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
AFL
Aflac Inc

Financial Services
1.99K
+ 10.19%
$100.37 - $115.27 $200K - $229K
21.5K $2.23M
XLU
Utilities Sector Spdr

ETFs
889
+ 18.36%
$74.89 - $82.93 $66.6K - $73.7K
5.73K $433K
CCI
Crown Castle International Corp

Real Estate
1.14K
+ 51.93%
$89.78 - $119.11 $103K - $136K
3.35K $303K
K
Kellogg CO

Consumer Defensive
431
+ 7.41%
$80.34 - $81.29 $34.6K - $35K
6.25K $506K
M
Macy'S, Inc.

Consumer Cyclical
688
+ 3.37%
$14.56 - $18.1 $10K - $12.5K
21.1K $356K
BGT
Blackrock Floating Rate Income Trust

Financial Services
2.91K
+ 8.42%
$12.69 - $13.4 $36.9K - $39K
37.4K $481K
LASR
Nlight, Inc.

Technology
35.5K
+ 2.1%
$9.88 - $14.68 $351K - $521K
1.73M $18.1M
IAU
Ishares Gold Trust

ETFs
734
+ 6.33%
$48.37 - $52.65 $35.5K - $38.6K
12.3K $610K
IR
Ingersoll Rand Inc.

Industrials
751
+ 17.33%
$90.46 - $105.35 $67.9K - $79.1K
5.08K $459K
FORM
Formfactor Inc

Technology
17.3K
+ 4.65%
$37.74 - $48.72 $654K - $844K
390K $17.1M
DGX
Quest Diagnostics Inc

Healthcare
183
+ 1.52%
N/A
12.2K $1.67M
IWS
Ishares Russell Midcap Value E

ETFs
242
+ 8.72%
$128.08 - $140.32 $31K - $34K
3.02K $390K
PPL
Ppl Corp

Utilities
1.13K
+ 5.22%
$31.47 - $35.0 $35.5K - $39.5K
22.7K $738K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
424
+ 5.76%
$41.09 - $45.94 $17.4K - $19.5K
7.78K $327K
D
Dominion Energy, Inc

Utilities
2.5K
+ 8.43%
$52.63 - $60.92 $131K - $152K
32.1K $1.73M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.97K
+ 4.73%
$57.78 - $60.4 $114K - $119K
43.7K $2.53M
KEYS
Keysight Technologies, Inc.

Technology
21
+ 0.4%
$149.01 - $172.53 $3.13K - $3.62K
5.33K $856K
NVT
N Vent Electric PLC

Industrials
280
+ 6.54%
$67.69 - $79.19 $19K - $22.2K
4.56K $310K
FISV
Fiserv Inc

Technology
69
+ 0.41%
N/A
16.7K $2.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.52K
+ 281.53%
$25.93 - $105.3 $247K - $1M
12.9K $359K
STTK
Shattuck Labs, Inc.

Healthcare
867K
+ 189.59%
$1.0 - $1.92 $867K - $1.67M
1.32M $1.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
854
+ 13.82%
$37.12 - $41.23 $31.7K - $35.2K
7.03K $261K
HES
Hess Corp

Energy
151
+ 2.77%
$127.66 - $148.65 $19.3K - $22.4K
5.61K $745K
VHT
Vanguard Health Care ETF

ETFs
390
+ 11.65%
$250.81 - $283.3 $97.8K - $110K
3.74K $948K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
25
+ 0.8%
$104.52 - $115.08 $2.61K - $2.88K
3.14K $331K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
375
+ 1.59%
N/A
24K $0
Kenvue Inc
636K
+ 6415.24%
N/A
646K $0
Arm Holdings PLC
4.04K
+ 11.67%
N/A
38.6K $0
Ge Healthcare Technologies I
3.56K
+ 19.64%
N/A
21.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
393K
+ 167.65%
N/A
628K $0
Liberty Media Corp Del
11.3K
+ 10.7%
N/A
117K $0
Sharkninja Inc
10.3K
+ 88.51%
N/A
21.9K $0
Linde PLC
110
+ 2.64%
N/A
4.28K $0
TDIV
First Trust Nasdaq Technology

ETFs
129
+ 1.74%
$78.03 - $82.13 $10.1K - $10.6K
7.54K $591K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
494
+ 1.57%
$51.54 - $52.55 $25.5K - $26K
31.9K $1.65M
IWD
Ishares Russell 1000 Val ETF

ETFs
189
+ 1.95%
$183.23 - $199.79 $34.6K - $37.8K
9.89K $1.83M
HRB
H&R Block Inc

Consumer Cyclical
650
+ 15.4%
$52.14 - $63.36 $33.9K - $41.2K
4.87K $257K
HDSN
Hudson Technologies Inc

Basic Materials
34.2K
+ 45.61%
$5.25 - $8.29 $180K - $284K
109K $609K
SBAC
Sba Communications Corp

Real Estate
110
+ 9.84%
$198.24 - $249.31 $21.8K - $27.4K
1.23K $250K
PSA
Public Storage

Real Estate
106
+ 13.5%
$289.33 - $360.21 $30.7K - $38.2K
891 $266K
SAGE
Sage Therapeutics, Inc.

Healthcare
51.6K
+ 30.62%
$4.78 - $8.57 $247K - $442K
220K $1.2M
TRP
Tc Energy Corp

Energy
12
+ 0.06%
$44.03 - $50.23 $528 - $603
20.5K $954K
XLB
Select Sector Spdr Fd Material

ETFs
1.23K
+ 11.85%
$83.8 - $97.58 $103K - $120K
11.6K $976K
LQD
Ishares Iboxx $ Investment Gra

ETFs
133
+ 2.14%
$106.56 - $113.11 $14.2K - $15K
6.35K $678K
DTE
Dte Energy CO

Utilities
106
+ 1.9%
$117.04 - $129.77 $12.4K - $13.8K
5.68K $685K
PFF
Ishares Trust Ishares Pfd And

ETFs
21
+ 0.1%
$31.23 - $33.51 $656 - $704
22K $691K
RACE
Ferrari N.V.

Consumer Cyclical
39
+ 3.15%
$422.83 - $490.34 $16.5K - $19.1K
1.28K $542K
ROP
Roper Technologies Inc

Industrials
11
+ 0.85%
$519.85 - $575.95 $5.72K - $6.34K
1.31K $678K
WM
Waste Management Inc

Industrials
1.84K
+ 2.59%
$201.79 - $228.46 $371K - $420K
72.9K $14.7M
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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