Purchases and Sales Made in Q1 2023 in Pnc Financial Services Group, Inc. (PNC)
This table provides information about the institutional ownership of Pnc Financial Services Group, Inc. (PNC) during Q1 2023. The information is specifically focused on institutions that hold shares of PNC FINANCIAL SERVICES GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 1.08% |
$3.79K - $5.23K
|
2.9K
$559K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
30+ 0.95% |
$3.66K - $5.06K
|
3.2K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
30New |
$3.66K - $5.06K
|
30
$5.78K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 1.52% |
$3.66K - $5.06K
|
2K
$386K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
27+ 0.42% |
$3.3K - $4.56K
|
6.48K
$1.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
26+ 0.85% |
$3.18K - $4.39K
|
3.09K
$596K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
25+ 1.15% |
$3.05K - $4.22K
|
2.19K
$423K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
25+ 12.69% |
$3.05K - $4.22K
|
222
$42.8K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.43% |
$3.05K - $4.22K
|
5.82K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
25+ 0.18% |
$3.05K - $4.22K
|
13.8K
$2.65M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
24+ 1.18% |
$2.93K - $4.05K
|
2.05K
$395K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24+ 18.05% |
$2.93K - $4.05K
|
157
$30.3K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
24+ 0.51% |
$2.93K - $4.05K
|
4.72K
$909K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
23New |
$2.81K - $3.88K
|
23
$4.43K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
21+ 0.85% |
$2.56K - $3.54K
|
2.49K
$480K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21+ 0.51% |
$2.56K - $3.54K
|
4.11K
$791K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20+ 0.4% |
$2.44K - $3.38K
|
5.02K
$967K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
20+ 0.89% |
$2.44K - $3.38K
|
2.27K
$438K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
20+ 1.44% |
$2.44K - $3.38K
|
1.41K
$271K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.42% |
$2.32K - $3.21K
|
4.52K
$871K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19+ 0.43% |
$2.32K - $3.21K
|
4.48K
$863K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19+ 0.43% |
$2.32K - $3.21K
|
4.48K
$863K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
17+ 566.67% |
$2.08K - $2.87K
|
20
$3.86K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
17New |
$2.08K - $2.87K
|
17
$3.28K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
16+ 0.91% |
$1.95K - $2.7K
|
1.77K
$342K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
16+ 1.34% |
$1.95K - $2.7K
|
1.21K
$233K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
16New |
$1.95K - $2.7K
|
16
$3.08K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15+ 0.6% |
$1.83K - $2.53K
|
2.5K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.74% |
$1.83K - $2.53K
|
2.05K
$395K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14+ 0.78% |
$1.71K - $2.36K
|
1.81K
$349K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 1.54% |
$1.59K - $2.19K
|
857
$165K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 2.45% |
$1.59K - $2.19K
|
543
$105K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
12+ 0.28% |
$1.47K - $2.03K
|
4.36K
$840K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
12+ 23.53% |
$1.47K - $2.03K
|
63
$12.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 11.21% |
$1.47K - $2.03K
|
119
$22.9K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
12New |
$1.47K - $2.03K
|
12
$2.31K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
11+ 0.19% |
$1.34K - $1.86K
|
5.71K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
10+ 4.44% |
$1.22K - $1.69K
|
235
$45.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8+ 0.13% |
$977 - $1.35K
|
6.14K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 3.49% |
$977 - $1.35K
|
237
$45.7K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7+ 350.0% |
$855 - $1.18K
|
9
$1.73K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.93% |
$733 - $1.01K
|
652
$126K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 13.95% |
$733 - $1.01K
|
49
$9.45K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
6+ 0.15% |
$733 - $1.01K
|
3.89K
$750K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.07% |
$611 - $844
|
7.06K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.06% |
$611 - $844
|
8.8K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.05% |
$611 - $844
|
10.5K
$2.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4+ 0.22% |
$489 - $675
|
1.81K
$349K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
4+ 0.12% |
$489 - $675
|
3.32K
$640K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.19% |
$489 - $675
|
2.1K
$405K
|