Advocate Group LLC Purchases and Sells in Q3 2024

Advocate Group LLC

$551 Million
Q3 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GIS	70.1K + 15.06%	$62.5 - $75.15 $4.38M - $5.27M	536K $39.5M
IBM	524 + 0.81%	$175.1 - $223.38 $91.8K - $117K	65.6K $14.5M
VEA	18.7K + 5.67%	$47.6 - $53.31 $890K - $997K	349K $18.4M
ABBV	295 + 0.38%	$163.84 - $199.33 $48.3K - $58.8K	77.3K $15.3M
MCD	1.22K + 4.32%	$245.82 - $304.51 $299K - $371K	29.4K $8.96M
ENB	9.95K + 4.27%	$35.27 - $41.18 $351K - $410K	243K $9.86M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CEG	869 New	$167.08 - $262.86 $145K - $228K	869 $225K
SON	3.92K New	$48.33 - $56.57 $189K - $222K	3.92K $214K
GWW	202 New	$896.19 - $1044.18 $181K - $211K	202 $209K
SCHG	1.92K New	$92.63 - $105.69 $178K - $203K	1.92K $200K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-2.1K - 7.38%	$395.15 - $467.56 $830K - $982K	26.4K $11.3M
ENTG	-4.69K - 49.5%	$98.09 - $146.48 $460K - $686K	4.78K $538K
AMAT	-358 - 2.99%	$174.88 - $254.97 $62.6K - $91.3K	11.6K $2.35M
TD	-9.18K - 49.22%	$54.54 - $64.56 $500K - $592K	9.47K $598K
MU	-910 - 26.76%	$86.27 - $136.82 $78.5K - $125K	2.49K $258K
META	-375 - 30.94%	$453.41 - $572.44 $170K - $215K	837 $479K

Activity Summary All Purchases 65 New Holdings 4 Increased Positions 61 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocate Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocate Group LLC with notifications on news.