Cap Wealth Advisors, LLC Pinnacle Financial Partners Inc Transaction History

Cap Wealth Advisors, LLC

$903 Million
Q3 2024

A detailed history of Cap Wealth Advisors, LLC transactions in Pinnacle Financial Partners Inc stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 9,737 shares of PNFP stock, worth $1.13 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,737

Holding current value

$1.13 Million

% of portfolio

0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$76.97 - $100.56 $749,456 - $979,152	9,737 New	9,737 $953,000
Q4 2023 Jan 31, 2024	BUY	$60.77 - $89.34 $141,533 - $208,072	2,329 New	2,329 $203,000
Q3 2022 Nov 02, 2022	SELL	$25.41 - $84.72 $3,176 - $10,590	-125 Reduced 3.56%	3,385 $275,000
Q2 2022 Aug 05, 2022	SELL	$68.56 - $91.42 $7,952 - $10,604	-116 Reduced 3.2%	3,510 $254,000
Q1 2022 May 02, 2022	BUY	$90.46 - $110.41 $328,007 - $400,346	3,626 New	3,626 $334,000
Q4 2021 Feb 10, 2022	SELL	$90.2 - $104.72 $8,118 - $9,424	-90 Reduced 2.42%	3,626 $346,000
Q3 2021 Nov 09, 2021	SELL	$83.84 - $98.0 $4,192 - $4,900	-50 Reduced 1.33%	3,716 $350,000
Q2 2021 Aug 10, 2021	SELL	$84.25 - $92.94 $3,707 - $4,089	-44 Reduced 1.15%	3,766 $332,000
Q1 2021 May 03, 2021	SELL	$63.48 - $93.58 $59,988 - $88,433	-945 Reduced 19.87%	3,810 $338,000
Q4 2020 Feb 02, 2021	SELL	$35.97 - $65.51 $33,092 - $60,269	-920 Reduced 16.21%	4,755 $306,000
Q3 2020 Nov 12, 2020	SELL	$33.28 - $44.47 $6,323 - $8,449	-190 Reduced 3.24%	5,675 $202,000
Q2 2020 Aug 12, 2020	BUY	$33.24 - $48.98 $4,321 - $6,367	130 Added 2.27%	5,865 $246,000
Q1 2020 May 08, 2020	SELL	$31.98 - $64.03 $98,626 - $197,468	-3,084 Reduced 34.97%	5,735 $215,000
Q1 2020 May 08, 2020	BUY	$31.98 - $64.03 $66,966 - $134,078	2,094 Added 31.14%	8,819 $331,000
Q4 2019 Feb 06, 2020	SELL	$54.58 - $64.8 $16,046 - $19,051	-294 Reduced 4.19%	6,725 $430,000
Q3 2019 Oct 29, 2019	SELL	$50.78 - $61.14 $91,404 - $110,052	-1,800 Reduced 20.41%	7,019 $398,000
Q2 2019 Aug 13, 2019	SELL	$52.95 - $59.23 $474,908 - $531,233	-8,969 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$46.35 - $59.55 $176,130 - $226,290	-3,800 Reduced 29.76%	8,969 $491,000
Q4 2018 Feb 15, 2019	SELL	$44.03 - $61.04 $111,748 - $154,919	-2,538 Reduced 16.58%	12,769 $589,000
Q3 2018 Nov 14, 2018	SELL	$60.05 - $66.2 $12,010 - $13,240	-200 Reduced 1.29%	15,307 $921,000
Q2 2018 Aug 15, 2018	BUY	$61.35 - $68.1 $1,533 - $1,702	25 Added 0.16%	15,507 $951,000
Q1 2018 May 14, 2018	BUY	$60.2 - $69.45 $60 - $69	1 Added 0.01%	15,482 $994,000
Q4 2017 Feb 15, 2018	SELL	$63.85 - $69.3 $164,222 - $178,239	-2,572 Reduced 14.25%	15,481 $1.03 Million
Q3 2017 Nov 13, 2017	BUY	$58.5 - $66.95 $58 - $66	1 Added 0.01%	18,053 $1.21 Million
Q2 2017 Aug 14, 2017	BUY	N/A	18,052	18,052 $1.13 Million

Others Institutions Holding PNFP

# of Institutions

457

Shares Held

63.8M

Call Options Held

72.2K

Put Options Held

9.6K

View Full List

About PINNACLE FINANCIAL PARTNERS INC

Ticker PNFP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 76,417,000
Market Cap $8.84B
Description
Pinnacle Financial Partners, Inc., together with its subsidiaries, operates as the bank holding company for Pinnacle Bank that provides various banking products and services in the United States. The company accepts various deposits, including savings, checking, noninterest-bearing and interest-bearing checking, money market, and certificate of ...

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Cap Wealth Advisors, LLC Pinnacle Financial Partners Inc Transaction History