Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PNR
Pentair PLC

Industrials
1.07K
+ 46.95%
$95.0 - $109.21 $101K - $117K
3.34K $336K
TRV
Travelers Companies, Inc.

Financial Services
459
+ 119.84%
$225.97 - $266.66 $104K - $122K
842 $202K
QQQ
Invesco Qqq Trust, Series 1

ETFs
146
+ 9.83%
$481.22 - $538.17 $70.3K - $78.6K
1.63K $833K
VGT
Vanguard Information Technolog

ETFs
168
New
$571.78 - $647.97 $96.1K - $109K
168 $104K
CGUS
Capital Group Core Equity ETF
2.99K
New
$33.96 - $36.24 $102K - $109K
2.99K $104K
ABR
Arbor Realty Trust Inc

Real Estate
7.5K
New
$13.66 - $15.64 $102K - $117K
7.5K $103K
IWB
Ishares Tr Russell 1000 ETF

ETFs
73
+ 0.72%
$311.11 - $335.64 $22.7K - $24.5K
10.2K $3.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.89K
+ 9.88%
$44.87 - $46.86 $175K - $182K
43.3K $1.94M
TJX
Tjx Companies Inc

Consumer Cyclical
759
+ 45.1%
$112.15 - $127.2 $85.1K - $96.5K
2.44K $295K
SCHW
Schwab Charles Corp

Financial Services
1.1K
+ 78.52%
$63.31 - $82.85 $69.6K - $91.1K
2.5K $185K
ATO
Atmos Energy Corp

Utilities
635
+ 85.01%
$136.41 - $151.43 $86.6K - $96.2K
1.38K $192K
EMB
Ishares Tr

ETFs
1.4K
+ 17.58%
$88.94 - $93.46 $125K - $131K
9.37K $833K
THG
Hanover Insurance Group, Inc.

Financial Services
560
New
$144.81 - $165.01 $81.1K - $92.4K
560 $86K
O
Realty Income Corp

Real Estate
1.6K
+ 673.95%
$51.76 - $64.71 $83K - $104K
1.84K $98K
DUOL
Duolingo, Inc.

Technology
250
+ 1000.0%
$278.75 - $373.03 $69.7K - $93.3K
275 $89K
IWD
Ishares Russell 1000 Val ETF

ETFs
455
+ 55.62%
$183.23 - $199.79 $83.4K - $90.9K
1.27K $235K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.08K
+ 201.86%
$75.1 - $82.99 $81.4K - $90K
1.62K $122K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
1.79K
New
$43.02 - $45.21 $77.2K - $81.1K
1.79K $77K
SPG
Simon Property Group Inc

Real Estate
391
+ 12.98%
$167.23 - $183.84 $65.4K - $71.9K
3.4K $586K
DCOMP
Dime Cmnty Bancshares Inc New

Financial Services
4.25K
+ 108.97%
$18.65 - $20.73 $79.3K - $88.1K
8.15K $156K
UNP
Union Pacific Corp

Industrials
556
+ 20.14%
$223.15 - $249.32 $124K - $139K
3.32K $756K
SPGI
S&P Global Inc.

Financial Services
177
+ 26.54%
$480.36 - $529.17 $85K - $93.7K
844 $420K
HIG
Hartford Financial Services Group, Inc.

Financial Services
700
+ 350.0%
$107.06 - $123.74 $74.9K - $86.6K
900 $98K
BAC
Bank Of America Corp

Financial Services
500
+ 4.18%
$39.22 - $47.77 $19.6K - $23.9K
12.5K $548K
GLD
Spdr Gold Trust

ETFs
283
New
$236.59 - $257.5 $67K - $72.9K
283 $68K
VST
Vistra Corp.

Utilities
500
New
$115.74 - $166.61 $57.9K - $83.3K
500 $68K
ADBE
Adobe Inc.

Technology
201
+ 64.42%
$437.39 - $552.96 $87.9K - $111K
513 $228K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
786
+ 5.09%
$91.29 - $91.8 $71.8K - $72.2K
16.2K $1.48M
WDAY
Workday, Inc.

Technology
104
+ 3.92%
$233.85 - $279.91 $24.3K - $29.1K
2.76K $712K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
550
New
$106.1 - $114.66 $58.4K - $63.1K
550 $58K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
343
+ 25.15%
$209.89 - $233.24 $72K - $80K
1.71K $362K
MO
Altria Group, Inc.

Consumer Defensive
627
+ 3.25%
$49.06 - $57.74 $30.8K - $36.2K
19.9K $1.04M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
130
New
$338.38 - $446.21 $44K - $58K
130 $56K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
542
+ 89.59%
$100.22 - $100.73 $54.3K - $54.6K
1.15K $115K
INTU
Intuit Inc

Technology
85
+ 61.15%
$602.01 - $706.25 $51.2K - $60K
224 $140K
AMAT
Applied Materials Inc

Technology
353
+ 392.22%
$161.44 - $213.89 $57K - $75.5K
443 $72K
IYT
Ishares Tr U.S. Transportation

ETFs
800
New
$66.79 - $75.4 $53.4K - $60.3K
800 $54K
T
At&T Inc.

Communication Services
1.96K
+ 17.99%
$21.22 - $23.88 $41.5K - $46.7K
12.8K $292K
VOE
Vanguard Mid Cap Value Index F

ETFs
337
+ 160.48%
$160.89 - $176.18 $54.2K - $59.4K
547 $88K
VV
Vanguard Large Cap ETF

ETFs
199
New
$260.27 - $280.65 $51.8K - $55.8K
199 $53K
COOP
Mr. Cooper Group Inc.

Financial Services
533
New
$87.37 - $101.43 $46.6K - $54.1K
533 $51K
CMCSA
Comcast Corp

Communication Services
1.67K
+ 53.94%
$37.39 - $45.14 $62.5K - $75.5K
4.77K $179K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
611
+ 55.09%
$99.04 - $109.59 $60.5K - $67K
1.72K $171K
DVY
Ishares Tr

ETFs
375
+ 331.86%
$129.55 - $143.41 $48.6K - $53.8K
488 $64K
FELE
Franklin Electric CO Inc

Industrials
500
+ 150.15%
$95.71 - $110.4 $47.9K - $55.2K
833 $81K
TDIV
First Trust Nasdaq Technology

ETFs
600
New
$78.03 - $82.13 $46.8K - $49.3K
600 $47K
OKE
Oneok Inc

Energy
37
+ 0.81%
$92.28 - $117.05 $3.41K - $4.33K
4.63K $464K
WSM
Williams Sonoma Inc

Consumer Cyclical
250
New
$129.13 - $198.21 $32.3K - $49.6K
250 $46K
NOW
Service Now, Inc.

Technology
21
+ 15.22%
$867.18 - $1148.42 $18.2K - $24.1K
159 $168K
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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