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
FNF
Fidelity National Financial, Inc.

Financial Services
5
+ 0.84%
$37.37 - $51.37 $187 - $257
599 $30K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
511
New
$11.65 - $14.02 $5.95K - $7.16K
511 $6K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.78%
$136.43 - $160.44 $273 - $321
258 $41K
PEAK
Healthpeak Properties, Inc.

Real Estate
215
+ 32.92%
$15.55 - $20.18 $3.34K - $4.34K
868 $17K
TT
Trane Technologies PLC

Industrials
3
+ 2.29%
$184.42 - $243.95 $553 - $732
134 $32K
FNDB
Schwab Fundamental U S Broad M

ETFs
4
+ 0.46%
$52.56 - $61.29 $210 - $245
871 $53K
PAYX
Paychex Inc

Industrials
5
+ 0.36%
$108.86 - $128.79 $544 - $644
1.4K $167K
UFPI
Ufp Industries Inc

Basic Materials
1
+ 0.41%
$92.72 - $127.4 $92.7 - $127
245 $30K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
509
New
$10.49 - $12.62 $5.34K - $6.42K
509 $6K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
504
New
$11.95 - $13.6 $6.02K - $6.85K
504 $6K
GOGL
Golden Ocean Group LTD

Industrials
505
+ 56.81%
$7.17 - $9.76 $3.62K - $4.93K
1.39K $13K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 1.42%
$51.06 - $57.96 $766 - $869
1.08K $62K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.5%
$204.07 - $257.57 $204 - $258
200 $50K
DFS
Discover Financial Services

Financial Services
9
+ 4.43%
$80.49 - $112.57 $724 - $1.01K
212 $23K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
509
New
$11.76 - $12.9 $5.99K - $6.57K
509 $6K
OSK
Oshkosh Corp

Industrials
5
+ 1.04%
$86.33 - $109.22 $432 - $546
488 $52K
HIG
Hartford Financial Services Group, Inc.

Financial Services
77
New
$69.51 - $81.04 $5.35K - $6.24K
77 $6K
CNI
Canadian National Railway CO

Industrials
36
+ 43.9%
$104.53 - $125.83 $3.76K - $4.53K
118 $14K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
504
New
$12.13 - $14.1 $6.11K - $7.11K
504 $6K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 0.11%
$74.49 - $77.37 $223 - $232
2.8K $216K
VMC
Vulcan Materials CO

Basic Materials
11
+ 8.46%
$193.69 - $227.01 $2.13K - $2.5K
141 $32K
NTRA
Natera, Inc.

Healthcare
59
+ 53.64%
$37.55 - $62.64 $2.22K - $3.7K
169 $10K
HBAN
Huntington Bancshares Inc

Financial Services
54
+ 2.07%
$9.44 - $13.18 $510 - $712
2.66K $33K
TDG
Trans Digm Group Inc

Industrials
6
New
$812.25 - $1012.79 $4.87K - $6.08K
6 $6K
TFC
Truist Financial Corp

Financial Services
75
+ 17.36%
$27.03 - $37.64 $2.03K - $2.82K
507 $18K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
1.02K
New
$4.83 - $5.3 $4.93K - $5.41K
1.02K $5K
BGS
B&G Foods, Inc.

Consumer Defensive
503
+ 449.11%
$7.72 - $11.0 $3.88K - $5.53K
615 $6K
IRM
Iron Mountain Inc

Real Estate
5
+ 1.08%
$57.23 - $70.6 $286 - $353
469 $32K
SAND
Sandstorm Gold LTD

Basic Materials
1K
+ 200.2%
$4.41 - $5.2 $4.41K - $5.21K
1.5K $7K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
504
New
$8.81 - $10.79 $4.44K - $5.44K
504 $5K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
503
New
$8.82 - $10.47 $4.44K - $5.27K
503 $5K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
1.52K
New
$2.86 - $3.41 $4.34K - $5.17K
1.52K $5K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.52K
+ 151600.0%
$3.14 - $3.97 $4.76K - $6.02K
1.52K $5K
CB
Chubb LTD

Financial Services
4
+ 1.68%
$204.91 - $229.43 $820 - $918
242 $54K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
509
New
$10.26 - $11.67 $5.22K - $5.94K
509 $5K
NTAP
Net App, Inc.

Technology
53
+ 115.22%
$71.18 - $91.39 $3.77K - $4.84K
99 $8K
MMM
3 M CO

Industrials
4
+ 1.23%
$85.6 - $109.69 $342 - $439
328 $35K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
503
New
$8.64 - $10.15 $4.35K - $5.11K
503 $5K
GIS
General Mills Inc

Consumer Defensive
9
+ 0.25%
$61.53 - $67.84 $554 - $611
3.6K $234K
HIE
Miller/Howard High Income Equity Fund

Financial Services
504
New
$9.5 - $10.71 $4.79K - $5.4K
504 $5K
CBOE
Cboe Global Markets, Inc.

Financial Services
31
New
$156.8 - $182.19 $4.86K - $5.65K
31 $5K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
714
New
$6.92 - $7.91 $4.94K - $5.65K
714 $5K
UAA
Under Armour, Inc.

Consumer Cyclical
500
+ 224.22%
$6.54 - $9.4 $3.27K - $4.7K
723 $6K
FITB
Fifth Third Bancorp

Financial Services
2
+ 0.35%
$22.89 - $35.14 $45.8 - $70.3
578 $19K
HBI
Hanesbrands Inc.

Consumer Cyclical
1K
+ 284.9%
$3.64 - $4.48 $3.64K - $4.48K
1.35K $6K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
408
New
$13.41 - $14.67 $5.47K - $5.99K
408 $5K
XLU
Utilities Sector Spdr

ETFs
9
+ 0.9%
$56.19 - $65.96 $506 - $594
1.01K $63K
HBIO
Harvard Bioscience Inc

Healthcare
1K
New
$4.0 - $5.49 $4K - $5.49K
1K $5K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
1.52K
New
$3.52 - $3.78 $5.36K - $5.76K
1.52K $5K
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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