Cornerstone Planning Group LLC Purchases in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
9
+ 12.5%
$27.97 - $31.42 $252 - $283
81 $2.66M
ECL
Ecolab Inc.

Basic Materials
2
+ 33.33%
$228.86 - $255.76 $458 - $512
8 $2.03M
BMBL
Bumble Inc.

Technology
89
New
$5.71 - $10.04 $508 - $894
89 $641K
CMS
Cms Energy Corp

Utilities
6
+ 13.64%
$58.7 - $70.62 $352 - $424
50 $3.48M
AER
Aer Cap Holdings N.V.

Industrials
3
+ 8.11%
$86.24 - $98.28 $259 - $295
40 $3.83M
MKSI
Mks Instruments Inc

Technology
6
New
$103.52 - $144.6 $621 - $868
6 $632K
STRL
Sterling Construction CO Inc

Industrials
4
New
$102.56 - $148.9 $410 - $596
4 $625K
PBA
Pembina Pipeline Corp

Energy
7
+ 8.75%
$36.86 - $41.36 $258 - $290
87 $3.64M
BTI
British American Tobacco P.L.C.

Consumer Defensive
19
+ 25.33%
$31.07 - $39.36 $590 - $748
94 $3.24M
PWR
Quanta Services, Inc.

Industrials
1
+ 25.0%
$239.58 - $298.23 $240 - $298
5 $1.57M
Coherent Corp Com
6
New
N/A
6 $591K
DUOL
Duolingo, Inc.

Technology
2
New
$158.85 - $287.54 $318 - $575
2 $590K
NEM
Newmont Corp

Basic Materials
11
+ 14.1%
$41.65 - $55.85 $458 - $614
89 $4.25M
Cooper Cos Inc Com
5
+ 125.0%
N/A
9 $941K
AA
Alcoa Corp

Basic Materials
14
New
$28.17 - $42.44 $394 - $594
14 $573K
AMT
American Tower Corp

Real Estate
4
+ 19.05%
$192.27 - $242.73 $769 - $971
25 $5.32M
Forrester Resh Inc Com
38
New
N/A
38 $570K
SLGN
Silgan Holdings Inc

Consumer Cyclical
1
+ 0.45%
$41.32 - $52.69 $41.3 - $52.7
222 $11.3M
ZIP
Ziprecruiter, Inc.

Industrials
60
New
$7.25 - $10.2 $435 - $612
60 $568K
ALGN
Align Technology Inc

Healthcare
2
+ 6.9%
$204.03 - $257.2 $408 - $514
31 $6.6M
Ferguson Enterprises Inc Common Stock New
3
+ 27.27%
N/A
14 $2.73M
LYG
Lloyds Banking Group PLC

Financial Services
178
+ 23.33%
$2.73 - $3.17 $486 - $564
941 $2.64M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
1
+ 0.8%
$67.66 - $75.54 $67.7 - $75.5
126 $9.02M
AFRM
Affirm Holdings, Inc.

Technology
13
New
$24.12 - $44.98 $314 - $585
13 $557K
WY
Weyerhaeuser CO

Real Estate
18
New
$27.05 - $33.84 $487 - $609
18 $556K
UPST
Upstart Holdings, Inc.

Financial Services
11
New
$22.9 - $44.11 $252 - $485
11 $555K
ROP
Roper Technologies Inc

Industrials
1
New
$515.25 - $576.55 $515 - $577
1 $549K
PAYX
Paychex Inc

Industrials
3
+ 42.86%
$116.17 - $135.19 $349 - $406
10 $1.42M
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
428
New
$0.63 - $1.83 $270 - $783
428 $539K
DSGX
Descartes Systems Group Inc

Technology
5
New
$93.79 - $104.9 $469 - $525
5 $537K
SU
Suncor Energy Inc

Energy
11
+ 15.49%
$36.06 - $41.7 $397 - $459
82 $3.12M
GRMN
Garmin LTD

Technology
3
+ 42.86%
$161.1 - $183.29 $483 - $550
10 $1.66M
ENS
Ener Sys

Industrials
4
+ 7.27%
$93.92 - $110.19 $376 - $441
59 $5.88M
TEF
Telefonica S A

Communication Services
109
+ 175.81%
$4.18 - $4.9 $456 - $534
171 $797K
MOD
Modine Manufacturing CO

Consumer Cyclical
4
New
$94.6 - $133.72 $378 - $535
4 $521K
VICI
Vici Properties Inc.

Real Estate
15
+ 78.95%
$27.64 - $34.08 $415 - $511
34 $1.1M
KMT
Kennametal Inc

Industrials
20
New
$22.54 - $26.4 $451 - $528
20 $511K
TOST
Toast, Inc.

Technology
17
New
$22.71 - $28.31 $386 - $481
17 $511K
HLN
Haleon PLC

Healthcare
33
+ 7.02%
$8.32 - $10.7 $275 - $353
503 $4.98M
FN
Fabrinet

Technology
2
New
$193.84 - $273.5 $388 - $547
2 $505K
HOOD
Robinhood Markets, Inc.

Technology
18
New
$16.42 - $24.63 $296 - $443
18 $505K
ISTR
Investar Holding Corp

Financial Services
24
New
$14.98 - $19.6 $360 - $470
24 $504K
O
Realty Income Corp

Real Estate
8
+ 50.0%
$52.36 - $63.42 $419 - $507
24 $1.45M
Mind Medicine Mindmed Inc Com New
77
New
N/A
77 $497K
ICSH
Blackrock Ultra Short Term Bon

ETFs
8
+ 1.36%
$50.32 - $50.75 $403 - $406
598 $30.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 33.33%
$1024.09 - $1201.76 $1.02K - $1.2K
4 $3.71M
AIG
American International Group, Inc.

Financial Services
5
+ 29.41%
$70.16 - $79.23 $351 - $396
22 $1.69M
TTI
Tetra Technologies Inc

Energy
166
New
$2.76 - $3.78 $458 - $627
166 $490K
DTE
Dte Energy CO

Utilities
3
+ 13.04%
$108.67 - $128.41 $326 - $385
26 $3.22M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
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