Purchases and Sales Made in Q2 2023 in Pinnacle Financial Partners Inc (PNFP)
This table provides information about the institutional ownership of Pinnacle Financial Partners Inc (PNFP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
412+ 38.61% |
$19K - $23.9K
|
1.48K
$166K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
400+ 3.67% |
$18.5K - $23.2K
|
11.3K
$1.27M
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
316+ 4.38% |
$14.6K - $18.3K
|
7.53K
$845K
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
307+ 2.23% |
$14.2K - $17.8K
|
14.1K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
302+ 2.86% |
$13.9K - $17.5K
|
10.9K
$1.22M
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
300New |
$13.9K - $17.4K
|
300
$33.7K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
215New |
$9.93K - $12.5K
|
215
$24.1K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
161+ 12.43% |
$7.43K - $9.33K
|
1.46K
$163K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
136+ 971.43% |
$6.28K - $7.88K
|
150
$16.8K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
111New |
$5.12K - $6.43K
|
111
$12.5K
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
110+ 0.34% |
$5.08K - $6.37K
|
32.9K
$3.69M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
84+ 0.49% |
$3.88K - $4.87K
|
17.1K
$1.91M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
83+ 26.1% |
$3.83K - $4.81K
|
401
$45K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
77+ 0.21% |
$3.56K - $4.46K
|
36.1K
$4.05M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71+ 157.78% |
$3.28K - $4.11K
|
116
$13K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
63+ 1.49% |
$2.91K - $3.65K
|
4.29K
$481K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$2.63K - $3.3K
|
57
$6.4K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
55+ 0.78% |
$2.54K - $3.19K
|
7.12K
$799K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
53New |
$2.45K - $3.07K
|
53
$5.95K
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
52+ 0.25% |
$2.4K - $3.01K
|
20.6K
$2.31M
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
48New |
$2.22K - $2.78K
|
48
$5.39K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 33.33% |
$2.17K - $2.72K
|
188
$21.1K
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
45+ 0.86% |
$2.08K - $2.61K
|
5.3K
$594K
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
45+ 112.5% |
$2.08K - $2.61K
|
85
$9.54K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 67.24% |
$1.8K - $2.26K
|
97
$10.9K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 425.0% |
$1.57K - $1.97K
|
42
$4.71K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 0.43% |
$1.48K - $1.85K
|
7.54K
$846K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
31New |
$1.43K - $1.8K
|
31
$3.48K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
28New |
$1.29K - $1.62K
|
28
$3.14K
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
27+ 0.14% |
$1.25K - $1.56K
|
19.3K
$2.16M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25New |
$1.15K - $1.45K
|
25
$2.81K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 218.18% |
$1.11K - $1.39K
|
35
$3.93K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 218.18% |
$1.11K - $1.39K
|
35
$3.93K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 18.8% |
$1.02K - $1.27K
|
139
$15.6K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 7.47% |
$970 - $1.22K
|
302
$33.9K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$923 - $1.16K
|
20
$2.24K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 69.23% |
$831 - $1.04K
|
44
$4.94K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.23% |
$508 - $637
|
4.75K
$533K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.23% |
$462 - $579
|
4.42K
$496K
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$416 - $521
|
10.7K
$1.21M
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$416 - $521
|
9
$1.01K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 133.33% |
$369 - $463
|
14
$1.57K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$369 - $463
|
8
$898
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.14% |
$369 - $463
|
5.54K
$622K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 30.77% |
$185 - $232
|
17
$1.91K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 7.14% |
$139 - $174
|
45
$5.05K
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$92.3 - $116
|
12K
$1.35M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$92.3 - $116
|
2
$224
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$46.2 - $57.9
|
8.42K
$945K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$46.2 - $57.9
|
5.56K
$624K
|