Latest Institutional Transactions on Pnc Financial Services Group, Inc. (PNC)
This table provides information on the latest institutional transactions involving Pnc Financial Services Group, Inc. (PNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.4K+ 26.45% |
$263K - $373K
|
11.5K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
1.56KNew |
$171K - $242K
|
1.56K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
4.99KNew |
$547K - $776K
|
4.99K
$994K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.19% |
$658 - $934
|
3.12K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.25K+ 85000.0% |
$466K - $661K
|
4.26K
$848K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
45+ 1.99% |
$4.94K - $7K
|
2.31K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-129Closed |
$14.2K - $20.1K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.72KNew |
$188K - $267K
|
1.72K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 7.14% |
$549 - $778
|
65
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
367+ 5.42% |
$40.3K - $57.1K
|
7.14K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.42KNew |
$265K - $376K
|
2.42K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-17.8K- 92.72% |
$1.96M - $2.77M
|
1.4K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
4.75KNew |
$521K - $740K
|
4.75K
$947K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-94- 24.04% |
$10.3K - $14.6K
|
297
$59.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.5KNew |
$494K - $700K
|
4.5K
$896K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-26.9K- 82.23% |
$2.95M - $4.18M
|
5.81K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
632+ 20.5% |
$69.3K - $98.4K
|
3.72K
$740K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.48KNew |
$163K - $231K
|
1.48K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.61KNew |
$177K - $251K
|
1.61K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 43.75% |
$2.3K - $3.27K
|
69
$13.7K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
120New |
$13.2K - $18.7K
|
120
$23.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.49KNew |
$163K - $232K
|
1.49K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 2.33% |
$110 - $156
|
44
$8.77K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-90- 20.18% |
$9.87K - $14K
|
356
$70.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-300- 11.21% |
$32.9K - $46.7K
|
2.38K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.47KNew |
$161K - $229K
|
1.47K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$2.63K - $3.74K
|
24
$4.78K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-95- 91.35% |
$10.4K - $14.8K
|
9
$1.79K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2KNew |
$219K - $311K
|
2K
$398K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
168+ 0.63% |
$18.4K - $26.1K
|
26.9K
$5.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.51KNew |
$166K - $235K
|
1.51K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.35KNew |
$148K - $210K
|
1.35K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-468- 5.6% |
$51.3K - $72.8K
|
7.89K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
3.9K+ 48.75% |
$428K - $607K
|
11.9K
$2.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.68K- 11.5% |
$184K - $261K
|
12.9K
$2.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.54KNew |
$169K - $240K
|
1.54K
$307K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
59New |
$6.47K - $9.18K
|
59
$11.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.6KNew |
$176K - $250K
|
1.6K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.66KNew |
$183K - $259K
|
1.66K
$332K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-206- 10.51% |
$22.6K - $32.1K
|
1.75K
$349K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
430+ 9.26% |
$47.2K - $66.9K
|
5.07K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.47KNew |
$161K - $228K
|
1.47K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
170New |
$18.7K - $26.5K
|
170
$33.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
286+ 2.22% |
$31.4K - $44.5K
|
13.1K
$2.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44+ 5.28% |
$4.83K - $6.85K
|
878
$175K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
79New |
$8.67K - $12.3K
|
79
$15.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
131New |
$14.4K - $20.4K
|
131
$26.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-70- 5.9% |
$7.68K - $10.9K
|
1.12K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
39+ 46.99% |
$4.28K - $6.07K
|
122
$24.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
2.41KNew |
$264K - $375K
|
2.41K
$480K
|