Albion Financial Group Purchases in Q3 2024

Albion Financial Group

  • $1.42 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
247K
+ 453.32%
$98.91 - $134.91 $24.5M - $33.4M
302K $36.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
466K
+ 9416.34%
$57.8 - $60.8 $26.9M - $28.3M
471K $28.5M
JMBS
Janus Detroit Str Tr Henderson

ETFs
475K
+ 36981.48%
$44.13 - $47.01 $21M - $22.3M
476K $22.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
387K
+ 6989.89%
$50.52 - $50.95 $19.6M - $19.7M
393K $20M
VRT
Vertiv Holdings CO

Industrials
102K
New
$86.66 - $86.66 $8.81M - $8.81M
102K $8.81M
AAPL
Apple Inc.

Technology
1.72K
+ 0.5%
$207.23 - $234.82 $356K - $404K
349K $81.2M
AVGO
Broadcom Inc.

Technology
122K
+ 1262.68%
$136.27 - $1745.86 $16.6M - $212M
131K $22.6M
AMZN
Amazon Com Inc

Consumer Cyclical
44.4K
+ 22.63%
$161.02 - $200.0 $7.15M - $8.88M
241K $44.8M
ORCL
Oracle Corp

Technology
1.3K
+ 0.81%
$125.9 - $170.35 $164K - $222K
162K $27.6M
HD
Home Depot, Inc.

Consumer Cyclical
614
+ 0.94%
$333.64 - $405.2 $205K - $249K
66.2K $26.8M
UNH
Unitedhealth Group Inc

Healthcare
697
+ 1.97%
$488.01 - $604.18 $340K - $421K
36K $21.1M
SBUX
Starbucks Corp

Consumer Cyclical
454
+ 0.31%
$72.51 - $98.6 $32.9K - $44.8K
146K $14.2M
ACN
Accenture PLC

Technology
253
+ 0.52%
$295.44 - $355.81 $74.7K - $90K
48.9K $17.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.71K
+ 2.25%
$38.04 - $45.36 $293K - $350K
350K $15.6M
MUB
Ishares National Muni Bond ETF

ETFs
19.5K
+ 32.28%
$106.13 - $108.7 $2.07M - $2.12M
80.1K $8.7M
BLK
Black Rock Inc.

Financial Services
284
+ 2.52%
$782.27 - $949.51 $222K - $270K
11.6K $11M
MCD
Mcdonalds Corp

Consumer Cyclical
1.17K
+ 4.06%
$245.82 - $304.51 $287K - $356K
30K $9.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
67
+ 0.26%
$531.86 - $624.21 $35.6K - $41.8K
26.1K $16.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 10.09%
$77.02 - $85.06 $878K - $970K
124K $10.5M
GE
General Electric CO

Industrials
45
+ 0.09%
$156.66 - $189.66 $7.05K - $8.53K
52.7K $9.94M
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 2.96%
$163.84 - $199.33 $207K - $252K
44K $8.69M
WEC
Wec Energy Group, Inc.

Utilities
1.94K
+ 3.57%
$77.68 - $96.19 $151K - $187K
56.3K $5.42M
SO
Southern CO

Utilities
1.77K
+ 2.29%
$77.0 - $90.52 $136K - $160K
79.1K $7.13M
IBB
Ishares Biotechnology ETF

ETFs
356
+ 0.27%
$135.09 - $149.47 $48.1K - $53.2K
130K $18.9M
V
Visa Inc.

Financial Services
876
+ 1.35%
$253.74 - $291.56 $222K - $255K
65.8K $18.1M
SOXX
Ishares Semiconductor ETF

ETFs
4.64K
+ 143.16%
$199.29 - $265.49 $924K - $1.23M
7.88K $1.82M
CLX
Clorox CO

Consumer Defensive
991
+ 3.16%
$131.73 - $166.97 $131K - $165K
32.4K $5.28M
CSCO
Cisco Systems, Inc.

Technology
1.68K
+ 1.07%
$44.74 - $53.22 $75.3K - $89.5K
158K $8.43M
CUBE
Cube Smart

Real Estate
3.71K
+ 4.34%
$43.74 - $54.55 $162K - $202K
89.3K $4.8M
PAYX
Paychex Inc

Industrials
739
+ 1.48%
$116.17 - $135.19 $85.8K - $99.9K
50.5K $6.78M
NNN
National Retail Properties, Inc.

Real Estate
5.62K
+ 6.94%
$42.12 - $48.79 $237K - $274K
86.5K $4.19M
ED
Consolidated Edison Inc

Utilities
172
+ 0.35%
$88.42 - $104.97 $15.2K - $18.1K
49.7K $5.18M
UNP
Union Pacific Corp

Industrials
73
+ 0.2%
$221.78 - $256.09 $16.2K - $18.7K
35.7K $8.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.9K
+ 20.37%
$50.61 - $50.96 $652K - $657K
76.2K $3.88M
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 18.24%
$191.76 - $263.26 $209K - $287K
7.07K $1.85M
AMGN
Amgen Inc

Healthcare
575
+ 2.2%
$309.38 - $337.38 $178K - $194K
26.7K $8.6M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
3.07K
+ 8.44%
$64.24 - $74.15 $197K - $228K
39.5K $2.92M
PEP
Pepsico Inc

Consumer Defensive
1.3K
+ 3.45%
$161.9 - $179.3 $210K - $232K
38.9K $6.61M
IFF
International Flavors & Fragrances Inc

Basic Materials
1.09K
+ 3.89%
$93.14 - $105.12 $101K - $114K
29K $3.04M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
24.6K
+ 26.24%
$11.52 - $12.52 $283K - $308K
118K $1.46M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
370
+ 0.46%
$73.78 - $81.92 $27.3K - $30.3K
81.6K $6.69M
ABT
Abbott Laboratories

Healthcare
140
+ 0.46%
$100.07 - $118.13 $14K - $16.5K
30.4K $3.46M
PG
Procter & Gamble CO

Consumer Defensive
166
+ 0.51%
$160.76 - $177.82 $26.7K - $29.5K
32.7K $5.67M
PGR
Progressive Corp

Financial Services
1.08K
New
$209.46 - $259.24 $226K - $280K
1.08K $274K
ARES
Ares Management Corp

Financial Services
1.65K
New
$133.73 - $158.05 $221K - $261K
1.65K $257K
MDT
Medtronic PLC

Healthcare
9
+ 0.04%
$76.84 - $91.03 $692 - $819
20.6K $1.86M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.78K
New
$48.27 - $49.33 $230K - $236K
4.78K $233K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
5K
+ 3.11%
$2.88 - $5.17 $14.4K - $25.9K
166K $776K
ADP
Automatic Data Processing Inc

Industrials
500
+ 25.0%
$233.44 - $279.45 $117K - $140K
2.5K $691K
Activity Summary
Buys All Purchases 135 New Holdings 29 Increased Positions 106 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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