Purchases and Sales Made in Q3 2024 in Pg&E Corp (PCG)
This table provides information about the institutional ownership of Pg&E Corp (PCG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
344New |
$5.88K - $7.09K
|
344
$5.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
315+ 2.54% |
$5.38K - $6.49K
|
12.7K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
311+ 48.67% |
$5.31K - $6.41K
|
950
$16K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
288+ 0.75% |
$4.92K - $5.93K
|
38.6K
$651K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
246+ 11.16% |
$4.2K - $5.07K
|
2.45K
$41.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
239+ 151.27% |
$4.08K - $4.92K
|
397
$6.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
233+ 120.1% |
$3.98K - $4.8K
|
427
$7.21K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
229New |
$3.91K - $4.72K
|
229
$3.87K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
216+ 139.35% |
$3.69K - $4.45K
|
371
$6.26K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
207New |
$3.54K - $4.26K
|
207
$3.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
203+ 1.26% |
$3.47K - $4.18K
|
16.3K
$275K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
200New |
$3.42K - $4.12K
|
200
$3.38K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
200+ 0.9% |
$3.42K - $4.12K
|
22.3K
$376K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
191+ 0.61% |
$3.26K - $3.93K
|
31.3K
$528K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
174+ 0.51% |
$2.97K - $3.58K
|
34.4K
$581K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
167+ 11.65% |
$2.85K - $3.44K
|
1.6K
$27K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
155New |
$2.65K - $3.19K
|
155
$2.62K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151+ 8.68% |
$2.58K - $3.11K
|
1.89K
$31.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145+ 2.12% |
$2.48K - $2.99K
|
6.98K
$118K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
126+ 0.15% |
$2.15K - $2.6K
|
82.7K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 24.95% |
$2.03K - $2.45K
|
596
$10.1K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
104+ 0.41% |
$1.78K - $2.14K
|
25.4K
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
101+ 0.51% |
$1.73K - $2.08K
|
19.8K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
96+ 0.57% |
$1.64K - $1.98K
|
16.8K
$283K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
96+ 0.8% |
$1.64K - $1.98K
|
12.1K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
96+ 6.4% |
$1.64K - $1.98K
|
1.6K
$26.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
89+ 44.5% |
$1.52K - $1.83K
|
289
$4.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
85+ 5.62% |
$1.45K - $1.75K
|
1.6K
$27K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
82+ 7.31% |
$1.4K - $1.69K
|
1.2K
$20.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
81+ 0.53% |
$1.38K - $1.67K
|
15.4K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74+ 17.83% |
$1.26K - $1.52K
|
489
$8.25K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
74+ 117.46% |
$1.26K - $1.52K
|
137
$2.31K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64+ 13.65% |
$1.09K - $1.32K
|
533
$9K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
61+ 2.7% |
$1.04K - $1.26K
|
2.32K
$39.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
61+ 96.83% |
$1.04K - $1.26K
|
124
$2.09K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 10.22% |
$956 - $1.15K
|
604
$10.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56+ 1.56% |
$956 - $1.15K
|
3.65K
$61.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$905 - $1.09K
|
53
$895
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
52New |
$888 - $1.07K
|
52
$878
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
51+ 7.81% |
$871 - $1.05K
|
704
$11.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
49+ 5.98% |
$837 - $1.01K
|
869
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48New |
$820 - $989
|
48
$810
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
44+ 0.25% |
$752 - $906
|
17.7K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44New |
$752 - $906
|
44
$743
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
44+ 0.25% |
$752 - $906
|
17.7K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43New |
$734 - $886
|
43
$726
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$512 - $618
|
30
$506
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30+ 150.0% |
$512 - $618
|
50
$844
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
30New |
$512 - $618
|
30
$506
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18+ 8.82% |
$307 - $371
|
222
$3.75K
|