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Pinnacle Financial Partners shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Pinnacle Financial Partners (PNFP) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Pinnacle Financial Partners

Tip: Access up to 7 years of quarterly data

All positions including Pinnacle Financial Partners held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pinnacle Financial Partners by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $135k 2.0k 67.04
2023-06-30 $151k 2.7k 56.65
2023-03-31 $173k 3.1k 55.16
2022-12-31 $231k 3.1k 73.40