Accredited Investors Inc. Purchases in Q3 2024

Accredited Investors Inc.

  • $1.68 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
4.56K
+ 554.5%
$137.88 - $161.97 $628K - $738K
5.38K $792K
WMT
Walmart Inc.

Consumer Defensive
8.21K
+ 112.46%
$66.91 - $81.4 $550K - $669K
15.5K $1.25M
IBM
International Business Machines Corp

Technology
2.95K
+ 289.32%
$175.1 - $223.38 $517K - $660K
3.98K $878K
BMY
Bristol Myers Squibb CO

Healthcare
12.4K
+ 534.09%
$39.66 - $51.75 $493K - $644K
14.8K $764K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.98K
+ 9.89%
$285.48 - $330.24 $564K - $653K
22K $7.08M
XLK
Technology Sector Spdr

ETFs
2.6K
+ 199.23%
$197.34 - $237.68 $512K - $617K
3.9K $880K
MUB
Ishares National Muni Bond ETF

ETFs
5.34K
+ 233.44%
$106.13 - $108.7 $567K - $581K
7.63K $828K
KO
Coca Cola CO

Consumer Defensive
7.95K
+ 133.85%
$62.69 - $73.01 $499K - $581K
13.9K $998K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.23K
+ 277.38%
$77.23 - $87.97 $481K - $548K
8.48K $735K
TNC
Tennant CO

Industrials
5.52K
+ 72.3%
$90.62 - $108.78 $500K - $601K
13.2K $1.26M
CLF
Cleveland Cliffs Inc.

Basic Materials
32.5K
+ 234.15%
$10.91 - $16.21 $355K - $527K
46.4K $593K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.94K
+ 1757.97%
$54.98 - $59.51 $382K - $413K
7.34K $436K
HRL
Hormel Foods Corp

Consumer Defensive
13K
+ 2746.09%
$30.04 - $33.14 $390K - $430K
13.5K $426K
PFE
Pfizer Inc

Healthcare
13.5K
+ 201.09%
$27.7 - $31.39 $373K - $423K
20.2K $583K
PEP
Pepsico Inc

Consumer Defensive
2.25K
+ 26.77%
$161.9 - $179.3 $364K - $403K
10.6K $1.81M
HTGC
Hercules Capital, Inc.

Financial Services
18.5K
+ 410.43%
$17.71 - $21.67 $328K - $401K
23K $451K
CELC
Celcuity Inc.

Healthcare
23.7K
+ 441.17%
$13.98 - $19.15 $332K - $455K
29.1K $434K
MLI
Mueller Industries Inc

Industrials
4.59K
+ 453.36%
$55.73 - $74.1 $256K - $340K
5.6K $414K
DIS
Walt Disney CO

Communication Services
3.41K
+ 87.76%
$85.6 - $98.61 $292K - $337K
7.3K $702K
APH
Amphenol Corp

Technology
4.82K
+ 120.02%
$58.39 - $70.41 $281K - $339K
8.83K $575K
BR
Broadridge Financial Solutions, Inc.

Technology
1.43K
+ 66.87%
$196.56 - $218.55 $281K - $313K
3.57K $767K
CRM
Salesforce, Inc.

Technology
1.12K
+ 222.95%
$238.42 - $276.53 $266K - $309K
1.62K $442K
VO
Vanguard Mid Cap ETF

ETFs
1.05K
+ 49.09%
$237.84 - $263.83 $251K - $278K
3.2K $844K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.71K
+ 891.67%
$51.0 - $57.07 $240K - $269K
5.24K $291K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
4.4K
+ 191.01%
$53.15 - $59.61 $234K - $262K
6.7K $392K
INTC
Intel Corp

Technology
10.8K
+ 271.07%
$18.9 - $34.87 $204K - $376K
14.8K $346K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.33K
+ 155.92%
$138.85 - $182.81 $185K - $243K
2.18K $387K
ONON
On Holding Ag

Consumer Cyclical
4.41K
+ 639.13%
$36.63 - $51.57 $162K - $227K
5.1K $255K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.22K
+ 12.01%
$58.03 - $65.37 $187K - $211K
30K $1.94M
ORCC
Owl Rock Capital Corp

Financial Services
15K
+ 943.82%
N/A
16.6K $222K
MS
Morgan Stanley

Financial Services
1.64K
+ 173.68%
$92.07 - $106.96 $151K - $176K
2.59K $269K
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.16K
+ 421.78%
$33.68 - $39.31 $140K - $164K
5.15K $202K
CMCSA
Comcast Corp

Communication Services
3.89K
+ 189.66%
$37.33 - $41.78 $145K - $163K
5.94K $248K
XLF
Financial Sector Spdr

ETFs
3.54K
+ 100.71%
$40.84 - $45.74 $144K - $162K
7.05K $319K
VBR
Vanguard Small Cap Value ETF

ETFs
755
+ 59.92%
$179.99 - $201.6 $136K - $152K
2.02K $404K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.74K
+ 169.53%
$49.82 - $55.29 $137K - $152K
4.36K $241K
GRAB
Grab Holdings LTD

Technology
39K
+ 248.15%
$3.12 - $3.86 $122K - $151K
54.7K $207K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.39K
+ 39.35%
$63.74 - $73.47 $88.5K - $102K
4.92K $351K
RTX
Raytheon Technologies Corp

Industrials
813
+ 37.24%
$99.55 - $123.34 $80.9K - $100K
3K $362K
SHV
Ishares Tr

ETFs
715
+ 34.61%
$110.05 - $110.63 $78.7K - $79.1K
2.78K $307K
FPX
First Trust Us Equity Opportun

ETFs
682
+ 34.67%
$92.33 - $110.55 $63K - $75.4K
2.65K $291K
VERV
Verve Therapeutics, Inc.

Healthcare
13.6K
+ 212.65%
$4.4 - $7.86 $59.9K - $107K
20K $96K
DAL
Delta Air Lines, Inc.

Industrials
1.28K
+ 28.49%
$37.32 - $51.8 $47.9K - $66.5K
5.79K $294K
EBAY
Ebay Inc

Consumer Cyclical
890
+ 36.19%
$52.61 - $65.44 $46.8K - $58.2K
3.35K $218K
EDAP
Edap Tms Sa

Healthcare
20.2K
+ 1666.78%
$2.55 - $5.3 $51.6K - $107K
21.4K $54K
CSGP
Costar Group, Inc.

Real Estate
310
+ 11.7%
$71.59 - $79.61 $22.2K - $24.7K
2.96K $223K
TMCI
Treace Medical Concepts, Inc.

Healthcare
3.11K
+ 4.72%
$5.01 - $8.45 $15.6K - $26.3K
69K $400K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
199
+ 3.91%
$49.93 - $51.15 $9.94K - $10.2K
5.28K $270K
Vizsla Silver Corp
82
+ 0.53%
N/A
15.6K $0
Activity Summary
Buys All Purchases 101 New Holdings 0 Increased Positions 101 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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