Pinnacle Financial Partn (pnfp 6.75 Perp B)Preferred / convertible
13F holders, Q1 2025 (March 31)3holders +2
1new positions
0sold out
$24.10avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Pinnacle Financial Partn (pnfp 6.75 Perp B) in their 13F filings, up 2 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Asset Planning,Inc ($104K), Thompson Investment Management, Inc. ($48K) and Wealth Preservation Advisors, LLC ($48K).
- Company
- Pinnacle Financial Partn (pnfp 6.75 Perp B)
- CUSIP
- 72346Q302
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $104K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 4,323 shares bought, net +4,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Asset Planning,Inc | — | New | 4,323 | $104K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $48K |
| Wealth Preservation Advisors, LLC | — | — | 2,000 | $48K |
"% of holder's portfolio" is PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B)'s weight in each manager's 13F, not the share of Pinnacle Financial Partn (pnfp 6.75 Perp B) the manager owns.