K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-209- 8.28% |
$3.37K - $3.8K
|
2.32K
$31.6K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-232- 20.81% |
$3.74K - $4.22K
|
883
$12K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-249- 2.03% |
$4.02K - $4.53K
|
12K
$164K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-256- 1.71% |
$4.13K - $4.65K
|
14.7K
$201K
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-350- 1.75% |
$5.65K - $6.36K
|
19.6K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-428- 0.79% |
$6.9K - $7.78K
|
53.5K
$729K
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-451- 2.13% |
$7.27K - $8.2K
|
20.7K
$283K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-600- 5.4% |
$9.68K - $10.9K
|
10.5K
$143K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-643- 1.26% |
$10.4K - $11.7K
|
50.4K
$688K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-728- 12.3% |
$11.7K - $13.2K
|
5.19K
$70.8K
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-760- 1.28% |
$12.3K - $13.8K
|
58.6K
$799K
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-763- 3.58% |
$12.3K - $13.9K
|
20.5K
$280K
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-900- 6.43% |
$14.5K - $16.4K
|
13.1K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-921- 3.73% |
$14.9K - $16.7K
|
23.8K
$324K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-981- 4.79% |
$15.8K - $17.8K
|
19.5K
$266K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-995- 2.67% |
$16K - $18.1K
|
36.3K
$496K
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.02K- 0.28% |
$16.4K - $18.5K
|
366K
$5M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.13K- 3.36% |
$18.1K - $20.5K
|
32.3K
$441K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.28KClosed |
$20.7K - $23.3K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.28K- 11.02% |
$20.7K - $23.3K
|
10.4K
$141K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.38K- 29.99% |
$22.3K - $25.2K
|
3.23K
$44.1K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.71K- 16.86% |
$27.6K - $31.1K
|
8.43K
$115K
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.96K- 6.52% |
$31.6K - $35.6K
|
28K
$383K
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-2.24K- 10.47% |
$36.1K - $40.7K
|
19.2K
$261K
|