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
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$152 - $182
|
16.6K
$332K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$106 - $127
|
7
$140
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7+ 0.01% |
$106 - $127
|
63.3K
$1.27M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
5New |
$75.9 - $90.8
|
5
$100
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
5New |
$75.9 - $90.8
|
5
$100
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 2.08% |
$30.4 - $36.3
|
94
$1.88K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.03% |
$60.7 - $72.6
|
11.9K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-13- 30.95% |
$197 - $236
|
29
$580
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18- 54.55% |
$273 - $327
|
15
$300
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 0.3% |
$395 - $472
|
8.58K
$172K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 23.48% |
$471 - $563
|
101
$2.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-34- 0.24% |
$516 - $617
|
14K
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-41- 3.16% |
$622 - $744
|
1.26K
$25.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45- 22.84% |
$683 - $817
|
152
$3.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54- 3.0% |
$820 - $980
|
1.75K
$35K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-55- 4.46% |
$835 - $998
|
1.18K
$23.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 0.74% |
$941 - $1.13K
|
8.37K
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-68- 7.08% |
$1.03K - $1.23K
|
893
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-78- 12.02% |
$1.18K - $1.42K
|
571
$11.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83- 3.25% |
$1.26K - $1.51K
|
2.47K
$49.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.61% |
$1.43K - $1.71K
|
5.76K
$115K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-95- 0.73% |
$1.44K - $1.72K
|
13K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-102- 9.26% |
$1.55K - $1.85K
|
1K
$20K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-125- 7.69% |
$1.9K - $2.27K
|
1.5K
$30K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-131- 3.86% |
$1.99K - $2.38K
|
3.27K
$65.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-132- 44.9% |
$2K - $2.4K
|
162
$3.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-168- 0.57% |
$2.55K - $3.05K
|
29.3K
$586K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-180- 47.37% |
$2.73K - $3.27K
|
200
$4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-258- 2.46% |
$3.92K - $4.68K
|
10.2K
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-275- 31.14% |
$4.17K - $4.99K
|
608
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-368- 11.39% |
$5.59K - $6.68K
|
2.86K
$57.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-394- 2.5% |
$5.98K - $7.15K
|
15.4K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-469- 23.58% |
$7.12K - $8.51K
|
1.52K
$30.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-532- 0.54% |
$8.08K - $9.66K
|
98.5K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.46% |
$9.11K - $10.9K
|
129K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-650- 23.88% |
$9.87K - $11.8K
|
2.07K
$41.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-650- 23.88% |
$9.87K - $11.8K
|
2.07K
$41.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-681- 4.0% |
$10.3K - $12.4K
|
16.3K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-695- 1.19% |
$10.6K - $12.6K
|
57.9K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-789- 0.91% |
$12K - $14.3K
|
86.2K
$1.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-798- 36.84% |
$12.1K - $14.5K
|
1.37K
$27.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-813- 5.09% |
$12.3K - $14.8K
|
15.2K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-817- 35.28% |
$12.4K - $14.8K
|
1.5K
$30K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-918- 6.23% |
$13.9K - $16.7K
|
13.8K
$277K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.01K- 1.44% |
$15.3K - $18.3K
|
68.9K
$1.38M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.05K- 22.62% |
$16K - $19.1K
|
3.6K
$72K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.05K- 0.84% |
$16K - $19.1K
|
125K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.16K- 5.67% |
$17.7K - $21.1K
|
19.4K
$387K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.18K- 9.7% |
$17.9K - $21.3K
|
10.9K
$219K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.3K- 4.8% |
$19.7K - $23.6K
|
25.8K
$516K
|