Pinnacle Associates LTD Incresed Positions in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
1.02K
+ 5.61%
$90.77 - $104.01 $92.3K - $106K
19.1K $1.98M
HYG
Ishares Tr

ETFs
3.65K
+ 29.7%
$78.51 - $80.11 $286K - $292K
15.9K $1.26M
NX
Quanex Building Products Corp

Industrials
20.3K
+ 124.88%
$18.54 - $24.18 $377K - $491K
36.6K $680K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.5K
+ 14.91%
$25.58 - $29.24 $447K - $511K
135K $3.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.74K
+ 37.85%
$89.27 - $92.9 $245K - $255K
9.99K $923K
THRY
Thryv Holdings, Inc.

Communication Services
25.5K
+ 82.33%
$12.81 - $20.12 $327K - $513K
56.5K $723K
ONON
On Holding Ag

Consumer Cyclical
10.6K
+ 55.17%
$43.92 - $63.62 $465K - $674K
29.8K $1.31M
SAP
Sap Se

Technology
532
+ 10.8%
$241.4 - $293.69 $128K - $156K
5.46K $1.47M
XLI
Industrial Sector Spdr

ETFs
2.1K
+ 5.55%
$128.78 - $141.67 $271K - $298K
40K $5.24M
TPL
Texas Pacific Land Corp

Energy
33
+ 3.61%
$1180.08 - $1431.01 $38.9K - $47.2K
947 $1.25M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
44
+ 6.16%
$1187.71 - $1432.58 $52.3K - $63K
758 $1.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
68
+ 0.19%
$74.85 - $84.89 $5.09K - $5.77K
36.8K $3M
XLF
Financial Sector Spdr

ETFs
3.1K
+ 7.54%
$47.32 - $52.19 $147K - $162K
44.2K $2.2M
ABC
Amerisourcebergen Corp

Healthcare
1.14K
+ 67.88%
N/A
2.82K $521K
TTD
Trade Desk, Inc.

Technology
6.88K
+ 258.36%
$53.59 - $126.58 $369K - $871K
9.54K $522K
WMB
Williams Companies, Inc.

Energy
2.31K
+ 19.07%
$54.02 - $61.09 $125K - $141K
14.4K $860K
LYG
Lloyds Banking Group PLC

Financial Services
8.83K
+ 5.66%
$2.58 - $3.9 $22.8K - $34.4K
165K $629K
UL
Unilever PLC

Consumer Defensive
1.53K
+ 4.03%
$54.72 - $60.29 $83.7K - $92.2K
39.5K $2.35M
ETR
Entergy Corp

Utilities
1.81K
+ 47.92%
$75.26 - $87.89 $136K - $159K
5.6K $478K
KMI
Kinder Morgan, Inc.

Energy
2.14K
+ 1.92%
$26.1 - $31.22 $55.7K - $66.7K
114K $3.24M
SYK
Stryker Corp

Healthcare
40
+ 0.29%
$355.18 - $399.9 $14.2K - $16K
14K $5.2M
KEY
Keycorp

Financial Services
12.6K
+ 72.85%
$15.15 - $18.3 $191K - $231K
29.9K $478K
CTVA
Corteva, Inc.

Basic Materials
386
+ 1.51%
$55.94 - $66.15 $21.6K - $25.5K
26K $1.64M
NEAR
Blackrock Short Maturity Bond

ETFs
3.25K
+ 41.75%
$50.4 - $50.89 $164K - $165K
11K $560K
HCA
Hca Healthcare, Inc.

Healthcare
48
+ 1.43%
$296.7 - $345.55 $14.2K - $16.6K
3.4K $1.18M
UAL
United Airlines Holdings, Inc.

Industrials
4.66K
+ 84.61%
$69.05 - $110.52 $322K - $515K
10.2K $702K
VHT
Vanguard Health Care ETF

ETFs
414
+ 11.08%
$254.06 - $273.83 $105K - $113K
4.15K $1.1M
KKR
Kkr & Co. Inc.

Financial Services
6.6K
+ 34.48%
$108.17 - $167.07 $714K - $1.1M
25.7K $2.98M
LHX
L3 Harris Technologies, Inc.

Industrials
799
+ 2.92%
$194.65 - $222.86 $156K - $178K
28.2K $5.9M
DFAE
Dimensional ETF Tr

ETFs
1.18K
+ 0.57%
$24.64 - $26.86 $29.1K - $31.7K
209K $5.42M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.47K
+ 5.23%
$58.32 - $65.09 $85.4K - $95.4K
29.5K $1.78M
IAU
Ishares Gold Trust

ETFs
369
+ 2.99%
$49.74 - $58.96 $18.4K - $21.8K
12.7K $748K
ROP
Roper Technologies Inc

Industrials
77
+ 5.9%
$502.71 - $593.81 $38.7K - $45.7K
1.38K $814K
SMG
Scotts Miracle Gro CO

Basic Materials
3.4K
+ 74.25%
$54.76 - $77.7 $186K - $264K
7.97K $437K
XLC
Select Sector Spdr Tr Communic

ETFs
1.8K
+ 1.49%
$94.84 - $105.31 $171K - $190K
122K $11.8M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.1K
+ 43.69%
$69.69 - $79.99 $146K - $168K
6.9K $492K
EXC
Exelon Corp

Utilities
539
+ 4.67%
$37.3 - $46.08 $20.1K - $24.8K
12.1K $556K
VGIT
Vanguard Intermediate Term Tre

ETFs
981
+ 2.25%
$57.44 - $59.4 $56.3K - $58.3K
44.6K $2.65M
AIG
American International Group, Inc.

Financial Services
122
+ 1.61%
$70.5 - $86.94 $8.6K - $10.6K
7.71K $669K
QCOM
Qualcomm Inc

Technology
764
+ 1.0%
$151.94 - $175.86 $116K - $134K
76.9K $11.8M
FSLR
First Solar, Inc.

Technology
1.52K
+ 94.99%
$126.34 - $197.73 $192K - $300K
3.11K $393K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.18K
+ 29.34%
$113.22 - $126.36 $133K - $149K
5.19K $596K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.56K
+ 25.86%
$55.47 - $61.45 $86.5K - $95.8K
7.59K $447K
SCVL
Shoe Carnival Inc

Consumer Cyclical
17.6K
+ 68.4%
$21.24 - $32.31 $374K - $569K
43.3K $953K
PPL
Ppl Corp

Utilities
378
+ 1.66%
$31.68 - $36.11 $12K - $13.6K
23.1K $835K
CHWY
Chewy, Inc.

Consumer Cyclical
4.05K
+ 11.16%
$31.83 - $39.8 $129K - $161K
40.3K $1.31M
SONY
Sony Group Corp

Technology
211
+ 1.0%
$19.88 - $25.64 $4.19K - $5.41K
21.3K $541K
GWW
W.W. Grainger, Inc.

Industrials
178
+ 13.93%
$953.54 - $1132.42 $170K - $202K
1.46K $1.44M
GOLD
Barrick Gold Corp

Basic Materials
9
+ 0.04%
$15.45 - $19.56 $139 - $176
22.7K $441K
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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