Baystate Wealth Management LLC Incresed Positions in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
Leap Therapeutics Inc Com New
1.9K
+ 123.73%
N/A
3.44K $0
IGE
Ishares Tr North Amern Nat Res

ETFs
1
+ 2.5%
$39.02 - $42.38 $39 - $42.4
41 $1K
OHI
Omega Healthcare Investors Inc

Real Estate
5
+ 2.1%
$30.4 - $34.51 $152 - $173
243 $7K
ORCL
Oracle Corp

Technology
70
+ 0.44%
$100.31 - $117.16 $7.02K - $8.2K
16.2K $1.7M
KB
Kb Financial Group Inc.

Financial Services
1
+ 1.89%
$38.15 - $42.64 $38.2 - $42.6
54 $2K
LEA
Lear Corp

Consumer Cyclical
1
+ 9.09%
$125.33 - $141.77 $125 - $142
12 $1K
TDC
Teradata Corp

Technology
11
+ 5.5%
$42.22 - $47.84 $464 - $526
211 $9K
GLW
Corning Inc

Technology
7
+ 1.05%
$26.59 - $30.63 $186 - $214
676 $20K
GEL
Genesis Energy LP

Energy
1
+ 1.75%
$9.9 - $12.67 $9.9 - $12.7
58 $0
Linde PLC Shs
1
+ 0.42%
N/A
238 $0
Liberty Media Corp Del Com Lbty Srm S C
200
+ 555.56%
N/A
236 $0
NAVI
Navient Corp

Financial Services
1
+ 1.27%
$15.75 - $19.57 $15.8 - $19.6
80 $1K
FHI
Federated Hermes, Inc.

Financial Services
5
+ 0.97%
$30.46 - $34.22 $152 - $171
519 $17K
HST
Host Hotels & Resorts, Inc.

Real Estate
3
+ 3.23%
$15.05 - $20.17 $45.2 - $60.5
96 $1K
WELL
Welltower Inc.

Real Estate
1
+ 50.0%
$79.31 - $91.87 $79.3 - $91.9
3 $0
TRGP
Targa Resources Corp.

Energy
1
+ 0.59%
$79.23 - $90.45 $79.2 - $90.5
171 $14K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
3
+ 0.93%
$31.17 - $36.67 $93.5 - $110
324 $11K
IP
International Paper CO

Consumer Cyclical
1
+ 1.3%
$32.41 - $37.67 $32.4 - $37.7
78 $2K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 9.09%
$134.0 - $167.17 $134 - $167
12 $1K
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 1.35%
$59.56 - $74.72 $59.6 - $74.7
75 $5K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1
+ 2.7%
$9.05 - $10.15 $9.05 - $10.2
38 $0
PPL
Ppl Corp

Utilities
1
+ 1.12%
$22.55 - $27.27 $22.6 - $27.3
90 $2K
NWSA
News Corp

Communication Services
1
+ 1.72%
$19.43 - $24.63 $19.4 - $24.6
59 $1K
America Movil Series L Adr
26
+ 1.47%
N/A
1.79K $0
Brookfield Corp Cl A LTD Vt Sh
36
+ 2.8%
N/A
1.32K $0
JWN
Nordstrom Inc

Consumer Cyclical
1
+ 2.94%
$13.08 - $18.91 $13.1 - $18.9
35 $0
EBAY
Ebay Inc

Consumer Cyclical
3
+ 0.8%
$37.99 - $43.82 $114 - $131
378 $16K
NLOK
Norton Life Lock Inc.

Technology
11
+ 0.17%
N/A
6.59K $141K
Liberty Media Corp Del Com Lbty Liv S C
50
+ 555.56%
N/A
59 $0
NI
Nisource Inc.

Utilities
2
+ 1.52%
$23.18 - $27.03 $46.4 - $54.1
134 $3K
TPR
Tapestry, Inc.

Consumer Cyclical
9
+ 25.71%
$26.59 - $37.61 $239 - $338
44 $1K
SWBI
Smith & Wesson Brands, Inc.

Industrials
8
+ 0.93%
$12.14 - $14.81 $97.1 - $118
870 $11K
MSEX
Middlesex Water CO

Utilities
4
+ 0.48%
$61.68 - $71.57 $247 - $286
840 $55K
DHS
Wisdomtree Tr U.S

ETFs
1
+ 1.54%
$73.7 - $83.0 $73.7 - $83
66 $5K
SEM
Select Medical Holdings Corp

Healthcare
2
+ 0.97%
$21.49 - $25.01 $43 - $50
208 $4K
ADM
Archer Daniels Midland CO

Consumer Defensive
3
+ 0.75%
$69.47 - $76.42 $208 - $229
402 $29K
EXC
Exelon Corp

Utilities
19
+ 1.44%
$34.45 - $41.0 $655 - $779
1.34K $48K
DNP
Dnp Select Income Fund Inc

Financial Services
17
+ 2.25%
$8.28 - $9.84 $141 - $167
772 $6K
WDS
Woodside Energy Group LTD

Energy
5
+ 1.43%
$19.22 - $23.25 $96.1 - $116
355 $7K
NTR
Nutrien Ltd.

Basic Materials
6
+ 1.67%
$52.61 - $62.33 $316 - $374
365 $20K
HAL
Halliburton CO

Energy
2
+ 0.39%
$34.42 - $43.26 $68.8 - $86.5
512 $18K
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.32%
$43.55 - $51.56 $87.1 - $103
624 $29K
IMO
Imperial Oil LTD

Energy
3
+ 0.44%
$53.41 - $61.05 $160 - $183
682 $39K
NCR
Ncr Corp

Technology
11
+ 4.4%
$14.79 - $27.31 $163 - $300
261 $4K
CIVI
Civitas Resources, Inc.

Energy
5
+ 2.02%
$65.76 - $78.83 $329 - $394
253 $17K
DEO
Diageo PLC

Consumer Defensive
5
+ 0.51%
$138.93 - $159.96 $695 - $800
988 $143K
SLB
Schlumberger Limited

Energy
55
+ 5.86%
$48.46 - $60.59 $2.67K - $3.33K
994 $51K
FNV
Franco Nevada Corp

Basic Materials
1
+ 0.65%
$103.8 - $140.89 $104 - $141
154 $17K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.35%
$232.24 - $267.23 $232 - $267
283 $69K
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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