Institutions / Pinnacle Wealth Planning Services, Inc. / Activity
Activity — Pinnacle Wealth Planning Services, Inc.
227 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | FSK FS KKR Capital Corp Common Stock | $2.47M | +235K | 234,924 0.23% of portfolio | low |
| Q2 2026 as of | New | G0593M107 Common stock | $1.92M | +10K | 10,147 0.18% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $1.22M | +7K | 7,121 0.12% of portfolio | low |
| Q2 2026 as of | New | 06829D107 Common stock | $546.3K | +22K | 22,390 0.05% of portfolio | low |
| Q2 2026 as of | New | 922908744 Common stock | $538.3K | +2K | 2,470 0.05% of portfolio | low |
| Q2 2026 as of | New | G2004J103 Common stock | $398.9K | +14K | 13,962 0.04% of portfolio | low |
| Q2 2026 as of | New | 81589A874 Common stock | $341.6K | +14K | 13,570 0.03% of portfolio | low |
| Q2 2026 as of | New | NXG NXG NextGen Infrastructure Income Fund Closed-End Fund | $259.8K | +4K | 4,015 0.02% of portfolio | low |
| Q2 2026 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $236.9K | +5K | 5,000 0.02% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $178.0K | +795 | 795 0.02% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $175.8K | +795 | 795 0.02% of portfolio | low |
| Q2 2026 as of | New | TRIN Trinity Capital Inc. Common Stock | $175.6K | +10K | 9,816 0.02% of portfolio | low |
| Q2 2026 as of | New | WBTN WEBTOON Entertainment Inc. Common Stock | $172.8K | +15K | 15,129 0.02% of portfolio | low |
| Q2 2026 as of | New | Argan, Inc. Common stock | $170.1K | +213 | 213 0.02% of portfolio | low |
| Q2 2026 as of | New | Piper Sandler Cos Common stock | $142.9K | +2K | 1,975 0.01% of portfolio | low |
| Q2 2026 as of | New | Life Time Group Holdings, Inc. Common stock | $126.9K | +3K | 3,108 0.01% of portfolio | low |
| Q2 2026 as of | New | DuPont de Nemours, Inc. Common stock | $126.6K | +933 | 933 0.01% of portfolio | low |
| Q2 2026 as of | New | Vse Corp Common stock | $109.9K | +481 | 481 0.01% of portfolio | low |
| Q2 2026 as of | New | Alignment Healthcare, Inc. Common stock | $102.7K | +4K | 4,314 <0.01% of portfolio | low |
| Q2 2026 as of | New | Life360, Inc. Common stock | $101.5K | +2K | 1,833 <0.01% of portfolio | low |
| Q2 2026 as of | New | 46434V621 Common stock | $95.5K | +1K | 1,260 <0.01% of portfolio | low |
| Q2 2026 as of | New | FedEx Freight Holding Company, Inc. Common stock | $94.7K | +627 | 627 <0.01% of portfolio | low |
| Q2 2026 as of | New | Nuveen S&P 500 Dynamic Overwrite Fund Common stock | $93.2K | +5K | 5,002 <0.01% of portfolio | low |
| Q2 2026 as of | New | Versant Media Group, Inc. Common stock | $89.3K | +2K | 2,479 <0.01% of portfolio | low |
| Q2 2026 as of | New | 464287499 Common stock | $88.3K | +800 | 800 <0.01% of portfolio | low |
| Q2 2026 as of | New | Lazard Inc Common stock | $73.6K | +2K | 1,756 <0.01% of portfolio | low |
| Q2 2026 as of | New | AKTS Aktis Oncology, Inc. Common Stock | $73.1K | +2K | 2,267 <0.01% of portfolio | low |
| Q2 2026 as of | New | 87283Q701 Common stock | $69.7K | +1K | 1,400 <0.01% of portfolio | low |
| Q2 2026 as of | New | Indivior Pharmaceuticals, Inc. Common stock | $69.3K | +2K | 1,690 <0.01% of portfolio | low |
| Q2 2026 as of | New | 464287515 Common stock | $68.0K | +750 | 750 <0.01% of portfolio | low |
| Q2 2026 as of | New | 25434V104 Common stock | $65.4K | +1K | 1,266 <0.01% of portfolio | low |
| Q2 2026 as of | New | Remitly Global, Inc. Common stock | $60.8K | +3K | 2,713 <0.01% of portfolio | low |
| Q2 2026 as of | New | 921932828 Common stock | $52.4K | +381 | 381 <0.01% of portfolio | low |
| Q2 2026 as of | New | SUNB Sunbelt Rentals Holdings, Inc. Common Stock | $52.4K | +700 | 700 <0.01% of portfolio | low |
| Q2 2026 as of | New | Laureate Education, Inc. Common stock | $52.0K | +1K | 1,433 <0.01% of portfolio | low |
| Q2 2026 as of | New | 25434V880 Common stock | $49.8K | +1K | 1,353 <0.01% of portfolio | low |
| Q2 2026 as of | New | 921932885 Common stock | $49.6K | +380 | 380 <0.01% of portfolio | low |
| Q2 2026 as of | New | G9600F104 Common stock | $48.5K | +1K | 1,155 <0.01% of portfolio | low |
| Q2 2026 as of | New | Douglas Dynamics Inc Common stock | $48.2K | +893 | 893 <0.01% of portfolio | low |
| Q2 2026 as of | New | Vita Coco Company, Inc. Common stock | $46.3K | +700 | 700 <0.01% of portfolio | low |
| Q2 2026 as of | New | SMMT Summit Therapeutics Inc. Common Stock | $45.8K | +3K | 3,140 <0.01% of portfolio | low |
| Q2 2026 as of | New | MPLT Maplight Therapeutics Inc Common Stock | $45.3K | +1K | 1,265 <0.01% of portfolio | low |
| Q2 2026 as of | New | Oddity Tech Ltd Common stock | $45.1K | +3K | 2,983 <0.01% of portfolio | low |
| Q2 2026 as of | New | Graham Corp Common stock | $43.9K | +355 | 355 <0.01% of portfolio | low |
| Q2 2026 as of | New | TKNO Alpha Teknova, Inc. Common Stock | $43.6K | +8K | 7,678 <0.01% of portfolio | low |
| Q2 2026 as of | New | P73684113 Common stock | $43.5K | +2K | 1,539 <0.01% of portfolio | low |
| Q2 2026 as of | New | Nicolet Bankshares Inc Common stock | $43.0K | +260 | 260 <0.01% of portfolio | low |
| Q2 2026 as of | New | Cipher Digital Inc. Common stock | $42.7K | +2K | 1,743 <0.01% of portfolio | low |
| Q2 2026 as of | New | LBRX Lb Pharmaceuticals Inc Common Stock | $42.6K | +1K | 1,314 <0.01% of portfolio | low |
| Q2 2026 as of | New | 25434V203 Common stock | $40.7K | +987 | 987 <0.01% of portfolio | low |