Pinnacle Associates LTD Purchases in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
3.25K
+ 41.75%
$50.4 - $50.89 $164K - $165K
11K $560K
UAL
United Airlines Holdings, Inc.

Industrials
4.66K
+ 84.61%
$69.05 - $110.52 $322K - $515K
10.2K $702K
HCA
Hca Healthcare, Inc.

Healthcare
48
+ 1.43%
$296.7 - $345.55 $14.2K - $16.6K
3.4K $1.18M
VHT
Vanguard Health Care ETF

ETFs
414
+ 11.08%
$254.06 - $273.83 $105K - $113K
4.15K $1.1M
KKR
Kkr & Co. Inc.

Financial Services
6.6K
+ 34.48%
$108.17 - $167.07 $714K - $1.1M
25.7K $2.98M
EVEX
Eve Holding, Inc.

Industrials
42.6K
New
$3.11 - $5.89 $133K - $251K
42.6K $141K
DFAE
Dimensional ETF Tr

ETFs
1.18K
+ 0.57%
$24.64 - $26.86 $29.1K - $31.7K
209K $5.42M
LHX
L3 Harris Technologies, Inc.

Industrials
799
+ 2.92%
$194.65 - $222.86 $156K - $178K
28.2K $5.9M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.47K
+ 5.23%
$58.32 - $65.09 $85.4K - $95.4K
29.5K $1.78M
IAU
Ishares Gold Trust

ETFs
369
+ 2.99%
$49.74 - $58.96 $18.4K - $21.8K
12.7K $748K
SMG
Scotts Miracle Gro CO

Basic Materials
3.4K
+ 74.25%
$54.76 - $77.7 $186K - $264K
7.97K $437K
XLC
Select Sector Spdr Tr Communic

ETFs
1.8K
+ 1.49%
$94.84 - $105.31 $171K - $190K
122K $11.8M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.1K
+ 43.69%
$69.69 - $79.99 $146K - $168K
6.9K $492K
EXC
Exelon Corp

Utilities
539
+ 4.67%
$37.3 - $46.08 $20.1K - $24.8K
12.1K $556K
VGIT
Vanguard Intermediate Term Tre

ETFs
981
+ 2.25%
$57.44 - $59.4 $56.3K - $58.3K
44.6K $2.65M
AIG
American International Group, Inc.

Financial Services
122
+ 1.61%
$70.5 - $86.94 $8.6K - $10.6K
7.71K $669K
QCOM
Qualcomm Inc

Technology
764
+ 1.0%
$151.94 - $175.86 $116K - $134K
76.9K $11.8M
FSLR
First Solar, Inc.

Technology
1.52K
+ 94.99%
$126.34 - $197.73 $192K - $300K
3.11K $393K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.18K
+ 29.34%
$113.22 - $126.36 $133K - $149K
5.19K $596K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.56K
+ 25.86%
$55.47 - $61.45 $86.5K - $95.8K
7.59K $447K
SCVL
Shoe Carnival Inc

Consumer Cyclical
17.6K
+ 68.4%
$21.24 - $32.31 $374K - $569K
43.3K $953K
PPL
Ppl Corp

Utilities
378
+ 1.66%
$31.68 - $36.11 $12K - $13.6K
23.1K $835K
CHWY
Chewy, Inc.

Consumer Cyclical
4.05K
+ 11.16%
$31.83 - $39.8 $129K - $161K
40.3K $1.31M
VOD
Vodafone Group Public LTD CO

Communication Services
10.2K
New
$8.05 - $9.86 $82.4K - $101K
10.2K $95K
SONY
Sony Group Corp

Technology
211
+ 1.0%
$19.88 - $25.64 $4.19K - $5.41K
21.3K $541K
GWW
W.W. Grainger, Inc.

Industrials
178
+ 13.93%
$953.54 - $1132.42 $170K - $202K
1.46K $1.44M
GOLD
Barrick Gold Corp

Basic Materials
9
+ 0.04%
$15.45 - $19.56 $139 - $176
22.7K $441K
ARES
Ares Management Corp

Financial Services
1.01K
+ 50.81%
$140.19 - $198.28 $141K - $200K
2.99K $438K
ENS
Ener Sys

Industrials
1.09K
+ 6.97%
$89.62 - $103.2 $97.7K - $112K
16.7K $1.53M
SNY
Sanofi

Healthcare
158
+ 1.47%
$48.15 - $59.42 $7.61K - $9.39K
10.9K $603K
AWK
American Water Works Company, Inc.

Utilities
31
+ 0.88%
$121.01 - $149.31 $3.75K - $4.63K
3.55K $523K
VCIT
Vanguard Intermediate Term Cor

ETFs
802
+ 6.04%
$79.17 - $82.04 $63.5K - $65.8K
14.1K $1.15M
VBR
Vanguard Small Cap Value ETF

ETFs
593
+ 27.48%
$183.02 - $207.75 $109K - $123K
2.75K $512K
ECL
Ecolab Inc.

Basic Materials
53
+ 1.42%
$229.72 - $269.82 $12.2K - $14.3K
3.78K $958K
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 1.83%
$142.64 - $156.42 $355K - $390K
139K $20.8M
PHM
Pultegroup Inc

Consumer Cyclical
1.83K
+ 10.47%
$101.09 - $118.51 $185K - $217K
19.3K $1.99M
YUM
Yum Brands Inc

Consumer Cyclical
127
+ 5.17%
$123.25 - $162.53 $15.7K - $20.6K
2.58K $406K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.35%
$1739.0 - $2260.0 $1.74K - $2.26K
287 $559K
DGRO
Ishares Core Dividend Growth E

ETFs
631
+ 0.87%
$60.46 - $64.42 $38.2K - $40.6K
73.2K $4.52M
RWT
Redwood Trust Inc

Real Estate
11.1K
New
$6.01 - $6.72 $66.9K - $74.8K
11.1K $67K
DGX
Quest Diagnostics Inc

Healthcare
465
+ 3.82%
N/A
12.7K $1.73M
PFG
Principal Financial Group Inc

Financial Services
14
+ 0.16%
$76.34 - $89.04 $1.07K - $1.25K
8.67K $731K
OEF
Ishares S&P 100 ETF

ETFs
225
+ 4.21%
N/A
5.57K $1.48M
HLIO
Helios Technologies, Inc.

Industrials
6.33K
+ 55.4%
$32.09 - $46.1 $203K - $292K
17.7K $569K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
373
+ 1.29%
$11.66 - $14.98 $4.35K - $5.59K
29.3K $399K
CTRA
Coterra Energy Inc.

Energy
238
+ 1.51%
$25.51 - $29.83 $6.07K - $7.1K
15.9K $460K
SHW
Sherwin Williams CO

Basic Materials
20
+ 0.37%
$330.16 - $365.55 $6.6K - $7.31K
5.42K $1.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.94K
+ 2.58%
$49.25 - $50.66 $95.4K - $98.1K
76.9K $3.81M
APD
Air Products & Chemicals, Inc.

Basic Materials
157
+ 7.8%
$283.24 - $338.07 $44.5K - $53.1K
2.17K $639K
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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