Htg Investment Advisors, Inc. Purchases and Sells in Q3 2024

Htg Investment Advisors, Inc.

$212 Billion
Q3 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	22.8K + 11.31%	$60.09 - $67.67 $1.37M - $1.55M	225K $15.1B
BSV	27.9K + 22.38%	$76.38 - $78.87 $2.13M - $2.2M	152K $12B
DFAC	26.1K + 3.76%	$31.05 - $34.29 $810K - $894K	720K $24.7B
DFIC	37.7K + 6.98%	$25.36 - $28.37 $957K - $1.07M	579K $16.3B
AVUS	8.75K + 5.57%	$86.27 - $95.15 $755K - $832K	166K $15.8B
VTV	4.24K + 10.29%	$159.75 - $174.57 $677K - $740K	45.4K $7.93B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEU	4.19K New	$56.47 - $63.69 $236K - $267K	4.19K $264M
GE VERNOVA INC	977 New	N/A	977 $249M
TKO GROUP HOLDINGS INC	1.82K New	N/A	1.82K $225M
RTX	1.85K New	$99.55 - $123.34 $184K - $228K	1.85K $224M
IVE	1.07K New	$181.06 - $197.17 $193K - $211K	1.07K $211M
ABBV	1.05K New	$163.84 - $199.33 $172K - $209K	1.05K $207M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-695 - 13.04%	$332.02 - $382.76 $231K - $266K	4.64K $1.74B
AMZN	-208 - 4.83%	$161.02 - $200.0 $33.5K - $41.6K	4.1K $764M
NVDA	-269 - 5.97%	$98.91 - $134.91 $26.6K - $36.3K	4.24K $514M
MSFT	-4 - 0.18%	$395.15 - $467.56 $1.58K - $1.87K	2.21K $951M
QQQ	-21 - 2.02%	$434.77 - $502.96 $9.13K - $10.6K	1.02K $498M
ORCL	-538 - 16.77%	$125.9 - $170.35 $67.7K - $91.6K	2.67K $455M

Activity Summary All Purchases 37 New Holdings 8 Increased Positions 29 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Htg Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Htg Investment Advisors, Inc. with notifications on news.