Pinnacle Associates LTD Purchases in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOST
Toast, Inc.

Technology
5
+ 0.04%
$32.61 - $41.98 $163 - $210
11.4K $376K
IWN
Ishares Russell2000 Val ETF

ETFs
116
+ 2.7%
$149.27 - $169.4 $17.3K - $19.7K
4.41K $665K
GPN
Global Payments Inc

Industrials
171
+ 4.1%
$92.18 - $113.03 $15.8K - $19.3K
4.34K $425K
MTRN
Materion Corp

Basic Materials
1.45K
+ 15.41%
$81.6 - $104.14 $118K - $150K
10.8K $882K
BIIB
Biogen Inc.

Healthcare
163
+ 3.83%
$133.43 - $153.27 $21.7K - $25K
4.42K $604K
BMO
Bank Of Montreal

Financial Services
26
+ 0.08%
$94.92 - $104.14 $2.47K - $2.71K
33.6K $3.21M
APO
Apollo Global Management, Inc.

Financial Services
372
+ 10.31%
$126.01 - $172.06 $46.9K - $64K
3.98K $545K
NTAP
Net App, Inc.

Technology
333
+ 11.92%
$87.84 - $126.3 $29.3K - $42.1K
3.13K $274K
IR
Ingersoll Rand Inc.

Industrials
24
+ 0.47%
$79.44 - $94.23 $1.91K - $2.26K
5.11K $408K
ITB
Ishares Tr

ETFs
765
+ 4.98%
$93.86 - $111.45 $71.8K - $85.3K
16.1K $1.54M
AMP
Ameriprise Financial Inc

Financial Services
21
+ 1.55%
$472.29 - $575.13 $9.92K - $12.1K
1.37K $665K
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 0.62%
$476.63 - $610.45 $7.15K - $9.16K
2.42K $1.2M
MTB
M&T Bank Corp

Financial Services
33
+ 0.44%
$170.47 - $201.98 $5.63K - $6.67K
7.47K $1.34M
GXO
Gxo Logistics, Inc.

Industrials
430
+ 2.39%
$36.31 - $46.18 $15.6K - $19.9K
18.4K $720K
SKYY
First Trust Cloud Computing Et

ETFs
133
+ 2.89%
$102.23 - $131.18 $13.6K - $17.4K
4.73K $483K
DDD
3 D Systems Corp

Technology
9.38K
+ 12.09%
$2.12 - $4.72 $19.9K - $44.3K
86.9K $184K
DFS
Discover Financial Services

Financial Services
22
+ 0.07%
$152.99 - $203.25 $3.37K - $4.47K
29.9K $5.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.42K
+ 2.09%
$21.75 - $24.28 $52.7K - $58.9K
118K $2.61M
IRM
Iron Mountain Inc

Real Estate
25
+ 0.62%
$82.79 - $111.31 $2.07K - $2.78K
4.09K $351K
PEG
Public Service Enterprise Group Inc

Utilities
52
+ 0.14%
$78.2 - $90.39 $4.07K - $4.7K
38.5K $3.17M
CARR
Carrier Global Corp

Industrials
1.66K
+ 4.35%
$62.07 - $70.55 $103K - $117K
39.7K $2.52M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
12
+ 0.45%
$333.37 - $384.99 $4K - $4.62K
2.7K $903K
PRU
Prudential Financial Inc

Financial Services
174
+ 1.12%
$105.04 - $122.33 $18.3K - $21.3K
15.7K $1.76M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
28
+ 2.41%
$283.06 - $421.16 $7.93K - $11.8K
1.19K $336K
VUG
Vanguard Growth ETF

ETFs
334
+ 5.58%
$369.1 - $427.61 $123K - $143K
6.32K $2.34M
XPO
Xpo Logistics, Inc.

Industrials
235
+ 3.97%
$106.12 - $148.16 $24.9K - $34.8K
6.16K $662K
CM
Canadian Imperial Bank Of Commerce

Financial Services
19
+ 0.1%
$55.05 - $64.52 $1.05K - $1.23K
19.9K $1.12M
BA
Boeing CO

Industrials
1.09K
+ 2.15%
$148.15 - $186.25 $161K - $202K
51.6K $8.81M
ALK
Alaska Air Group, Inc.

Industrials
600
+ 5.43%
$49.22 - $76.6 $29.5K - $46K
11.7K $573K
UNIT
Uniti Group Inc.

Real Estate
118K
+ 7.34%
$4.75 - $5.98 $561K - $706K
1.73M $8.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
48
+ 0.78%
$247.97 - $296.33 $11.9K - $14.2K
6.19K $1.56M
BOTZ
Global X Fds

ETFs
12.2K
+ 8.32%
$28.46 - $34.53 $347K - $421K
159K $4.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.13K
+ 3.5%
$92.45 - $106.69 $104K - $120K
33.3K $3.09M
ENR
Energizer Holdings, Inc.

Industrials
5.22K
+ 7.45%
$29.28 - $35.79 $153K - $187K
75.3K $2.25M
JEF
Jefferies Financial Group Inc.

Financial Services
317
+ 3.77%
$52.22 - $81.31 $16.6K - $25.8K
8.73K $467K
IWP
Ishares Russell Mid Cap Growth

ETFs
195
+ 0.84%
$114.9 - $139.6 $22.4K - $27.2K
23.5K $2.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.2K
+ 5.74%
$57.21 - $65.8 $1.04M - $1.2M
336K $19.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
388
+ 2.26%
$507.05 - $563.67 $197K - $219K
17.6K $9.02M
LEN
Lennar Corp

Consumer Cyclical
10
+ 0.09%
$113.93 - $141.54 $1.14K - $1.42K
11.3K $1.3M
MCHP
Microchip Technology Inc

Technology
4.91K
+ 8.74%
$48.41 - $64.3 $238K - $316K
61.1K $2.96M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
185
+ 0.69%
$121.0 - $142.28 $22.4K - $26.3K
26.8K $3.34M
TROW
Price T Rowe Group Inc

Financial Services
500
+ 3.39%
$91.57 - $116.93 $45.8K - $58.5K
15.3K $1.4M
USB
Us Bancorp \De\

Financial Services
238
+ 0.45%
$40.92 - $50.9 $9.74K - $12.1K
52.6K $2.22M
IYW
Ishares Dj Us Tech ETF

ETFs
283
+ 1.52%
$140.44 - $166.79 $39.7K - $47.2K
18.9K $2.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
399
+ 3.13%
$165.25 - $224.62 $65.9K - $89.6K
13.1K $2.18M
DHR
Danaher Corp

Healthcare
1.32K
+ 5.26%
$201.62 - $250.59 $267K - $332K
26.5K $5.42M
AVAV
Aero Vironment Inc

Industrials
32.9K
+ 26.73%
$119.19 - $186.12 $3.92M - $6.12M
156K $18.6M
TT
Trane Technologies PLC

Industrials
76
+ 0.65%
$332.0 - $400.86 $25.2K - $30.5K
11.8K $3.98M
INCY
Incyte Corp

Healthcare
2.87K
+ 4.53%
$60.0 - $75.26 $172K - $216K
66.1K $4M
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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