Purchases and Sales Made in Q1 2024 in Pnc Financial Services Group, Inc. (PNC)
This table provides information about the institutional ownership of Pnc Financial Services Group, Inc. (PNC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 1.53% |
$2.9K - $3.23K
|
1.33K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
19+ 1.03% |
$2.75K - $3.07K
|
1.86K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
17+ 0.41% |
$2.46K - $2.75K
|
4.12K
$814K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.16% |
$2.46K - $2.75K
|
10.7K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
17+ 0.22% |
$2.46K - $2.75K
|
7.83K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16+ 1.08% |
$2.32K - $2.59K
|
1.5K
$297K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16+ 0.48% |
$2.32K - $2.59K
|
3.38K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16+ 0.57% |
$2.32K - $2.59K
|
2.82K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16New |
$2.32K - $2.59K
|
16
$3.16K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16+ 0.27% |
$2.32K - $2.59K
|
5.98K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16+ 0.36% |
$2.32K - $2.59K
|
4.48K
$886K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 65.22% |
$2.17K - $2.42K
|
38
$7.51K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$2.17K - $2.42K
|
15
$2.96K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$2.17K - $2.42K
|
15
$2.96K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
14+ 0.88% |
$2.03K - $2.26K
|
1.6K
$316K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
14+ 0.72% |
$2.03K - $2.26K
|
1.96K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14New |
$2.03K - $2.26K
|
14
$2.77K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14New |
$2.03K - $2.26K
|
14
$2.77K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 0.72% |
$1.88K - $2.1K
|
1.81K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 0.31% |
$1.88K - $2.1K
|
4.2K
$830K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12+ 0.59% |
$1.74K - $1.94K
|
2.04K
$402K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 0.25% |
$1.59K - $1.78K
|
4.47K
$883K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11+ 7.19% |
$1.59K - $1.78K
|
164
$32.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
10+ 0.73% |
$1.45K - $1.62K
|
1.38K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.29% |
$1.45K - $1.62K
|
3.48K
$687K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$1.16K - $1.29K
|
10.1K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8+ 0.2% |
$1.16K - $1.29K
|
4.03K
$796K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
8+ 0.03% |
$1.16K - $1.29K
|
30.1K
$5.94M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8New |
$1.16K - $1.29K
|
8
$1.58K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 1.38% |
$1.16K - $1.29K
|
588
$116K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
8+ 0.5% |
$1.16K - $1.29K
|
1.6K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.51% |
$1.01K - $1.13K
|
1.38K
$274K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 7.0% |
$1.01K - $1.13K
|
107
$21.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.12% |
$869 - $970
|
5.05K
$998K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.61% |
$869 - $970
|
989
$195K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 17.65% |
$869 - $970
|
40
$7.91K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.07% |
$869 - $970
|
8.02K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 19.35% |
$869 - $970
|
37
$7.31K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6+ 5.36% |
$869 - $970
|
118
$23.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 3.06% |
$869 - $970
|
202
$39.9K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5+ 0.2% |
$724 - $808
|
2.54K
$502K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.92% |
$724 - $808
|
548
$108K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5+ 0.35% |
$724 - $808
|
1.45K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5+ 0.06% |
$724 - $808
|
8.26K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
5+ 0.11% |
$724 - $808
|
4.44K
$878K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.68% |
$579 - $646
|
589
$116K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.31% |
$579 - $646
|
1.28K
$253K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
4+ 0.13% |
$579 - $646
|
3.18K
$628K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.05% |
$435 - $485
|
6.49K
$1.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.26% |
$435 - $485
|
1.18K
$232K
|