Purchases and Sales Made in Q1 2025 in Pnc Financial Services Group, Inc. (PNC)
This table provides information about the institutional ownership of Pnc Financial Services Group, Inc. (PNC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
746+ 11.85% |
$126K - $151K
|
7.04K
$1.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
744+ 157.29% |
$126K - $151K
|
1.22K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
744+ 41.87% |
$126K - $151K
|
2.52K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
728+ 5.89% |
$123K - $148K
|
13.1K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
726+ 7.47% |
$123K - $147K
|
10.4K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
717+ 5.89% |
$121K - $145K
|
12.9K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
710+ 35.24% |
$120K - $144K
|
2.73K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
701+ 64.19% |
$118K - $142K
|
1.79K
$327K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
693+ 21.12% |
$117K - $141K
|
3.98K
$725K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
689+ 689.0% |
$116K - $140K
|
789
$144K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
677+ 0.51% |
$114K - $137K
|
133K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
657+ 5.04% |
$111K - $133K
|
13.7K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
650+ 13.25% |
$110K - $132K
|
5.56K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
650+ 8.16% |
$110K - $132K
|
8.62K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
647+ 4.2% |
$109K - $131K
|
16K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
646+ 3.2% |
$109K - $131K
|
20.9K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
638+ 15.03% |
$108K - $129K
|
4.88K
$890K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
630+ 10.71% |
$106K - $128K
|
6.52K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
624+ 28.45% |
$105K - $127K
|
2.82K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
619+ 33.55% |
$105K - $126K
|
2.46K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
617+ 4.77% |
$104K - $125K
|
13.6K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
613+ 1.44% |
$103K - $124K
|
43.1K
$7.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
608+ 48.03% |
$103K - $123K
|
1.87K
$342K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
606+ 27.6% |
$102K - $123K
|
2.8K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
600+ 47.24% |
$101K - $122K
|
1.87K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 2.45% |
$101K - $122K
|
25.1K
$4.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
599+ 14.67% |
$101K - $122K
|
4.68K
$854K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
596+ 3.59% |
$101K - $121K
|
17.2K
$3.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
591+ 21.3% |
$99.8K - $120K
|
3.37K
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
591New |
$99.8K - $120K
|
591
$108K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
581+ 33.64% |
$98.1K - $118K
|
2.31K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
568+ 35.77% |
$95.9K - $115K
|
2.16K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
567+ 54.57% |
$95.7K - $115K
|
1.61K
$293K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
566New |
$95.6K - $115K
|
566
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
547+ 12.49% |
$92.4K - $111K
|
4.93K
$899K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
547+ 9.41% |
$92.4K - $111K
|
6.36K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
543+ 9.71% |
$91.7K - $110K
|
6.14K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
540+ 6.4% |
$91.2K - $110K
|
8.98K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
538New |
$90.8K - $109K
|
538
$98.1K
|
|
|
Aug 14, 2025
Q1 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
527New |
$89K - $107K
|
527
$96.1K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
524+ 13.44% |
$88.5K - $106K
|
4.42K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
519+ 36.86% |
$87.6K - $105K
|
1.93K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
515+ 1.08% |
$87K - $104K
|
48.4K
$8.82M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
515+ 14.01% |
$87K - $104K
|
4.19K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
500+ 39.81% |
$84.4K - $101K
|
1.76K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
500+ 18.52% |
$84.4K - $101K
|
3.2K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
500+ 6.52% |
$84.4K - $101K
|
8.17K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
494+ 2.85% |
$83.4K - $100K
|
17.9K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
489+ 2.63% |
$82.6K - $99.2K
|
19.1K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
475+ 3.04% |
$80.2K - $96.4K
|
16.1K
$2.94M
|