Baldwin Brothers LLC Purchases in Q3 2024

Baldwin Brothers LLC

  • $1.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
83.1K
+ 19.35%
$98.91 - $134.91 $8.22M - $11.2M
513K $62.2M
OMFL
Invesco Exchange Traded Self I

ETFs
149K
+ 48.23%
$47.65 - $52.99 $7.1M - $7.9M
458K $24.3M
URI
United Rentals, Inc.

Industrials
190
+ 0.57%
$627.41 - $814.1 $119K - $155K
33.7K $27.3M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
92K
New
$42.76 - $45.16 $3.94M - $4.16M
92K $4.12M
ACN
Accenture PLC

Technology
2.69K
+ 4.74%
$295.44 - $355.81 $796K - $958K
59.5K $21M
FTGC
First Trust Global Tactical CO

ETFs
156K
New
$22.3 - $24.39 $3.47M - $3.79M
156K $3.69M
SHW
Sherwin Williams CO

Basic Materials
578
+ 1.61%
$294.65 - $384.0 $170K - $222K
36.5K $13.9M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
130K
New
$22.3 - $23.68 $2.9M - $3.08M
130K $3.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7.31K
New
$320.55 - $412.94 $2.34M - $3.02M
7.31K $2.85M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.77K
+ 5.1%
$259.22 - $299.75 $978K - $1.13M
77.8K $21.9M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
45.8K
New
$42.72 - $47.0 $1.96M - $2.15M
45.8K $2.15M
V
Visa Inc.

Financial Services
2.02K
+ 1.67%
$253.74 - $291.56 $512K - $588K
123K $33.8M
GLD
Spdr Gold Trust

ETFs
847
+ 1.33%
$215.56 - $246.98 $183K - $209K
64.8K $15.7M
UNP
Union Pacific Corp

Industrials
2.86K
+ 4.74%
$221.78 - $256.09 $635K - $733K
63.2K $15.6M
SPGI
S&P Global Inc.

Financial Services
922
+ 5.22%
$446.32 - $527.38 $412K - $486K
18.6K $9.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.65K
+ 5.42%
$194.9 - $224.8 $906K - $1.05M
90.4K $19.1M
ZTS
Zoetis Inc.

Healthcare
827
+ 1.18%
$172.58 - $196.48 $143K - $162K
71K $13.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.82K
+ 11.22%
$405.19 - $478.57 $736K - $869K
18K $8.29M
REG
Regency Centers Corp

Real Estate
1.57K
+ 1.02%
$61.64 - $75.18 $96.8K - $118K
156K $11.3M
CHKP
Check Point Software Technologies LTD

Technology
8.31K
New
$165.0 - $195.47 $1.37M - $1.62M
8.31K $1.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41.9K
New
$33.74 - $37.96 $1.41M - $1.59M
41.9K $1.57M
IVV
Ishares Core S&P 500 ETF

ETFs
1.87K
+ 11.91%
$520.18 - $576.82 $975K - $1.08M
17.6K $10.2M
PLD
Prologis, Inc.

Real Estate
4.22K
+ 5.85%
$111.95 - $132.43 $472K - $559K
76.3K $9.64M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
18.9K
New
$70.02 - $76.68 $1.32M - $1.45M
18.9K $1.45M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16.9K
New
$75.88 - $83.21 $1.28M - $1.41M
16.9K $1.41M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
27.2K
New
$46.13 - $52.38 $1.26M - $1.43M
27.2K $1.4M
PEP
Pepsico Inc

Consumer Defensive
3.11K
+ 1.95%
$161.9 - $179.3 $504K - $558K
163K $27.7M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
12.5K
+ 736.52%
$91.43 - $117.51 $1.15M - $1.47M
14.2K $1.51M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
26.9K
New
$44.69 - $48.87 $1.2M - $1.31M
26.9K $1.31M
NVS
Novartis Ag

Healthcare
7.25K
+ 15.24%
$106.13 - $120.89 $769K - $876K
54.8K $6.3M
MSFT
Microsoft Corp

Technology
9.71K
+ 5.42%
$395.15 - $467.56 $3.84M - $4.54M
189K $81.4M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
33.9K
New
$29.23 - $33.51 $990K - $1.14M
33.9K $1.12M
HD
Home Depot, Inc.

Consumer Cyclical
2.4K
+ 107.18%
$333.64 - $405.2 $802K - $974K
4.65K $1.88M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
28.4K
New
$35.73 - $39.48 $1.01M - $1.12M
28.4K $1.11M
SPOT
Spotify Technology S.A.

Communication Services
2.96K
+ 1165.75%
$290.16 - $384.01 $859K - $1.14M
3.22K $1.18M
PM
Philip Morris International Inc.

Consumer Defensive
3.78K
+ 11.83%
$101.25 - $127.45 $382K - $481K
35.7K $4.33M
PAYX
Paychex Inc

Industrials
3.26K
+ 8.09%
$116.17 - $135.19 $379K - $441K
43.6K $5.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.64K
+ 38.2%
$517.38 - $573.86 $849K - $941K
5.93K $3.4M
IWM
Ishares Russell 2000 ETF

ETFs
4.66K
+ 491.04%
$200.87 - $224.6 $936K - $1.05M
5.61K $1.24M
MSCI
Msci Inc.

Financial Services
90
+ 0.92%
$479.31 - $584.91 $43.1K - $52.6K
9.9K $5.77M
WTMF
Wisdomtree Tr Managed Futures

ETFs
25.8K
New
$34.69 - $36.83 $895K - $950K
25.8K $916K
FICO
Fair Isaac Corp

Technology
457
New
$1496.51 - $1947.38 $684K - $890K
457 $888K
ABBV
Abb Vie Inc.

Healthcare
3.67K
+ 58.25%
$163.84 - $199.33 $601K - $731K
9.96K $1.97M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
17.8K
New
$44.55 - $48.12 $792K - $856K
17.8K $815K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11K
New
$66.31 - $74.08 $729K - $814K
11K $806K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.22K
New
$117.9 - $128.2 $733K - $797K
6.22K $797K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
51K
New
$14.33 - $15.56 $731K - $794K
51K $791K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.91K
+ 1993.84%
$240.48 - $267.94 $700K - $780K
3.06K $817K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
17.3K
New
$42.89 - $45.8 $741K - $792K
17.3K $779K
Activity Summary
Buys All Purchases 635 New Holdings 386 Increased Positions 249 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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