Pinnacle Associates LTD Sells in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-1.17K
- 3.62%
$128.58 - $138.1 $151K - $162K
31.3K $4.2M
STT
State Street Corp

Financial Services
-173
- 3.28%
$84.47 - $102.23 $14.6K - $17.7K
5.1K $456K
CL
Colgate Palmolive CO

Consumer Defensive
-3.12K
- 3.75%
$85.68 - $97.5 $267K - $304K
80.1K $7.51M
XLP
Consumer Staples Sector Spdr

ETFs
-772
- 8.73%
N/A
8.07K $613K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-625
- 4.82%
$110.75 - $119.78 $69.2K - $74.9K
12.4K $1.43M
PAHC
Phibro Animal Health Corp

Healthcare
-2.98K
- 14.88%
$20.05 - $26.22 $59.6K - $78K
17K $363K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-140
- 1.69%
$68.37 - $87.97 $9.57K - $12.3K
8.16K $559K
CDNS
Cadence Design Systems Inc

Technology
-42
- 4.37%
$233.96 - $324.52 $9.83K - $13.6K
919 $233K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.85K
- 21.0%
$36.6 - $39.56 $67.7K - $73.2K
6.96K $270K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-750
- 1.21%
$1.44 - $2.34 $1.08K - $1.76K
61.4K $88K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-50
- 1.72%
$161.13 - $209.29 $8.06K - $10.5K
2.85K $472K
VIG
Vanguard Dividend Appreciation

ETFs
-219
- 0.54%
N/A
40.7K $7.41M
APH
Amphenol Corp

Technology
-115
- 1.35%
$61.62 - $78.55 $7.09K - $9.03K
8.4K $551K
ACWI
Ishares Msci Acwi ETF

ETFs
-25
- 0.08%
$115.16 - $124.13 $2.88K - $3.1K
31.8K $3.7M
BCE
Bce Inc

Communication Services
-1.6K
- 11.12%
$22.14 - $25.18 $35.3K - $40.2K
12.8K $293K
BDX
Becton Dickinson & CO

Healthcare
-485
- 1.48%
$222.79 - $249.08 $108K - $121K
32.3K $7.39M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-375
- 2.66%
$94.86 - $97.12 $35.6K - $36.4K
13.7K $1.31M
SNPS
Synopsys Inc

Technology
-21
- 4.06%
$428.58 - $551.54 $9K - $11.6K
496 $212K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-100
- 0.66%
$9.59 - $11.83 $959 - $1.18K
14.9K $143K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-250
- 0.62%
$47.4 - $50.24 $11.9K - $12.6K
39.8K $1.93M
CNC
Centene Corp

Healthcare
-538
- 11.22%
$55.93 - $65.89 $30.1K - $35.4K
4.26K $258K
WY
Weyerhaeuser CO

Real Estate
-1.73K
- 10.33%
$27.29 - $31.39 $47.1K - $54.1K
15K $438K
CPRT
Copart Inc

Consumer Cyclical
-330
- 2.7%
$52.3 - $59.83 $17.3K - $19.7K
11.9K $672K
DOCU
Docusign, Inc.

Technology
-10
- 0.31%
$74.7 - $97.7 $747 - $977
3.25K $264K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.14K
- 16.21%
$36.91 - $41.03 $42.1K - $46.8K
5.89K $233K
VIS
Vanguard Industrial ETF

ETFs
-25
- 0.78%
$243.63 - $273.99 $6.09K - $6.85K
3.19K $789K
XLB
Select Sector Spdr Fd Material

ETFs
-582
- 5.01%
$83.19 - $90.99 $48.4K - $53K
11K $948K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-183
- 1.93%
$75.99 - $81.58 $13.9K - $14.9K
9.28K $711K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-675
- 9.34%
$42.4 - $44.11 $28.6K - $29.8K
6.56K $287K
OXY
Occidental Petroleum Corp

Energy
-439
- 1.53%
$45.45 - $52.7 $20K - $23.1K
28.2K $1.39M
REVG
Rev Group, Inc.

Industrials
-343
- 0.98%
$27.3 - $35.58 $9.36K - $12.2K
34.6K $1.09M
INDA
Ishares Msci India Index Fund

ETFs
-100
- 0.8%
$47.8 - $53.4 $4.78K - $5.34K
12.4K $639K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-29
- 1.78%
$175.5 - $209.86 $5.09K - $6.09K
1.6K $289K
EW
Edwards Lifesciences Corp

Healthcare
-167
- 3.73%
$67.95 - $76.19 $11.3K - $12.7K
4.31K $312K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-137
- 0.37%
$12.34 - $12.93 $1.69K - $1.77K
37.3K $463K
PARA
Paramount Global

Communication Services
-17.1K
- 13.77%
$10.16 - $12.14 $174K - $208K
107K $1.28M
DG
Dollar General Corp

Consumer Defensive
-564
- 18.9%
$68.44 - $87.93 $38.6K - $49.6K
2.42K $212K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-300
- 1.8%
$16.76 - $17.69 $5.03K - $5.31K
16.3K $273K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.44K
- 8.65%
$18.36 - $20.51 $44.8K - $50K
25.8K $509K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.1K
- 3.95%
$11.96 - $13.56 $13.2K - $14.9K
26.7K $342K
F
Ford Motor CO

Consumer Cyclical
-1.25K
- 7.47%
$9.12 - $10.43 $11.4K - $13.1K
15.5K $155K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.4K
- 5.33%
$58.01 - $64.46 $255K - $284K
78.2K $4.86M
HSY
Hershey CO

Consumer Defensive
-78
- 3.93%
$144.74 - $186.36 $11.3K - $14.5K
1.91K $326K
OKE
Oneok Inc

Energy
-33
- 0.73%
$89.57 - $109.85 $2.96K - $3.63K
4.48K $444K
C
Citigroup Inc

Financial Services
-3.02K
- 0.87%
$67.23 - $84.63 $203K - $256K
345K $24.5M
STX
Seagate Technology Holdings PLC

Technology
-13
- 0.44%
$84.92 - $108.42 $1.1K - $1.41K
2.94K $250K
CUBE
Cube Smart

Real Estate
-46
- 0.37%
$40.23 - $43.23 $1.85K - $1.99K
12.5K $532K
SCCO
Southern Copper Corp

Basic Materials
-91
- 4.04%
$85.92 - $101.48 $7.82K - $9.23K
2.16K $201K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-110
- 3.91%
$97.38 - $104.52 $10.7K - $11.5K
2.7K $275K
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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