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
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
502
New
$21.73 - $24.25 $10.9K - $12.2K
502 $12K
ALL
Allstate Corp

Financial Services
5
+ 1.35%
$109.91 - $144.36 $550 - $722
375 $52K
RGLD
Royal Gold Inc

Basic Materials
1
+ 0.13%
$102.87 - $124.3 $103 - $124
773 $93K
ADP
Automatic Data Processing Inc

Industrials
108
+ 5.93%
$210.37 - $250.18 $22.7K - $27K
1.93K $449K
GAB
Gabelli Equity Trust Inc

Financial Services
2.26K
New
$4.59 - $5.33 $10.4K - $12.1K
2.26K $11K
STWD
Starwood Property Trust, Inc.

Real Estate
500
+ 2083.33%
$17.25 - $22.14 $8.63K - $11.1K
524 $11K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.23%
$109.6 - $136.33 $110 - $136
445 $60K
MAS
Masco Corp

Industrials
173
New
$48.33 - $69.32 $8.36K - $12K
173 $11K
WBD
Warner Bros. Discovery, Inc.

Communication Services
805
+ 28.75%
$9.4 - $12.49 $7.57K - $10.1K
3.61K $41K
GVI
Ishares Tr

ETFs
26
+ 1.02%
$100.06 - $104.91 $2.6K - $2.73K
2.59K $270K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
504
New
$22.62 - $23.74 $11.4K - $12K
504 $11K
WMB
Williams Companies, Inc.

Energy
308
+ 265.52%
$32.93 - $37.28 $10.1K - $11.5K
424 $14K
KEYS
Keysight Technologies, Inc.

Technology
66
+ 264.0%
$119.31 - $160.34 $7.87K - $10.6K
91 $14K
CDNS
Cadence Design Systems Inc

Technology
9
+ 5.03%
$228.69 - $276.57 $2.06K - $2.49K
188 $51K
MCO
Moodys Corp

Financial Services
28
New
$301.97 - $391.62 $8.46K - $11K
28 $10K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
510
New
$17.06 - $20.45 $8.7K - $10.4K
510 $10K
BSX
Boston Scientific Corp

Healthcare
69
+ 5.97%
$48.64 - $57.81 $3.36K - $3.99K
1.22K $70K
LBRDK
Liberty Broadband Corp

Communication Services
121
+ 1344.44%
$74.76 - $94.32 $9.05K - $11.4K
130 $10K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
370
+ 8.38%
$9.22 - $11.08 $3.41K - $4.1K
4.79K $52K
SYY
Sysco Corp

Consumer Defensive
15
+ 1.17%
$62.69 - $75.34 $940 - $1.13K
1.3K $95K
NUE
Nucor Corp

Basic Materials
2
+ 0.35%
$140.49 - $178.25 $281 - $357
568 $98K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
500
New
$17.93 - $21.31 $8.97K - $10.7K
500 $10K
CCI
Crown Castle International Corp

Real Estate
5
+ 1.25%
$85.89 - $118.57 $429 - $593
405 $46K
JBLU
Jetblue Airways Corp

Industrials
1.67K
+ 148.84%
$3.69 - $5.78 $6.15K - $9.64K
2.79K $15K
BK
Bank Of New York Mellon Corp

Financial Services
11
+ 1.14%
$41.18 - $52.22 $453 - $574
980 $51K
ARCC
Ares Capital Corp

Financial Services
512
New
$18.66 - $20.21 $9.55K - $10.3K
512 $10K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.02K
New
$9.12 - $10.44 $9.27K - $10.6K
1.02K $10K
NOC
Northrop Grumman Corp

Industrials
16
+ 16.67%
$420.07 - $490.76 $6.72K - $7.85K
112 $52K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
1K
New
$8.99 - $10.32 $9.02K - $10.4K
1K $10K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.78%
$124.27 - $145.8 $621 - $729
650 $94K
VTWV
Vanguard Russell 2000 Value Et

ETFs
4
+ 0.72%
$110.31 - $139.18 $441 - $557
558 $76K
PANW
Palo Alto Networks Inc

Technology
3
+ 2.13%
$231.71 - $313.86 $695 - $942
144 $42K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
99
New
$99.71 - $100.17 $9.87K - $9.92K
99 $9K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
305
New
$29.73 - $40.47 $9.07K - $12.3K
305 $9K
GBDC
Golub Capital Bdc, Inc.

Financial Services
602
New
$14.06 - $15.31 $8.46K - $9.22K
602 $9K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
64
+ 21.33%
$76.22 - $98.51 $4.88K - $6.3K
364 $35K
CMPS
Compass Pathways PLC

Healthcare
1K
+ 1000.0%
N/A
1.1K $9K
SPYG
Spdr Portfolio

ETFs
132
+ 212.9%
$57.02 - $65.3 $7.53K - $8.62K
194 $12K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
713
New
$11.37 - $12.76 $8.11K - $9.1K
713 $9K
CLX
Clorox CO

Consumer Defensive
4
+ 0.53%
$115.38 - $145.63 $462 - $583
755 $107K
VGSH
Vanguard

ETFs
157
New
$57.34 - $58.41 $9K - $9.17K
157 $9K
ODP
Odp Corp

Consumer Cyclical
166
New
$43.13 - $58.55 $7.16K - $9.72K
166 $9K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
1.02K
New
$8.47 - $9.34 $8.64K - $9.53K
1.02K $9K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
538
New
$16.3 - $17.51 $8.77K - $9.42K
538 $9K
UL
Unilever PLC

Consumer Defensive
218
+ 29.86%
$46.26 - $48.94 $10.1K - $10.7K
948 $45K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
505
New
$16.82 - $19.0 $8.49K - $9.6K
505 $9K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8
+ 0.65%
$55.18 - $64.86 $441 - $519
1.23K $79K
DE
Deere & CO

Industrials
2
+ 0.54%
$359.39 - $401.64 $719 - $803
369 $147K
XRX
Xerox Holdings Corp

Technology
500
New
$12.1 - $18.94 $6.05K - $9.47K
500 $9K
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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