Advocate Group LLC Sells in Q4 2024

Advocate Group LLC

  • $531 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-12.5K
- 2.33%
$62.78 - $74.62 $783K - $930K
523K $33.4M
IBM
International Business Machines Corp

Technology
-8.46K
- 12.9%
$204.9 - $238.04 $1.73M - $2.01M
57.1K $12.6M
BCE
Bce Inc

Communication Services
-4.02K
- 2.67%
$22.53 - $34.84 $90.6K - $140K
147K $3.4M
UL
Unilever PLC

Consumer Defensive
-11.1K
- 7.82%
$56.7 - $64.64 $630K - $718K
131K $7.43M
DUK
Duke Energy Corp

Utilities
-9.11K
- 10.71%
$105.76 - $120.76 $963K - $1.1M
76K $8.18M
PSA
Public Storage

Real Estate
-572
- 3.03%
$289.33 - $360.21 $165K - $206K
18.3K $5.49M
XOM
Exxon Mobil Corp

Energy
-9.48K
- 29.49%
$105.51 - $125.37 $1M - $1.19M
22.7K $2.44M
SCCO
Southern Copper Corp

Basic Materials
-1.67K
- 4.21%
$91.13 - $117.95 $152K - $197K
38.1K $3.47M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.71K
- 4.64%
$130.37 - $146.09 $354K - $396K
55.7K $7.3M
SO
Southern CO

Utilities
-1.39K
- 1.47%
$81.5 - $94.15 $113K - $131K
93K $7.66M
NEE
Nextera Energy Inc

Utilities
-1.06K
- 1.85%
$69.77 - $85.43 $73.8K - $90.4K
56K $4.01M
MSFT
Microsoft Corp

Technology
-1.1K
- 4.17%
$406.35 - $454.46 $447K - $499K
25.3K $10.6M
UNP
Union Pacific Corp

Industrials
-250
- 0.72%
$223.15 - $249.32 $55.8K - $62.3K
34.4K $7.84M
CAT
Caterpillar Inc

Industrials
-478
- 2.67%
$360.37 - $416.88 $172K - $199K
17.4K $6.33M
UNH
Unitedhealth Group Inc

Healthcare
-36
- 0.44%
$485.52 - $625.25 $17.5K - $22.5K
8.06K $4.08M
WPC
W. P. Carey Inc.

Real Estate
-157
- 0.21%
$53.44 - $61.33 $8.39K - $9.63K
75.5K $4.11M
AMAT
Applied Materials Inc

Technology
-646
- 5.56%
$161.44 - $213.89 $104K - $138K
11K $1.79M
NTR
Nutrien Ltd.

Basic Materials
-1.59K
- 1.18%
$44.04 - $50.78 $69.9K - $80.6K
133K $5.94M
PG
Procter & Gamble CO

Consumer Defensive
-691
- 1.31%
$161.05 - $179.7 $111K - $124K
52.2K $8.74M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.13K
- 21.21%
$59.25 - $72.99 $185K - $228K
11.6K $694K
AMGN
Amgen Inc

Healthcare
-38
- 0.61%
$258.78 - $328.31 $9.83K - $12.5K
6.18K $1.61M
BP
Bp PLC

Energy
-3.37K
- 2.15%
$28.16 - $33.14 $94.9K - $112K
153K $4.53M
MAS
Masco Corp

Industrials
-2.82K
- 21.18%
$72.52 - $85.73 $205K - $242K
10.5K $762K
TXN
Texas Instruments Inc

Technology
-1.31K
- 3.48%
N/A
36.4K $7.09M
AVB
Avalonbay Communities Inc

Real Estate
-462
- 2.06%
$216.28 - $237.81 $99.9K - $110K
22K $4.84M
WMT
Walmart Inc.

Consumer Defensive
-6.24K
- 17.23%
$79.1 - $95.7 $494K - $597K
30K $2.71M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.44K
- 19.49%
$87.85 - $98.6 $127K - $142K
5.97K $531K
AZN
Astrazeneca PLC

Healthcare
-6
- 0.05%
$63.2 - $79.58 $379 - $477
12.7K $831K
PKG
Packaging Corp Of America

Consumer Cyclical
-730
- 18.84%
$211.98 - $248.85 $155K - $182K
3.15K $708K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.24K
- 16.87%
$39.22 - $47.52 $48.5K - $58.8K
6.09K $241K
VTI
Vanguard Total Stock Market Et

ETFs
-800
- 4.02%
$280.04 - $302.45 $224K - $242K
19.1K $5.54M
META
Meta Platforms, Inc.

Communication Services
-181
- 21.62%
$554.08 - $632.68 $100K - $115K
656 $386K
DEO
Diageo PLC

Consumer Defensive
-250
- 11.18%
$118.0 - $139.88 $29.5K - $35K
1.99K $252K
NSC
Norfolk Southern Corp

Industrials
-69
- 2.15%
$230.6 - $277.0 $15.9K - $19.1K
3.14K $736K
ABT
Abbott Laboratories

Healthcare
-146
- 1.09%
$111.93 - $119.39 $16.3K - $17.4K
13.3K $1.5M
STLD
Steel Dynamics Inc

Basic Materials
-5
- 0.09%
N/A
5.66K $555K
DE
Deere & CO

Industrials
-55
- 1.11%
$389.45 - $466.0 $21.4K - $25.6K
4.91K $2.08M
PAYX
Paychex Inc

Industrials
-54
- 0.61%
$135.86 - $148.73 $7.34K - $8.03K
8.79K $1.23M
DLR
Digital Realty Trust, Inc.

Real Estate
-40
- 1.0%
$156.46 - $195.69 $6.26K - $7.83K
3.96K $701K
DRI
Darden Restaurants Inc

Consumer Cyclical
-65
- 1.73%
$155.96 - $188.66 $10.1K - $12.3K
3.7K $690K
CMI
Cummins Inc

Industrials
-546
- 2.36%
$324.93 - $383.42 $177K - $209K
22.6K $7.88M
SCHW
Schwab Charles Corp

Financial Services
-223
- 0.18%
$63.31 - $82.85 $14.1K - $18.5K
121K $8.97M
JPM
Jpmorgan Chase & CO

Financial Services
-737
- 1.64%
$205.18 - $250.29 $151K - $184K
44.1K $10.6M
AVGO
Broadcom Inc.

Technology
-1.55K
- 5.84%
$159.67 - $250.0 $247K - $387K
24.9K $5.78M
MS
Morgan Stanley

Financial Services
-3.55K
- 4.21%
$104.42 - $134.99 $371K - $479K
80.8K $10.2M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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