Advertisement
Screener

PATTEN & PATTEN INC/TN Historic Quarter Change: USA Other Stocks, Sold Out

PATTEN & PATTEN INC/TN historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, PATTEN & PATTEN INC/TN opened 73 positions, added to 187, reduced 259 and sold out of 100.

  • Q1 2026: Stock PINNACLE FINL PARTNERS INC; Country of operation United States; Class COM; Shares before 31,693.
  • Q3 2025: Stock WALGREENS BOOTS ALLIANCE INC; Country of operation United States; Class COM; Shares before 37,230.
  • Q3 2025: Stock GRAFTECH INTL LTD; Country of operation United States; Class COM; Shares before 46,330.
  • Q2 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 3,093.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1044905), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-12); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-07); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-15); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-22); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-16); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-21); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-15); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026PINNACLE FINL PARTNERS INC
CUSIP 72346Q104
United StatesCOM31,6930-31,693$3,023,829$0-$3,023,8292026-05-01
Q3 2025WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM37,2300-37,230$427,400$0-$427,4002025-10-31
Q3 2025GRAFTECH INTL LTD
CUSIP 384313508
United StatesCOM46,3300-46,330$45,061$0-$45,0612025-10-31
Q2 2025DUPONT DE NEMOURS INC
CUSIP 26614N102
United StatesCOM3,0930-3,093$231,009$0-$231,0092025-07-28
Q4 2024BLACKROCK INC
CUSIP 09247X101
United StatesCOM2580-258$244,974$0-$244,9742025-02-10
Q4 2024SPIRIT AIRLS INC
CUSIP 848577102
United StatesCOM75,0350-75,035$180,083$0-$180,0832025-02-10
Q4 2024DIXIE GROUP INC
CUSIP 255519100
United StatesCL A33,3000-33,300$23,307$0-$23,3072025-02-10
Q3 2024WESTROCK CO
CUSIP 96145D105
United StatesCOM1,020,1800-1,020,180$51,274,247$0-$51,274,2472024-11-04
Q2 2024PIONEER NAT RES CO
CUSIP 723787107
United StatesCOM10,1710-10,171$2,669,888$0-$2,669,8882024-08-13
Q1 20241/100 Berkshire Hathaway Class
CUSIP 084990175
COM1000-100$542,625$0-$542,6252024-05-10
Q1 2024Texas Pacific Land Trust
CUSIP 882610108
COM3200-320$503,092$0-$503,0922024-05-10
Q1 2024Straumann Holding AG
CUSIP 013293546
COM3,0000-3,000$487,932$0-$487,9322024-05-10
Q1 2024S&P 400 Mid-Cap Dep. Recpt.
CUSIP 595635103
COM4550-455$230,858$0-$230,8582024-05-10
Q1 2024CIM Real Estate Finance Trust,
CUSIP 12558Q103
COM15,4570-15,457$97,531$0-$97,5312024-05-10
Q1 2024Dixie Group, Inc.
CUSIP 255519100
United StatesCOM33,3000-33,300$24,792$0-$24,7922024-05-10
Q3 2016Ashland, Inc.
CUSIP 044209104
COM47,3920-47,392$5,439,000$0-$5,439,0002016-10-12
Q3 2016Johnson Controls Inc.
CUSIP 478366107
COM33,1640-33,164$1,468,000$0-$1,468,0002016-10-12
Q3 2016ALCOA, Inc.
CUSIP 013817101
COM128,1270-128,127$1,188,000$0-$1,188,0002016-10-12
Q3 2016Chubb LTD.
CUSIP 037964964
COM6,1140-6,114$799,000$0-$799,0002016-10-12
Q3 2016Mobileye N.V.
CUSIP 010831061
COM10,9000-10,900$503,000$0-$503,0002016-10-12
Q3 2016Allergan, Inc.
CUSIP 125013678
COM1,4610-1,461$338,000$0-$338,0002016-10-12
Q3 2016Hawaiian Holdings Inc.
