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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 7.14% |
$549 - $778
|
65
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
4.75KNew |
$521K - $740K
|
4.75K
$874K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-94- 24.04% |
$10.3K - $14.6K
|
297
$54.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.5KNew |
$494K - $700K
|
4.5K
$828K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-26.9K- 82.23% |
$2.95M - $4.18M
|
5.81K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
632+ 20.5% |
$69.3K - $98.4K
|
3.72K
$684K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.48KNew |
$163K - $231K
|
1.48K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 43.75% |
$2.3K - $3.27K
|
69
$12.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.49KNew |
$163K - $232K
|
1.49K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 2.33% |
$110 - $156
|
44
$8.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-90- 20.18% |
$9.87K - $14K
|
356
$65.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-300- 11.21% |
$32.9K - $46.7K
|
2.38K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.47KNew |
$161K - $229K
|
1.47K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-95- 91.35% |
$10.4K - $14.8K
|
9
$1.66K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
168+ 0.63% |
$18.4K - $26.1K
|
26.9K
$4.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.51KNew |
$166K - $235K
|
1.51K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.35KNew |
$148K - $210K
|
1.35K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
3.9K+ 48.75% |
$428K - $607K
|
11.9K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.68K- 11.5% |
$184K - $261K
|
12.9K
$2.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.54KNew |
$169K - $240K
|
1.54K
$283K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
59New |
$6.47K - $9.18K
|
59
$10.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.6KNew |
$176K - $250K
|
1.6K
$295K
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.66KNew |
$183K - $259K
|
1.66K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-206- 10.51% |
$22.6K - $32.1K
|
1.75K
$323K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
430+ 9.26% |
$47.2K - $66.9K
|
5.07K
$934K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
170New |
$18.7K - $26.5K
|
170
$31.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
286+ 2.22% |
$31.4K - $44.5K
|
13.1K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44+ 5.28% |
$4.83K - $6.85K
|
878
$162K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-70- 5.9% |
$7.68K - $10.9K
|
1.12K
$205K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
39+ 46.99% |
$4.28K - $6.07K
|
122
$22.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
2.41KNew |
$264K - $375K
|
2.41K
$443K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 34.48% |
$2.19K - $3.11K
|
38
$6.99K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-3.04K- 17.49% |
$334K - $473K
|
14.3K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
1.57KNew |
$172K - $244K
|
1.57K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
20New |
$2.19K - $3.11K
|
20
$3.68K
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.33KNew |
$145K - $206K
|
1.33K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 1.68% |
$3.62K - $5.14K
|
1.93K
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-6.38K- 37.27% |
$700K - $994K
|
10.7K
$1.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-230- 13.12% |
$25.2K - $35.8K
|
1.52K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.35KNew |
$148K - $210K
|
1.35K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-20- 1.49% |
$2.19K - $3.11K
|
1.33K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
982+ 11.18% |
$108K - $153K
|
9.76K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 5.08% |
$11K - $15.6K
|
1.87K
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.72KClosed |
$517K - $734K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
27+ 1.48% |
$2.96K - $4.2K
|
1.86K
$341K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-12- 7.23% |
$1.32K - $1.87K
|
154
$28.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 3.26% |
$2.74K - $3.89K
|
742
$137K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-17.4K- 79.9% |
$1.91M - $2.71M
|
4.39K
$807K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-156- 4.02% |
$17.1K - $24.3K
|
3.72K
$685K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19+ 0.85% |
$2.08K - $2.96K
|
2.26K
$416K
|
|