Latest Institutional Transactions on Pinnacle Financial Partners Inc (PNFP)
This table provides information on the latest institutional transactions involving Pinnacle Financial Partners Inc (PNFP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.11K- 34.53% |
$184K - $235K
|
3.99K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.17K+ 60.0% |
$364K - $465K
|
11.1K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
688+ 25.86% |
$60K - $76.7K
|
3.35K
$307K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20- 0.54% |
$1.74K - $2.23K
|
3.71K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50New |
$4.36K - $5.58K
|
50
$4.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-12Closed |
$1.05K - $1.34K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.49K+ 0.82% |
$130K - $166K
|
183K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-30- 17.96% |
$2.62K - $3.35K
|
137
$12.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
246+ 2.49% |
$21.4K - $27.4K
|
10.1K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 112.21% |
$953K - $1.22M
|
20.7K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
320+ 13.87% |
$27.9K - $35.7K
|
2.63K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-300- 4.41% |
$26.2K - $33.5K
|
6.5K
$596K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.16K- 2.94% |
$101K - $129K
|
38.2K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 7.52% |
$1.87M - $2.39M
|
264K
$24.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$349 - $446
|
2.23K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-365- 4.33% |
$31.8K - $40.7K
|
8.06K
$739K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4- 0.19% |
$349 - $446
|
2.07K
$190K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-58- 0.51% |
$5.06K - $6.47K
|
11.3K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-519- 3.03% |
$45.3K - $57.9K
|
16.6K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-872- 2.78% |
$76K - $97.2K
|
30.5K
$2.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4+ 0.22% |
$349 - $446
|
1.86K
$170K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
968+ 8.12% |
$84.4K - $108K
|
12.9K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.07% |
$262 - $335
|
4.43K
$406K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 96.88% |
$298K - $381K
|
6.94K
$636K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24.8K- 17.41% |
$2.16M - $2.76M
|
117K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$235K - $300K
|
2.69K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-372- 1.41% |
$32.4K - $41.5K
|
25.9K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 1.29% |
$17.4K - $22.3K
|
15.8K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
94+ 2.14% |
$8.2K - $10.5K
|
4.48K
$410K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.36K+ 61.35% |
$293K - $375K
|
8.84K
$810K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
44+ 1.88% |
$3.84K - $4.91K
|
2.38K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11Closed |
$959 - $1.23K
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-100- 5.0% |
$8.72K - $11.2K
|
1.9K
$174K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 18.6% |
$1.4K - $1.78K
|
102
$9.35K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.25% |
$523 - $669
|
2.38K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-115- 9.42% |
$10K - $12.8K
|
1.11K
$101K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.05KNew |
$179K - $229K
|
2.05K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 2.53% |
$34.9K - $44.6K
|
16.2K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
23+ 0.23% |
$2.01K - $2.56K
|
9.93K
$910K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.93% |
$17.4K - $22.3K
|
21.6K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-405- 7.92% |
$35.3K - $45.2K
|
4.71K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
390+ 0.59% |
$34K - $43.5K
|
66.7K
$6.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-660- 10.22% |
$57.5K - $73.6K
|
5.8K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 100.0% |
$262 - $335
|
6
$550
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-511- 0.67% |
$44.6K - $57K
|
75.3K
$6.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$174 - $223
|
4
$367
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18+ 0.21% |
$1.57K - $2.01K
|
8.56K
$784K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.4KNew |
$1.08M - $1.39M
|
12.4K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
23.6K+ 2.24% |
$2.05M - $2.63M
|
1.08M
$98.7M
|