Pinnacle Associates LTD Purchases in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
141
+ 1.43%
$182.82 - $196.21 $25.8K - $27.7K
10K $1.89M
TDG
Trans Digm Group Inc

Industrials
9
+ 2.37%
$1251.32 - $1394.11 $11.3K - $12.5K
388 $536K
TV
Grupo Televisa, S.A.B.

Communication Services
28.5K
+ 38.63%
$1.68 - $2.17 $47.9K - $61.8K
102K $178K
NJR
New Jersey Resources Corp

Utilities
40
+ 0.18%
$45.25 - $49.37 $1.81K - $1.97K
21.9K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
350
+ 20.61%
$156.61 - $168.02 $54.8K - $58.8K
2.05K $328K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.23K
+ 3.37%
$12.18 - $12.91 $39.3K - $41.7K
98.9K $1.22M
O
Realty Income Corp

Real Estate
345
+ 5.03%
$51.67 - $58.49 $17.8K - $20.2K
7.2K $417K
SPG
Simon Property Group Inc

Real Estate
449
+ 10.61%
$159.48 - $187.78 $71.6K - $84.3K
4.68K $777K
XLU
Utilities Sector Spdr

ETFs
315
+ 5.5%
$74.7 - $80.27 $23.5K - $25.3K
6.05K $476K
HUM
Humana Inc

Healthcare
107
+ 8.53%
$249.11 - $303.11 $26.7K - $32.4K
1.36K $360K
FAST
Fastenal CO

Industrials
154
+ 3.14%
$71.11 - $79.98 $11K - $12.3K
5.06K $392K
AON
Aon PLC

Financial Services
15
+ 1.76%
$348.44 - $409.32 $5.23K - $6.14K
868 $346K
MNST
Monster Beverage Corp

Consumer Defensive
189
+ 4.02%
$46.16 - $58.58 $8.72K - $11.1K
4.89K $285K
CHD
Church & Dwight CO Inc

Consumer Defensive
193
+ 6.13%
$101.42 - $113.2 $19.6K - $21.8K
3.34K $368K
CTAS
Cintas Corp

Industrials
51
+ 4.11%
$182.09 - $208.14 $9.29K - $10.6K
1.29K $265K
IYH
Ishares Tr

ETFs
42
+ 0.32%
$58.32 - $62.76 $2.45K - $2.64K
13.3K $810K
JCI
Johnson Controls International PLC

Industrials
430
+ 13.31%
$76.12 - $90.6 $32.7K - $39K
3.66K $293K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
9
+ 0.02%
$20.56 - $21.51 $185 - $194
55.2K $1.17M
NSC
Norfolk Southern Corp

Industrials
33
+ 0.26%
$227.69 - $259.76 $7.51K - $8.57K
12.6K $2.99M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.67K
+ 18.06%
$11.22 - $11.8 $41.2K - $43.4K
24K $269K
EQT
Eqt Corp

Energy
49
+ 1.11%
$46.16 - $54.25 $2.26K - $2.66K
4.48K $239K
TSCO
Tractor Supply CO

Consumer Cyclical
80
+ 0.54%
$51.66 - $57.94 $4.13K - $4.64K
14.8K $815K
RAVI
Flexshares Tr Ready Access Var

ETFs
415
+ 13.91%
$75.2 - $75.58 $31.2K - $31.4K
3.4K $256K
DRI
Darden Restaurants Inc

Consumer Cyclical
37
+ 3.25%
$180.02 - $208.56 $6.66K - $7.72K
1.18K $244K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
623
+ 13.85%
$50.03 - $50.27 $31.2K - $31.3K
5.12K $256K
PKG
Packaging Corp Of America

Consumer Cyclical
322
+ 26.5%
$192.03 - $242.13 $61.8K - $78K
1.54K $304K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
850
+ 3.87%
$53.81 - $62.59 $45.7K - $53.2K
22.8K $1.28M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.87K
+ 4.02%
$29.34 - $31.31 $84.2K - $89.9K
74.2K $2.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
101
+ 2.62%
$87.68 - $94.52 $8.86K - $9.55K
3.96K $371K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
3K
+ 24.73%
$10.17 - $10.76 $30.5K - $32.3K
15.1K $155K
IWS
Ishares Russell Midcap Value E

ETFs
285
+ 9.45%
$122.59 - $135.24 $34.9K - $38.5K
3.3K $415K
TKR
Timken CO

Industrials
155
+ 0.61%
$69.85 - $83.79 $10.8K - $13K
25.6K $1.84M
MAA
Mid America Apartment Communities Inc.

Real Estate
8
+ 0.52%
$146.9 - $170.92 $1.18K - $1.37K
1.55K $259K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
201
+ 4.81%
$100.32 - $100.76 $20.2K - $20.3K
4.38K $440K
TRP
Tc Energy Corp

Energy
148
+ 0.72%
$44.29 - $49.27 $6.55K - $7.29K
20.7K $975K
GPC
Genuine Parts CO

Consumer Cyclical
93
+ 2.83%
$115.91 - $129.02 $10.8K - $12K
3.38K $402K
DWSN
Dawson Geophysical CO

Energy
18K
+ 55.52%
$1.23 - $1.48 $22.1K - $26.6K
50.4K $62K
K
Kellogg CO

Consumer Defensive
123
+ 1.97%
$81.06 - $82.9 $9.97K - $10.2K
6.37K $525K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
550
+ 10.8%
$96.93 - $109.51 $53.3K - $60.2K
5.64K $552K
LQD
Ishares Iboxx $ Investment Gra

ETFs
52
+ 0.82%
$105.1 - $109.61 $5.47K - $5.7K
6.4K $695K
IP
International Paper CO

Consumer Cyclical
349
+ 5.42%
$49.38 - $60.09 $17.2K - $21K
6.78K $361K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
251
+ 1.69%
$50.87 - $51.09 $12.8K - $12.8K
15.1K $768K
BATL
Battalion Oil Corp

Energy
10K
New
$1.12 - $2.25 $11.2K - $22.5K
10K $13K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.09%
$206.54 - $226.16 $207 - $226
1.12K $245K
SNA
Snap On Inc

Industrials
27
+ 3.79%
$324.09 - $358.62 $8.75K - $9.68K
739 $249K
WWR
Westwater Resources, Inc.

Basic Materials
46.4K
+ 53.03%
$0.55 - $1.16 $25.5K - $53.8K
134K $73K
FISV
Fiserv Inc

Technology
57
+ 0.34%
N/A
16.8K $2.1M
FTNT
Fortinet, Inc.

Technology
1
+ 0.03%
$92.49 - $114.57 $92.5 - $115
3.41K $327K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1K
+ 6.66%
$14.19 - $15.67 $14.2K - $15.7K
16K $232K
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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