Insigneo Advisory Services, LLC Purchases in Q3 2024

Insigneo Advisory Services, LLC

  • $992 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.61K
New
$87.56 - $95.49 $229K - $249K
2.61K $249M
ITOT
Ishares Core S&P Total U.S. St

ETFs
21
+ 0.1%
$113.41 - $125.62 $2.38K - $2.64K
20.2K $2.54B
HDB
Hdfc Bank LTD

Financial Services
3.93K
New
$58.04 - $66.97 $228K - $263K
3.93K $246M
DOV
Dover Corp

Industrials
986
+ 33.49%
$172.5 - $193.03 $170K - $190K
3.93K $754M
HSY
Hershey CO

Consumer Defensive
1.26K
New
$182.45 - $203.25 $229K - $255K
1.26K $241M
Jacobs Solutions Inc
1.83K
New
N/A
1.83K $239M
NOC
Northrop Grumman Corp

Industrials
361
+ 26.33%
$423.73 - $533.14 $153K - $192K
1.73K $914M
ALL
Allstate Corp

Financial Services
1.26K
New
$158.43 - $192.86 $199K - $242K
1.26K $238M
MSTR
Microstrategy Inc

Technology
3.11K
+ 1237.45%
$114.3 - $1800.09 $355K - $5.59M
3.36K $566M
FIS
Fidelity National Information Services, Inc.

Technology
2.23K
+ 49.39%
$72.8 - $85.04 $162K - $190K
6.74K $565M
OHI
Omega Healthcare Investors Inc

Real Estate
5.77K
New
$33.55 - $41.29 $193K - $238K
5.77K $235M
GS
Goldman Sachs Group Inc

Financial Services
264
+ 9.29%
$459.02 - $510.25 $121K - $135K
3.11K $1.54B
C
Citigroup Inc

Financial Services
193
+ 0.56%
$56.11 - $67.61 $10.8K - $13K
34.5K $2.16B
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.24K
New
$63.56 - $107.36 $206K - $348K
3.24K $228M
USB
Us Bancorp \De\

Financial Services
3.14K
+ 18.51%
$39.04 - $47.23 $123K - $148K
20.1K $920M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.17K
+ 72.15%
$77.22 - $89.49 $168K - $194K
5.18K $462M
EFV
Msci Eafe Value ETF

ETFs
3.92K
New
$51.72 - $57.96 $203K - $227K
3.92K $226M
EQR
Equity Residential

Real Estate
3.03K
New
$67.19 - $78.09 $203K - $236K
3.03K $225M
CVX
Chevron Corp

Energy
1.23K
+ 7.23%
$137.88 - $161.97 $169K - $199K
18.2K $2.68B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.07K
New
$40.48 - $45.39 $205K - $230K
5.07K $223M
BAX
Baxter International Inc

Healthcare
5.75K
New
$32.85 - $40.26 $189K - $232K
5.75K $218M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2K
+ 10.65%
$57.32 - $62.65 $115K - $125K
20.8K $1.29B
HWM
Howmet Aerospace Inc.

Industrials
2.17K
New
$77.3 - $100.22 $167K - $217K
2.17K $217M
PSLV
Sprott Physical Silver Trust

Financial Services
5.5K
+ 3.97%
$9.17 - $10.84 $50.4K - $59.6K
144K $1.51B
UAL
United Airlines Holdings, Inc.

Industrials
3.77K
New
$37.88 - $58.85 $143K - $222K
3.77K $215M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.61K
+ 10.69%
$71.45 - $75.64 $187K - $198K
27.1K $2.03B
IYW
Ishares Dj Us Tech ETF

ETFs
1.41K
New
$133.16 - $158.73 $188K - $224K
1.41K $214M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.6K
+ 81.61%
$50.37 - $55.21 $181K - $199K
8.01K $436M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.01K
New
$91.43 - $117.51 $183K - $236K
2.01K $213M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.56K
New
$89.17 - $151.11 $139K - $236K
1.56K $211M
Global X Fds
5.6K
New
N/A
5.6K $208M
FAST
Fastenal CO

Industrials
2.91K
New
$62.09 - $71.83 $181K - $209K
2.91K $208M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.99K
+ 2.87%
$31.18 - $33.5 $61.9K - $66.5K
71.1K $2.36B
NEM
Newmont Corp

Basic Materials
3.81K
New
$41.65 - $55.85 $159K - $213K
3.81K $204M
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
23K
New
$8.21 - $9.03 $189K - $208K
23K $203M
ARES
Ares Management Corp

Financial Services
1.3K
New
$133.73 - $158.05 $174K - $206K
1.3K $203M
YPF
Ypf Sociedad Anonima

Energy
2.99K
+ 6.75%
$18.06 - $24.26 $54K - $72.6K
47.3K $1B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.45K
New
$127.29 - $141.5 $185K - $206K
1.45K $203M
VALE
Vale S.A.

Basic Materials
11.5K
+ 29.1%
$9.9 - $11.8 $114K - $136K
51K $596M
EMN
Eastman Chemical CO

Basic Materials
1.81K
New
$93.82 - $113.74 $170K - $206K
1.81K $202M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.33K
New
$36.06 - $37.66 $192K - $201K
5.33K $201M
SOXX
Ishares Semiconductor ETF

ETFs
541
+ 19.77%
$199.29 - $265.49 $108K - $144K
3.28K $756M
AMT
American Tower Corp

Real Estate
728
+ 15.25%
$192.27 - $242.73 $140K - $177K
5.5K $1.28B
GPC
Genuine Parts CO

Consumer Cyclical
1.4K
+ 62.63%
$131.04 - $147.11 $183K - $206K
3.63K $507M
AIA
Ishares S&P Asia 50 ETF

ETFs
1.69K
+ 23.75%
$61.65 - $74.61 $104K - $126K
8.78K $635M
REET
Ishares Global Reit ETF

ETFs
4.35K
+ 14.79%
$23.07 - $27.17 $100K - $118K
33.8K $901M
TFC
Truist Financial Corp

Financial Services
3.91K
+ 29.03%
$38.22 - $44.94 $149K - $176K
17.4K $743M
PAGP
Plains Gp Holdings LP

Energy
10.1K
New
$17.93 - $19.98 $182K - $203K
10.1K $188M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.92K
+ 28.32%
$32.65 - $36.69 $128K - $144K
17.7K $645M
Activity Summary
Buys All Purchases 297 New Holdings 76 Increased Positions 221 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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