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
ARES
Ares Management Corp

Financial Services
1.01K
+ 50.81%
$140.19 - $198.28 $141K - $200K
2.99K $438K
ENS
Ener Sys

Industrials
1.09K
+ 6.97%
$89.62 - $103.2 $97.7K - $112K
16.7K $1.53M
SNY
Sanofi

Healthcare
158
+ 1.47%
$48.15 - $59.42 $7.61K - $9.39K
10.9K $603K
AWK
American Water Works Company, Inc.

Utilities
31
+ 0.88%
$121.01 - $149.31 $3.75K - $4.63K
3.55K $523K
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 1.83%
$142.64 - $156.42 $355K - $390K
139K $20.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
802
+ 6.04%
$79.17 - $82.04 $63.5K - $65.8K
14.1K $1.15M
VBR
Vanguard Small Cap Value ETF

ETFs
593
+ 27.48%
$183.02 - $207.75 $109K - $123K
2.75K $512K
ECL
Ecolab Inc.

Basic Materials
53
+ 1.42%
$229.72 - $269.82 $12.2K - $14.3K
3.78K $958K
PHM
Pultegroup Inc

Consumer Cyclical
1.83K
+ 10.47%
$101.09 - $118.51 $185K - $217K
19.3K $1.99M
YUM
Yum Brands Inc

Consumer Cyclical
127
+ 5.17%
$123.25 - $162.53 $15.7K - $20.6K
2.58K $406K
DGRO
Ishares Core Dividend Growth E

ETFs
631
+ 0.87%
$60.46 - $64.42 $38.2K - $40.6K
73.2K $4.52M
DGX
Quest Diagnostics Inc

Healthcare
465
+ 3.82%
N/A
12.7K $1.73M
PFG
Principal Financial Group Inc

Financial Services
14
+ 0.16%
$76.34 - $89.04 $1.07K - $1.25K
8.67K $731K
OEF
Ishares S&P 100 ETF

ETFs
225
+ 4.21%
N/A
5.57K $1.48M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
373
+ 1.29%
$11.66 - $14.98 $4.35K - $5.59K
29.3K $399K
HLIO
Helios Technologies, Inc.

Industrials
6.33K
+ 55.4%
$32.09 - $46.1 $203K - $292K
17.7K $569K
CTRA
Coterra Energy Inc.

Energy
238
+ 1.51%
$25.51 - $29.83 $6.07K - $7.1K
15.9K $460K
SHW
Sherwin Williams CO

Basic Materials
20
+ 0.37%
$330.16 - $365.55 $6.6K - $7.31K
5.42K $1.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.94K
+ 2.58%
$49.25 - $50.66 $95.4K - $98.1K
76.9K $3.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
141
+ 1.43%
$182.82 - $196.21 $25.8K - $27.7K
10K $1.89M
APD
Air Products & Chemicals, Inc.

Basic Materials
157
+ 7.8%
$283.24 - $338.07 $44.5K - $53.1K
2.17K $639K
TDG
Trans Digm Group Inc

Industrials
9
+ 2.37%
$1251.32 - $1394.11 $11.3K - $12.5K
388 $536K
TV
Grupo Televisa, S.A.B.

Communication Services
28.5K
+ 38.63%
$1.68 - $2.17 $47.9K - $61.8K
102K $178K
NJR
New Jersey Resources Corp

Utilities
40
+ 0.18%
$45.25 - $49.37 $1.81K - $1.97K
21.9K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
350
+ 20.61%
$156.61 - $168.02 $54.8K - $58.8K
2.05K $328K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.23K
+ 3.37%
$12.18 - $12.91 $39.3K - $41.7K
98.9K $1.22M
O
Realty Income Corp

Real Estate
345
+ 5.03%
$51.67 - $58.49 $17.8K - $20.2K
7.2K $417K
SPG
Simon Property Group Inc

Real Estate
449
+ 10.61%
$159.48 - $187.78 $71.6K - $84.3K
4.68K $777K
XLU
Utilities Sector Spdr

ETFs
315
+ 5.5%
$74.7 - $80.27 $23.5K - $25.3K
6.05K $476K
HIG
Hartford Financial Services Group, Inc.

Financial Services
29
+ 1.06%
$106.31 - $123.73 $3.08K - $3.59K
2.76K $341K
HUM
Humana Inc

Healthcare
107
+ 8.53%
$249.11 - $303.11 $26.7K - $32.4K
1.36K $360K
FAST
Fastenal CO

Industrials
154
+ 3.14%
$71.11 - $79.98 $11K - $12.3K
5.06K $392K
AON
Aon PLC

Financial Services
15
+ 1.76%
$348.44 - $409.32 $5.23K - $6.14K
868 $346K
MNST
Monster Beverage Corp

Consumer Defensive
189
+ 4.02%
$46.16 - $58.58 $8.72K - $11.1K
4.89K $285K
CHD
Church & Dwight CO Inc

Consumer Defensive
193
+ 6.13%
$101.42 - $113.2 $19.6K - $21.8K
3.34K $368K
CTAS
Cintas Corp

Industrials
51
+ 4.11%
$182.09 - $208.14 $9.29K - $10.6K
1.29K $265K
IYH
Ishares Tr

ETFs
42
+ 0.32%
$58.32 - $62.76 $2.45K - $2.64K
13.3K $810K
JCI
Johnson Controls International PLC

Industrials
430
+ 13.31%
$76.12 - $90.6 $32.7K - $39K
3.66K $293K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
9
+ 0.02%
$20.56 - $21.51 $185 - $194
55.2K $1.17M
NSC
Norfolk Southern Corp

Industrials
33
+ 0.26%
$227.69 - $259.76 $7.51K - $8.57K
12.6K $2.99M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.67K
+ 18.06%
$11.22 - $11.8 $41.2K - $43.4K
24K $269K
EQT
Eqt Corp

Energy
49
+ 1.11%
$46.16 - $54.25 $2.26K - $2.66K
4.48K $239K
TSCO
Tractor Supply CO

Consumer Cyclical
80
+ 0.54%
$51.66 - $57.94 $4.13K - $4.64K
14.8K $815K
DRI
Darden Restaurants Inc

Consumer Cyclical
37
+ 3.25%
$180.02 - $208.56 $6.66K - $7.72K
1.18K $244K
RAVI
Flexshares Tr Ready Access Var

ETFs
415
+ 13.91%
$75.2 - $75.58 $31.2K - $31.4K
3.4K $256K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
850
+ 3.87%
$53.81 - $62.59 $45.7K - $53.2K
22.8K $1.28M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
623
+ 13.85%
$50.03 - $50.27 $31.2K - $31.3K
5.12K $256K
PKG
Packaging Corp Of America

Consumer Cyclical
322
+ 26.5%
$192.03 - $242.13 $61.8K - $78K
1.54K $304K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.87K
+ 4.02%
$29.34 - $31.31 $84.2K - $89.9K
74.2K $2.2M
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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