Pinnacle Associates LTD Purchases in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
11.7K
+ 120.44%
$30.28 - $35.78 $355K - $419K
21.4K $656K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.83K
+ 2.49%
$169.43 - $182.84 $648K - $700K
157K $27.2M
SYM
Symbotic Inc.

Financial Services
17.3K
New
$20.16 - $33.5 $348K - $578K
17.3K $348K
MLPA
Global X Mlp ETF

ETFs
617
+ 0.76%
$49.83 - $54.53 $30.7K - $33.6K
82K $4.37M
STM
St Microelectronics N.V.

Technology
15.6K
New
$21.64 - $28.22 $339K - $441K
15.6K $343K
DELL
Dell Technologies Inc.

Technology
7.79K
+ 50.74%
$90.34 - $124.66 $703K - $971K
23.1K $2.11M
RDVY
First Trust Rising Dividend Ac

ETFs
7.71K
+ 4.12%
$57.22 - $63.39 $441K - $489K
195K $11.4M
AZN
Astrazeneca PLC

Healthcare
1.23K
+ 4.09%
$65.37 - $77.96 $80.1K - $95.5K
31.2K $2.29M
NFG
National Fuel Gas CO

Energy
4.14K
New
$60.71 - $79.19 $251K - $328K
4.14K $327K
THG
Hanover Insurance Group, Inc.

Financial Services
406
+ 3.08%
$147.13 - $174.61 $59.7K - $70.9K
13.6K $2.37M
SPOT
Spotify Technology S.A.

Communication Services
384
+ 38.4%
$457.79 - $648.32 $176K - $249K
1.38K $761K
WFC
Wells Fargo & Company

Financial Services
249
+ 0.13%
$66.78 - $81.42 $16.6K - $20.3K
187K $13.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.99K
New
$46.15 - $63.53 $230K - $317K
4.99K $306K
ADI
Analog Devices Inc

Technology
2.56K
+ 12.94%
$201.56 - $243.82 $516K - $624K
22.3K $4.5M
OTIS
Otis Worldwide Corp

Industrials
1.02K
+ 5.61%
$90.77 - $104.01 $92.3K - $106K
19.1K $1.98M
HYG
Ishares Tr

ETFs
3.65K
+ 29.7%
$78.51 - $80.11 $286K - $292K
15.9K $1.26M
URA
Global X Uranium ETF

ETFs
12.6K
New
$22.92 - $30.98 $288K - $390K
12.6K $288K
NET
Cloudflare, Inc.

Technology
2.55K
New
$110.71 - $176.5 $282K - $450K
2.55K $287K
NX
Quanex Building Products Corp

Industrials
20.3K
+ 124.88%
$18.54 - $24.18 $377K - $491K
36.6K $680K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.5K
+ 14.91%
$25.58 - $29.24 $447K - $511K
135K $3.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.74K
+ 37.85%
$89.27 - $92.9 $245K - $255K
9.99K $923K
THRY
Thryv Holdings, Inc.

Communication Services
25.5K
+ 82.33%
$12.81 - $20.12 $327K - $513K
56.5K $723K
ONON
On Holding Ag

Consumer Cyclical
10.6K
+ 55.17%
$43.92 - $63.62 $465K - $674K
29.8K $1.31M
SAP
Sap Se

Technology
532
+ 10.8%
$241.4 - $293.69 $128K - $156K
5.46K $1.47M
XLI
Industrial Sector Spdr

ETFs
2.1K
+ 5.55%
$128.78 - $141.67 $271K - $298K
40K $5.24M
TPL
Texas Pacific Land Corp

Energy
33
+ 3.61%
$1180.08 - $1431.01 $38.9K - $47.2K
947 $1.25M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.24K
+ 63.54%
$196.12 - $229.48 $243K - $284K
3.19K $644K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
12.5K
New
$15.18 - $19.72 $190K - $247K
12.5K $239K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
44
+ 6.16%
$1187.71 - $1432.58 $52.3K - $63K
758 $1.09M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.38K
New
$96.9 - $104.39 $231K - $248K
2.38K $236K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.27K
New
$101.98 - $115.66 $231K - $262K
2.27K $232K
EFA
Ishares Tr Msci Eafe ETF

ETFs
68
+ 0.19%
$74.85 - $84.89 $5.09K - $5.77K
36.8K $3M
AZO
Autozone Inc

Consumer Cyclical
60
New
$3193.96 - $3828.11 $192K - $230K
60 $228K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.97K
New
$34.58 - $45.97 $172K - $228K
4.97K $228K
IDV
Ishares Tr

ETFs
7.03K
New
$27.0 - $31.7 $190K - $223K
7.03K $218K
IHDG
Wisdomtree Tr

ETFs
5K
New
$43.4 - $47.51 $217K - $238K
5K $217K
XLF
Financial Sector Spdr

ETFs
3.1K
+ 7.54%
$47.32 - $52.19 $147K - $162K
44.2K $2.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.02K
New
$210.19 - $243.33 $215K - $249K
1.02K $215K
ABC
Amerisourcebergen Corp

Healthcare
1.14K
+ 67.88%
N/A
2.82K $521K
TTD
Trade Desk, Inc.

Technology
6.88K
+ 258.36%
$53.59 - $126.58 $369K - $871K
9.54K $522K
FNF
Fidelity National Financial, Inc.

Financial Services
3.23K
New
$54.25 - $65.27 $175K - $211K
3.23K $210K
WMB
Williams Companies, Inc.

Energy
2.31K
+ 19.07%
$54.02 - $61.09 $125K - $141K
14.4K $860K
LYG
Lloyds Banking Group PLC

Financial Services
8.83K
+ 5.66%
$2.58 - $3.9 $22.8K - $34.4K
165K $629K
UL
Unilever PLC

Consumer Defensive
1.53K
+ 4.03%
$54.72 - $60.29 $83.7K - $92.2K
39.5K $2.35M
ETR
Entergy Corp

Utilities
1.81K
+ 47.92%
$75.26 - $87.89 $136K - $159K
5.6K $478K
KMI
Kinder Morgan, Inc.

Energy
2.14K
+ 1.92%
$26.1 - $31.22 $55.7K - $66.7K
114K $3.24M
SYK
Stryker Corp

Healthcare
40
+ 0.29%
$355.18 - $399.9 $14.2K - $16K
14K $5.2M
KEY
Keycorp

Financial Services
12.6K
+ 72.85%
$15.15 - $18.3 $191K - $231K
29.9K $478K
CTVA
Corteva, Inc.

Basic Materials
386
+ 1.51%
$55.94 - $66.15 $21.6K - $25.5K
26K $1.64M
Activity Summary
Buys All Purchases 386 New Holdings 38 Increased Positions 348 Sells All Sells 368 Reductions 368 Sold out 0 Options Calls 0 Puts 0
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