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
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
3K
+ 24.73%
$10.17 - $10.76 $30.5K - $32.3K
15.1K $155K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
101
+ 2.62%
$87.68 - $94.52 $8.86K - $9.55K
3.96K $371K
IWS
Ishares Russell Midcap Value E

ETFs
285
+ 9.45%
$122.59 - $135.24 $34.9K - $38.5K
3.3K $415K
TKR
Timken CO

Industrials
155
+ 0.61%
$69.85 - $83.79 $10.8K - $13K
25.6K $1.84M
TRP
Tc Energy Corp

Energy
148
+ 0.72%
$44.29 - $49.27 $6.55K - $7.29K
20.7K $975K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
201
+ 4.81%
$100.32 - $100.76 $20.2K - $20.3K
4.38K $440K
MAA
Mid America Apartment Communities Inc.

Real Estate
8
+ 0.52%
$146.9 - $170.92 $1.18K - $1.37K
1.55K $259K
DWSN
Dawson Geophysical CO

Energy
18K
+ 55.52%
$1.23 - $1.48 $22.1K - $26.6K
50.4K $62K
K
Kellogg CO

Consumer Defensive
123
+ 1.97%
$81.06 - $82.9 $9.97K - $10.2K
6.37K $525K
GPC
Genuine Parts CO

Consumer Cyclical
93
+ 2.83%
$115.91 - $129.02 $10.8K - $12K
3.38K $402K
LQD
Ishares Iboxx $ Investment Gra

ETFs
52
+ 0.82%
$105.1 - $109.61 $5.47K - $5.7K
6.4K $695K
IP
International Paper CO

Consumer Cyclical
349
+ 5.42%
$49.38 - $60.09 $17.2K - $21K
6.78K $361K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
251
+ 1.69%
$50.87 - $51.09 $12.8K - $12.8K
15.1K $768K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.09%
$206.54 - $226.16 $207 - $226
1.12K $245K
SNA
Snap On Inc

Industrials
27
+ 3.79%
$324.09 - $358.62 $8.75K - $9.68K
739 $249K
WWR
Westwater Resources, Inc.

Basic Materials
46.4K
+ 53.03%
$0.55 - $1.16 $25.5K - $53.8K
134K $73K
FISV
Fiserv Inc

Technology
57
+ 0.34%
N/A
16.8K $2.1M
FTNT
Fortinet, Inc.

Technology
1
+ 0.03%
$92.49 - $114.57 $92.5 - $115
3.41K $327K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1K
+ 6.66%
$14.19 - $15.67 $14.2K - $15.7K
16K $232K
FE
Firstenergy Corp

Utilities
45
+ 0.88%
$37.95 - $43.5 $1.71K - $1.96K
5.16K $208K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.09K
+ 11.06%
$157.11 - $206.52 $171K - $225K
10.9K $1.84M
RACE
Ferrari N.V.

Consumer Cyclical
2
+ 0.16%
$413.73 - $508.15 $827 - $1.02K
1.28K $546K
MMYT
Make My Trip LTD

Consumer Cyclical
37
+ 1.28%
N/A
2.94K $252K
ITOT
Ishares Core S&P Total U.S. St

ETFs
204
+ 5.95%
$120.29 - $134.6 $24.5K - $27.5K
3.63K $443K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 0.05%
$115.79 - $154.66 $116 - $155
2K $261K
Lam Research Corp
293
+ 0.05%
N/A
595K $0
Crane Company
1.07K
+ 58.43%
N/A
2.89K $0
Arista Networks Inc
79
+ 1.62%
N/A
4.95K $0
Siriusxm Holdings Inc
180
+ 1.9%
N/A
9.64K $0
Blackrock Inc
464
+ 1.12%
N/A
41.8K $0
Linde PLC
44
+ 1.03%
N/A
4.32K $0
2023 ETF Series Trust Ii
129K
+ 64.24%
N/A
329K $0
Madison Square Garden Entmt
398
+ 3.2%
N/A
12.8K $0
ILCG
Ishares Morningstar Growth ETF
1.5K
+ 20.58%
N/A
8.76K $0
CRH.L
Crh PLC

Basic Materials
5.84K
+ 128.18%
N/A
10.4K $0
Amer Sports Inc
2.83K
+ 5.32%
N/A
55.9K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
104K
+ 16.59%
N/A
732K $0
Labcorp Holdings Inc
137
+ 12.92%
N/A
1.2K $0
Ge Healthcare Technologies I
1.72K
+ 7.92%
N/A
23.4K $0
Nebius Group N.V.
20.5K
+ 12.02%
N/A
191K $0
Fidelity Covington Trust
1.01K
+ 13.55%
N/A
8.5K $0
Kenvue Inc
1.88K
+ 0.29%
N/A
648K $0
NU
Nu Holdings Ltd.

Financial Services
137
+ 0.76%
$10.12 - $13.95 $1.39K - $1.91K
18.1K $185K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.48%
$65.27 - $71.18 $2.87K - $3.13K
9.15K $606K
MSTR
Microstrategy Inc

Technology
10
+ 0.21%
$239.27 - $396.5 $2.39K - $3.97K
4.87K $1.4M
MCO
Moodys Corp

Financial Services
1
+ 0.11%
$437.8 - $527.48 $438 - $527
879 $409K
SOFI
So Fi Technologies, Inc.

Financial Services
13.1K
+ 31.16%
$11.18 - $18.03 $147K - $237K
55.3K $643K
FICO
Fair Isaac Corp

Technology
9
+ 5.56%
$1695.35 - $2030.47 $15.3K - $18.3K
171 $315K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
532
+ 6.84%
$37.84 - $44.02 $20.1K - $23.4K
8.31K $319K
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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