Pinnacle Associates LTD Purchases in Q3 2024

Pinnacle Associates LTD

  • $6.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ICLN
Ishares

ETFs
3.59K
+ 26.36%
$13.26 - $14.77 $47.6K - $53.1K
17.2K $252K
MLM
Martin Marietta Materials Inc

Basic Materials
154
+ 4.08%
$502.48 - $593.35 $77.4K - $91.4K
3.93K $2.12M
JNK
Spdr Bloomberg High Yield Bond

ETFs
189
+ 1.34%
$93.65 - $97.81 $17.7K - $18.5K
14.3K $1.4M
RPM
Rpm International Inc

Basic Materials
325
+ 15.99%
$103.91 - $125.03 $33.8K - $40.6K
2.36K $285K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
144
+ 5.37%
$320.55 - $412.94 $46.2K - $59.5K
2.83K $1.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.49K
+ 27.16%
$44.66 - $49.15 $66.5K - $73.2K
6.98K $328K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
95
+ 0.66%
$50.99 - $57.81 $4.84K - $5.49K
14.4K $824K
CHD
Church & Dwight CO Inc

Consumer Defensive
577
+ 18.38%
$98.01 - $106.59 $56.6K - $61.5K
3.72K $389K
UAL
United Airlines Holdings, Inc.

Industrials
287
+ 5.17%
$37.88 - $58.85 $10.9K - $16.9K
5.84K $333K
FTNT
Fortinet, Inc.

Technology
43
+ 1.27%
$55.39 - $77.55 $2.38K - $3.33K
3.44K $266K
GPC
Genuine Parts CO

Consumer Cyclical
404
+ 12.85%
$131.04 - $147.11 $52.9K - $59.4K
3.55K $495K
SU
Suncor Energy Inc

Energy
3.03K
+ 6.8%
$36.06 - $41.7 $109K - $126K
47.5K $1.75M
TIP
Ishares Tr Tips Bd ETF

ETFs
217
+ 2.34%
$105.92 - $110.83 $23K - $24.1K
9.51K $1.05M
ORI
Old Republic International Corp

Financial Services
225
+ 2.01%
$29.89 - $35.9 $6.73K - $8.08K
11.4K $404K
GHC
Graham Holdings CO

Consumer Defensive
10
+ 2.56%
$688.99 - $821.72 $6.89K - $8.22K
401 $329K
XPO
Xpo Logistics, Inc.

Industrials
450
+ 7.45%
$101.15 - $125.11 $45.5K - $56.3K
6.49K $697K
IFF
International Flavors & Fragrances Inc

Basic Materials
48
+ 0.92%
$93.14 - $105.12 $4.47K - $5.05K
5.29K $554K
CYBR
Cyber Ark Software Ltd.

Technology
100
+ 6.9%
$241.52 - $291.61 $24.2K - $29.2K
1.55K $451K
AEIS
Advanced Energy Industries Inc

Industrials
6.22K
+ 3.65%
$92.85 - $119.61 $577K - $744K
177K $18.6M
STAG
Stag Industrial, Inc.

Real Estate
650
+ 6.8%
$35.42 - $40.98 $23K - $26.6K
10.2K $399K
SONY
Sony Group Corp

Technology
74
+ 1.9%
$81.61 - $98.65 $6.04K - $7.3K
3.97K $383K
WPM
Wheaton Precious Metals Corp.

Basic Materials
300
+ 7.69%
$52.04 - $64.22 $15.6K - $19.3K
4.2K $256K
PPG
Ppg Industries Inc

Basic Materials
293
+ 15.17%
$118.32 - $134.55 $34.7K - $39.4K
2.22K $294K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
63
+ 3.92%
$150.01 - $182.29 $9.45K - $11.5K
1.67K $303K
FITB
Fifth Third Bancorp

Financial Services
306
+ 5.36%
$36.01 - $43.64 $11K - $13.4K
6.02K $257K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
600
+ 19.14%
$66.55 - $74.93 $39.9K - $45K
3.74K $269K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2.17K
+ 7.44%
$9.89 - $11.43 $21.5K - $24.8K
31.4K $345K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
3.73K
+ 27.85%
$10.91 - $12.02 $40.7K - $44.9K
17.1K $199K
SCHC
Schwab Strategic Tr Intl Small

ETFs
150
+ 1.17%
$34.48 - $38.87 $5.17K - $5.83K
12.9K $498K
NOK
Nokia Corp

Technology
10K
New
$3.62 - $4.48 $36.3K - $44.9K
10K $43K
EL
Estee Lauder Companies Inc

Consumer Defensive
566
+ 27.11%
$84.18 - $106.5 $47.6K - $60.3K
2.65K $264K
LEA
Lear Corp

Consumer Cyclical
493
+ 20.21%
$103.43 - $123.95 $51K - $61.1K
2.93K $320K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
401
+ 9.3%
$81.31 - $83.29 $32.6K - $33.4K
4.71K $391K
IP
International Paper CO

Consumer Cyclical
68
+ 1.04%
$42.55 - $49.98 $2.89K - $3.4K
6.61K $322K
TDIV
First Trust Nasdaq Technology

ETFs
39
+ 0.53%
$70.51 - $81.07 $2.75K - $3.16K
7.41K $595K
LQD
Ishares Iboxx $ Investment Gra

ETFs
17
+ 0.27%
$106.11 - $113.72 $1.8K - $1.93K
6.22K $702K
ABC
Amerisourcebergen Corp

Healthcare
196
+ 11.52%
N/A
1.9K $351K
TXN
Texas Instruments Inc

Technology
174
+ 0.58%
$194.6 - $194.6 $33.9K - $33.9K
30.4K $5.91M
BHK
Blackrock Core Bond Trust

Financial Services
1K
+ 7.57%
$10.55 - $12.06 $10.6K - $12.1K
14.2K $171K
VALE
Vale S.A.

Basic Materials
1.38K
+ 5.02%
$9.9 - $11.8 $13.6K - $16.2K
28.8K $336K
PFN
Pimco Income Strategy Fund Ii

Financial Services
1K
+ 1.96%
$7.02 - $7.62 $7.02K - $7.62K
52K $396K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
252
+ 12.32%
$104.47 - $116.17 $26.3K - $29.3K
2.3K $248K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
601
+ 3.19%
$13.63 - $14.85 $8.19K - $8.92K
19.4K $288K
LLY
Eli Lilly & CO

Healthcare
1.28K
+ 2.24%
$772.14 - $960.02 $988K - $1.23M
58.3K $51.6M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
700
+ 4.47%
$11.93 - $12.78 $8.35K - $8.95K
16.4K $209K
VDC
Vanguard Consumer Staples ETF

ETFs
23
+ 2.06%
$201.77 - $221.32 $4.64K - $5.09K
1.14K $248K
WCN
Waste Connections, Inc.

Industrials
40
+ 0.99%
$173.92 - $186.5 $6.96K - $7.46K
4.06K $726K
EQH
Equitable Holdings, Inc.

Financial Services
163
+ 1.33%
$37.05 - $43.61 $6.04K - $7.11K
12.4K $521K
JWN
Nordstrom Inc

Consumer Cyclical
185
+ 1.45%
$21.09 - $23.82 $3.9K - $4.41K
12.9K $290K
Activity Summary
Buys All Purchases 489 New Holdings 44 Increased Positions 445 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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