CUSIP 419879101
United StatesCOM6,0000-6,000$228,000$0-$228,0002016-10-12
Q2 2016Verifone Holdings Inc
CUSIP 92342Y109
COM15,3500-15,350$433,000$0-$433,0002016-07-07
Q2 2016Athenahealth Inc.
CUSIP 04685W103
COM3,0000-3,000$416,000$0-$416,0002016-07-07
Q2 2016Mobileye N.V.
CUSIP 109661724
COM9,6250-9,625$359,000$0-$359,0002016-07-07
Q2 2016Unilever NV New York Shs
CUSIP 904784501
COM7,5000-7,500$335,000$0-$335,0002016-07-07
Q2 2016Sonova Holding AG Reg
CUSIP 013330212
COM2,2000-2,200$270,000$0-$270,0002016-07-07
Q1 2016Sirona Dental Systems Inc.
CUSIP 82966C103
COM50,0330-50,033$5,482,000$0-$5,482,0002016-04-15
Q1 2016Ryman Hospitality Properties,
CUSIP 012952384
COM19,9550-19,955$1,030,000$0-$1,030,0002016-04-15
Q1 2016Plum Creek Timber Company
CUSIP 729251108
COM12,1360-12,136$579,000$0-$579,0002016-04-15
Q1 2016Harman International
CUSIP 413086109
COM5,5200-5,520$520,000$0-$520,0002016-04-15
Q1 2016Solarcity Corporation
CUSIP 83416T100
COM8,5000-8,500$434,000$0-$434,0002016-04-15
Q1 2016Shimano, Inc.
CUSIP 002077485
COM2,5000-2,500$382,000$0-$382,0002016-04-15
Q1 2016Inditex (Spain BP9DL90)
CUSIP 109067423
COM9,0000-9,000$285,000$0-$285,0002016-04-15
Q1 2016Credit Suisse Group-Spon Adr
CUSIP 225401108
COM13,0000-13,000$282,000$0-$282,0002016-04-15
Q1 2016NGK Spark Plug Co., Ltd.
CUSIP 001227572
COM11,0000-11,000$228,000$0-$228,0002016-04-15
Q1 2016BB&T Corporation
CUSIP 054937107
COM5,7820-5,782$219,000$0-$219,0002016-04-15
Q4 2015Government Properties Income
CUSIP 38376A103
COM10,1930-10,193$163,000$0-$163,0002016-02-29
Q4 2015Penn West Petroleum Ltd.
CUSIP 707887105
COM25,0000-25,000$11,000$0-$11,0002016-02-29
Q4 2015EYI Industries Inc. Delisted
CUSIP 26928R104
COM100,0000-100,000$0$0$02016-02-29
Q4 2015NMC Inc.
CUSIP 629196106
COM2,974,0000-2,974,000$0$0$02016-02-29
Q3 2015Rock-Tenn Co.
CUSIP 772739207
COM290,1060-290,106$17,464,000$0-$17,464,0002015-10-22
Q3 2015Google Inc Cl C
CUSIP 38259P706
COM5,3740-5,374$2,797,000$0-$2,797,0002015-10-22
Q3 2015Google Inc Cl A
CUSIP 38259P508
COM4,8200-4,820$2,603,000$0-$2,603,0002015-10-22
Q3 2015Diebold, Inc.
CUSIP 253651103
COM26,6850-26,685$934,000$0-$934,0002015-10-22
Q3 2015Iron Mountain, Inc.
CUSIP 462846106
COM21,1340-21,134$655,000$0-$655,0002015-10-22
Q3 2015MeadWestvaco Corporation
CUSIP 583334107
COM13,7350-13,735$648,000$0-$648,0002015-10-22
Q3 2015Guggenheim Solar Energy Index
CUSIP 18383Q739
COM8,4000-8,400$329,000$0-$329,0002015-10-22
Q3 2015California Resources Corp.
