Avantax Advisory Services, Inc. Purchases in Q3 2024

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNY
Sanofi

Healthcare
2.22K
+ 6.56%
$48.54 - $58.53 $108K - $130K
36.1K $2.08M
FFBC
First Financial Bancorp

Financial Services
17.1K
New
$21.7 - $28.09 $372K - $482K
17.1K $432K
LAMR
Lamar Advertising CO

Real Estate
859
+ 3.87%
$110.9 - $135.58 $95.3K - $116K
23K $3.08M
CMF
Ishares California Muni Bond E

ETFs
6.94K
+ 36.51%
$56.65 - $58.17 $393K - $404K
26K $1.51M
AIQ
Global X Funds Global X Artifi

ETFs
7.47K
+ 7.85%
$31.85 - $37.36 $238K - $279K
103K $3.81M
TTD
Trade Desk, Inc.

Technology
1.36K
+ 5.95%
$83.08 - $110.79 $113K - $151K
24.3K $2.66M
ACGL
Arch Capital Group Ltd.

Financial Services
1.8K
+ 8.92%
$94.47 - $114.25 $170K - $205K
21.9K $2.45M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13.4K
+ 10.78%
$24.39 - $25.28 $327K - $339K
138K $3.46M
ECL
Ecolab Inc.

Basic Materials
1.24K
+ 20.62%
$228.86 - $255.76 $284K - $317K
7.26K $1.85M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.26K
+ 27.36%
$152.9 - $180.39 $346K - $408K
10.5K $1.84M
PPL
Ppl Corp

Utilities
1.36K
+ 1.98%
$27.36 - $33.08 $37.2K - $45K
69.9K $2.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.27K
+ 3.13%
$61.11 - $67.85 $138K - $154K
74.7K $5.07M
WTRG
Essential Utilities, Inc.

Utilities
6.67K
+ 5.22%
$36.74 - $41.49 $245K - $277K
134K $5.18M
AGNC
Agnc Investment Corp.

Real Estate
37.5K
+ 182.68%
$9.48 - $10.66 $356K - $400K
58K $607K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
192
+ 9.67%
$1015.62 - $1159.62 $195K - $223K
2.18K $2.51M
HLNE
Hamilton Lane Inc

Financial Services
353
+ 4.52%
$123.12 - $168.4 $43.5K - $59.4K
8.16K $1.37M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.29K
+ 19.22%
$136.06 - $155.24 $312K - $356K
14.2K $2.14M
RF
Regions Financial Corp

Financial Services
10.5K
+ 21.33%
$19.51 - $23.42 $204K - $245K
59.5K $1.39M
EXPO
Exponent Inc

Industrials
9
+ 0.05%
$93.45 - $115.28 $841 - $1.04K
20K $2.3M
IAU
Ishares Gold Trust

ETFs
1.02K
+ 1.66%
$44.06 - $50.5 $44.8K - $51.3K
62.1K $3.09M
UMBF
Umb Financial Corp

Financial Services
3.83K
New
$81.41 - $108.94 $312K - $417K
3.83K $401K
CHK
Chesapeake Energy Corp

Energy
4.84K
+ 99.18%
$70.32 - $83.77 $340K - $405K
9.71K $800K
MRVL
Marvell Technology, Inc.

Technology
3.58K
+ 5.6%
$56.15 - $76.24 $201K - $273K
67.6K $4.87M
VALE
Vale S.A.

Basic Materials
33.1K
+ 135.78%
$9.9 - $11.8 $328K - $391K
57.5K $672K
SUI
Sun Communities Inc

Real Estate
1.12K
+ 6.72%
$117.46 - $147.6 $132K - $166K
17.8K $2.41M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
10.9K
New
$33.08 - $36.65 $360K - $399K
10.9K $397K
VICI
Vici Properties Inc.

Real Estate
2.43K
+ 3.62%
$27.64 - $34.08 $67.2K - $82.8K
69.5K $2.32M
CMI
Cummins Inc

Industrials
66
+ 0.83%
$266.63 - $326.4 $17.6K - $21.5K
8.01K $2.59M
CBRE
Cbre Group, Inc.

Real Estate
478
+ 5.12%
$85.97 - $124.48 $41.1K - $59.5K
9.82K $1.22M
AVUS
American Centy ETF Tr Avantis

ETFs
64
+ 0.08%
$86.27 - $95.15 $5.52K - $6.09K
77K $7.33M
CGUS
Capital Group Core Equity ETF
7.85K
+ 13.59%
$31.19 - $34.33 $245K - $269K
65.6K $2.25M
FSK
Fs Kkr Capital Corp

Financial Services
19.4K
+ 5.23%
$18.74 - $20.43 $363K - $395K
389K $7.68M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
114
+ 0.19%
$69.7 - $76.81 $7.95K - $8.76K
58.9K $4.51M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
18.3K
New
$19.84 - $22.57 $363K - $412K
18.3K $383K
PPG
Ppg Industries Inc

Basic Materials
1.97K
+ 10.68%
$118.32 - $134.55 $233K - $265K
20.4K $2.71M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
7.87K
+ 60.46%
$43.5 - $45.75 $342K - $360K
20.9K $955K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.05K
+ 41.81%
$74.85 - $82.2 $303K - $333K
13.7K $1.12M
VNO
Vornado Realty Trust

Real Estate
9.62K
New
$25.5 - $39.4 $245K - $379K
9.62K $379K
AZN
Astrazeneca PLC

Healthcare
4.95K
+ 4.83%
$76.67 - $87.62 $379K - $434K
107K $8.37M
AWK
American Water Works Company, Inc.

Utilities
953
+ 6.85%
$127.76 - $149.9 $122K - $143K
14.9K $2.17M
REVG
Rev Group, Inc.

Industrials
13.3K
New
$23.9 - $31.84 $317K - $422K
13.3K $372K
HOOD
Robinhood Markets, Inc.

Technology
15.9K
New
$16.42 - $24.63 $261K - $392K
15.9K $372K
EPAM
Epam Systems, Inc.

Technology
2.04K
+ 47.29%
$185.58 - $185.58 $379K - $379K
6.35K $1.18M
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
29.5K
New
$11.66 - $12.54 $344K - $370K
29.5K $365K
ISCB
International Speedway Corp

ETFs
2.17K
+ 4.47%
$53.31 - $59.12 $116K - $129K
50.8K $2.98M
COP
Conocophillips

Energy
14.7K
+ 11.28%
$102.3 - $116.61 $1.5M - $1.71M
145K $15.2M
ED
Consolidated Edison Inc

Utilities
202
+ 0.88%
$88.42 - $104.97 $17.9K - $21.2K
23.1K $2.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
863
+ 7.41%
$460.0 - $505.78 $397K - $436K
12.5K $5.82M
BXP
Boston Properties Inc

Real Estate
2.94K
+ 45.6%
$60.3 - $82.49 $177K - $242K
9.38K $754K
Activity Summary
Buys All Purchases 1292 New Holdings 153 Increased Positions 1139 Sells All Sells 788 Reductions 788 Sold out 0 Options Calls 0 Puts 0
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