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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.56K+ 73.91% |
$391K - $555K
|
8.38K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.47KNew |
$380K - $540K
|
3.47K
$664K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.36KNew |
$369K - $524K
|
3.36K
$644K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.35K+ 9.64% |
$368K - $522K
|
38.2K
$7.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.34KNew |
$367K - $520K
|
3.34K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.31K+ 44.44% |
$363K - $514K
|
10.7K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.21K+ 695.88% |
$352K - $499K
|
3.67K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.21K+ 9.57% |
$352K - $499K
|
36.7K
$7.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.16K+ 18.08% |
$347K - $492K
|
20.6K
$3.95M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.14KNew |
$345K - $489K
|
3.14K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.12KNew |
$342K - $486K
|
3.12K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.06K+ 9.14% |
$336K - $476K
|
36.5K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
3.01K+ 49.49% |
$330K - $469K
|
9.1K
$1.74M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.97KNew |
$325K - $462K
|
2.97K
$568K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.96KNew |
$325K - $461K
|
2.96K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.96K+ 144.12% |
$324K - $460K
|
5.01K
$958K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.95KNew |
$323K - $458K
|
2.95K
$564K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.86K+ 22.03% |
$314K - $445K
|
15.9K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.84KNew |
$311K - $442K
|
2.84K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.8KNew |
$307K - $436K
|
2.8K
$536K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 1.57% |
$286K - $406K
|
169K
$32.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.6K+ 23.3% |
$285K - $404K
|
13.7K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.59K+ 76.85% |
$284K - $403K
|
5.96K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.56K+ 32.34% |
$281K - $398K
|
10.5K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$280K - $398K
|
2.56K
$489K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.54KNew |
$278K - $395K
|
2.54K
$486K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.53KNew |
$277K - $393K
|
2.53K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.52K+ 65.3% |
$276K - $392K
|
6.38K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.49K+ 106.97% |
$273K - $387K
|
4.81K
$921K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.43K+ 21.83% |
$267K - $378K
|
13.6K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.42KNew |
$265K - $376K
|
2.42K
$462K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
2.41KNew |
$264K - $375K
|
2.41K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.41K+ 10.61% |
$264K - $375K
|
25.1K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.4K+ 26.45% |
$263K - $373K
|
11.5K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.38K+ 6.85% |
$261K - $370K
|
37.1K
$7.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.37KNew |
$260K - $369K
|
2.37K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.37KNew |
$260K - $368K
|
2.37K
$453K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.35KNew |
$258K - $365K
|
2.35K
$449K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.31K+ 47.99% |
$254K - $360K
|
7.14K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.31K+ 103.49% |
$254K - $360K
|
4.54K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.3KNew |
$252K - $358K
|
2.3K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.29KNew |
$252K - $357K
|
2.29K
$439K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 29.16% |
$248K - $352K
|
10K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.26KNew |
$248K - $352K
|
2.26K
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.26K+ 98.69% |
$248K - $351K
|
4.54K
$870K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.21K+ 6.51% |
$242K - $343K
|
36.1K
$6.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
2.18K+ 22.02% |
$239K - $339K
|
12.1K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.13KNew |
$234K - $331K
|
2.13K
$408K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.12KNew |
$232K - $330K
|
2.12K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.1K+ 8.14% |
$230K - $327K
|
27.9K
$5.34M
|