CUSIP 13057Q107
COM53,8080-53,808$325,000$0-$325,0002015-10-22
Q2 2015Kayne Anderson Midstream/Energ
CUSIP 48661E108
COM71,0350-71,035$2,329,000$0-$2,329,0002015-08-31
Q2 2015Actavis PLC
CUSIP 097252718
COM6930-693$206,000$0-$206,0002015-08-31
Q1 2015Actinium Pharmaceuticals, Inc.
CUSIP 00507W107
COM61,0000-61,000$359,000$0-$359,0002015-04-16
Q1 2015Annaly Mortgage Management
CUSIP 035710409
United StatesCOM23,2350-23,235$251,000$0-$251,0002015-04-16
Q1 2015Yahoo! Inc.
CUSIP 984332106
COM4,9050-4,905$248,000$0-$248,0002015-04-16
Q1 2015Halyard Health Inc.
CUSIP 40650V100
COM4,8090-4,809$219,000$0-$219,0002015-04-16
Q1 2015Fresh Market Inc.
CUSIP 35804H106
COM5,1000-5,100$210,000$0-$210,0002015-04-16
Q1 2015Nuance Communications, Inc.
CUSIP 67020Y100
COM10,7150-10,715$153,000$0-$153,0002015-04-16
Q4 2014Walgreen Co.
CUSIP 931422109
COM96,4620-96,462$5,717,000$0-$5,717,0002015-01-21
Q4 2014Boulder Brands Inc.
CUSIP 101405108
COM44,1000-44,100$601,000$0-$601,0002015-01-21
Q4 2014Kinder Morgan Energy Partners
CUSIP 494550106
COM4,8370-4,837$451,000$0-$451,0002015-01-21
Q4 2014Guggenheim Solar Energy Index
CUSIP 18383Q739
COM9,0000-9,000$366,000$0-$366,0002015-01-21
Q3 2014Actavis PLC
CUSIP G0083B108
COM2,2790-2,279$508,000$0-$508,0002014-10-14
Q3 2014Sanchez Energy Corp
CUSIP 79970Y105
United StatesCOM10,0000-10,000$376,000$0-$376,0002014-10-14
Q3 2014GasLog Ltd.
CUSIP G37585109
COM8,5000-8,500$271,000$0-$271,0002014-10-14
Q3 2014Southwestern Energy Co
CUSIP 845467109
United StatesCOM4,6250-4,625$210,000$0-$210,0002014-10-14
Q3 2014Market Vectors Agribusiness ET
CUSIP 57060U605
COM3,7700-3,770$207,000$0-$207,0002014-10-14
Q2 2014Covidien PLC
CUSIP G2554F113
COM20,4090-20,409$1,503,000$0-$1,503,0002014-07-25
Q2 2014Powershares FTSE RAFI US 1000
CUSIP 73935X583
COM14,1320-14,132$1,196,000$0-$1,196,0002014-07-25
Q2 2014Protective Life Corp
CUSIP 743674103
COM16,0000-16,000$841,000$0-$841,0002014-07-25
Q2 2014Tiffany & Co NEW
CUSIP 886547108
COM8,9400-8,940$770,000$0-$770,0002014-07-25
Q2 2014Scripps Networks Interactive
CUSIP 811065101
COM8,7000-8,700$660,000$0-$660,0002014-07-25
Q2 2014Allergan, Inc.
CUSIP 018490102
COM4,6180-4,618$573,000$0-$573,0002014-07-25
Q2 2014Kraft Foods Group, Inc.
CUSIP 50076Q106
COM9,1900-9,190$516,000$0-$516,0002014-07-25
Q2 2014Canadian Pacific Railway Ltd.
CUSIP 13645T100
COM2,5650-2,565$386,000$0-$386,0002014-07-25
Q2 2014Deltic Timber Corporation
CUSIP 247850100
COM5,3050-5,305$346,000$0-$346,0002014-07-25
Q2 2014Covance, Inc.
CUSIP 222816100
COM3,1000-3,100$322,000$0-$322,0002014-07-25
Q2 2014Stericycle, Inc.
