Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $733 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Boston Private Financial Hldgs Inc Form Boston Private Bancorp Inc
Q1 2021 Filed on Apr 29, 2021
565
N/A
Bottomline Technologies Inc
Q1 2021 Filed on Apr 29, 2021
81
N/A
STEW
Boulder Growth & Income Fund

Financial Services
Q1 2021 Filed on Apr 29, 2021
7,582
$10.98 - $12.58 $83.3K - $95.4K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
7,420
$11.96 - $12.73 $88.7K - $94.5K
BRFS
Brf S.A.

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
165
$3.73 - $4.67 $615 - $771
Bridge Bancorp Inc Com
Q1 2021 Filed on Apr 29, 2021
1,046
N/A
BBIO
Bridge Bio Pharma, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
647
$55.47 - $72.35 $35.9K - $46.8K
BWB
Bridgewater Bancshares Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
599
$12.4 - $17.52 $7.43K - $10.5K
MNRL
Brigham Minerals, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
1,044
$11.25 - $16.83 $11.7K - $17.6K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,004
$151.77 - $181.69 $152K - $182K
BCOV
Brightcove Inc

Technology
Q1 2021 Filed on Apr 29, 2021
857
$16.43 - $24.77 $14.1K - $21.2K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,491
$35.22 - $46.32 $52.5K - $69.1K
EAT
Brinker International, Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
54
$53.58 - $77.77 $2.89K - $4.2K
BCO
Brinks CO

Industrials
Q1 2021 Filed on Apr 29, 2021
340
$68.13 - $83.2 $23.2K - $28.3K
BRX
Brixmor Property Group Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
54
$15.64 - $21.22 $845 - $1.15K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
748
$38.19 - $45.67 $28.6K - $34.2K
BEPC
Brookfield Renewable Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
491
$41.25 - $62.4 $20.3K - $30.6K
BRKL
Brookline Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
72
$12.02 - $16.33 $865 - $1.18K
AZTA
Azenta, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,487
$66.32 - $90.93 $98.6K - $135K
BRO
Brown & Brown, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
18
$42.96 - $48.02 $773 - $864
BFA
Brown Forman Corp Cl A
Q1 2021 Filed on Apr 29, 2021
3
N/A
BRT
Brt Apartments Corp.

Real Estate
Q1 2021 Filed on Apr 29, 2021
3,266
$13.98 - $20.74 $45.7K - $67.7K
BRKR
Bruker Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
3,499
$53.31 - $64.28 $187K - $225K
BC
Brunswick Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
12
$76.52 - $107.24 $918 - $1.29K
Bryn Mawr Bank Cp
Q1 2021 Filed on Apr 29, 2021
239
N/A
BG
Bungeltd

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
10
$63.91 - $81.46 $639 - $815
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
34
$236.99 - $317.2 $8.06K - $10.8K
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
155
$53.92 - $66.0 $8.36K - $10.2K
BY
Byline Bancorp, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
141
$14.7 - $21.91 $2.07K - $3.09K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
822
$85.56 - $99.32 $70.3K - $81.6K
CBT
Cabot Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
101
$43.84 - $54.11 $4.43K - $5.47K
CCMP
Cmc Materials, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
400
$146.01 - $180.91 $58.4K - $72.4K
CTRA
Coterra Energy Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
2,920
$16.6 - $19.3 $48.5K - $56.4K
CACI
Caci International Inc

Technology
Q1 2021 Filed on Apr 29, 2021
12
$216.37 - $259.21 $2.6K - $3.11K
WHD
Cactus, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
1,837
$25.03 - $38.68 $46K - $71.1K
Cadence Bancorporation Cl A
Q1 2021 Filed on Apr 29, 2021
3,793
N/A
CAE
Cae Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
49
$22.22 - $30.58 $1.09K - $1.5K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,097
$66.87 - $101.2 $73.4K - $111K
Cai International Inc Com
Q1 2021 Filed on Apr 29, 2021
124
N/A
CAMP
Cal Amp Corp.

Technology
Q1 2021 Filed on Apr 29, 2021
213
$9.5 - $12.09 $2.02K - $2.58K
CVGW
Calavo Growers Inc

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
347
$70.09 - $84.99 $24.3K - $29.5K
CWT
California Water Service Group

Utilities
Q1 2021 Filed on Apr 29, 2021
1,119
$52.59 - $60.27 $58.8K - $67.4K
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,054
$24.28 - $31.74 $25.6K - $33.5K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
159
$36.38 - $42.95 $5.78K - $6.83K
CAC
Camden National Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
16
$35.96 - $49.19 $575 - $787
CPT
Camden Property Trust

Real Estate
Q1 2021 Filed on Apr 29, 2021
13
$95.54 - $113.05 $1.24K - $1.47K
CCJ
Cameco Corp

Energy
Q1 2021 Filed on Apr 29, 2021
2,406
$12.37 - $19.28 $29.8K - $46.4K
CIG
Energy CO Of Minas Gerais

Utilities
Q1 2021 Filed on Apr 29, 2021
499
$1.99 - $2.93 $993 - $1.46K
CPB
Campbell Soup CO

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
282
$45.43 - $52.71 $12.8K - $14.9K
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