Pinnacle Associates LTD Purchases in Q3 2025

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
304
+ 2.6%
$42.73 - $45.54 $13K - $13.8K
12K $540K
MMM
3 M CO

Industrials
19
+ 0.2%
$144.41 - $160.2 $2.74K - $3.04K
9.67K $1.5M
MTB
M&T Bank Corp

Financial Services
14
+ 0.19%
$183.74 - $204.05 $2.57K - $2.86K
7.41K $1.46M
DWSN
Dawson Geophysical CO

Energy
8.36K
+ 19.0%
$1.29 - $2.02 $10.8K - $16.9K
52.4K $92K
EPD
Enterprise Products Partners L.P.

Energy
52
+ 0.06%
$30.74 - $32.14 $1.6K - $1.67K
93.6K $2.93M
SCI
Service Corp International

Consumer Cyclical
51
+ 0.42%
$75.63 - $83.25 $3.86K - $4.25K
12.1K $1.01M
DSI
Ishares Msci Kld 400 Social Et

ETFs
23
+ 1.01%
$115.96 - $125.95 $2.67K - $2.9K
2.3K $289K
NUE
Nucor Corp

Basic Materials
65
+ 2.84%
$133.3 - $150.33 $8.66K - $9.77K
2.36K $319K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
175
+ 4.42%
$92.18 - $95.14 $16.1K - $16.6K
4.14K $393K
SNPS
Synopsys Inc

Technology
63
+ 11.15%
$387.78 - $645.35 $24.4K - $40.7K
628 $309K
TXN
Texas Instruments Inc

Technology
91
+ 0.24%
N/A
37.8K $7.35M
VTRS
Viatris Inc

Healthcare
524
+ 4.23%
$8.74 - $10.69 $4.58K - $5.6K
12.9K $127K
F
Ford Motor CO

Consumer Cyclical
68
+ 0.47%
$10.82 - $12.09 $736 - $822
14.6K $174K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3
+ 0.05%
$107.66 - $112.36 $323 - $337
6.41K $714K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
57
+ 0.41%
$78.96 - $80.04 $4.5K - $4.56K
14K $1.12M
HBAN
Huntington Bancshares Inc

Financial Services
35
+ 0.21%
$15.87 - $17.88 $555 - $626
16.7K $287K
SPFF
Global X Superincome Preferred

ETFs
300
+ 2.15%
$8.98 - $9.52 $2.69K - $2.86K
14.2K $131K
SQ
Block, Inc.

Technology
66
+ 2.21%
N/A
3.05K $174K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26
+ 0.56%
$82.38 - $83.0 $2.14K - $2.16K
4.66K $386K
IRM
Iron Mountain Inc

Real Estate
51
+ 1.22%
$89.46 - $104.46 $4.56K - $5.33K
4.22K $430K
PZZA
Papa Johns International Inc

Consumer Cyclical
150
+ 2.35%
$40.08 - $50.41 $6.01K - $7.56K
6.53K $314K
RWT
Redwood Trust Inc

Real Estate
602
+ 3.13%
$5.46 - $6.37 $3.29K - $3.83K
19.9K $114K
AON
Aon PLC

Financial Services
3
+ 0.29%
$350.91 - $375.27 $1.05K - $1.13K
1.04K $371K
Vertical Aerospace LTD
55.8K
New
N/A
55.8K $0
2023 ETF Series Trust Ii
6.48K
+ 0.78%
N/A
835K $0
Brookfield Renewable Corp
9.75K
New
N/A
9.75K $0
Amplify ETF Tr
470
+ 14.07%
N/A
3.81K $0
Uniti Group LLC
799K
New
N/A
799K $0
Dbx ETF Tr
26.9K
New
N/A
26.9K $0
Arista Networks Inc
151
+ 1.17%
N/A
13K $0
Barclays Bank PLC
22.8K
New
N/A
22.8K $0
Barrick Mng Corp
8
+ 0.04%
N/A
22.6K $0
Astera Labs Inc
1.56K
New
N/A
1.56K $0
Vanguard Calif Tax Free Fds
2.8K
New
N/A
2.8K $0
2023 ETF Series Trust Ii
173K
+ 37.58%
N/A
635K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
27.2K
+ 3.52%
N/A
800K $0
Linde PLC
40
+ 1.1%
N/A
3.69K $0
Liberty Media Corp Del
26
+ 0.02%
N/A
117K $0
Paramount Skydance Corp
32.3K
New
N/A
32.3K $0
Penguin Solutions Inc
49.9K
New
N/A
49.9K $0
Ge Vernova Inc
9
+ 0.08%
N/A
11.1K $0
Tko Group Holdings Inc
1.26K
+ 2.66%
N/A
48.7K $0
Labcorp Holdings Inc
8
+ 0.74%
N/A
1.08K $0
J P Morgan Exchange Traded F
27.8K
+ 58.24%
N/A
75.6K $0
J P Morgan Exchange Traded F
5.35K
New
N/A
5.35K $0
Fidelity Wise Origin Bitcoin
2.05K
New
N/A
2.05K $0
ILCG
Ishares Morningstar Growth ETF
2
+ 0.02%
N/A
8.64K $0
Smithfield Foods Inc
23.1K
New
N/A
23.1K $0
Six Flags Entertainment Corp
206K
New
N/A
206K $0
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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