Purchases and Sales Made in Q3 2023 in Pnc Financial Services Group, Inc. (PNC)
This table provides information about the institutional ownership of Pnc Financial Services Group, Inc. (PNC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
47+ 1.49% |
$5.44K - $6.43K
|
3.2K
$647K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
47+ 0.38% |
$5.44K - $6.43K
|
12.5K
$2.54M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45+ 100.0% |
$5.21K - $6.16K
|
90
$18.2K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
43+ 2.24% |
$4.98K - $5.89K
|
1.97K
$397K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
43+ 11.2% |
$4.98K - $5.89K
|
427
$86.3K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
42+ 0.4% |
$4.86K - $5.75K
|
10.5K
$2.13M
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
41+ 0.51% |
$4.75K - $5.61K
|
8.06K
$1.63M
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
40+ 0.12% |
$4.63K - $5.48K
|
34.1K
$6.9M
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 14.89% |
$4.05K - $4.79K
|
270
$54.6K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 1.29% |
$3.59K - $4.24K
|
2.43K
$491K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30+ 1.1% |
$3.47K - $4.11K
|
2.75K
$556K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
29+ 0.67% |
$3.36K - $3.97K
|
4.37K
$884K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28+ 0.75% |
$3.24K - $3.83K
|
3.77K
$762K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
27+ 1.17% |
$3.13K - $3.7K
|
2.33K
$471K
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
25+ 0.67% |
$2.89K - $3.42K
|
3.74K
$756K
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
25+ 1.17% |
$2.89K - $3.42K
|
2.16K
$437K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
24+ 0.53% |
$2.78K - $3.29K
|
4.53K
$916K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
24+ 3.5% |
$2.78K - $3.29K
|
709
$143K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
23+ 0.27% |
$2.66K - $3.15K
|
8.5K
$1.72M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23+ 0.14% |
$2.66K - $3.15K
|
16.9K
$3.41M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22+ 0.28% |
$2.55K - $3.01K
|
7.77K
$1.57M
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
22+ 1.01% |
$2.55K - $3.01K
|
2.2K
$445K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
21+ 1.17% |
$2.43K - $2.87K
|
1.82K
$367K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 20.79% |
$2.43K - $2.87K
|
122
$24.7K
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
21+ 0.9% |
$2.43K - $2.87K
|
2.35K
$475K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 52.63% |
$2.32K - $2.74K
|
58
$11.7K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
19+ 0.98% |
$2.2K - $2.6K
|
1.95K
$394K
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
19+ 633.33% |
$2.2K - $2.6K
|
22
$4.45K
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
18+ 0.09% |
$2.08K - $2.46K
|
19.1K
$3.87M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
17+ 0.5% |
$1.97K - $2.33K
|
3.43K
$693K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 9.66% |
$1.97K - $2.33K
|
193
$39K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.52% |
$1.85K - $2.19K
|
3.12K
$630K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.31% |
$1.74K - $2.05K
|
4.87K
$983K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.47% |
$1.62K - $1.92K
|
969
$196K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
13+ 52.0% |
$1.51K - $1.78K
|
38
$7.68K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
11New |
$1.27K - $1.51K
|
11
$2.22K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
10+ 0.05% |
$1.16K - $1.37K
|
22.2K
$4.48M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 1.42% |
$1.16K - $1.37K
|
715
$144K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10+ 0.16% |
$1.16K - $1.37K
|
6.14K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.35% |
$1.16K - $1.37K
|
2.84K
$574K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.35% |
$1.16K - $1.37K
|
2.84K
$574K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.21% |
$926 - $1.1K
|
668
$135K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8+ 0.12% |
$926 - $1.1K
|
6.48K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.48% |
$926 - $1.1K
|
1.66K
$336K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 53.85% |
$810 - $958
|
20
$4.04K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$579 - $684
|
5
$1.01K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.87% |
$579 - $684
|
580
$117K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.1% |
$579 - $684
|
4.99K
$1.01M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.39% |
$579 - $684
|
1.3K
$263K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$579 - $684
|
5
$1.01K
|