Latest Institutional Transactions on Pnc Financial Services Group, Inc. (PNC)
This table provides information on the latest institutional transactions involving Pnc Financial Services Group, Inc. (PNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.82KNew |
$1.75M - $2.11M
|
9.82K
$1.92M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$714 - $860
|
4
$784
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
30.9KNew |
$5.52M - $6.65M
|
30.9K
$6.06M
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-110- 8.12% |
$19.6K - $23.7K
|
1.24K
$244K
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-70- 6.36% |
$12.5K - $15.1K
|
1.03K
$202K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 1.13% |
$714 - $860
|
350
$68.6K
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-372- 10.02% |
$66.4K - $80K
|
3.34K
$655K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
1.3KNew |
$232K - $280K
|
1.3K
$255K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-195- 14.8% |
$34.8K - $41.9K
|
1.12K
$220K
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.52KNew |
$984K - $1.19M
|
5.52K
$1.08M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-27- 2.99% |
$4.82K - $5.81K
|
875
$171K
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$219K - $264K
|
1.23K
$240K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
195KNew |
$34.8M - $41.9M
|
195K
$38.2M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.82KNew |
$1.57M - $1.9M
|
8.82K
$1.73M
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2New |
$357 - $430
|
2
$392
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11- 14.67% |
$1.96K - $2.37K
|
64
$12.5K
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.05KNew |
$188K - $226K
|
1.05K
$206K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2- 0.18% |
$357 - $430
|
1.12K
$219K
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-490- 25.41% |
$87.4K - $105K
|
1.44K
$282K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
29New |
$5.17K - $6.24K
|
29
$5.68K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.29KNew |
$230K - $277K
|
1.29K
$253K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-71- 87.65% |
$12.7K - $15.3K
|
10
$1.96K
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-87- 0.99% |
$15.5K - $18.7K
|
8.73K
$1.71M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
280+ 10.6% |
$49.9K - $60.2K
|
2.92K
$572K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-513- 10.02% |
$91.5K - $110K
|
4.61K
$903K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5New |
$892 - $1.08K
|
5
$980
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
46+ 2.59% |
$8.21K - $9.89K
|
1.82K
$357K
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
45.9KNew |
$8.19M - $9.87M
|
45.9K
$8.99M
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
60New |
$10.7K - $12.9K
|
60
$11.8K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-172- 1.51% |
$30.7K - $37K
|
11.2K
$2.2M
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
31+ 0.71% |
$5.53K - $6.67K
|
4.38K
$857K
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-36- 1.86% |
$6.42K - $7.74K
|
1.9K
$371K
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.05KNew |
$187K - $225K
|
1.05K
$205K
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-8.93K- 72.19% |
$1.59M - $1.92M
|
3.44K
$674K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$6.07K - $7.31K
|
34
$6.66K
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
9.5K+ 1055.56% |
$1.69M - $2.04M
|
10.4K
$2.04M
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10- 0.52% |
$1.78K - $2.15K
|
1.9K
$372K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.26KNew |
$760K - $916K
|
4.26K
$835K
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
31.4KNew |
$5.6M - $6.75M
|
31.4K
$6.15M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-22- 5.71% |
$3.92K - $4.73K
|
363
$71.1K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7K+ 7.15% |
$1.25M - $1.51M
|
105K
$20.6M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
449New |
$80.1K - $96.5K
|
449
$88K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 1.88% |
$1.96K - $2.37K
|
597
$117K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$13.2K - $15.9K
|
74
$14.5K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
454+ 3.39% |
$81K - $97.6K
|
13.8K
$2.71M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
19+ 0.51% |
$3.39K - $4.09K
|
3.75K
$734K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-25- 0.16% |
$4.46K - $5.38K
|
16K
$3.14M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-166- 2.3% |
$29.6K - $35.7K
|
7.05K
$1.38M
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.73KNew |
$486K - $586K
|
2.73K
$534K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-53- 4.75% |
$9.45K - $11.4K
|
1.06K
$208K
|