Callan Family Office, LLC Purchases in Q4 2024

Callan Family Office, LLC

  • $1.57 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HWC
Hancock Whitney Corp

Financial Services
3.75K
New
$49.12 - $61.04 $184K - $229K
3.75K $205M
KEY
Keycorp

Financial Services
11.9K
New
$16.21 - $19.97 $194K - $239K
11.9K $205M
NVR
Nvr Inc

Consumer Cyclical
25
New
$8101.21 - $9940.51 $203K - $249K
25 $204M
BAP
Credicorp LTD

Financial Services
1.11K
New
$180.17 - $198.65 $201K - $221K
1.11K $204M
VEEV
Veeva Systems Inc

Healthcare
969
New
$201.81 - $250.45 $196K - $243K
969 $204M
O
Realty Income Corp

Real Estate
3.81K
New
$51.76 - $64.71 $197K - $247K
3.81K $204M
DGX
Quest Diagnostics Inc

Healthcare
1.35K
New
N/A
1.35K $204M
Veralto Corp
1.99K
New
N/A
1.99K $203M
AIR
Aar Corp

Industrials
3.28K
New
$58.4 - $70.82 $191K - $232K
3.28K $201M
CFG
Citizens Financial Group Inc

Financial Services
4.57K
New
$39.92 - $48.46 $183K - $222K
4.57K $200M
IAU
Ishares Gold Trust

ETFs
4.27K
+ 3.95%
$48.37 - $52.65 $206K - $225K
112K $5.56B
Brookfield Corp
2.28K
+ 21.07%
N/A
13.1K $752M
FITB
Fifth Third Bancorp

Financial Services
5.2K
+ 6.29%
$41.76 - $48.44 $217K - $252K
87.7K $3.71B
AGNC
Agnc Investment Corp.

Real Estate
16.7K
New
$9.21 - $10.59 $154K - $177K
16.7K $154M
KLAC
Kla Corp

Technology
376
+ 61.34%
$614.46 - $829.55 $231K - $312K
989 $623M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
43.7K
New
$2.96 - $4.24 $129K - $185K
43.7K $131M
ERIC
Ericsson Lm Telephone CO

Technology
14.3K
New
$7.36 - $8.59 $105K - $123K
14.3K $115M
ICL
Icl Group Ltd.

Basic Materials
23.1K
New
$3.92 - $5.13 $90.5K - $118K
23.1K $114M
TGB
Taseko Mines LTD

Basic Materials
54.5K
New
$1.91 - $2.65 $104K - $145K
54.5K $106M
LUMN
Lumen Technologies, Inc.

Communication Services
18.8K
New
$5.31 - $10.12 $100K - $191K
18.8K $100M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14
+ 0.37%
$481.22 - $538.17 $6.74K - $7.53K
3.76K $1.92B
RAPT
Rapt Therapeutics, Inc.

Healthcare
58K
New
$0.81 - $3.1 $47K - $180K
58K $91.7M
NAT
Nordic American Tankers LTD

Industrials
36.5K
New
N/A
36.5K $91.3M
UMC
United Microelectronics Corp

Technology
10.8K
New
$6.34 - $8.35 $68.5K - $90.2K
10.8K $70.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
990
+ 28.83%
$75.65 - $83.47 $74.9K - $82.6K
4.42K $337M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
42.5K
New
$1.07 - $1.47 $45.5K - $62.5K
42.5K $45.5M
TEF
Telefonica S A

Communication Services
11K
New
$4.02 - $4.88 $44.1K - $53.6K
11K $44.1M
NIO
Nio Inc.

Consumer Cyclical
10.1K
New
$4.31 - $7.21 $43.4K - $72.6K
10.1K $43.9M
REET
Ishares Global Reit ETF

ETFs
13.6K
+ 12.9%
$23.43 - $26.54 $319K - $361K
119K $2.85B
WIT
Wipro LTD

Technology
10.6K
New
$3.54 - $7.24 $37.5K - $76.7K
10.6K $37.5M
LCID
Lucid Group, Inc.

Consumer Cyclical
11K
New
$2.01 - $3.44 $22K - $37.7K
11K $33.1M
OZK
Bank Ozk

Financial Services
440
+ 8.09%
$41.39 - $50.55 $18.2K - $22.2K
5.88K $262M
PLUG
Plug Power Inc

Industrials
12.5K
New
$1.87 - $2.67 $23.3K - $33.3K
12.5K $26.5M
OPEN
Opendoor Technologies Inc.

Real Estate
11.9K
New
$1.6 - $2.34 $19.1K - $27.9K
11.9K $19.1M
VO
Vanguard Mid Cap ETF

ETFs
22
+ 0.49%
$261.5 - $284.63 $5.75K - $6.26K
4.53K $1.2B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.56%
$124.61 - $133.96 $1.25K - $1.34K
1.81K $233M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
11
+ 0.05%
$563.99 - $620.12 $6.2K - $6.82K
20.7K $11.8B
LKQ
Lkq Corp

Consumer Cyclical
484
+ 6.71%
$36.0 - $39.99 $17.4K - $19.4K
7.7K $283M
EFV
Msci Eafe Value ETF

ETFs
6.75K
+ 6.32%
$51.78 - $57.15 $350K - $386K
114K $5.96B
VNQ
Vanguard Specialized Funds Van

ETFs
635
+ 2.12%
$87.85 - $98.6 $55.8K - $62.6K
30.6K $2.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.46K
+ 4.47%
$44.04 - $49.49 $328K - $369K
174K $7.67B
EEM
Ishares Msci Emerging Markets

ETFs
2.1K
+ 1.71%
$41.82 - $47.36 $87.8K - $99.4K
125K $5.21B
Activity Summary
Buys All Purchases 593 New Holdings 448 Increased Positions 145 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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