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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
388New |
$5.89K - $7.04K
|
388
$6.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
379+ 57.69% |
$5.75K - $6.88K
|
1.04K
$17.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
370New |
$5.62K - $6.72K
|
370
$6.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
369+ 1.94% |
$5.6K - $6.7K
|
19.4K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
339+ 1.37% |
$5.15K - $6.15K
|
25K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
320+ 0.37% |
$4.86K - $5.81K
|
86.8K
$1.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
309+ 0.96% |
$4.69K - $5.61K
|
32.6K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
300New |
$4.55K - $5.45K
|
300
$5.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
270+ 23.66% |
$4.1K - $4.9K
|
1.41K
$24K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
252+ 614.63% |
$3.83K - $4.57K
|
293
$4.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
251+ 52.07% |
$3.81K - $4.56K
|
733
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
208+ 19.15% |
$3.16K - $3.78K
|
1.29K
$22K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
201New |
$3.05K - $3.65K
|
201
$3.42K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
194+ 70.55% |
$2.94K - $3.52K
|
469
$7.98K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
191New |
$2.9K - $3.47K
|
191
$3.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
175New |
$2.66K - $3.18K
|
175
$2.98K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
165+ 134.15% |
$2.5K - $2.99K
|
288
$4.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
157+ 0.35% |
$2.38K - $2.85K
|
44.8K
$762K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
153+ 6.27% |
$2.32K - $2.78K
|
2.6K
$44.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
147+ 9.52% |
$2.23K - $2.67K
|
1.69K
$28.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
145New |
$2.2K - $2.63K
|
145
$2.47K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
144New |
$2.19K - $2.61K
|
144
$2.45K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
141+ 8.11% |
$2.14K - $2.56K
|
1.88K
$32K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
131+ 0.71% |
$1.99K - $2.38K
|
18.5K
$314K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
123+ 41.0% |
$1.87K - $2.23K
|
423
$7.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
112New |
$1.7K - $2.03K
|
112
$1.91K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
109+ 28.09% |
$1.65K - $1.98K
|
497
$8.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
96New |
$1.46K - $1.74K
|
96
$1.63K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$1.44K - $1.72K
|
95
$1.62K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
95New |
$1.44K - $1.72K
|
95
$1.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
94New |
$1.43K - $1.71K
|
94
$1.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
94+ 26.11% |
$1.43K - $1.71K
|
454
$7.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
86New |
$1.31K - $1.56K
|
86
$1.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
81+ 231.43% |
$1.23K - $1.47K
|
116
$1.97K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 7.48% |
$1.17K - $1.4K
|
1.11K
$18.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
57New |
$865 - $1.03K
|
57
$970
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
50New |
$759 - $907
|
50
$851
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 8.82% |
$683 - $817
|
555
$9.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 0.21% |
$516 - $617
|
16.2K
$276K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
32New |
$486 - $581
|
32
$544
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31New |
$471 - $563
|
31
$527
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 0.74% |
$455 - $545
|
4.11K
$69.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
29+ 8.29% |
$440 - $526
|
379
$6.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
24+ 1.69% |
$364 - $436
|
1.44K
$24.5K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22+ 28.95% |
$334 - $399
|
98
$1.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21+ 0.15% |
$319 - $381
|
14.5K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 16.13% |
$304 - $363
|
144
$2.45K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 8.45% |
$182 - $218
|
154
$2.62K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12+ 100.0% |
$182 - $218
|
24
$408
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 4.65% |
$152 - $182
|
225
$3.83K
|