Global Financial Private Client, LLC Purchases in Q3 2024

Global Financial Private Client, LLC

  • $257 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
59
+ 6.59%
$57.96 - $65.72 $3.42K - $3.88K
954 $57M
AVY
Avery Dennison Corp

Industrials
13
New
$202.27 - $224.18 $2.63K - $2.91K
13 $2.87M
CCI
Crown Castle International Corp

Real Estate
20
+ 90.91%
$95.29 - $120.24 $1.91K - $2.4K
42 $4.98M
CPRT
Copart Inc

Consumer Cyclical
52
New
$49.19 - $55.54 $2.56K - $2.89K
52 $2.73M
ODFL
Old Dominion Freight Line, Inc.

Industrials
13
+ 325.0%
$178.41 - $210.18 $2.32K - $2.73K
17 $3.38M
WEC
Wec Energy Group, Inc.

Utilities
20
+ 52.63%
$77.68 - $96.19 $1.55K - $1.92K
58 $5.58M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
102
New
$24.38 - $25.2 $2.49K - $2.57K
102 $2.57M
UDR
Udr, Inc.

Real Estate
56
New
$39.96 - $47.13 $2.24K - $2.64K
56 $2.54M
RE
Everest Re Group LTD

Financial Services
6
New
N/A
6 $2.35M
HES
Hess Corp

Energy
18
+ 200.0%
$126.3 - $155.44 $2.27K - $2.8K
27 $3.67M
DOW
Dow Inc.

Basic Materials
41
New
$50.15 - $55.41 $2.06K - $2.27K
41 $2.24M
DGX
Quest Diagnostics Inc

Healthcare
14
New
$137.09 - $137.09 $1.92K - $1.92K
14 $2.17M
WY
Weyerhaeuser CO

Real Estate
34
+ 18.48%
$27.05 - $33.84 $920 - $1.15K
218 $7.38M
VRSK
Verisk Analytics, Inc.

Industrials
8
New
$260.31 - $285.99 $2.08K - $2.29K
8 $2.14M
ABNB
Airbnb, Inc.

Consumer Cyclical
16
New
$113.01 - $154.34 $1.81K - $2.47K
16 $2.03M
EBR
Brazilian Electric Power CO

Utilities
273
New
$6.5 - $7.71 $1.77K - $2.1K
273 $1.97M
VTRS
Viatris Inc

Healthcare
86
+ 9.22%
$10.32 - $12.13 $888 - $1.04K
1.02K $11.8M
FE
Firstenergy Corp

Utilities
43
New
$38.25 - $44.54 $1.64K - $1.92K
43 $1.91M
DFAT
Dimensional ETF Tr U S Target

ETFs
30
+ 60.0%
$51.0 - $57.07 $1.53K - $1.71K
80 $4.45M
VDE
Vanguard Energy ETF

ETFs
28
+ 9.0%
$117.44 - $131.06 $3.29K - $3.67K
339 $41.5M
DEO
Diageo PLC

Consumer Defensive
13
New
$120.02 - $140.77 $1.56K - $1.83K
13 $1.82M
PKX
Posco Holdings Inc.

Basic Materials
26
New
$58.66 - $73.23 $1.53K - $1.9K
26 $1.82M
IP
International Paper CO

Consumer Cyclical
34
New
$42.55 - $49.98 $1.45K - $1.7K
34 $1.66M
KIM
Kimco Realty Corp

Real Estate
67
New
$19.24 - $24.06 $1.29K - $1.61K
67 $1.56M
STLD
Steel Dynamics Inc

Basic Materials
12
New
N/A
12 $1.51M
INVH
Invitation Homes Inc.

Real Estate
42
New
$33.2 - $37.28 $1.39K - $1.57K
42 $1.48M
EUSB
Ishares Tr Esg Advanced Total

Technology
29
New
$42.09 - $44.64 $1.22K - $1.29K
29 $1.29M
EBAY
Ebay Inc

Consumer Cyclical
16
+ 88.89%
$52.61 - $65.44 $842 - $1.05K
34 $2.21M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12
+ 5.77%
$51.3 - $59.04 $616 - $708
220 $12.1M
BTBT
Bit Digital, Inc

Financial Services
319
New
$2.47 - $4.24 $788 - $1.35K
319 $1.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25
+ 23.81%
$31.05 - $34.29 $776 - $857
130 $4.46M
EBRB
Eletrobras Centrais Adr (Prf)
132
New
N/A
132 $1.04M
NRG
Nrg Energy, Inc.

Utilities
11
New
$68.89 - $91.22 $758 - $1K
11 $1M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
20
+ 6.15%
$37.45 - $44.25 $749 - $885
345 $14.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20
+ 36.36%
$28.25 - $31.7 $565 - $634
75 $2.31M
CLSK
Cleanspark, Inc.

Technology
62
New
$8.09 - $19.79 $502 - $1.23K
62 $580K
COP
Conocophillips

Energy
43
+ 9.68%
$102.3 - $116.61 $4.4K - $5.01K
487 $51.3M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
10
+ 66.67%
$33.62 - $38.33 $336 - $383
25 $942K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
90
New
$1.28 - $2.37 $115 - $213
90 $123K
ACHR
Archer Aviation Inc.

Industrials
50
+ 66.67%
$2.91 - $5.39 $146 - $270
125 $379K
RWX
Spdr Dow Jones International R

ETFs
1
+ 33.33%
$23.88 - $28.19 $23.9 - $28.2
4 $110K
TER
Teradyne, Inc

Technology
25
+ 2.67%
$114.25 - $163.0 $2.86K - $4.08K
962 $129M
EOG
Eog Resources Inc

Energy
54
+ 0.85%
$117.9 - $132.65 $6.37K - $7.16K
6.43K $790M
DG
Dollar General Corp

Consumer Defensive
19
+ 6.21%
$80.41 - $132.42 $1.53K - $2.52K
325 $27.5M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
10
+ 0.21%
$201.42 - $273.98 $2.01K - $2.74K
4.86K $1.17B
Jacobs Solutions Inc Com
3
+ 0.08%
N/A
3.95K $517M
AIR
Aar Corp

Industrials
16
+ 0.27%
$57.07 - $75.54 $913 - $1.21K
5.85K $383M
INTC
Intel Corp

Technology
283
+ 2.98%
$18.9 - $34.87 $5.35K - $9.87K
9.77K $229M
NXPI
Nxp Semiconductors N.V.

Technology
4
+ 0.15%
$225.14 - $290.78 $901 - $1.16K
2.6K $623M
Activity Summary
Buys All Purchases 404 New Holdings 146 Increased Positions 258 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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