Baystate Wealth Management LLC Purchases in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
NTCT
Netscout Systems Inc

Technology
998
New
$19.88 - $28.18 $19.8K - $28.1K
998 $21K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.25%
$307.14 - $381.62 $307 - $382
403 $153K
WPM
Wheaton Precious Metals Corp.

Basic Materials
424
+ 550.65%
$38.82 - $50.45 $16.5K - $21.4K
501 $24K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.5K
New
$13.46 - $15.44 $20.2K - $23.2K
1.5K $21K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
508
New
$37.6 - $42.37 $19.1K - $21.5K
508 $21K
IYJ
Ishares Tr

ETFs
166
+ 143.1%
$95.31 - $114.66 $15.8K - $19K
282 $32K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.03K
New
$5.96 - $6.76 $18K - $20.5K
3.03K $20K
WPC
W. P. Carey Inc.

Real Estate
14
+ 0.78%
$52.21 - $65.68 $731 - $920
1.8K $116K
OTIS
Otis Worldwide Corp

Industrials
138
+ 16.71%
$75.47 - $90.67 $10.4K - $12.5K
964 $86K
STT
State Street Corp

Financial Services
24
+ 1.43%
$62.93 - $78.55 $1.51K - $1.89K
1.71K $132K
YOU
Clear Secure, Inc.

Technology
1K
New
$16.51 - $23.37 $16.5K - $23.4K
1K $20K
HQH
Tekla Healthcare Investors

Financial Services
1.23K
New
$14.32 - $16.57 $17.6K - $20.3K
1.23K $20K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
114
+ 28.79%
$85.41 - $104.7 $9.74K - $11.9K
510 $53K
TIPT
Tiptree Inc.

Financial Services
1K
New
$14.92 - $19.25 $15K - $19.3K
1K $19K
SKYY
First Trust Cloud Computing Et

ETFs
225
New
$70.93 - $88.75 $16K - $20K
225 $19K
TRP
Tc Energy Corp

Energy
500
New
$32.9 - $40.43 $16.5K - $20.2K
500 $19K
VMO
Invesco Municipal Opportunity Trust

Financial Services
2.01K
New
$7.88 - $9.61 $15.9K - $19.4K
2.01K $19K
BLK
Black Rock Inc.

Financial Services
1
+ 0.93%
$598.08 - $819.0 $598 - $819
109 $88K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.52K
New
$10.64 - $12.19 $16.2K - $18.5K
1.52K $18K
JNK
Spdr Bloomberg High Yield Bond

ETFs
199
New
$87.96 - $95.4 $17.5K - $19K
199 $18K
PSEC
Prospect Capital Corp

Financial Services
3.03K
New
$5.08 - $6.18 $15.4K - $18.7K
3.03K $18K
AMAT
Applied Materials Inc

Technology
41
+ 8.42%
$130.11 - $164.28 $5.33K - $6.74K
528 $85K
HWM
Howmet Aerospace Inc.

Industrials
334
+ 1284.62%
$43.09 - $54.21 $14.4K - $18.1K
360 $19K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
1.52K
New
$9.59 - $11.25 $14.6K - $17.1K
1.52K $17K
BST
Black Rock Science & Technology Trust

Financial Services
507
New
$29.72 - $34.48 $15.1K - $17.5K
507 $17K
EPD
Enterprise Products Partners L.P.

Energy
655
+ 1455.56%
$25.89 - $27.68 $17K - $18.1K
700 $18K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
1.48K
New
$9.75 - $11.77 $14.4K - $17.4K
1.48K $17K
AVK
Advent Convertible & Income Fund

Financial Services
1.53K
New
$9.27 - $11.5 $14.2K - $17.6K
1.53K $17K
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 150.0%
$258.49 - $338.39 $11.6K - $15.2K
75 $25K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.51K
New
$9.96 - $11.93 $15K - $18K
1.51K $17K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
511
New
$31.83 - $35.22 $16.3K - $18K
511 $17K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
2.01K
New
$7.14 - $8.47 $14.4K - $17.1K
2.01K $17K
PDI
Pimco Dynamic Income Fund

Financial Services
1K
New
$15.53 - $18.16 $15.5K - $18.2K
1K $17K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
400
New
$32.98 - $43.25 $13.2K - $17.3K
400 $16K
ITOT
Ishares Core S&P Total U.S. St

ETFs
158
New
$90.04 - $105.69 $14.2K - $16.7K
158 $16K
TOST
Toast, Inc.

Technology
896
+ 58.22%
$13.81 - $18.92 $12.4K - $17K
2.44K $44K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.16%
$180.9 - $221.2 $181 - $221
629 $138K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.01K
New
$14.35 - $16.6 $14.5K - $16.7K
1.01K $16K
IWB
Ishares Tr Russell 1000 ETF

ETFs
51
+ 70.83%
$225.16 - $263.17 $11.5K - $13.4K
123 $32K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.03K
New
$7.65 - $8.22 $15.5K - $16.7K
2.03K $16K
X
United States Steel Corp

Basic Materials
334
New
$31.66 - $49.59 $10.6K - $16.6K
334 $16K
IWS
Ishares Russell Midcap Value E

ETFs
76
+ 11.31%
$97.63 - $117.08 $7.42K - $8.9K
748 $86K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
26
+ 0.99%
$30.83 - $39.44 $802 - $1.03K
2.64K $100K
RNG
Ring Central, Inc.

Technology
500
New
$25.3 - $34.97 $12.7K - $17.5K
500 $16K
TXN
Texas Instruments Inc

Technology
13
+ 1.06%
$140.5 - $171.72 $1.83K - $2.23K
1.24K $211K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
717
New
$19.9 - $22.82 $14.3K - $16.4K
717 $16K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12
+ 0.79%
$71.48 - $84.61 $858 - $1.02K
1.53K $129K
IXN
Ishares Global Information Tec

ETFs
3
+ 0.2%
$56.54 - $68.43 $170 - $205
1.51K $103K
PLD
Prologis, Inc.

Real Estate
55
+ 12.09%
$97.32 - $137.12 $5.35K - $7.54K
510 $67K
Activity Summary
Buys All Purchases 843 New Holdings 338 Increased Positions 505 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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