Purchases and Sales Made in Q4 2024 in Pnc Financial Services Group, Inc. (PNC)
This table provides information about the institutional ownership of Pnc Financial Services Group, Inc. (PNC) during Q4 2024. 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 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
97+ 1.23% |
$17.3K - $20.9K
|
8K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
96+ 4.47% |
$17.1K - $20.6K
|
2.24K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 5.96% |
$16.8K - $20.2K
|
1.67K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
93+ 7.14% |
$16.6K - $20K
|
1.4K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
92+ 1.19% |
$16.4K - $19.8K
|
7.84K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
92+ 3.95% |
$16.4K - $19.8K
|
2.42K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
89+ 3.99% |
$15.9K - $19.1K
|
2.32K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
89+ 1.54% |
$15.9K - $19.1K
|
5.89K
$896K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
89+ 3.97% |
$15.9K - $19.1K
|
2.33K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.87% |
$15.3K - $18.5K
|
9.96K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
86+ 3.02% |
$15.3K - $18.5K
|
2.93K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
85New |
$15.2K - $18.3K
|
85
$12.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
83+ 4.19% |
$14.8K - $17.8K
|
2.06K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
82+ 0.11% |
$14.6K - $17.6K
|
72.3K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
81New |
$14.4K - $17.4K
|
81
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
80+ 3.74% |
$14.3K - $17.2K
|
2.22K
$338K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
80+ 67.23% |
$14.3K - $17.2K
|
199
$30.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
77+ 1.79% |
$13.7K - $16.6K
|
4.39K
$669K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
76+ 0.52% |
$13.6K - $16.3K
|
14.8K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
75+ 0.58% |
$13.4K - $16.1K
|
13K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$13.2K - $15.9K
|
74
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 3.69% |
$13.2K - $15.9K
|
2.08K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71New |
$12.7K - $15.3K
|
71
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.68% |
$12.5K - $15.1K
|
10.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
70New |
$12.5K - $15.1K
|
70
$10.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
69+ 3.59% |
$12.3K - $14.8K
|
1.99K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
69+ 16.91% |
$12.3K - $14.8K
|
477
$72.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
68+ 3.86% |
$12.1K - $14.6K
|
1.83K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67+ 5.53% |
$12K - $14.4K
|
1.28K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
67+ 0.36% |
$12K - $14.4K
|
18.6K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
67+ 1.39% |
$12K - $14.4K
|
4.9K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
66New |
$11.8K - $14.2K
|
66
$10.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
65+ 0.26% |
$11.6K - $14K
|
24.7K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
65+ 185.71% |
$11.6K - $14K
|
100
$15.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
65+ 4.83% |
$11.6K - $14K
|
1.41K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 5.06% |
$11.4K - $13.8K
|
1.33K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
64+ 4.53% |
$11.4K - $13.8K
|
1.48K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
60New |
$10.7K - $12.9K
|
60
$9.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
59+ 0.14% |
$10.5K - $12.7K
|
41.6K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
59+ 0.89% |
$10.5K - $12.7K
|
6.68K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
59+ 41.55% |
$10.5K - $12.7K
|
201
$30.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
58+ 2.13% |
$10.3K - $12.5K
|
2.79K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
58+ 3.33% |
$10.3K - $12.5K
|
1.8K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
56+ 1.42% |
$9.99K - $12K
|
4.01K
$611K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
55+ 1.75% |
$9.81K - $11.8K
|
3.2K
$487K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
54+ 4.47% |
$9.63K - $11.6K
|
1.26K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
53+ 2.41% |
$9.45K - $11.4K
|
2.25K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
51+ 3.13% |
$9.1K - $11K
|
1.68K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
49+ 0.3% |
$8.74K - $10.5K
|
16.5K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
48+ 3.46% |
$8.56K - $10.3K
|
1.44K
$219K
|