Baystate Wealth Management LLC New Holdings in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
TRP
Tc Energy Corp

Energy
500
New
$32.9 - $40.43 $16.5K - $20.2K
500 $19K
TIPT
Tiptree Inc.

Financial Services
1K
New
$14.92 - $19.25 $15K - $19.3K
1K $19K
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
PSEC
Prospect Capital Corp

Financial Services
3.03K
New
$5.08 - $6.18 $15.4K - $18.7K
3.03K $18K
JNK
Spdr Bloomberg High Yield Bond

ETFs
199
New
$87.96 - $95.4 $17.5K - $19K
199 $18K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
511
New
$31.83 - $35.22 $16.3K - $18K
511 $17K
AVK
Advent Convertible & Income Fund

Financial Services
1.53K
New
$9.27 - $11.5 $14.2K - $17.6K
1.53K $17K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
1.48K
New
$9.75 - $11.77 $14.4K - $17.4K
1.48K $17K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
2.01K
New
$7.14 - $8.47 $14.4K - $17.1K
2.01K $17K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.51K
New
$9.96 - $11.93 $15K - $18K
1.51K $17K
BST
Black Rock Science & Technology Trust

Financial Services
507
New
$29.72 - $34.48 $15.1K - $17.5K
507 $17K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
1.52K
New
$9.59 - $11.25 $14.6K - $17.1K
1.52K $17K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
400
New
$32.98 - $43.25 $13.2K - $17.3K
400 $16K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.03K
New
$7.65 - $8.22 $15.5K - $16.7K
2.03K $16K
ITOT
Ishares Core S&P Total U.S. St

ETFs
158
New
$90.04 - $105.69 $14.2K - $16.7K
158 $16K
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
X
United States Steel Corp

Basic Materials
334
New
$31.66 - $49.59 $10.6K - $16.6K
334 $16K
RNG
Ring Central, Inc.

Technology
500
New
$25.3 - $34.97 $12.7K - $17.5K
500 $16K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
717
New
$19.9 - $22.82 $14.3K - $16.4K
717 $16K
VTR
Ventas, Inc.

Real Estate
301
New
$39.65 - $50.95 $11.9K - $15.3K
301 $15K
LFUS
Littelfuse Inc

Technology
58
New
$215.41 - $271.6 $12.5K - $15.8K
58 $15K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
159
New
$93.33 - $95.07 $14.8K - $15.1K
159 $15K
IAT
Ishares Tr

ETFs
368
New
$30.98 - $43.2 $11.4K - $15.9K
368 $15K
WY
Weyerhaeuser CO

Real Estate
446
New
$28.55 - $35.1 $12.7K - $15.7K
446 $15K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
532
New
$26.95 - $30.04 $14.3K - $16K
532 $14K
VKQ
Invesco Municipal Trust

Financial Services
1.51K
New
$7.95 - $9.53 $12K - $14.4K
1.51K $14K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.02K
New
$12.38 - $13.98 $12.6K - $14.2K
1.02K $14K
FEN
First Trust Energy Income & Growth Fund

Financial Services
1K
New
$12.71 - $14.78 $12.7K - $14.8K
1K $14K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.52K
New
$8.55 - $9.7 $13K - $14.8K
1.52K $14K
PFN
Pimco Income Strategy Fund Ii

Financial Services
2.02K
New
$6.02 - $7.23 $12.2K - $14.6K
2.02K $14K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
502
New
$16.52 - $27.63 $8.29K - $13.9K
502 $13K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
1.13K
New
$9.86 - $12.34 $11.2K - $14K
1.13K $13K
PENN
Penn National Gaming Inc

Consumer Cyclical
500
New
$18.41 - $26.6 $9.21K - $13.3K
500 $13K
DOC
Physicians Realty Trust

Real Estate
1K
New
$10.71 - $13.57 $10.7K - $13.6K
1K $13K
RYE
Invesco Exchange Traded Fd Tr

ETFs
189
New
$70.99 - $80.08 $13.4K - $15.1K
189 $13K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
1.02K
New
$11.51 - $12.88 $11.7K - $13.1K
1.02K $12K
IHE
Ishares Tr

ETFs
67
New
$166.63 - $185.76 $11.2K - $12.4K
67 $12K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
502
New
$21.73 - $24.25 $10.9K - $12.2K
502 $12K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
504
New
$22.62 - $23.74 $11.4K - $12K
504 $11K
MAS
Masco Corp

Industrials
173
New
$48.33 - $69.32 $8.36K - $12K
173 $11K
GAB
Gabelli Equity Trust Inc

Financial Services
2.26K
New
$4.59 - $5.33 $10.4K - $12.1K
2.26K $11K
MCO
Moodys Corp

Financial Services
28
New
$301.97 - $391.62 $8.46K - $11K
28 $10K
ARCC
Ares Capital Corp

Financial Services
512
New
$18.66 - $20.21 $9.55K - $10.3K
512 $10K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
500
New
$17.93 - $21.31 $8.97K - $10.7K
500 $10K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.02K
New
$9.12 - $10.44 $9.27K - $10.6K
1.02K $10K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
1K
New
$8.99 - $10.32 $9.02K - $10.4K
1K $10K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
510
New
$17.06 - $20.45 $8.7K - $10.4K
510 $10K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
1.02K
New
$8.47 - $9.34 $8.64K - $9.53K
1.02K $9K
VGSH
Vanguard

ETFs
157
New
$57.34 - $58.41 $9K - $9.17K
157 $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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