Purchases and Sales Made in Q4 2023 in Pinnacle West Capital Corp (PNW)
This table provides information about the institutional ownership of Pinnacle West Capital Corp (PNW) during Q4 2023. The information is specifically focused on institutions that hold shares of PINNACLE WEST CAPITAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
79New |
$5.45K - $6.09K
|
79
$7.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$5.17K - $5.79K
|
75
$6.87K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
75+ 0.55% |
$5.17K - $5.79K
|
13.7K
$1.26M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
64+ 0.0% |
$4.41K - $4.94K
|
14.3M
$1.31B
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
56+ 0.28% |
$3.86K - $4.32K
|
19.9K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53New |
$3.65K - $4.09K
|
53
$4.85K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
49New |
$3.38K - $3.78K
|
49
$4.49K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
46+ 2.37% |
$3.17K - $3.55K
|
1.99K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43+ 18.38% |
$2.96K - $3.32K
|
277
$25.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 5.72% |
$2.96K - $3.32K
|
795
$72.8K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
42New |
$2.9K - $3.24K
|
42
$3.85K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 12.71% |
$2.55K - $2.85K
|
328
$30K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
35+ 0.86% |
$2.41K - $2.7K
|
4.09K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
33New |
$2.28K - $2.55K
|
33
$3.02K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.84% |
$2.28K - $2.55K
|
3.97K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
27+ 0.02% |
$1.86K - $2.08K
|
110K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24New |
$1.65K - $1.85K
|
24
$2.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 333.33% |
$1.38K - $1.54K
|
26
$2.38K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19+ 0.03% |
$1.31K - $1.47K
|
56.9K
$5.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17New |
$1.17K - $1.31K
|
17
$1.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.17K - $1.31K
|
17
$1.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 4.29% |
$1.1K - $1.23K
|
389
$35.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 0.33% |
$1.03K - $1.16K
|
4.62K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.39% |
$965 - $1.08K
|
3.59K
$329K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 2.35% |
$896 - $1K
|
567
$51.9K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
13+ 0.17% |
$896 - $1K
|
7.45K
$683K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13New |
$896 - $1K
|
13
$1.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12+ 0.25% |
$827 - $926
|
4.79K
$439K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$689 - $771
|
10
$916
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 8.13% |
$689 - $771
|
133
$12.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 1.93% |
$620 - $694
|
475
$43.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 12.5% |
$620 - $694
|
81
$7.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7New |
$483 - $540
|
7
$641
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 43.75% |
$483 - $540
|
23
$2.11K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.68% |
$483 - $540
|
1.03K
$94.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6+ 0.59% |
$414 - $463
|
1.03K
$94K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6New |
$414 - $463
|
6
$549
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
6+ 0.04% |
$414 - $463
|
16.7K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$345 - $386
|
5
$458
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4New |
$276 - $309
|
4
$366
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.14% |
$276 - $309
|
2.85K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 66.67% |
$276 - $309
|
10
$916
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$207 - $231
|
3
$275
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$138 - $154
|
2
$183
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$138 - $154
|
2
$183
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.25% |
$138 - $154
|
792
$72.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.78% |
$68.9 - $77.1
|
37
$3.39K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 33.33% |
$68.9 - $77.1
|
4
$366
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.25% |
$68.9 - $77.1
|
17
$1.56K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|