Latest Institutional Transactions on Pinnacle West Capital Corp (PNW)
This table provides information on the latest institutional transactions involving Pinnacle West Capital Corp (PNW) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
2.1KNew |
$160K - $175K
|
2.1K
$198K
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
8.37KNew |
$636K - $699K
|
8.37K
$789K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.31K- 54.04% |
$252K - $277K
|
2.82K
$266K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.87KNew |
$218K - $240K
|
2.87K
$270K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
15New |
$1.14K - $1.25K
|
15
$1.41K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.57K+ 44.03% |
$195K - $215K
|
8.41K
$792K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
195+ 7.44% |
$14.8K - $16.3K
|
2.82K
$265K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.97K+ 115.76% |
$302K - $331K
|
7.39K
$697K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
190+ 5.43% |
$14.5K - $15.9K
|
3.69K
$348K
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.47KNew |
$188K - $207K
|
2.47K
$233K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.13KNew |
$238K - $261K
|
3.13K
$295K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.77KNew |
$363K - $399K
|
4.77K
$450K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-797- 78.68% |
$60.6K - $66.6K
|
216
$20.4K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$456 - $501
|
6
$566
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$923K - $1.01M
|
12.1K
$1.14M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 0.11% |
$152 - $167
|
1.82K
$171K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.55KNew |
$194K - $213K
|
2.55K
$240K
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-11- 0.37% |
$837 - $919
|
2.97K
$280K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-108- 39.42% |
$8.22K - $9.02K
|
166
$15.6K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1- 0.97% |
$76.1 - $83.6
|
102
$9.61K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-346- 20.39% |
$26.3K - $28.9K
|
1.35K
$127K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-275- 96.49% |
$20.9K - $23K
|
10
$943
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-53- 1.64% |
$4.03K - $4.43K
|
3.17K
$299K
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
347+ 5.03% |
$26.4K - $29K
|
7.25K
$683K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$187K - $205K
|
2.46K
$232K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.88% |
$76.1 - $83.6
|
16
$1.51K
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3KNew |
$228K - $251K
|
3K
$283K
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-417- 4.43% |
$31.7K - $34.8K
|
9K
$848K
|
|
Q1 2023 | |||||||
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
172New |
$12.4K - $13.7K
|
172
$16.2K
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.85% |
$721 - $796
|
1.16K
$110K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1.1KNew |
$79.3K - $87.6K
|
1.1K
$104K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-422- 13.58% |
$30.4K - $33.6K
|
2.69K
$253K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 88.89% |
$577 - $637
|
1
$94.3
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4.28K+ 98.62% |
$309K - $341K
|
8.62K
$812K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 2.34% |
$216 - $239
|
125
$11.8K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.13K- 17.8% |
$297K - $328K
|
19K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.88KNew |
$207K - $229K
|
2.88K
$271K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.26K+ 21.91% |
$163K - $180K
|
12.6K
$1.18M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-112- 3.07% |
$8.08K - $8.92K
|
3.54K
$334K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
76New |
$5.48K - $6.05K
|
76
$7.16K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-161- 0.72% |
$11.6K - $12.8K
|
22.3K
$2.1M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
314New |
$22.6K - $25K
|
314
$29.6K
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
76+ 1.17% |
$5.48K - $6.05K
|
6.58K
$620K
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-43.2K- 79.1% |
$3.12M - $3.44M
|
11.4K
$1.08M
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14- 0.32% |
$1.01K - $1.11K
|
4.34K
$409K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 9.38% |
$216 - $239
|
35
$3.3K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
192New |
$13.8K - $15.3K
|
192
$18.1K
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.56KNew |
$184K - $204K
|
2.56K
$241K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
674New |
$48.6K - $53.7K
|
674
$63.5K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.35KNew |
$97.4K - $107K
|
1.35K
$127K
|