Prio Wealth Limited Partnership Purchases in Q3 2024

Prio Wealth Limited Partnership

  • $3.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
185K
+ 126.7%
$54.7 - $65.59 $10.1M - $12.1M
331K $21.5M
AVGO
Broadcom Inc.

Technology
856K
+ 864.96%
$136.27 - $1745.86 $117M - $1.49B
955K $165M
VB
Vanguard Small Cap ETF

ETFs
1.26K
+ 0.89%
$214.77 - $237.72 $270K - $298K
142K $33.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.46K
+ 1.52%
$57.32 - $62.65 $542K - $592K
630K $39.3M
VO
Vanguard Mid Cap ETF

ETFs
1.57K
+ 2.2%
$237.84 - $263.83 $373K - $414K
72.8K $19.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.33K
+ 2.19%
$105.53 - $118.34 $351K - $394K
155K $18.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
262
+ 0.49%
$475.2 - $527.7 $125K - $138K
53.3K $28.1M
DHR
Danaher Corp

Healthcare
294
+ 0.59%
$239.25 - $280.76 $70.3K - $82.5K
49.8K $13.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
459
+ 0.15%
$56.47 - $63.69 $25.9K - $29.2K
314K $19.8M
ABBV
Abb Vie Inc.

Healthcare
38
+ 0.09%
$163.84 - $199.33 $6.23K - $7.57K
42.7K $8.44M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.65K
+ 2.35%
$136.06 - $155.24 $224K - $256K
71.9K $10.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
32
+ 0.22%
$247.34 - $300.11 $7.91K - $9.6K
14.3K $4.26M
UNP
Union Pacific Corp

Industrials
37
+ 0.23%
$221.78 - $256.09 $8.21K - $9.48K
16K $3.94M
ATR
Aptargroup, Inc.

Healthcare
2.01K
New
$138.54 - $160.11 $279K - $322K
2.01K $322K
MA
Mastercard Inc

Financial Services
425
+ 22.84%
$429.6 - $500.99 $183K - $213K
2.29K $1.13M
EBC
Eastern Bankshares, Inc.

Financial Services
17.4K
New
$13.69 - $17.09 $238K - $298K
17.4K $285K
ADI
Analog Devices Inc

Technology
1.13K
+ 39.32%
$200.56 - $243.33 $226K - $274K
3.99K $917K
UNH
Unitedhealth Group Inc

Healthcare
426
New
$488.01 - $604.18 $208K - $257K
426 $249K
CNI
Canadian National Railway CO

Industrials
2.05K
New
$110.1 - $123.65 $226K - $253K
2.05K $240K
NEE
Nextera Energy Inc

Utilities
70
+ 0.43%
$69.9 - $84.97 $4.89K - $5.95K
16.4K $1.39M
BLK
Black Rock Inc.

Financial Services
241
New
$782.27 - $949.51 $189K - $229K
241 $228K
LMT
Lockheed Martin Corp

Industrials
8
+ 0.44%
$460.3 - $584.56 $3.68K - $4.68K
1.85K $1.08M
D
Dominion Energy, Inc

Utilities
3.8K
New
$48.01 - $58.53 $182K - $222K
3.8K $219K
SCI
Service Corp International

Consumer Cyclical
2.74K
New
$69.55 - $80.63 $191K - $221K
2.74K $216K
PKI
Perkinelmer Inc

Healthcare
1.78K
New
N/A
1.78K $215K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.1K
New
$173.36 - $189.8 $190K - $208K
1.1K $208K
MDB
Mongo Db, Inc.

Technology
750
New
$221.5 - $296.69 $166K - $223K
750 $202K
WSO
Watsco Inc

Industrials
350
+ 58.14%
$448.73 - $519.89 $157K - $182K
952 $468K
SYK
Stryker Corp

Healthcare
215
+ 4.21%
$315.94 - $371.96 $67.9K - $80K
5.33K $1.92M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.64K
New
N/A
2.64K $171K
MKC
Mccormick & CO Inc

Consumer Defensive
1.05K
+ 16.09%
$69.44 - $84.76 $72.6K - $88.6K
7.54K $620K
AMT
American Tower Corp

Real Estate
430
+ 34.05%
$192.27 - $242.73 $82.7K - $104K
1.69K $393K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
140
+ 0.6%
$91.37 - $101.65 $12.8K - $14.2K
23.6K $2.4M
NSC
Norfolk Southern Corp

Industrials
26
+ 0.71%
$213.75 - $259.69 $5.56K - $6.75K
3.71K $921K
ADSK
Autodesk, Inc.

Technology
672
+ 1.28%
$245.83 - $245.83 $165K - $165K
53.4K $13.1M
PLD
Prologis, Inc.

Real Estate
25
+ 1.09%
$111.95 - $132.43 $2.8K - $3.31K
2.32K $292K
ETN
Eaton Corp PLC

Industrials
22
+ 1.59%
$272.52 - $333.02 $6K - $7.33K
1.4K $464K
DGRO
Ishares Core Dividend Growth E

ETFs
216
+ 6.1%
$57.47 - $62.76 $12.4K - $13.6K
3.76K $235K
PLUG
Plug Power Inc

Industrials
12.6K
New
$1.61 - $3.34 $20.3K - $42.2K
12.6K $28K
DRI
Darden Restaurants Inc

Consumer Cyclical
27
+ 1.8%
$138.06 - $172.74 $3.73K - $4.66K
1.52K $250K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16
+ 0.37%
$55.06 - $62.25 $881 - $996
4.32K $265K
PRU
Prudential Financial Inc

Financial Services
25
+ 0.67%
$105.53 - $127.32 $2.64K - $3.18K
3.74K $452K
PPG
Ppg Industries Inc

Basic Materials
19
+ 1.05%
$118.32 - $134.55 $2.25K - $2.56K
1.83K $241K
TXN
Texas Instruments Inc

Technology
30
+ 0.83%
$194.6 - $194.6 $5.84K - $5.84K
3.67K $713K
LLY
Eli Lilly & CO

Healthcare
11
+ 0.46%
$772.14 - $960.02 $8.49K - $10.6K
2.41K $2.14M
KLAC
Kla Corp

Technology
6
+ 0.49%
$696.17 - $892.35 $4.18K - $5.35K
1.22K $944K
COP
Conocophillips

Energy
41
+ 0.3%
$102.3 - $116.61 $4.19K - $4.78K
13.8K $1.45M
CVX
Chevron Corp

Energy
588
+ 2.36%
$137.88 - $161.97 $81.1K - $95.2K
25.5K $3.76M
Activity Summary
Buys All Purchases 49 New Holdings 12 Increased Positions 37 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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