Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PMFA
Plante Moran Financial Advisors’s
Pinnacle Financial Partners Inc
PNFP
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
PNFP Stock Details
PNFP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Hold
0
–
–
–
927
2023
Q4
–
Hold
0
–
–
–
894
2022
Q3
–
Sell
-26
Closed
-$2K
–
1036
2022
Q2
$2K
Buy
+26
New
+$2.05K
﹤0.01%
836
2014
Q4
–
Sell
-300
Closed
-$11K
–
844
2014
Q3
$11K
Hold
300
–
–
0.01%
516
2014
Q2
$12K
Hold
300
–
–
0.01%
481
2014
Q1
$11K
Hold
300
–
–
0.01%
349
2013
Q4
$10K
Buy
+300
New
+$9.46K
0.01%
451
Other funds holding PNFP
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
NRCM
North Reef Capital Management
Laguna Beach, California
$2.91B AUM
11.03%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close