Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,491
$35.22 - $46.32 $52.5K - $69.1K
EAT
Brinker International, Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
54
$53.58 - $77.77 $2.89K - $4.2K
BCO
Brinks CO

Industrials
Q1 2021 Filed on Apr 29, 2021
340
$68.13 - $83.2 $23.2K - $28.3K
BRX
Brixmor Property Group Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
54
$15.64 - $21.22 $845 - $1.15K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
748
$38.19 - $45.67 $28.6K - $34.2K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
3,842
$17.74 - $21.49 $68.2K - $82.6K
BEPC
Brookfield Renewable Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
491
$41.25 - $62.4 $20.3K - $30.6K
BRKL
Brookline Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
72
$12.02 - $16.33 $865 - $1.18K
AZTA
Azenta, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,487
$66.32 - $90.93 $98.6K - $135K
BRO
Brown & Brown, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
18
$42.96 - $48.02 $773 - $864
BFA
Brown Forman Corp Cl A
Q1 2021 Filed on Apr 29, 2021
3
N/A
BRT
Brt Apartments Corp.

Real Estate
Q1 2021 Filed on Apr 29, 2021
3,266
$13.98 - $20.74 $45.7K - $67.7K
BRKR
Bruker Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
3,499
$53.31 - $64.28 $187K - $225K
BC
Brunswick Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
12
$76.52 - $107.24 $918 - $1.29K
Bryn Mawr Bank Cp
Q1 2021 Filed on Apr 29, 2021
239
N/A
BG
Bungeltd

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
10
$63.91 - $81.46 $639 - $815
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
155
$53.92 - $66.0 $8.36K - $10.2K
BY
Byline Bancorp, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
141
$14.7 - $21.91 $2.07K - $3.09K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
822
$85.56 - $99.32 $70.3K - $81.6K
CBT
Cabot Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
101
$43.84 - $54.11 $4.43K - $5.47K
CCMP
Cmc Materials, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
400
$146.01 - $180.91 $58.4K - $72.4K
CTRA
Coterra Energy Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
2,920
$16.6 - $19.3 $48.5K - $56.4K
CACI
Caci International Inc

Technology
Q1 2021 Filed on Apr 29, 2021
12
$216.37 - $259.21 $2.6K - $3.11K
WHD
Cactus, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
1,837
$25.03 - $38.68 $46K - $71.1K
Cadence Bancorporation Cl A
Q1 2021 Filed on Apr 29, 2021
3,793
N/A
CAE
Cae Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
49
$22.22 - $30.58 $1.09K - $1.5K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,097
$66.87 - $101.2 $73.4K - $111K
Cai International Inc Com
Q1 2021 Filed on Apr 29, 2021
124
N/A
CAMP
Cal Amp Corp.

Technology
Q1 2021 Filed on Apr 29, 2021
213
$9.5 - $12.09 $2.02K - $2.58K
CVGW
Calavo Growers Inc

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
347
$70.09 - $84.99 $24.3K - $29.5K
CWT
California Water Service Group

Utilities
Q1 2021 Filed on Apr 29, 2021
1,119
$52.59 - $60.27 $58.8K - $67.4K
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,054
$24.28 - $31.74 $25.6K - $33.5K
CAC
Camden National Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
16
$35.96 - $49.19 $575 - $787
CPT
Camden Property Trust

Real Estate
Q1 2021 Filed on Apr 29, 2021
13
$95.54 - $113.05 $1.24K - $1.47K
CCJ
Cameco Corp

Energy
Q1 2021 Filed on Apr 29, 2021
2,406
$12.37 - $19.28 $29.8K - $46.4K
CPB
Campbell Soup CO

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
282
$45.43 - $52.71 $12.8K - $14.9K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
2,594
$37.35 - $45.6 $96.9K - $118K
CAJ
Canon Inc

Technology
Q1 2021 Filed on Apr 29, 2021
3,893
$18.21 - $23.8 $70.9K - $92.7K
CCBG
Capital City Bank Group Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
39
$21.6 - $28.73 $842 - $1.12K
CSTR
Cap Star Financial Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
2,283
$13.89 - $18.9 $31.7K - $43.1K
Capstead Mtg Corp Com No Par
Q1 2021 Filed on Apr 29, 2021
1,112
N/A
CAH
Cardinal Health Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
651
$51.37 - $62.46 $33.4K - $40.7K
CSII
Cardiovascular Systems Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
33
$37.29 - $47.19 $1.23K - $1.56K
CDLX
Cardlytics, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
1,706
$109.42 - $157.18 $187K - $268K
PRDO
Perdoceo Education Corp

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
75
$11.43 - $13.86 $857 - $1.04K
CTRE
Care Trust Reit, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
175
$21.42 - $24.8 $3.75K - $4.34K
CARG
Car Gurus, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
1,724
$23.21 - $35.61 $40K - $61.4K
KMX
Carmax Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
426
$93.3 - $135.83 $39.7K - $57.9K
CRS
Carpenter Technology Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
24
$28.09 - $47.54 $674 - $1.14K
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