Purchases and Sales Made in Q1 2023 in Pinnacle Financial Partners Inc (PNFP)
This table provides information about the institutional ownership of Pinnacle Financial Partners Inc (PNFP) during Q1 2023. The information is specifically focused on institutions that hold shares of PINNACLE FINANCIAL PARTNERS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
$3.15K - $4.97K
|
60
$7.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
58New |
$3.05K - $4.8K
|
58
$7.15K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
49+ 0.54% |
$2.57K - $4.06K
|
9.1K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 562.5% |
$2.36K - $3.73K
|
53
$6.53K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 43.88% |
$2.26K - $3.56K
|
141
$17.4K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42New |
$2.21K - $3.48K
|
42
$5.18K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
36New |
$1.89K - $2.98K
|
36
$4.44K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36+ 0.18% |
$1.89K - $2.98K
|
20.6K
$2.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 181.25% |
$1.52K - $2.4K
|
45
$5.55K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
29+ 10.03% |
$1.52K - $2.4K
|
318
$39.2K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
28+ 466.67% |
$1.47K - $2.32K
|
34
$4.19K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22New |
$1.16K - $1.82K
|
22
$2.71K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$1.05K - $1.66K
|
20
$2.47K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
17+ 0.16% |
$893 - $1.41K
|
10.8K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14New |
$735 - $1.16K
|
14
$1.73K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.25% |
$578 - $911
|
4.41K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
8New |
$420 - $662
|
8
$986
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5+ 0.09% |
$263 - $414
|
5.37K
$661K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$158 - $248
|
3
$370
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-4- 57.14% |
$210 - $331
|
3
$370
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 40.0% |
$210 - $331
|
6
$740
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 1.75% |
$263 - $414
|
281
$34.6K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5- 11.11% |
$263 - $414
|
40
$4.93K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6- 0.05% |
$315 - $497
|
13.2K
$1.63M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 19.44% |
$368 - $580
|
29
$3.58K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 40.91% |
$473 - $745
|
13
$1.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 76.92% |
$525 - $828
|
3
$370
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11- 2.24% |
$578 - $911
|
479
$59.1K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11Closed |
$578 - $911
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-16- 0.96% |
$840 - $1.32K
|
1.65K
$204K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-18- 38.3% |
$945 - $1.49K
|
29
$3.58K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-19- 0.34% |
$998 - $1.57K
|
5.61K
$692K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-26- 0.71% |
$1.37K - $2.15K
|
3.63K
$448K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-36- 75.0% |
$1.89K - $2.98K
|
12
$1.48K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39- 82.98% |
$2.05K - $3.23K
|
8
$986
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 0.73% |
$2.1K - $3.31K
|
5.43K
$669K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.96% |
$2.15K - $3.39K
|
4.22K
$520K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-58- 0.26% |
$3.05K - $4.8K
|
22.4K
$2.76M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-65- 0.08% |
$3.41K - $5.38K
|
80.7K
$9.95M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-85- 0.22% |
$4.46K - $7.04K
|
38.9K
$4.8M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-88- 23.78% |
$4.62K - $7.29K
|
282
$34.8K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92- 0.05% |
$4.83K - $7.62K
|
186K
$23M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-98- 89.91% |
$5.15K - $8.11K
|
11
$1.36K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.51% |
$5.25K - $8.28K
|
19.3K
$2.38M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-100- 27.86% |
$5.25K - $8.28K
|
259
$31.9K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100- 1.04% |
$5.25K - $8.28K
|
9.5K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-103- 6.51% |
$5.41K - $8.53K
|
1.48K
$182K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-135- 2.86% |
$7.09K - $11.2K
|
4.59K
$566K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-145- 0.61% |
$7.61K - $12K
|
23.5K
$2.9M
|