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 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44+ 5.28% |
$4.83K - $6.85K
|
878
$172K
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
43+ 1.21% |
$4.72K - $6.69K
|
3.6K
$703K
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
43+ 1.81% |
$4.72K - $6.69K
|
2.42K
$472K
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
42+ 1.82% |
$4.61K - $6.54K
|
2.36K
$460K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
40New |
$4.39K - $6.23K
|
40
$7.82K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
39+ 46.99% |
$4.28K - $6.07K
|
122
$23.8K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
39+ 0.31% |
$4.28K - $6.07K
|
12.6K
$2.46M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 1.52% |
$4.06K - $5.76K
|
2.47K
$482K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 4.44% |
$4.06K - $5.76K
|
870
$170K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
37New |
$4.06K - $5.76K
|
37
$7.23K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
36+ 0.96% |
$3.95K - $5.6K
|
3.81K
$744K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 7.45% |
$3.84K - $5.45K
|
505
$98.7K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
35+ 10.29% |
$3.84K - $5.45K
|
375
$73.3K
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.6% |
$3.62K - $5.14K
|
5.56K
$1.09M
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
31+ 0.75% |
$3.4K - $4.82K
|
4.18K
$817K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
31New |
$3.4K - $4.82K
|
31
$6.06K
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
30+ 0.37% |
$3.29K - $4.67K
|
8.07K
$1.58M
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30+ 1.36% |
$3.29K - $4.67K
|
2.24K
$438K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30+ 750.0% |
$3.29K - $4.67K
|
34
$6.64K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30+ 0.87% |
$3.29K - $4.67K
|
3.49K
$681K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
29+ 1.5% |
$3.18K - $4.51K
|
1.97K
$385K
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
29+ 1.24% |
$3.18K - $4.51K
|
2.36K
$461K
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
28+ 1.56% |
$3.07K - $4.36K
|
1.82K
$356K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
28New |
$3.07K - $4.36K
|
28
$5.47K
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
27+ 1.48% |
$2.96K - $4.2K
|
1.86K
$363K
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
26+ 0.26% |
$2.85K - $4.05K
|
10.1K
$1.97M
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
26+ 0.18% |
$2.85K - $4.05K
|
14.7K
$2.87M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$2.63K - $3.74K
|
24
$4.69K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
23New |
$2.52K - $3.58K
|
23
$4.49K
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
23+ 1.27% |
$2.52K - $3.58K
|
1.84K
$360K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
22New |
$2.41K - $3.42K
|
22
$4.3K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21New |
$2.3K - $3.27K
|
21
$4.1K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 43.75% |
$2.3K - $3.27K
|
69
$13.5K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20New |
$2.19K - $3.11K
|
20
$3.91K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
20New |
$2.19K - $3.11K
|
20
$3.91K
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
20+ 0.68% |
$2.19K - $3.11K
|
2.97K
$579K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19+ 0.85% |
$2.08K - $2.96K
|
2.26K
$442K
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
17+ 0.17% |
$1.87K - $2.65K
|
9.86K
$1.93M
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
17+ 0.41% |
$1.87K - $2.65K
|
4.18K
$817K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15+ 1.74% |
$1.65K - $2.33K
|
875
$171K
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
14+ 0.53% |
$1.54K - $2.18K
|
2.65K
$518K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13New |
$1.43K - $2.02K
|
13
$2.54K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12+ 300.0% |
$1.32K - $1.87K
|
16
$3.13K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
11+ 4.8% |
$1.21K - $1.71K
|
240
$46.9K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 100.0% |
$1.1K - $1.56K
|
20
$3.91K
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
10+ 0.4% |
$1.1K - $1.56K
|
2.48K
$485K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
10New |
$1.1K - $1.56K
|
10
$1.95K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 5.38% |
$1.1K - $1.56K
|
196
$38.3K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8+ 0.01% |
$878 - $1.25K
|
58.7K
$11.5M
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.19% |
$658 - $934
|
3.12K
$610K
|