Baker Tilly Wealth Management, LLC Purchases and Sells in Q4 2024

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

Top Buys

Incresed Positions

118 operations
Stock Shares change Price Range Shares Held Trade History
80.5K
+ 775.1%
$36.85 - $39.99 $2.97M - $3.22M
90.9K $3.37M
3.09K
+ 7.21%
$521.84 - $558.82 $1.61M - $1.73M
46K $24.8M
648
+ 5.9%
$213.65 - $479.86 $138K - $311K
11.6K $4.7M
13.4K
+ 706.65%
$124.26 - $134.12 $1.66M - $1.8M
15.3K $1.97M
27.7K
+ 44.04%
$50.02 - $51.24 $1.38M - $1.42M
90.5K $4.54M
3.08K
+ 215.17%
$378.79 - $428.11 $1.17M - $1.32M
4.51K $1.85M
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
35.3K
New
$168.32 - $181.87 $5.94M - $6.42M
35.3K $5.98M
13.2K
New
N/A
13.2K $2.4M
24.4K
New
$33.92 - $36.6 $826K - $892K
24.4K $842K
25.5K
New
$27.88 - $30.51 $712K - $779K
25.5K $713K
5.16K
New
$105.78 - $108.7 $546K - $561K
5.16K $549K
7.2K
New
$75.1 - $82.99 $540K - $597K
7.2K $544K
View all

Top Sells

Reduced Positions

93 operations
Stock Shares change Price Range Shares Held Trade History
-1.9K
- 18.43%
$85.0 - $120.04 $162K - $228K
8.42K $723K
-1.4K
- 32.48%
$179.4 - $232.01 $252K - $326K
2.92K $535K
-222
- 30.16%
$701.85 - $1046.91 $156K - $232K
514 $366K
-642
- 50.95%
$567.81 - $607.81 $365K - $390K
618 $362K
-1.62K
- 12.44%
$96.31 - $114.76 $156K - $185K
11.4K $1.13M
-5.36K
- 20.4%
$37.39 - $45.14 $200K - $242K
20.9K $785K
View all
Activity Summary
Buys All Purchases 135 New Holdings 17 Increased Positions 118 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email