Berry Wealth Group, LP Purchases in Q3 2024

Berry Wealth Group, LP

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
11.3K
New
$200.56 - $243.33 $2.28M - $2.76M
11.3K $2.61B
O
Realty Income Corp

Real Estate
40.7K
New
$52.36 - $63.42 $2.13M - $2.58M
40.7K $2.58B
UNH
Unitedhealth Group Inc

Healthcare
4.07K
+ 314.61%
$488.01 - $604.18 $1.99M - $2.46M
5.37K $3.14B
FIS
Fidelity National Information Services, Inc.

Technology
24.9K
New
$72.8 - $85.04 $1.81M - $2.12M
24.9K $2.08B
MSI
Motorola Solutions, Inc.

Technology
46
+ 0.27%
$385.65 - $450.49 $17.7K - $20.7K
17.1K $7.7B
AAPL
Apple Inc.

Technology
597
+ 1.48%
$207.23 - $234.82 $124K - $140K
40.9K $9.53B
WMT
Walmart Inc.

Consumer Defensive
889
+ 1.44%
$66.91 - $81.4 $59.5K - $72.4K
62.8K $5.07B
PEG
Public Service Enterprise Group Inc

Utilities
4.99K
+ 34.2%
$73.58 - $89.21 $367K - $445K
19.6K $1.75B
NEE
Nextera Energy Inc

Utilities
4.73K
+ 34.84%
$69.9 - $84.97 $331K - $402K
18.3K $1.55B
VZ
Verizon Communications Inc

Communication Services
9.25K
+ 22.49%
$38.89 - $45.0 $360K - $416K
50.4K $2.26B
JNJ
Johnson & Johnson

Healthcare
442
+ 2.39%
$145.48 - $167.38 $64.3K - $74K
18.9K $3.07B
MDT
Medtronic PLC

Healthcare
325
+ 1.2%
$76.84 - $91.03 $25K - $29.6K
27.4K $2.46B
JCI
Johnson Controls International PLC

Industrials
177
+ 0.69%
$65.52 - $77.61 $11.6K - $13.7K
26K $2.02B
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 0.74%
$194.9 - $224.8 $42.1K - $48.6K
29.5K $6.21B
IBM
International Business Machines Corp

Technology
1.29K
New
$175.1 - $223.38 $226K - $289K
1.29K $286M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
136
+ 1.79%
$475.2 - $527.7 $64.6K - $71.8K
7.72K $4.07B
NCNO
N Cino, Inc.

Technology
7.81K
New
$29.0 - $35.0 $226K - $273K
7.81K $247M
UL
Unilever PLC

Consumer Defensive
3.68K
New
$54.7 - $65.59 $201K - $241K
3.68K $239M
GMED
Globus Medical Inc

Healthcare
3.25K
New
$67.08 - $73.92 $218K - $240K
3.25K $232M
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.4K
New
$58.01 - $69.08 $197K - $235K
3.4K $231M
WLY
John Wiley & Sons, Inc.

Communication Services
4.74K
New
$40.69 - $48.34 $193K - $229K
4.74K $229M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.37K
New
$87.56 - $95.49 $208K - $227K
2.37K $227M
AAON
Aaon, Inc.

Industrials
2.09K
New
$83.58 - $107.82 $174K - $225K
2.09K $225M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.15K
New
$156.14 - $187.2 $180K - $215K
1.15K $213M
ORI
Old Republic International Corp

Financial Services
5.94K
New
$29.89 - $35.9 $178K - $213K
5.94K $210M
ARES
Ares Management Corp

Financial Services
1.33K
New
$133.73 - $158.05 $177K - $210K
1.33K $207M
JKHY
Henry Jack & Associates Inc

Technology
1.17K
New
$160.87 - $177.06 $187K - $206K
1.17K $206M
SIGI
Selective Insurance Group Inc

Financial Services
2.2K
New
$82.08 - $101.2 $181K - $223K
2.2K $205M
MLAB
Mesa Laboratories Inc

Technology
1.57K
New
$87.73 - $140.86 $138K - $222K
1.57K $204M
ORCL
Oracle Corp

Technology
1.2K
New
$125.9 - $170.35 $151K - $204K
1.2K $204M
CMI
Cummins Inc

Industrials
625
New
$266.63 - $326.4 $167K - $204K
625 $202M
WSO
Watsco Inc

Industrials
410
New
$448.73 - $519.89 $184K - $213K
410 $202M
META
Meta Platforms, Inc.

Communication Services
74
+ 5.84%
$453.41 - $572.44 $33.6K - $42.4K
1.34K $768M
EXLS
Exl Service Holdings, Inc.

Technology
1.35K
+ 17.93%
$31.2 - $38.15 $42.2K - $51.6K
8.9K $339M
VO
Vanguard Mid Cap ETF

ETFs
94
+ 2.76%
$237.84 - $263.83 $22.4K - $24.8K
3.5K $922M
CNS
Cohen & Steers, Inc.

Financial Services
314
+ 11.0%
$70.88 - $97.15 $22.3K - $30.5K
3.17K $304M
FSV
First Service Corp

Real Estate
246
+ 16.98%
$152.13 - $183.13 $37.4K - $45K
1.7K $309M
IEX
Idex Corp

Industrials
312
+ 27.06%
$190.56 - $214.98 $59.5K - $67.1K
1.47K $314M
ABBV
Abb Vie Inc.

Healthcare
64
+ 2.68%
$163.84 - $199.33 $10.5K - $12.8K
2.45K $483M
HLI
Houlihan Lokey, Inc.

Financial Services
169
+ 8.28%
$134.11 - $161.99 $22.7K - $27.4K
2.21K $349M
TECH
Bio Techne Corp

Healthcare
535
+ 15.43%
$70.96 - $82.35 $38K - $44.1K
4K $320M
IPAR
Inter Parfums Inc

Consumer Defensive
347
+ 18.76%
$113.85 - $140.68 $39.5K - $48.8K
2.2K $284M
ROLL
Rbc Bearings Inc

Industrials
144
+ 19.07%
N/A
899 $269M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4.98K
+ 35.19%
$9.97 - $11.33 $49.6K - $56.4K
19.1K $211M
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 9.25%
$517.38 - $573.86 $27.4K - $30.4K
626 $359M
ACN
Accenture PLC

Technology
13
+ 1.61%
$295.44 - $355.81 $3.84K - $4.63K
821 $290M
NICE
Nice Ltd.

Technology
225
+ 17.16%
$154.95 - $184.96 $34.9K - $41.6K
1.54K $267M
GS
Goldman Sachs Group Inc

Financial Services
23
+ 3.9%
$459.02 - $510.25 $10.6K - $11.7K
613 $304M
CRM
Salesforce, Inc.

Technology
6
+ 0.32%
$238.42 - $276.53 $1.43K - $1.66K
1.86K $508M
Activity Summary
Buys All Purchases 56 New Holdings 20 Increased Positions 36 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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