Purchases and Sales Made in Q1 2025 in Pinnacle Financial Partners Inc (PNFP)
This table provides information about the institutional ownership of Pinnacle Financial Partners Inc (PNFP) during Q1 2025. 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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 220.0% |
$1.09K - $1.39K
|
16
$1.7K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11+ 0.29% |
$1.09K - $1.39K
|
3.81K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10+ 0.16% |
$994 - $1.26K
|
6.18K
$657K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.34% |
$994 - $1.26K
|
2.99K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$994 - $1.26K
|
10
$1.06K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
9+ 112.5% |
$895 - $1.14K
|
17
$1.81K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9New |
$895 - $1.14K
|
9
$957
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8+ 0.12% |
$795 - $1.01K
|
6.95K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.04% |
$696 - $883
|
17K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 4.88% |
$597 - $757
|
129
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 4.88% |
$597 - $757
|
129
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$597 - $757
|
6
$638
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6+ 0.3% |
$597 - $757
|
2K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$597 - $757
|
6
$638
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$398 - $505
|
2.34K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4+ 2.0% |
$398 - $505
|
204
$21.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$398 - $505
|
4
$425
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4+ 0.22% |
$398 - $505
|
1.85K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3+ 0.0% |
$298 - $378
|
75.8K
$8.06M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$298 - $378
|
3
$319
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$199 - $252
|
2
$213
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$199 - $252
|
2
$213
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.88% |
$99.4 - $126
|
18
$1.91K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$99.4 - $126
|
6.9K
$733K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 25.0% |
$99.4 - $126
|
5
$531
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$99.4 - $126
|
1
$106
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$99.4 - $126
|
1
$106
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$99.4 - $126
|
6.99K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.8% |
$398 - $505
|
497
$52.8K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 0.42% |
$597 - $757
|
1.43K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 0.1% |
$795 - $1.01K
|
7.65K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 5.56% |
$994 - $1.26K
|
170
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-11- 0.02% |
$1.09K - $1.39K
|
49.4K
$5.25M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-17- 0.13% |
$1.69K - $2.14K
|
12.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.55% |
$1.69K - $2.14K
|
3.05K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-19- 63.33% |
$1.89K - $2.4K
|
11
$1.17K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23- 0.44% |
$2.29K - $2.9K
|
5.16K
$548K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-25- 1.04% |
$2.49K - $3.15K
|
2.38K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-27- 0.43% |
$2.68K - $3.41K
|
6.26K
$665K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 0.86% |
$3.18K - $4.04K
|
3.69K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-32Closed |
$3.18K - $4.04K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47- 2.28% |
$4.67K - $5.93K
|
2.01K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-48- 1.71% |
$4.77K - $6.06K
|
2.76K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-50- 26.18% |
$4.97K - $6.31K
|
141
$15K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-51- 1.79% |
$5.07K - $6.43K
|
2.8K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-60- 6.28% |
$5.97K - $7.57K
|
895
$95.1K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-61- 2.53% |
$6.06K - $7.7K
|
2.35K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-67- 79.76% |
$6.66K - $8.45K
|
17
$1.81K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-77- 43.75% |
$7.66K - $9.71K
|
99
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-78- 2.02% |
$7.75K - $9.84K
|
3.79K
$403K
|