Clayton Financial Group LLC Purchases and Sells in Q3 2024

Clayton Financial Group LLC

$267 Billion
Q3 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	4.17K + 12.75%	$207.23 - $234.82 $864K - $979K	36.9K $8.59B
VTV	2.64K + 1.97%	$159.75 - $174.57 $422K - $461K	136K $23.8B
SCHX	17.3K + 18.08%	$61.11 - $67.85 $1.06M - $1.17M	113K $7.65B
EFG	12.3K + 64.7%	$96.84 - $108.77 $1.19M - $1.34M	31.3K $3.37B
DEM	26K + 25.2%	$40.48 - $45.39 $1.05M - $1.18M	129K $5.69B
DSTL	17.6K + 31.87%	$50.87 - $56.8 $895K - $999K	72.8K $4.13B

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	2.21K New	$488.01 - $604.18 $1.08M - $1.33M	2.21K $1.29B
CI	1.82K New	$319.12 - $367.1 $579K - $666K	1.82K $629M
AMZN	2.15K New	$161.02 - $200.0 $346K - $429K	2.15K $400M
SDY	2.74K New	$125.95 - $142.04 $345K - $389K	2.74K $389M
NEE	3.99K New	$69.9 - $84.97 $279K - $339K	3.99K $337M
IJR	2.52K New	$105.53 - $118.34 $266K - $298K	2.52K $294M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNQ	-18.8K - 55.43%	$82.97 - $98.97 $1.56M - $1.86M	15.1K $1.47B
ICSH	-6.42K - 28.51%	$50.32 - $50.75 $323K - $326K	16.1K $817M
IJJ	-1.76K - 44.88%	$111.9 - $124.28 $196K - $218K	2.16K $266M
ICF	-4.91K - 23.96%	$56.77 - $67.33 $279K - $330K	15.6K $1.03B
DFAT	-1.2K - 9.18%	$51.0 - $57.07 $61K - $68.3K	11.8K $659M
IWP	-482 - 17.23%	$103.87 - $117.59 $50.1K - $56.7K	2.32K $272M

Activity Summary All Purchases 86 New Holdings 21 Increased Positions 65 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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