Pinnacle Associates LTD Incresed Positions in Q4 2024

Pinnacle Associates LTD

  • $7.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BR
Broadridge Financial Solutions, Inc.

Technology
2.65K
+ 26.34%
$209.64 - $236.44 $555K - $626K
12.7K $2.87M
PLUG
Plug Power Inc

Industrials
488K
+ 18.27%
$1.87 - $2.67 $912K - $1.3M
3.16M $6.73M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.42K
+ 165.14%
$278.49 - $315.16 $674K - $763K
3.89K $1.1M
SHW
Sherwin Williams CO

Basic Materials
2.36K
+ 77.5%
$338.75 - $399.71 $799K - $943K
5.4K $1.84M
RDVY
First Trust Rising Dividend Ac

ETFs
11.6K
+ 6.59%
$58.65 - $64.37 $678K - $744K
187K $11.1M
SPGI
S&P Global Inc.

Financial Services
1.41K
+ 55.94%
$480.36 - $529.17 $676K - $745K
3.93K $1.95M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.26K
+ 48.7%
$209.89 - $233.24 $685K - $761K
9.96K $2.12M
IEFA
Ishares Tr

ETFs
9.11K
+ 184.42%
$70.06 - $77.43 $638K - $706K
14.1K $987K
CGNX
Cognex Corp

Technology
82.5K
+ 15.98%
$35.61 - $43.05 $2.94M - $3.55M
599K $21.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.8K
+ 41.55%
$264.18 - $304.19 $476K - $548K
6.14K $1.72M
DUK
Duke Energy Corp

Utilities
6.66K
+ 23.59%
$105.76 - $120.76 $704K - $804K
34.9K $3.76M
IYH
Ishares Tr

ETFs
9.14K
+ 221.94%
$57.53 - $65.24 $526K - $597K
13.3K $772K
HCA
Hca Healthcare, Inc.

Healthcare
2.12K
+ 171.22%
$297.52 - $415.61 $630K - $880K
3.36K $1.01M
VV
Vanguard Large Cap ETF

ETFs
89
+ 0.12%
$260.27 - $280.65 $23.2K - $25K
73.7K $19.9M
PH
Parker Hannifin Corp

Industrials
720
+ 43.04%
$621.74 - $709.46 $448K - $511K
2.39K $1.52M
IXC
Ishares Tr Global Energy ETF

ETFs
15.8K
+ 25.4%
$36.95 - $43.06 $585K - $682K
78.1K $2.98M
XLK
Technology Sector Spdr

ETFs
1.3K
+ 5.63%
$220.26 - $241.44 $286K - $314K
24.4K $5.67M
HYG
Ishares Tr

ETFs
5.82K
+ 90.15%
$78.09 - $80.04 $454K - $466K
12.3K $965K
AIT
Applied Industrial Technologies Inc

Industrials
1.06K
+ 10.69%
$220.05 - $280.49 $234K - $298K
11K $2.63M
SLB
Schlumberger Limited

Energy
24.4K
+ 16.74%
$36.83 - $45.59 $899K - $1.11M
170K $6.53M
ACWI
Ishares Msci Acwi ETF

ETFs
3.88K
+ 13.91%
$117.05 - $123.03 $455K - $478K
31.8K $3.74M
TDW
Tidewater Inc

Energy
17.3K
+ 52.13%
$47.0 - $73.31 $812K - $1.27M
50.4K $2.76M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
441
+ 3.59%
$172.07 - $207.36 $75.9K - $91.4K
12.7K $2.51M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.03K
+ 60.9%
$80.13 - $83.77 $403K - $421K
13.3K $1.07M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
167
+ 1.13%
$47.29 - $84.74 $7.9K - $14.2K
15K $1.12M
SPG
Simon Property Group Inc

Real Estate
2.03K
+ 92.54%
$167.23 - $183.84 $340K - $374K
4.23K $728K
RSG
Republic Services, Inc.

Industrials
1.71K
+ 21.41%
$198.0 - $218.75 $339K - $375K
9.72K $1.96M
MSI
Motorola Solutions, Inc.

Technology
704
+ 58.76%
$449.08 - $504.6 $316K - $355K
1.9K $879K
VOX
Vanguard Communication Service

ETFs
625
+ 2.64%
$144.31 - $163.57 $90.2K - $102K
24.3K $3.77M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.4K
+ 16.09%
$87.25 - $95.52 $297K - $325K
24.5K $2.17M
TT
Trane Technologies PLC

Industrials
1.37K
+ 13.21%
$369.35 - $419.14 $506K - $574K
11.7K $4.34M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.82K
+ 11.33%
$115.08 - $119.55 $440K - $457K
37.5K $4.34M
DGRO
Ishares Core Dividend Growth E

ETFs
6.33K
+ 9.55%
$60.73 - $64.94 $385K - $411K
72.6K $4.45M
MLPA
Global X Mlp ETF

ETFs
3.45K
+ 4.42%
$47.44 - $52.61 $164K - $181K
81.4K $4.02M
IVE
Ishares S&P 500 Value ETF

ETFs
1.59K
+ 20.6%
$189.5 - $206.17 $300K - $327K
9.28K $1.77M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.29K
+ 53.9%
$80.93 - $85.66 $266K - $282K
9.39K $760K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.83K
+ 82.16%
$125.36 - $147.37 $229K - $269K
4.05K $532K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.39K
+ 48.42%
$89.81 - $104.0 $304K - $352K
10.4K $934K
ADI
Analog Devices Inc

Technology
2.57K
+ 14.93%
$206.35 - $236.48 $530K - $607K
19.8K $4.2M
GIB
Cgi Inc

Technology
2.5K
+ 31.25%
$107.0 - $116.25 $268K - $291K
10.5K $1.15M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.93K
+ 51.6%
$95.27 - $107.82 $184K - $208K
5.67K $585K
XLF
Financial Sector Spdr

ETFs
1.93K
+ 4.92%
$44.89 - $51.34 $86.5K - $98.9K
41.1K $1.99M
CEG
Constellation Energy Corp

Utilities
1.6K
+ 37.69%
$224.28 - $285.52 $360K - $458K
5.86K $1.32M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.04K
+ 50.07%
$65.67 - $69.79 $200K - $212K
9.11K $610K
GXO
Gxo Logistics, Inc.

Industrials
6.84K
+ 61.22%
$41.93 - $63.02 $287K - $431K
18K $783K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.31K
+ 82.35%
$176.4 - $231.84 $231K - $304K
2.9K $512K
TRV
Travelers Companies, Inc.

Financial Services
230
+ 1.12%
$225.97 - $266.66 $52K - $61.3K
20.8K $5.01M
ABT
Abbott Laboratories

Healthcare
2.49K
+ 2.43%
$111.93 - $119.39 $279K - $298K
105K $11.9M
SHOP
Shopify Inc.

Technology
907
+ 25.81%
$78.14 - $119.49 $70.9K - $108K
4.42K $470K
Activity Summary
Buys All Purchases 406 New Holdings 111 Increased Positions 295 Sells All Sells 398 Reductions 398 Sold out 0 Options Calls 0 Puts 0
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