Purchases and Sales Made in Q2 2023 in Posco Holdings Inc. (PKX)
This table provides information about the institutional ownership of Posco Holdings Inc. (PKX) during Q2 2023. The information is specifically focused on institutions that hold shares of POSCO HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
198+ 0.74% |
$13.4K - $15.8K
|
26.9K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
160+ 4.24% |
$10.9K - $12.8K
|
3.93K
$179K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.52% |
$8.69K - $10.2K
|
24.6K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
121+ 11.36% |
$8.21K - $9.65K
|
1.19K
$53.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94+ 0.28% |
$6.38K - $7.5K
|
34.1K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
89+ 0.79% |
$6.04K - $7.1K
|
11.3K
$515K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
89New |
$6.04K - $7.1K
|
89
$4.05K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 2.19% |
$5.43K - $6.38K
|
3.73K
$170K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 2.19% |
$5.43K - $6.38K
|
3.73K
$170K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
64+ 0.58% |
$4.34K - $5.1K
|
11.1K
$506K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
58New |
$3.94K - $4.62K
|
58
$2.64K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 1.82% |
$3.8K - $4.47K
|
3.13K
$142K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 17.44% |
$3.05K - $3.59K
|
303
$13.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
44+ 97.78% |
$2.99K - $3.51K
|
89
$4.05K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42New |
$2.85K - $3.35K
|
42
$1.91K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
31New |
$2.1K - $2.47K
|
31
$1.41K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
23+ 0.73% |
$1.56K - $1.83K
|
3.18K
$145K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22New |
$1.49K - $1.75K
|
22
$1K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17+ 0.59% |
$1.15K - $1.36K
|
2.92K
$133K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
14+ 0.07% |
$950 - $1.12K
|
20.1K
$915K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 5.3% |
$475 - $558
|
139
$6.32K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
7New |
$475 - $558
|
7
$318
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.07% |
$136 - $159
|
189
$8.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.92% |
$67.9 - $79.7
|
110
$5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.83% |
$136 - $159
|
239
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 6.0% |
$407 - $478
|
94
$4.27K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 24.29% |
$1.15K - $1.36K
|
53
$2.41K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18- 11.18% |
$1.22K - $1.44K
|
143
$6.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-21- 4.56% |
$1.43K - $1.67K
|
440
$20K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-27- 0.52% |
$1.83K - $2.15K
|
5.17K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-27- 37.5% |
$1.83K - $2.15K
|
45
$2.05K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 1.41% |
$2.17K - $2.55K
|
2.24K
$102K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-53- 0.32% |
$3.6K - $4.23K
|
16.3K
$742K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-53- 3.07% |
$3.6K - $4.23K
|
1.68K
$76.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-72- 0.85% |
$4.89K - $5.74K
|
8.39K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-80- 2.22% |
$5.43K - $6.38K
|
3.52K
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-95- 3.28% |
$6.45K - $7.58K
|
2.8K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-173- 3.99% |
$11.7K - $13.8K
|
4.16K
$189K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-195- 3.51% |
$13.2K - $15.5K
|
5.37K
$244K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-220- 3.77% |
$14.9K - $17.5K
|
5.61K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-243- 4.78% |
$16.5K - $19.4K
|
4.84K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-250- 1.83% |
$17K - $19.9K
|
13.4K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-271- 0.57% |
$18.4K - $21.6K
|
47.4K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-282- 23.23% |
$19.1K - $22.5K
|
932
$42.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-398- 11.79% |
$27K - $31.7K
|
2.98K
$135K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-400- 38.06% |
$27.2K - $31.9K
|
651
$29.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-470- 2.04% |
$31.9K - $37.5K
|
22.6K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-484- 14.82% |
$32.9K - $38.6K
|
2.78K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-554- 7.31% |
$37.6K - $44.2K
|
7.03K
$319K
|