Aptus Capital Advisors, LLC Purchases in Q3 2024

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TRMK
Trustmark Corp

Financial Services
16.9K
New
$29.23 - $35.42 $494K - $598K
16.9K $537K
EVTC
Evertec, Inc.

Technology
13.7K
+ 15.6%
$29.61 - $35.08 $407K - $482K
102K $3.45M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.83K
+ 587.68%
$49.77 - $51.95 $489K - $510K
11.5K $595K
SLB
Schlumberger Limited

Energy
22.7K
+ 26.89%
$39.57 - $49.67 $899K - $1.13M
107K $4.5M
KOMP
Spdr S&P Kensho New Economies

ETFs
4.91K
+ 6.79%
$44.44 - $50.42 $218K - $248K
77.2K $3.81M
HWC
Hancock Whitney Corp

Financial Services
9.35K
New
$45.51 - $57.12 $426K - $534K
9.35K $478K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.27K
+ 29.01%
$57.32 - $62.65 $359K - $393K
27.9K $1.74M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
13.2K
+ 18027.4%
$31.15 - $35.67 $410K - $469K
13.2K $464K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
60.2K
+ 44.38%
$7.06 - $7.82 $425K - $471K
196K $1.5M
AVEM
American Centy ETF Tr Avantis

ETFs
6.95K
New
$57.2 - $65.59 $397K - $456K
6.95K $448K
KRP
Kimbell Royalty Partners, LP

Energy
30.8K
+ 15.64%
$15.11 - $17.05 $465K - $525K
228K $3.66M
CSL
Carlisle Companies Inc

Industrials
892
+ 105.56%
$376.5 - $449.34 $336K - $401K
1.74K $780K
CPA
Copa Holdings, S.A.

Industrials
5.05K
+ 15.46%
$81.5 - $96.88 $412K - $490K
37.7K $3.54M
NSC
Norfolk Southern Corp

Industrials
1.05K
+ 20.98%
$213.75 - $259.69 $224K - $272K
6.04K $1.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.2K
+ 15275.27%
$28.11 - $29.42 $399K - $418K
14.3K $420K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.84K
+ 5.02%
$89.91 - $101.33 $166K - $187K
38.6K $3.78M
SPGI
S&P Global Inc.

Financial Services
412
+ 14.67%
$446.32 - $527.38 $184K - $217K
3.22K $1.66M
BMY
Bristol Myers Squibb CO

Healthcare
4.42K
+ 25.53%
$39.66 - $51.75 $175K - $229K
21.7K $1.12M
BX
Blackstone Inc.

Financial Services
1.28K
+ 18.07%
$120.77 - $159.66 $155K - $205K
8.39K $1.28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.27K
+ 101.79%
$147.95 - $191.05 $336K - $434K
4.51K $782K
QCOM
Qualcomm Inc

Technology
4.69K
+ 33.12%
$156.12 - $209.64 $732K - $983K
18.8K $3.21M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
3.28K
+ 1977.71%
$105.49 - $116.32 $346K - $382K
3.45K $395K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
3.19K
+ 74.06%
$98.24 - $109.56 $313K - $349K
7.49K $820K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.55K
+ 91.71%
$66.56 - $75.11 $303K - $341K
9.5K $709K
AIQ
Global X Funds Global X Artifi

ETFs
8.74K
+ 34.46%
$31.85 - $37.36 $278K - $326K
34.1K $1.27M
DHR
Danaher Corp

Healthcare
689
+ 11.82%
$239.25 - $280.76 $165K - $193K
6.52K $1.81M
DFAX
Dimensional ETF Tr
12.7K
New
$24.29 - $27.25 $308K - $346K
12.7K $342K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.06K
+ 4.66%
$84.77 - $97.13 $174K - $200K
46.2K $4.42M
ACWI
Ishares Msci Acwi ETF

ETFs
2.75K
+ 4514.75%
$107.24 - $119.84 $295K - $330K
2.82K $336K
CARR
Carrier Global Corp

Industrials
2.63K
+ 39.35%
$61.9 - $80.88 $163K - $213K
9.32K $750K
PPG
Ppg Industries Inc

Basic Materials
2.46K
New
$118.32 - $134.55 $291K - $331K
2.46K $326K
VTV
Vanguard Value ETF

ETFs
1.01K
+ 9.67%
$159.75 - $174.57 $162K - $177K
11.5K $2.01M
SBUX
Starbucks Corp

Consumer Cyclical
833
+ 6.74%
$72.51 - $98.6 $60.4K - $82.1K
13.2K $1.29M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.42K
+ 3.35%
$91.41 - $101.59 $130K - $144K
43.8K $4.45M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.74K
+ 1.56%
$63.74 - $73.47 $111K - $128K
113K $8.1M
HPQ
Hp Inc

Technology
8.7K
New
$32.02 - $38.11 $278K - $331K
8.7K $311K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.6K
New
$24.78 - $25.11 $288K - $292K
11.6K $291K
XCEM
Columbia ETF Tr Ii

ETFs
5.21K
+ 3.24%
$30.17 - $33.79 $157K - $176K
166K $5.42M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.87K
New
$48.06 - $49.39 $282K - $290K
5.87K $289K
PAYX
Paychex Inc

Industrials
1.41K
+ 23.38%
$116.17 - $135.19 $164K - $191K
7.44K $998K
GWW
W.W. Grainger, Inc.

Industrials
273
New
$896.19 - $1044.18 $245K - $285K
273 $283K
APD
Air Products & Chemicals, Inc.

Basic Materials
565
+ 20.03%
$247.34 - $300.11 $140K - $170K
3.39K $1.01M
MMM
3 M CO

Industrials
706
+ 13.68%
$99.69 - $139.42 $70.4K - $98.4K
5.87K $801K
BLDR
Builders First Source, Inc.

Industrials
1.41K
New
$132.6 - $201.83 $187K - $284K
1.41K $273K
MGK
Vanguard Mega Cap Growth ETF

ETFs
810
+ 84.11%
$285.48 - $330.24 $231K - $267K
1.77K $570K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.72K
New
$128.47 - $280.94 $221K - $483K
1.72K $266K
BDX
Becton Dickinson & CO

Healthcare
1K
+ 37.62%
$221.47 - $242.41 $222K - $243K
3.67K $885K
GD
General Dynamics Corp

Industrials
684
+ 16.24%
$279.51 - $308.09 $191K - $211K
4.9K $1.48M
IEV
Ishares Tr Europe ETF

ETFs
674
+ 1.09%
$53.25 - $58.78 $35.9K - $39.6K
62.3K $3.63M
Activity Summary
Buys All Purchases 740 New Holdings 122 Increased Positions 618 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 1 Puts 0
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