Pinnacle Associates LTD Purchases in Q3 2025

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.31K
+ 2.81%
$546.99 - $602.2 $2.9M - $3.2M
194K $117M
UEC
Uranium Energy Corp

Energy
405K
+ 38.23%
$5.92 - $13.89 $2.4M - $5.62M
1.46M $19.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
15.3K
+ 22.15%
$534.91 - $598.71 $8.17M - $9.14M
84.2K $47.3M
VB
Vanguard Small Cap ETF

ETFs
10.4K
+ 2.36%
$237.58 - $259.17 $2.48M - $2.7M
452K $115M
CAT
Caterpillar Inc

Industrials
334
+ 0.3%
$390.92 - $477.15 $131K - $159K
113K $53.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
138K
+ 17.03%
$10.78 - $19.82 $1.49M - $2.74M
948K $18.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.65K
+ 0.46%
$303.93 - $329.86 $501K - $544K
360K $118M
CGNX
Cognex Corp

Technology
72.7K
+ 16.73%
$31.85 - $46.54 $2.31M - $3.38M
507K $23M
ABBV
Abb Vie Inc.

Healthcare
2.86K
+ 1.7%
$184.85 - $231.54 $528K - $662K
171K $39.7M
MS
Morgan Stanley

Financial Services
718
+ 0.16%
$139.09 - $161.16 $99.9K - $116K
454K $72.1M
HD
Home Depot, Inc.

Consumer Cyclical
3.13K
+ 2.0%
$357.4 - $423.42 $1.12M - $1.32M
159K $64.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
44K
+ 4.64%
$66.38 - $71.68 $2.92M - $3.15M
993K $70.9M
LLY
Eli Lilly & CO

Healthcare
9.45K
+ 17.43%
$625.65 - $812.69 $5.91M - $7.68M
63.6K $48.5M
PWFL
Power Fleet, Inc.

Technology
1.21M
+ 635.74%
N/A
1.4M $6.98M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.97K
+ 0.7%
$182.33 - $194.5 $542K - $578K
428K $83.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.2K
+ 1.74%
$132.9 - $142.03 $1.22M - $1.31M
538K $75.8M
UCTT
Ultra Clean Holdings, Inc.

Technology
141K
+ 55.69%
$21.63 - $29.38 $3.05M - $4.14M
394K $10.7M
TFC
Truist Financial Corp

Financial Services
89.2K
+ 38.34%
$42.83 - $47.07 $3.82M - $4.2M
322K $14.7M
VMEO
Vimeo, Inc.

Technology
178K
+ 21.94%
$3.65 - $7.75 $650K - $1.38M
989K $7.67M
PEP
Pepsico Inc

Consumer Defensive
22.1K
+ 14.53%
$133.81 - $152.16 $2.96M - $3.37M
174K $24.5M
ETN
Eaton Corp PLC

Industrials
5.38K
+ 4.8%
$342.99 - $392.76 $1.85M - $2.11M
118K $44M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
28.7K
+ 11.14%
$84.28 - $89.46 $2.42M - $2.56M
286K $25.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
66.4K
+ 39.77%
$35.42 - $38.65 $2.35M - $2.57M
233K $8.87M
OXM
Oxford Industries Inc

Consumer Cyclical
68.9K
+ 427.88%
$36.97 - $51.58 $2.55M - $3.56M
85K $3.45M
CET
Central Securities Corp

Financial Services
49.9K
New
$47.84 - $51.7 $2.39M - $2.58M
49.9K $2.56M
CVX
Chevron Corp

Energy
939
+ 0.47%
$145.57 - $161.83 $137K - $152K
199K $30.9M
KLAC
Kla Corp

Technology
138
+ 1.11%
$843.9 - $1078.6 $116K - $149K
12.5K $13.5M
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
98.6K
+ 25.83%
$10.95 - $15.24 $1.08M - $1.5M
480K $6.62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.8K
+ 8.61%
$72.57 - $74.72 $2.02M - $2.08M
351K $26.1M
STTK
Shattuck Labs, Inc.

Healthcare
25K
+ 1.83%
$0.73 - $2.45 $18.3K - $61.3K
1.39M $3.24M
MRK
Merck & Co., Inc.

Healthcare
292
+ 0.07%
$77.6 - $87.37 $22.7K - $25.5K
443K $37.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
534
+ 2.27%
$404.94 - $499.99 $216K - $267K
24.1K $11.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
46.1K
+ 9.35%
$39.58 - $40.74 $1.82M - $1.88M
539K $21.9M
PLUG
Plug Power Inc

Industrials
4.96K
+ 0.21%
$1.37 - $2.65 $6.79K - $13.1K
2.42M $5.63M
BYRN
Byrna Technologies Inc.

Industrials
87.4K
New
$18.94 - $33.56 $1.66M - $2.93M
87.4K $1.95M
EVR
Evercore Inc.

Financial Services
1.77K
+ 8.85%
$276.5 - $362.79 $488K - $640K
21.7K $7.32M
FDN
First Tr Fd Dow Jones

ETFs
3.89K
+ 5.55%
$264.06 - $287.34 $1.03M - $1.12M
74K $20.7M
ACWI
Ishares Msci Acwi ETF

ETFs
10.4K
+ 37.6%
$128.32 - $138.41 $1.33M - $1.43M
37.9K $5.24M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
41.8K
+ 4.53%
$11.54 - $15.0 $482K - $626K
963K $12.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.62K
+ 1.02%
$181.56 - $190.33 $293K - $307K
160K $30.3M
VEA
Vanguard Ftse Developed Market

ETFs
3.15K
+ 0.67%
$56.02 - $60.3 $177K - $190K
475K $28.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23.1K
+ 33.73%
$53.81 - $57.52 $1.24M - $1.33M
91.6K $5.27M
XLC
Select Sector Spdr Tr Communic

ETFs
430
+ 0.35%
$105.99 - $119.41 $45.6K - $51.3K
123K $14.6M
AMD
Advanced Micro Devices Inc

Technology
2.16K
+ 4.9%
$134.8 - $184.42 $291K - $399K
46.3K $7.49M
PANW
Palo Alto Networks Inc

Technology
6.21K
+ 9.51%
$167.06 - $208.19 $1.04M - $1.29M
71.6K $14.6M
MPC
Marathon Petroleum Corp

Energy
1.28K
+ 3.61%
$158.59 - $198.69 $203K - $255K
36.7K $7.08M
FLS
Flowserve Corp

Industrials
21.5K
+ 531.23%
$51.98 - $57.7 $1.12M - $1.24M
25.6K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
572
+ 3.34%
$567.77 - $614.76 $325K - $352K
17.7K $10.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.08K
+ 126.65%
$236.25 - $257.69 $963K - $1.05M
7.3K $1.87M
Activity Summary
Buys All Purchases 291 New Holdings 42 Increased Positions 249 Sells All Sells 468 Reductions 468 Sold out 0 Options Calls 0 Puts 0
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