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
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
+ 66.99%
$124.26 - $134.12 $171K - $185K
3.43K $441K
AMP
Ameriprise Financial Inc

Financial Services
209
+ 18.27%
$473.15 - $574.01 $98.9K - $120K
1.35K $720K
CFG
Citizens Financial Group Inc

Financial Services
3.52K
+ 40.83%
$39.92 - $48.46 $140K - $170K
12.1K $530K
WMB
Williams Companies, Inc.

Energy
1.37K
+ 12.74%
$46.37 - $59.74 $63.4K - $81.7K
12.1K $654K
UFI
Unifi Inc

Consumer Cyclical
164K
+ 20.71%
$5.47 - $7.35 $899K - $1.21M
958K $5.99M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
322
+ 3.14%
$107.32 - $127.74 $34.6K - $41.1K
10.6K $1.3M
IYW
Ishares Dj Us Tech ETF

ETFs
45
+ 0.24%
$148.14 - $166.23 $6.67K - $7.48K
18.7K $2.98M
FN
Fabrinet

Technology
960
+ 27.51%
$214.76 - $271.08 $206K - $260K
4.45K $978K
GPN
Global Payments Inc

Industrials
1.1K
+ 35.95%
$97.57 - $119.38 $108K - $132K
4.17K $467K
ALL
Allstate Corp

Financial Services
750
+ 36.87%
$181.25 - $208.2 $136K - $156K
2.78K $536K
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.91K
+ 1.63%
$30.18 - $33.87 $148K - $166K
306K $9.43M
NTR
Nutrien Ltd.

Basic Materials
4.56K
+ 22.3%
$44.04 - $50.78 $201K - $232K
25K $1.12M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
8.71K
+ 43.01%
$9.95 - $12.23 $86.6K - $106K
28.9K $339K
HWM
Howmet Aerospace Inc.

Industrials
730
+ 13.09%
$99.72 - $120.09 $72.8K - $87.7K
6.31K $689K
WAT
Waters Corp

Healthcare
88
+ 0.99%
$323.11 - $392.01 $28.4K - $34.5K
8.94K $3.32M
DAN
Dana Inc

Consumer Cyclical
8.58K
+ 28.15%
$7.67 - $13.0 $65.8K - $112K
39.1K $451K
MUB
Ishares National Muni Bond ETF

ETFs
1.46K
+ 10.89%
$105.78 - $108.7 $155K - $159K
14.9K $1.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.6K
+ 32.08%
$50.37 - $50.6 $131K - $131K
10.7K $538K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.45K
+ 6.81%
$53.94 - $58.15 $78.3K - $84.4K
22.8K $1.28M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
169
+ 1.01%
$278.19 - $315.36 $47K - $53.3K
16.9K $4.86M
HUM
Humana Inc

Healthcare
596
+ 90.58%
$233.89 - $304.18 $139K - $181K
1.25K $318K
HPQ
Hp Inc

Technology
3.95K
+ 50.9%
$32.46 - $39.3 $128K - $155K
11.7K $381K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.02K
+ 32.18%
$100.22 - $100.73 $102K - $103K
4.18K $419K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.31K
+ 22.05%
$90.42 - $94.5 $118K - $124K
7.25K $655K
BSX
Boston Scientific Corp

Healthcare
586
+ 7.99%
$83.62 - $91.5 $49K - $53.6K
7.92K $707K
THG
Hanover Insurance Group, Inc.

Financial Services
34
+ 0.26%
$144.81 - $165.01 $4.92K - $5.61K
13.2K $2.04M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.17K
+ 24.72%
$81.68 - $82.93 $95.2K - $96.6K
5.88K $481K
PAVE
Global X Fds Us Infrastructure

ETFs
2.36K
+ 32.96%
$40.41 - $45.95 $95.5K - $109K
9.53K $385K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
387
+ 24.76%
$201.32 - $217.44 $77.9K - $84.1K
1.95K $403K
IWB
Ishares Tr Russell 1000 ETF

ETFs
227
+ 14.01%
$311.11 - $335.64 $70.6K - $76.2K
1.85K $595K
SQ
Block, Inc.

Technology
390
+ 14.22%
$65.06 - $98.92 $25.4K - $38.6K
3.13K $266K
PWR
Quanta Services, Inc.

Industrials
48
+ 1.3%
$296.05 - $346.6 $14.2K - $16.6K
3.73K $1.18M
CTRA
Coterra Energy Inc.

Energy
2.27K
+ 16.86%
$22.71 - $27.63 $51.5K - $62.6K
15.7K $401K
IHS
Ihs Holding LTD

Communication Services
28.4K
+ 49.03%
$2.58 - $3.36 $73.3K - $95.4K
86.3K $251K
MAR
Marriott International Inc

Consumer Cyclical
26
+ 1.17%
$246.06 - $292.59 $6.4K - $7.61K
2.26K $629K
ZTS
Zoetis Inc.

Healthcare
3.53K
+ 22.81%
$162.24 - $194.42 $572K - $686K
19K $3.09M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
909
+ 30.79%
$88.59 - $94.57 $80.5K - $86K
3.86K $342K
QS
Quantum Scape Corp

Consumer Cyclical
16.7K
+ 58.8%
$4.73 - $6.5 $78.8K - $108K
45K $233K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
40
+ 1.51%
$340.59 - $380.5 $13.6K - $15.2K
2.69K $984K
SONY
Sony Group Corp

Technology
17.2K
+ 432.64%
$17.53 - $96.8 $301K - $1.66M
21.1K $447K
WWR
Westwater Resources, Inc.

Basic Materials
75K
+ 600.0%
$0.5 - $0.86 $37.5K - $64.5K
87.5K $65K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
421
+ 9.01%
$100.18 - $109.1 $42.2K - $45.9K
5.09K $534K
IBB
Ishares Biotechnology ETF

ETFs
1.82K
+ 13.42%
$131.21 - $148.85 $239K - $271K
15.4K $2.03M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
436
+ 12.18%
$118.0 - $127.04 $51.4K - $55.4K
4.02K $488K
HBAN
Huntington Bancshares Inc

Financial Services
1.84K
+ 11.11%
$14.18 - $18.2 $26K - $33.4K
18.3K $298K
GOLD
Barrick Gold Corp

Basic Materials
7.81K
+ 52.44%
$15.23 - $21.19 $119K - $165K
22.7K $351K
ALB
Albemarle Corp

Basic Materials
1.83K
+ 15.09%
$86.08 - $111.3 $157K - $203K
13.9K $1.2M
MCO
Moodys Corp

Financial Services
105
+ 13.58%
$454.04 - $500.88 $47.7K - $52.6K
878 $415K
GLD
Spdr Gold Trust

ETFs
242
+ 2.11%
$236.59 - $257.5 $57.3K - $62.3K
11.7K $2.84M
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
Track This Portfolio

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email