Purchases and Sales Made in Q4 2023 in Pnc Financial Services Group, Inc. (PNC)
This table provides information about the institutional ownership of Pnc Financial Services Group, Inc. (PNC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.61% |
$658 - $934
|
983
$198K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 120.0% |
$658 - $934
|
11
$2.21K
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
6+ 0.06% |
$658 - $934
|
10.5K
$2.1M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.86% |
$549 - $778
|
585
$118K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$549 - $778
|
5
$1K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5+ 1.05% |
$549 - $778
|
479
$96.3K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5New |
$549 - $778
|
5
$1K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4+ 20.0% |
$439 - $623
|
24
$4.82K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 1.22% |
$439 - $623
|
333
$66.9K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4New |
$439 - $623
|
4
$804
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 1.22% |
$439 - $623
|
333
$66.9K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.06% |
$329 - $467
|
4.87K
$978K
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
3+ 0.17% |
$329 - $467
|
1.77K
$356K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.05% |
$329 - $467
|
6.09K
$1.22M
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$329 - $467
|
1.95K
$392K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.12% |
$329 - $467
|
2.46K
$495K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 2.36% |
$329 - $467
|
130
$26.1K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.13% |
$219 - $311
|
179
$36K
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.03% |
$219 - $311
|
6.49K
$1.3M
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.1% |
$219 - $311
|
2.11K
$423K
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.02% |
$219 - $311
|
10.2K
$2.04M
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2+ 0.04% |
$219 - $311
|
5.36K
$1.08M
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.08% |
$219 - $311
|
2.36K
$473K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.18% |
$219 - $311
|
172
$34.6K
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2+ 0.15% |
$219 - $311
|
1.34K
$270K
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.02% |
$110 - $156
|
5.07K
$1.02M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.04% |
$110 - $156
|
2.25K
$452K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 2.33% |
$110 - $156
|
44
$8.84K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 0.06% |
$110 - $156
|
1.68K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1New |
$110 - $156
|
1
$201
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.03% |
$110 - $156
|
2.9K
$583K
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1- 0.02% |
$110 - $156
|
4.9K
$984K
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2- 0.93% |
$219 - $311
|
214
$43K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4- 0.11% |
$439 - $623
|
3.49K
$701K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 23.81% |
$549 - $778
|
16
$3.22K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 7.14% |
$549 - $778
|
65
$13.1K
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5- 0.06% |
$549 - $778
|
8.26K
$1.66M
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6- 0.36% |
$658 - $934
|
1.67K
$336K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 4.03% |
$658 - $934
|
143
$28.7K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-7- 0.39% |
$768 - $1.09K
|
1.77K
$355K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7- 0.26% |
$768 - $1.09K
|
2.68K
$539K
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 0.36% |
$878 - $1.25K
|
2.21K
$443K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-8- 3.46% |
$878 - $1.25K
|
223
$44.8K
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.2% |
$878 - $1.25K
|
3.92K
$788K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9- 0.21% |
$987 - $1.4K
|
4.19K
$842K
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-10- 0.55% |
$1.1K - $1.56K
|
1.8K
$362K
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-10- 0.11% |
$1.1K - $1.56K
|
9.42K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11- 0.66% |
$1.21K - $1.71K
|
1.65K
$332K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-12- 7.23% |
$1.32K - $1.87K
|
154
$30.9K
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.56% |
$1.43K - $2.02K
|
2.29K
$460K
|