Pinnacle Associates LTD Reduced Holdings in Q4 2024

Pinnacle Associates LTD

  • $7.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
-9.97K
- 21.37%
$16.05 - $19.86 $160K - $198K
36.7K $718K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-300
- 2.73%
$13.9 - $17.11 $4.17K - $5.13K
10.7K $153K
ACM
Aecom

Industrials
-400
- 8.85%
$101.97 - $116.97 $40.8K - $46.8K
4.12K $440K
STT
State Street Corp

Financial Services
-847
- 13.84%
$85.96 - $100.78 $72.8K - $85.4K
5.28K $517K
EQIX
Equinix Inc

Real Estate
-56
- 10.45%
$865.69 - $985.0 $48.5K - $55.2K
480 $452K
GHC
Graham Holdings CO

Consumer Defensive
-48
- 11.97%
$771.16 - $960.36 $37K - $46.1K
353 $307K
SLF
Sun Life Financial Inc

Financial Services
-495
- 8.04%
$55.43 - $62.69 $27.4K - $31K
5.66K $335K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-2.09K
- 12.21%
$11.34 - $12.27 $23.7K - $25.7K
15K $179K
FICO
Fair Isaac Corp

Technology
-13
- 7.43%
$1911.01 - $2382.4 $24.8K - $31K
162 $322K
FITB
Fifth Third Bancorp

Financial Services
-319
- 5.3%
$41.76 - $48.44 $13.3K - $15.5K
5.7K $240K
ORI
Old Republic International Corp

Financial Services
-725
- 6.34%
$34.4 - $38.98 $24.9K - $28.3K
10.7K $387K
USB
Us Bancorp \De\

Financial Services
-2.77K
- 5.03%
$43.98 - $53.66 $122K - $149K
52.4K $2.51M
SNPS
Synopsys Inc

Technology
-5
- 0.96%
$485.36 - $588.0 $2.43K - $2.94K
517 $250K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-454
- 6.51%
$46.48 - $51.32 $21.1K - $23.3K
6.52K $314K
VDC
Vanguard Consumer Staples ETF

ETFs
-19
- 1.67%
$210.96 - $223.62 $4.01K - $4.25K
1.12K $236K
AIG
American International Group, Inc.

Financial Services
-94
- 1.22%
$70.0 - $79.22 $6.58K - $7.45K
7.58K $552K
ALK
Alaska Air Group, Inc.

Industrials
-4.99K
- 31.09%
$42.48 - $67.6 $212K - $337K
11.1K $715K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-15
- 0.56%
$91.94 - $100.02 $1.38K - $1.5K
2.69K $248K
VLY
Valley National Bancorp

Financial Services
-637
- 1.54%
$8.7 - $10.78 $5.54K - $6.87K
40.8K $369K
XLP
Consumer Staples Sector Spdr

ETFs
-65
- 0.73%
N/A
8.85K $672K
ENR
Energizer Holdings, Inc.

Industrials
-7.02K
- 9.11%
$31.03 - $39.39 $218K - $277K
70K $2.44M
Veralto Corp
-2.38K
- 31.51%
N/A
5.17K $0
Atlanta Braves Hldgs Inc
-4.23K
- 10.13%
N/A
37.5K $0
Liberty Media Corp Del
-2.8K
- 24.5%
N/A
8.64K $0
Oaktree Specialty Lending CO
-180K
- 30.86%
N/A
403K $0
Sinclair Inc
-76.8K
- 11.94%
N/A
566K $0
ILCG
Ishares Morningstar Growth ETF
-1.64K
- 18.39%
N/A
7.26K $0
Liberty Media Corp Del
-16.2K
- 16.15%
N/A
84.2K $0
CRH.L
Crh PLC

Basic Materials
-9.26K
- 67.04%
N/A
4.55K $0
Coherent Corp
-285K
- 34.8%
N/A
534K $0
Gsk PLC
-6.91K
- 20.98%
N/A
26K $0
CLMB
Climb Global Solutions Inc Com
-5.32K
- 29.21%
N/A
12.9K $0
Madison Square Garden Entmt
-463
- 3.59%
N/A
12.4K $0
Canadian Pacific Kansas City
-34.7K
- 10.01%
N/A
312K $0
ISRG
Intuitive Surgical Inc

Healthcare
-146
- 5.72%
$471.27 - $550.62 $68.8K - $80.4K
2.41K $1.26M
KR
Kroger CO

Consumer Defensive
-4.14K
- 6.26%
$55.21 - $63.3 $228K - $262K
61.9K $3.79M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-42
- 2.51%
$180.39 - $205.43 $7.58K - $8.63K
1.63K $308K
PCAR
Paccar Inc

Industrials
-530
- 4.56%
$97.92 - $118.41 $51.9K - $62.8K
11.1K $1.15M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.59K
- 11.42%
$11.18 - $13.68 $40.1K - $49.1K
27.8K $353K
SKYY
First Trust Cloud Computing Et

ETFs
-642
- 12.25%
$99.98 - $130.46 $64.2K - $83.8K
4.6K $547K
PAYX
Paychex Inc

Industrials
-948
- 3.84%
$135.86 - $148.73 $129K - $141K
23.7K $3.33M
CDNS
Cadence Design Systems Inc

Technology
-38
- 3.8%
$249.1 - $324.54 $9.47K - $12.3K
961 $288K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2
- 0.28%
$1146.59 - $1270.6 $2.29K - $2.54K
714 $846K
IP
International Paper CO

Consumer Cyclical
-170
- 2.57%
$46.64 - $59.57 $7.93K - $10.1K
6.44K $346K
CPRT
Copart Inc

Consumer Cyclical
-718
- 5.55%
$51.36 - $63.8 $36.9K - $45.8K
12.2K $701K
SNA
Snap On Inc

Industrials
-29
- 3.91%
$285.44 - $371.35 $8.28K - $10.8K
712 $241K
AX
Axos Financial, Inc.

Financial Services
-500
- 5.49%
$59.93 - $86.6 $30K - $43.3K
8.6K $600K
EQH
Equitable Holdings, Inc.

Financial Services
-750
- 6.04%
$41.59 - $50.4 $31.2K - $37.8K
11.7K $550K
JEF
Jefferies Financial Group Inc.

Financial Services
-1.8K
- 17.63%
$61.95 - $81.75 $112K - $147K
8.42K $659K
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