CUSIP 858912108
United StatesCOM2,7400-2,740$311,000$0-$311,0002014-07-25
Q2 2014Solarcity Corporation
CUSIP 83416T100
COM4,5000-4,500$282,000$0-$282,0002014-07-25
Q2 2014Chesapeake Energy Corp.
CUSIP 165167107
COM9,5610-9,561$245,000$0-$245,0002014-07-25
Q2 2014Raytheon Company
CUSIP 755111507
COM2,1500-2,150$212,000$0-$212,0002014-07-25
Q2 2014Powershares Inter DVD Achiev (
CUSIP 73935X716
COM11,0050-11,005$201,000$0-$201,0002014-07-25
Q2 2014Dixie Group, Inc.
CUSIP 255519100
United StatesCOM11,0000-11,000$181,000$0-$181,0002014-07-25
Q2 2014Cardno Ltd. (coldf)
CUSIP Q2097C105
COM17,3000-17,300$115,000$0-$115,0002014-07-25
Q2 2014Synovus Financial
CUSIP 87161C105
COM27,0000-27,000$92,000$0-$92,0002014-07-25
Q2 2014First Security Group Inc.
CUSIP 336312202
COM20,8340-20,834$43,000$0-$43,0002014-07-25
Q2 2014Taseko Mines Ltd
CUSIP 876511106
COM13,0000-13,000$26,000$0-$26,0002014-07-25
Q1 2014Vodafone Group PLC - Spons ADR
CUSIP 92857W209
COM8,8850-8,885$349,000$0-$349,0002014-04-24
Q1 2014PriceLine.Com Inc
CUSIP 741503403
COM2000-200$232,000$0-$232,0002014-04-24
Q1 2014GlaxoSmithkline PLC ADR
CUSIP 37733W105
COM3,9820-3,982$213,000$0-$213,0002014-04-24
Q1 2014International Game Technology
CUSIP 459902102
COM10,1500-10,150$184,000$0-$184,0002014-04-24
Q1 2014AK Steel Holding Corp
CUSIP 001547108
COM12,6000-12,600$103,000$0-$103,0002014-04-24
Q4 2013Harman International
CUSIP 413086109
COM20,6110-20,611$1,117,000$0-$1,117,0002014-01-15
Q4 2013Perrigo Co.
CUSIP 714290103
COM6,1750-6,175$747,000$0-$747,0002014-01-15
Q4 2013ALCOA, Inc.
CUSIP 013817101
COM84,0340-84,034$657,000$0-$657,0002014-01-15
Q4 2013FleetCor Technologies Inc.
CUSIP 339041105
United StatesCOM3,2500-3,250$264,000$0-$264,0002014-01-15
Q4 2013KKR Financial Holdings, LLC
CUSIP 48248A306
COM24,4500-24,450$258,000$0-$258,0002014-01-15
Q4 2013PowerShares DB Agriculture Fun
CUSIP 73936B408
COM9,6850-9,685$241,000$0-$241,0002014-01-15
Q4 2013Encana Corp.
CUSIP 292505104
COM14,0750-14,075$238,000$0-$238,0002014-01-15
Q4 2013Verifone Holdings Inc
CUSIP 92342Y109
COM10,0250-10,025$169,000$0-$169,0002014-01-15
Q4 2013Powershares High Yield Equity
CUSIP 73935X302
COM10,9730-10,973$118,000$0-$118,0002014-01-15

Similar Firms

Firm NameCountry13F ValueHoldings
Fiduciary Alliance LLCUnited States$1.657B547
BOK Financial Private Wealth, Inc.United States$1.656B448
COMPASS CAPITAL MANAGEMENT, INCUnited States$1.655B87
Fragasso Financial Advisors IncUnited States$1.658B323
Bpifrance SAFrance$1.654B2
Recurrent Investment Advisors LLCUnited States$1.661B67
Anomaly Capital Management, LPUnited States$1.652B21
Global Alpha Capital Management Ltd.Canada$1.662B54
North Star Investment Management Corp.United States$1.650B1,700
CACTI ASSET MANAGEMENT LLCUnited States$1.650B78