Heritage Family Offices, LLP Purchases in Q3 2024

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
47
+ 1.4%
$108.65 - $139.41 $5.11K - $6.55K
3.41K $476M
SITE
Site One Landscape Supply, Inc.

Industrials
31
+ 1.61%
$115.64 - $153.52 $3.58K - $4.76K
1.95K $295M
NVS
Novartis Ag

Healthcare
65
+ 1.1%
$106.13 - $120.89 $6.9K - $7.86K
6K $690M
EFG
Msci Eafe Growth ETF

ETFs
381
+ 12.59%
$96.84 - $108.77 $36.9K - $41.4K
3.41K $367M
NDSN
Nordson Corp

Industrials
11
+ 0.63%
$225.0 - $262.63 $2.48K - $2.89K
1.76K $462M
QUAL
Ishares Msci Usa Quality Facto

ETFs
181
+ 6.87%
$162.64 - $179.3 $29.4K - $32.5K
2.82K $505M
RELX
Relx PLC

Communication Services
427
+ 2.05%
$44.1 - $48.86 $18.8K - $20.9K
21.3K $1.01B
VNQ
Vanguard Specialized Funds Van

ETFs
36
+ 1.09%
$82.97 - $98.97 $2.99K - $3.56K
3.35K $326M
AVGO
Broadcom Inc.

Technology
12.2K
+ 850.17%
$136.27 - $1745.86 $1.66M - $21.2M
13.6K $2.35B
THO
Thor Industries Inc

Consumer Cyclical
6
+ 0.23%
$91.4 - $109.97 $548 - $660
2.61K $287M
BSY
Bentley Systems Inc

Technology
480
+ 4.75%
$44.79 - $51.95 $21.5K - $24.9K
10.6K $538M
ADUS
Addus Home Care Corp

Healthcare
24
+ 1.15%
$116.16 - $133.58 $2.79K - $3.21K
2.12K $281M
WRB
Berkley W R Corp

Financial Services
2.78K
+ 50.84%
$51.54 - $79.62 $143K - $221K
8.23K $467M
TDY
Teledyne Technologies Inc

Technology
1
+ 0.14%
$381.47 - $437.71 $381 - $438
723 $316M
CHE
Chemed Corp

Healthcare
3
+ 0.58%
$527.82 - $600.97 $1.58K - $1.8K
523 $314M
NPO
Enpro Industries, Inc

Industrials
2
+ 0.11%
$141.73 - $171.51 $283 - $343
1.85K $300M
WSO
Watsco Inc

Industrials
5
+ 0.52%
$448.73 - $519.89 $2.24K - $2.6K
958 $471M
VIAV
Viavi Solutions Inc.

Technology
66
+ 0.5%
$6.97 - $9.02 $460 - $595
13.4K $121M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14
+ 0.06%
$41.95 - $43.42 $587 - $608
23.3K $1.01B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
175
+ 0.63%
$22.38 - $23.66 $3.92K - $4.14K
28K $656M
SIGI
Selective Insurance Group Inc

Financial Services
288
+ 10.38%
$82.08 - $101.2 $23.6K - $29.1K
3.06K $286M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14
+ 0.64%
$111.9 - $124.28 $1.57K - $1.74K
2.22K $274M
JKHY
Henry Jack & Associates Inc

Technology
2
+ 0.09%
$160.87 - $177.06 $322 - $354
2.18K $385M
ROL
Rollins Inc

Consumer Cyclical
69
+ 0.83%
$45.93 - $51.4 $3.17K - $3.55K
8.41K $425M
GPC
Genuine Parts CO

Consumer Cyclical
32
+ 0.74%
$131.04 - $147.11 $4.19K - $4.71K
4.36K $609M
XOM
Exxon Mobil Corp

Energy
14
+ 0.58%
$109.72 - $119.0 $1.54K - $1.67K
2.43K $285M
AZN
Astrazeneca PLC

Healthcare
31
+ 0.34%
$76.67 - $87.62 $2.38K - $2.72K
9.13K $711M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
29
+ 1.07%
$86.23 - $103.97 $2.5K - $3.02K
2.74K $266M
XLK
Technology Sector Spdr

ETFs
3
+ 0.1%
$197.34 - $237.68 $592 - $713
2.9K $654M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
49
+ 0.37%
$10.15 - $10.15 $497 - $497
13.4K $139M
AEIS
Advanced Energy Industries Inc

Industrials
20
+ 1.06%
$92.85 - $119.61 $1.86K - $2.39K
1.9K $200M
CRL
Charles River Laboratories International, Inc.

Healthcare
9
+ 0.53%
$187.96 - $245.29 $1.69K - $2.21K
1.7K $335M
HON
Honeywell International Inc

Industrials
70
+ 1.46%
$196.73 - $220.21 $13.8K - $15.4K
4.86K $1.01B
SU
Suncor Energy Inc

Energy
97
+ 0.52%
$36.06 - $41.7 $3.5K - $4.04K
18.8K $692M
TTE
Total Energies Se

Energy
5
+ 0.05%
$68.61 - $68.61 $343 - $343
9.85K $637M
SAIA
Saia Inc

Industrials
5
+ 0.69%
$367.6 - $509.42 $1.84K - $2.55K
730 $319M
WFC
Wells Fargo & Company

Financial Services
24
+ 0.19%
$51.58 - $60.97 $1.24K - $1.46K
12.9K $726M
KALU
Kaiser Aluminum Corp

Basic Materials
5
+ 0.18%
$66.36 - $99.35 $332 - $497
2.76K $200M
TER
Teradyne, Inc

Technology
34
+ 0.97%
$114.25 - $163.0 $3.88K - $5.54K
3.54K $474M
LPLA
Lpl Financial Holdings Inc.

Financial Services
15
+ 0.88%
$193.0 - $282.1 $2.9K - $4.23K
1.73K $402M
NXPI
Nxp Semiconductors N.V.

Technology
17
+ 0.52%
$225.14 - $290.78 $3.83K - $4.94K
3.29K $789M
NVO
Novo Nordisk A S

Healthcare
39
+ 0.58%
$119.07 - $145.42 $4.64K - $5.67K
6.78K $807M
ASML
Asml Holding Nv

Technology
14
+ 1.35%
$749.82 - $1098.95 $10.5K - $15.4K
1.05K $878M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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