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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4+ 0.23% |
$463 - $548
|
1.78K
$352K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4+ 0.17% |
$463 - $548
|
2.4K
$476K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4New |
$463 - $548
|
4
$794
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
4+ 1.76% |
$463 - $548
|
231
$45.9K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.19% |
$463 - $548
|
340
$67.5K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4New |
$463 - $548
|
4
$794
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$463 - $548
|
4
$794
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4+ 0.12% |
$463 - $548
|
3.47K
$688K
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
3+ 0.17% |
$347 - $411
|
1.77K
$351K
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.04% |
$232 - $274
|
5.07K
$1.01M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.03% |
$232 - $274
|
196
$38.9K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.14% |
$232 - $274
|
177
$35.1K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.03% |
$232 - $274
|
6.49K
$1.29M
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.07% |
$232 - $274
|
2.87K
$570K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.19% |
$232 - $274
|
170
$33.8K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.62% |
$232 - $274
|
325
$64.5K
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.1% |
$232 - $274
|
2.1K
$418K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 1.6% |
$232 - $274
|
127
$25.2K
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $137
|
2.31K
$459K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 3.45% |
$116 - $137
|
30
$5.96K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$116 - $137
|
266
$52.8K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$116 - $137
|
5.14K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.02% |
$116 - $137
|
4.3K
$854K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.33% |
$116 - $137
|
307
$61K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.78% |
$116 - $137
|
130
$25.8K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 2.44% |
$116 - $137
|
40
$7.94K
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1- 0.01% |
$116 - $137
|
10.9K
$2.16M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1- 0.02% |
$116 - $137
|
5.31K
$1.06M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-2- 0.05% |
$232 - $274
|
4.08K
$811K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$232 - $274
|
2.26K
$449K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.13% |
$232 - $274
|
1.54K
$305K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3- 0.58% |
$347 - $411
|
517
$103K
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3- 0.03% |
$347 - $411
|
9.4K
$1.87M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 2.61% |
$463 - $548
|
149
$29.6K
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4- 0.14% |
$463 - $548
|
2.9K
$576K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.2% |
$463 - $548
|
2K
$397K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5- 0.01% |
$579 - $684
|
73.7K
$14.6M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6- 0.1% |
$695 - $821
|
5.82K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-6- 0.24% |
$695 - $821
|
2.49K
$494K
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-7- 0.3% |
$810 - $958
|
2.32K
$460K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-7- 2.08% |
$810 - $958
|
329
$65.3K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8- 0.34% |
$926 - $1.1K
|
2.37K
$471K
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-8- 0.35% |
$926 - $1.1K
|
2.25K
$447K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-8- 36.36% |
$926 - $1.1K
|
14
$2.78K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 0.16% |
$1.04K - $1.23K
|
5.53K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-9- 3.78% |
$1.04K - $1.23K
|
229
$45.5K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 0.13% |
$1.04K - $1.23K
|
6.72K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-9- 0.12% |
$1.04K - $1.23K
|
7.24K
$1.44M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10- 1.18% |
$1.16K - $1.37K
|
834
$166K
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.18% |
$1.16K - $1.37K
|
5.47K
$1.09M
|