Purchases and Sales Made in Q2 2025 in Pinnacle Financial Partners Inc (PNFP)
This table provides information about the institutional ownership of Pinnacle Financial Partners Inc (PNFP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
23+ 0.23% |
$2.01K - $2.56K
|
9.93K
$910K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
20+ 0.53% |
$1.74K - $2.23K
|
3.81K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18+ 0.21% |
$1.57K - $2.01K
|
8.56K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18+ 0.36% |
$1.57K - $2.01K
|
4.99K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17+ 0.88% |
$1.48K - $1.9K
|
1.95K
$179K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 18.6% |
$1.4K - $1.78K
|
102
$9.35K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.34% |
$1.22K - $1.56K
|
4.09K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 0.06% |
$1.22K - $1.56K
|
25.3K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
13+ 0.11% |
$1.13K - $1.45K
|
11.4K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
13+ 3.16% |
$1.13K - $1.45K
|
425
$39K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
13+ 39.39% |
$1.13K - $1.45K
|
46
$4.22K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
11+ 0.02% |
$959 - $1.23K
|
69.2K
$6.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10New |
$872 - $1.12K
|
10
$917
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
10+ 0.14% |
$872 - $1.12K
|
7.07K
$648K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9+ 0.14% |
$785 - $1K
|
6.25K
$573K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.35% |
$610 - $781
|
2.01K
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.27% |
$523 - $669
|
2.24K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6+ 150.0% |
$523 - $669
|
10
$917
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.25% |
$523 - $669
|
2.38K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 2.76% |
$436 - $558
|
186
$17.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 14.71% |
$436 - $558
|
39
$3.58K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 8.77% |
$436 - $558
|
62
$5.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5New |
$436 - $558
|
5
$458
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$349 - $446
|
2.23K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 2.7% |
$349 - $446
|
152
$13.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4+ 0.22% |
$349 - $446
|
1.86K
$170K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.07% |
$262 - $335
|
4.43K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 100.0% |
$262 - $335
|
6
$550
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$262 - $335
|
3
$275
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$174 - $223
|
2
$183
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.75% |
$174 - $223
|
268
$24.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$174 - $223
|
4
$367
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.07% |
$87.2 - $112
|
1.43K
$131K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.56% |
$87.2 - $112
|
17
$1.56K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$87.2 - $112
|
6.99K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 1.7% |
$262 - $335
|
173
$15.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4- 0.19% |
$349 - $446
|
2.07K
$190K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 80.0% |
$349 - $446
|
1
$91.7
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 33.33% |
$436 - $558
|
10
$917
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-6- 4.65% |
$523 - $669
|
123
$11.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 1.41% |
$610 - $781
|
490
$44.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.34% |
$698 - $892
|
2.35K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11Closed |
$959 - $1.23K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-12- 16.44% |
$1.05K - $1.34K
|
61
$5.59K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-12Closed |
$1.05K - $1.34K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 10.85% |
$1.22K - $1.56K
|
115
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.56% |
$1.48K - $1.9K
|
3.04K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-18- 64.29% |
$1.57K - $2.01K
|
10
$917
|