Purchases and Sales Made in Q4 2023 in Pg&E Corp (PCG)
This table provides information about the institutional ownership of Pg&E Corp (PCG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.08KNew |
$31.5K - $37.7K
|
2.08K
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.07KNew |
$31.5K - $37.6K
|
2.07K
$32K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.04K+ 42.61% |
$30.9K - $37K
|
6.82K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.03K+ 9.53% |
$30.8K - $36.8K
|
23.3K
$361K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.98K+ 15.16% |
$30K - $35.9K
|
15K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.89K+ 10.7% |
$28.7K - $34.3K
|
19.6K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.85K+ 16.91% |
$28K - $33.5K
|
12.8K
$197K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.84K+ 3.17% |
$27.9K - $33.4K
|
59.8K
$924K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.75K+ 6.07% |
$26.5K - $31.7K
|
30.5K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.66K+ 1.16% |
$25.1K - $30K
|
145K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 20.17% |
$24.7K - $29.5K
|
9.69K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.58K+ 4.78% |
$23.9K - $28.6K
|
34.6K
$534K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 3.53% |
$23.2K - $27.7K
|
44.8K
$693K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.53K+ 2.31% |
$23.1K - $27.7K
|
67.5K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.49K+ 12.74% |
$22.6K - $27K
|
13.2K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 5.13% |
$22.2K - $26.6K
|
30K
$464K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
BUY
|
- |
1.43K+ 1.0% |
$21.7K - $25.9K
|
144K
$2.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 6.0% |
$21.6K - $25.9K
|
25.2K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.36K+ 3.04% |
$20.7K - $24.7K
|
46.2K
$714K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.27K+ 2.01% |
$19.2K - $23K
|
64.3K
$993K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.25KNew |
$18.9K - $22.7K
|
1.25K
$19.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.19K+ 6.3% |
$18.1K - $21.6K
|
20.1K
$311K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.19K+ 2.1% |
$18.1K - $21.6K
|
57.8K
$894K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.17K+ 5.62% |
$17.7K - $21.2K
|
21.9K
$339K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.14KNew |
$17.3K - $20.7K
|
1.14K
$17.6K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.13K+ 782.64% |
$17.1K - $20.5K
|
1.27K
$19.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.13K+ 782.64% |
$17.1K - $20.5K
|
1.27K
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.07K+ 8.66% |
$16.2K - $19.4K
|
13.4K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.04K+ 6.74% |
$15.8K - $18.8K
|
16.4K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1K+ 1000.0% |
$15.2K - $18.2K
|
1.1K
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
1K+ 2.86% |
$15.2K - $18.2K
|
36K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 8.01% |
$15.2K - $18.2K
|
13.5K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
999+ 5.12% |
$15.2K - $18.1K
|
20.5K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
977+ 4.28% |
$14.8K - $17.7K
|
23.8K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
900New |
$13.7K - $16.3K
|
900
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
801+ 0.91% |
$12.2K - $14.5K
|
88.7K
$1.37M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
792+ 4.18% |
$12K - $14.4K
|
19.7K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
712+ 2.05% |
$10.8K - $12.9K
|
35.4K
$548K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
691+ 1.55% |
$10.5K - $12.5K
|
45.3K
$701K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
680+ 4.16% |
$10.3K - $12.3K
|
17K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
662+ 0.13% |
$10K - $12K
|
516K
$7.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
648+ 549.15% |
$9.84K - $11.8K
|
766
$11.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
600+ 1.18% |
$9.11K - $10.9K
|
51.3K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
563+ 0.39% |
$8.55K - $10.2K
|
147K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
562+ 0.42% |
$8.53K - $10.2K
|
134K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
501+ 3.01% |
$7.61K - $9.09K
|
17.1K
$265K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
500+ 0.94% |
$7.59K - $9.08K
|
54K
$834K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
499New |
$7.57K - $9.06K
|
499
$7.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
487+ 1.4% |
$7.39K - $8.84K
|
35.3K
$546K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
420+ 1.28% |
$6.38K - $7.62K
|
33.1K
$512K
|