Private Wealth Management Group, LLC Incresed Positions in Q3 2024

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TECH
Bio Techne Corp

Healthcare
1
+ 1.04%
$70.96 - $82.35 $71 - $82.4
97 $7.75M
TALO
Talos Energy Inc.

Energy
108
+ 79.41%
$10.05 - $12.06 $1.09K - $1.3K
244 $2.53M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
93
+ 23.19%
$5.25 - $6.62 $488 - $616
494 $3.09M
BXP
Boston Properties Inc

Real Estate
1
+ 2.5%
$60.3 - $82.49 $60.3 - $82.5
41 $3.3M
ON
On Semiconductor Corp

Technology
2
+ 1.32%
$66.39 - $78.74 $133 - $157
153 $11.1M
ADI
Analog Devices Inc

Technology
2
+ 1.28%
$200.56 - $243.33 $401 - $487
158 $36.4M
EQR
Equity Residential

Real Estate
1
+ 0.75%
$67.19 - $78.09 $67.2 - $78.1
134 $9.98M
ALGM
Allegro Microsystems, Inc.

Technology
42
+ 89.36%
$20.48 - $33.15 $860 - $1.39K
89 $2.07M
ZION
Zions Bancorporation, National Association

Financial Services
1
+ 0.56%
$42.49 - $52.53 $42.5 - $52.5
181 $8.55M
WELL
Welltower Inc.

Real Estate
2
+ 10.0%
$104.0 - $129.74 $208 - $259
22 $2.82M
AWK
American Water Works Company, Inc.

Utilities
1
+ 2.94%
$127.76 - $149.9 $128 - $150
35 $5.12M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 5.0%
$95.54 - $108.77 $287 - $326
63 $6.54M
NEM
Newmont Corp

Basic Materials
6
+ 17.65%
$41.65 - $55.85 $250 - $335
40 $2.14M
PRU
Prudential Financial Inc

Financial Services
1
+ 0.68%
$105.53 - $127.32 $106 - $127
147 $17.8M
TDOC
Teladoc Health, Inc.

Healthcare
81
+ 79.41%
$6.79 - $10.09 $550 - $817
183 $1.68M
CME
Cme Group Inc.

Financial Services
2
+ 25.0%
$193.43 - $220.62 $387 - $441
10 $2.21M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 6.67%
$259.22 - $299.75 $259 - $300
16 $4.5M
KMX
Carmax Inc

Consumer Cyclical
1
+ 0.76%
$71.21 - $85.78 $71.2 - $85.8
132 $10.2M
GWRE
Guidewire Software, Inc.

Technology
1
+ 11.11%
$137.04 - $182.94 $137 - $183
10 $1.83M
L
Loews Corp

Financial Services
4
+ 6.56%
$73.76 - $81.96 $295 - $328
65 $5.14M
TROX
Tronox Holdings PLC

Basic Materials
44
+ 63.77%
$11.69 - $17.31 $514 - $762
113 $1.65M
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 1.68%
$28.13 - $32.83 $56.3 - $65.7
121 $3.94M
IR
Ingersoll Rand Inc.

Industrials
2
+ 4.26%
$86.9 - $100.4 $174 - $201
49 $4.81M
WDAY
Workday, Inc.

Technology
1
+ 7.14%
$207.75 - $264.68 $208 - $265
15 $3.67M
ADNT
Adient PLC

Consumer Cyclical
30
+ 44.78%
$19.9 - $25.76 $597 - $773
97 $2.19M
ECL
Ecolab Inc.

Basic Materials
1
+ 6.25%
$228.86 - $255.76 $229 - $256
17 $4.34M
A
Agilent Technologies, Inc.

Healthcare
2
+ 16.67%
$125.42 - $148.48 $251 - $297
14 $2.08M
DVAX
Dynavax Technologies Corp

Healthcare
47
+ 25.54%
$10.05 - $11.61 $472 - $546
231 $2.57M
IQV
Iqvia Holdings Inc.

Healthcare
1
+ 10.0%
$206.81 - $251.55 $207 - $252
11 $2.61M
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 3.03%
$144.47 - $162.98 $144 - $163
34 $5.5M
NAPA
Duckhorn Portfolio, Inc.

Consumer Defensive
115
+ 77.7%
$5.56 - $7.66 $639 - $881
263 $1.53M
HBAN
Huntington Bancshares Inc

Financial Services
4
+ 1.55%
$12.84 - $15.15 $51.4 - $60.6
262 $3.85M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
1
+ 1.32%
$57.32 - $67.53 $57.3 - $67.5
77 $5.04M
MAS
Masco Corp

Industrials
2
+ 13.33%
$64.7 - $83.94 $129 - $168
17 $1.43M
TRU
Trans Union

Industrials
1
+ 10.0%
$72.72 - $106.05 $72.7 - $106
11 $1.15M
RLJ
Rlj Lodging Trust

Real Estate
66
+ 14.51%
$8.88 - $9.98 $586 - $659
521 $4.78M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1
+ 1.19%
$47.99 - $54.43 $48 - $54.4
85 $4.59M
CMS
Cms Energy Corp

Utilities
2
+ 9.09%
$58.7 - $70.62 $117 - $141
24 $1.7M
MDU
Mdu Resources Group Inc

Industrials
4
+ 3.36%
$24.1 - $27.68 $96.4 - $111
123 $3.37M
KHC
Kraft Heinz CO

Consumer Defensive
3
+ 3.16%
$31.86 - $36.13 $95.6 - $108
98 $3.44M
COTY
Coty Inc.

Consumer Defensive
45
+ 40.18%
$8.83 - $10.44 $397 - $470
157 $1.48M
WTRG
Essential Utilities, Inc.

Utilities
1
+ 0.41%
$36.74 - $41.49 $36.7 - $41.5
243 $9.37M
HPQ
Hp Inc

Technology
2
+ 0.66%
$32.02 - $38.11 $64 - $76.2
303 $10.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 2.44%
$460.0 - $505.78 $460 - $506
42 $19.5M
Arcadium Lithium PLC
357
+ 25.81%
N/A
1.74K $4.96M
ONB
Old National Bancorp

Financial Services
7
+ 6.31%
$16.67 - $20.22 $117 - $142
118 $2.2M
SYF
Synchrony Financial

Financial Services
2
+ 2.86%
$43.77 - $52.22 $87.5 - $104
72 $3.59M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
2
+ 2.78%
N/A
74 $1.37M
DOV
Dover Corp

Industrials
1
+ 14.29%
$172.5 - $193.03 $173 - $193
8 $1.53M
Activity Summary
Buys All Purchases 413 New Holdings 71 Increased Positions 342 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 0 Puts 0
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