Purchases and Sales Made in Q3 2023 in Pinnacle Financial Partners Inc (PNFP)
This table provides information about the institutional ownership of Pinnacle Financial Partners Inc (PNFP) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 50.0% |
$1.18K - $1.59K
|
63
$7.07K
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.17% |
$1.02K - $1.37K
|
10.7K
$1.2M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 13.79% |
$903 - $1.22K
|
132
$14.8K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.21% |
$564 - $760
|
4.76K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10+ 0.09% |
$564 - $760
|
11.1K
$1.24M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7+ 0.06% |
$395 - $532
|
11.3K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.19% |
$395 - $532
|
3.66K
$411K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 166.67% |
$282 - $380
|
8
$898
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 1.25% |
$282 - $380
|
406
$45.6K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$226 - $304
|
2.16K
$243K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 2.13% |
$226 - $304
|
192
$21.5K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$226 - $304
|
2.16K
$243K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 23.53% |
$226 - $304
|
21
$2.36K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3+ 0.8% |
$169 - $228
|
376
$42.2K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.01% |
$169 - $228
|
35.1K
$3.94M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$169 - $228
|
3
$337
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 100.0% |
$113 - $152
|
4
$449
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1+ 0.01% |
$56.4 - $76
|
7.03K
$789K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 0.99% |
$169 - $228
|
299
$33.6K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 3.26% |
$846 - $1.14K
|
445
$49.9K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 42.22% |
$1.07K - $1.44K
|
26
$2.92K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-33- 0.19% |
$1.86K - $2.51K
|
17K
$1.91M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-35- 0.77% |
$1.97K - $2.66K
|
4.51K
$506K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-35- 0.06% |
$1.97K - $2.66K
|
63.1K
$7.08M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-36- 23.08% |
$2.03K - $2.73K
|
120
$13.5K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-44- 1.53% |
$2.48K - $3.34K
|
2.82K
$317K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-45- 84.91% |
$2.54K - $3.42K
|
8
$898
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-46- 0.09% |
$2.59K - $3.49K
|
49K
$5.5M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-46- 19.41% |
$2.59K - $3.49K
|
191
$21.4K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-46- 19.41% |
$2.59K - $3.49K
|
191
$21.4K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 3.85% |
$3.16K - $4.25K
|
1.4K
$157K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-57- 0.58% |
$3.22K - $4.33K
|
9.84K
$1.1M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-60- 1.08% |
$3.38K - $4.56K
|
5.48K
$615K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-80- 1.12% |
$4.51K - $6.08K
|
7.04K
$790K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-88- 1.58% |
$4.96K - $6.68K
|
5.48K
$615K
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-100- 0.63% |
$5.64K - $7.6K
|
15.8K
$1.77M
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-103- 53.93% |
$5.81K - $7.82K
|
88
$9.88K
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-114- 1.06% |
$6.43K - $8.66K
|
10.6K
$1.19M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-131- 0.51% |
$7.39K - $9.95K
|
25.7K
$2.88M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-140- 0.52% |
$7.9K - $10.6K
|
26.6K
$2.99M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-142- 1.53% |
$8.01K - $10.8K
|
9.14K
$1.03M
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-161- 0.25% |
$9.08K - $12.2K
|
63K
$7.07M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-163- 3.62% |
$9.19K - $12.4K
|
4.34K
$487K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-177- 1.99% |
$9.98K - $13.4K
|
8.71K
$978K
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-193- 14.45% |
$10.9K - $14.7K
|
1.14K
$128K
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-202- 0.12% |
$11.4K - $15.3K
|
161K
$18.1M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-238- 5.55% |
$13.4K - $18.1K
|
4.05K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-240- 6.01% |
$13.5K - $18.2K
|
3.76K
$421K
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-249- 1.29% |
$14K - $18.9K
|
19K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-280- 7.29% |
$15.8K - $21.3K
|
3.56K
$400K
|