Heritage Family Offices, LLP Purchases and Sells in Q3 2024

Heritage Family Offices, LLP

$194 Billion
Q3 2024

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPEM	3.1K + 0.7%	$36.02 - $41.68 $112K - $129K	446K $18.4B
MA	863 + 27.77%	$429.6 - $500.99 $371K - $432K	3.97K $1.96B
ICE	2.01K + 21.31%	$136.93 - $162.81 $276K - $328K	11.5K $1.84B
USHY	1.93K + 0.8%	$36.06 - $37.66 $69.5K - $72.6K	243K $9.15B
ABBV	3 + 0.03%	$163.84 - $199.33 $492 - $598	8.9K $1.76B
HLN	200 + 0.24%	$8.32 - $10.7 $1.66K - $2.14K	85K $899M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TE CONNECTIVITY PLC	13.9K New	N/A	13.9K $2.09B
AMERICAN HEALTHCARE REIT INC	23.6K New	N/A	23.6K $617M
WMT	6.11K New	$66.91 - $81.4 $408K - $497K	6.11K $493M
OLED	1.94K New	$157.72 - $236.42 $306K - $459K	1.94K $408M
AMENTUM HOLDINGS INC	9.54K New	N/A	9.54K $308M
BRP	4.85K New	$35.8 - $40.92 $174K - $198K	4.85K $242M

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	-16.2K - 59.98%	$18.9 - $34.87 $307K - $566K	10.8K $254M
KLAC	-152 - 5.18%	$696.17 - $892.35 $106K - $136K	2.78K $2.15B
MSFT	-298 - 3.9%	$395.15 - $467.56 $118K - $139K	7.34K $3.16B
IVV	-1.08K - 7.64%	$520.18 - $576.82 $559K - $620K	13K $7.5B
MRK	-25 - 0.19%	$111.15 - $128.97 $2.78K - $3.22K	13K $1.48B
COP	-87 - 0.64%	$102.3 - $116.61 $8.9K - $10.1K	13.4K $1.41B

Activity Summary All Purchases 94 New Holdings 21 Increased Positions 73 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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