Purchases and Sales Made in Q3 2023 in Pinnacle West Capital Corp (PNW)
This table provides information about the institutional ownership of Pinnacle West Capital Corp (PNW) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
44+ 1.74% |
$3.23K - $3.76K
|
2.57K
$221K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
40New |
$2.94K - $3.42K
|
40
$3.44K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
40+ 1.25% |
$2.94K - $3.42K
|
3.24K
$278K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 19.9% |
$2.79K - $3.25K
|
229
$19.7K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 19.9% |
$2.79K - $3.25K
|
229
$19.7K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
37+ 0.33% |
$2.72K - $3.16K
|
11.3K
$968K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
36New |
$2.64K - $3.08K
|
36
$3.09K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 0.5% |
$2.13K - $2.48K
|
5.79K
$497K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 122.73% |
$1.98K - $2.31K
|
49
$4.21K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 4.6% |
$1.84K - $2.14K
|
568
$48.8K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 6.57% |
$1.69K - $1.96K
|
373
$32.1K
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.21% |
$1.69K - $1.96K
|
10.7K
$923K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 0.96% |
$1.54K - $1.79K
|
2.21K
$190K
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21New |
$1.54K - $1.79K
|
21
$1.81K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
19+ 0.13% |
$1.4K - $1.62K
|
15.2K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 27.94% |
$1.4K - $1.62K
|
87
$7.48K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
18+ 0.39% |
$1.32K - $1.54K
|
4.69K
$403K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16+ 106.67% |
$1.18K - $1.37K
|
31
$2.66K
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
15New |
$1.1K - $1.28K
|
15
$1.29K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$955 - $1.11K
|
13
$1.12K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9+ 1.8% |
$661 - $769
|
509
$43.8K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.93% |
$661 - $769
|
972
$83.6K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 1.8% |
$661 - $769
|
509
$43.8K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.21% |
$588 - $683
|
3.85K
$331K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7New |
$514 - $598
|
7
$602
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.88% |
$294 - $342
|
72
$6.19K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.11% |
$294 - $342
|
3.58K
$307K
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 0.07% |
$220 - $256
|
4.28K
$367K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 18.75% |
$220 - $256
|
19
$1.63K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$220 - $256
|
3
$258
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.21% |
$220 - $256
|
1.44K
$124K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$147 - $171
|
2
$172
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.18% |
$73.5 - $85.4
|
554
$47.6K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.79% |
$73.5 - $85.4
|
126
$10.8K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 0.1% |
$73.5 - $85.4
|
1.02K
$87.7K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 14.29% |
$73.5 - $85.4
|
6
$516
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 10.0% |
$147 - $171
|
18
$1.55K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.08% |
$220 - $256
|
3.93K
$338K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3- 1.21% |
$220 - $256
|
245
$21.1K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4- -0.0% |
$294 - $342
|
130K
$11.2M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 17.07% |
$514 - $598
|
34
$2.92K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8Closed |
$588 - $683
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-13- 3.46% |
$955 - $1.11K
|
363
$31.2K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-16- 0.34% |
$1.18K - $1.37K
|
4.7K
$404K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 1.76% |
$1.84K - $2.14K
|
1.4K
$120K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26- 8.44% |
$1.91K - $2.22K
|
282
$24.2K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48- 0.27% |
$3.53K - $4.1K
|
17.7K
$1.52M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-50- 0.69% |
$3.67K - $4.27K
|
7.18K
$617K
|