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
SDS
Proshares Tr Ultrashort S&P 50

ETFs
305
New
$29.73 - $40.47 $9.07K - $12.3K
305 $9K
XRX
Xerox Holdings Corp

Technology
500
New
$12.1 - $18.94 $6.05K - $9.47K
500 $9K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
713
New
$11.37 - $12.76 $8.11K - $9.1K
713 $9K
ODP
Odp Corp

Consumer Cyclical
166
New
$43.13 - $58.55 $7.16K - $9.72K
166 $9K
GBDC
Golub Capital Bdc, Inc.

Financial Services
602
New
$14.06 - $15.31 $8.46K - $9.22K
602 $9K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
99
New
$99.71 - $100.17 $9.87K - $9.92K
99 $9K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
505
New
$16.82 - $19.0 $8.49K - $9.6K
505 $9K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
538
New
$16.3 - $17.51 $8.77K - $9.42K
538 $9K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
503
New
$14.8 - $17.05 $7.44K - $8.58K
503 $8K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
1.01K
New
$7.02 - $8.12 $7.07K - $8.18K
1.01K $8K
AQN
Algonquin Power & Utilities Corp.

Utilities
1.37K
New
$5.02 - $6.53 $6.87K - $8.93K
1.37K $8K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
342
New
$22.36 - $24.96 $7.65K - $8.54K
342 $8K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
505
New
$14.43 - $16.59 $7.29K - $8.38K
505 $8K
BOND
Pimco Active Bond Exchange Tra

ETFs
96
New
$85.36 - $93.18 $8.19K - $8.95K
96 $8K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
520
New
$13.75 - $15.98 $7.15K - $8.31K
520 $8K
PML
Pimco Municipal Income Fund Ii

Financial Services
1K
New
$6.99 - $8.42 $7.02K - $8.45K
1K $8K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
1.01K
New
$6.4 - $8.09 $6.44K - $8.14K
1.01K $8K
SRC
Spirit Realty Capital, Inc.

Real Estate
200
New
$32.35 - $44.43 $6.47K - $8.89K
200 $8K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
507
New
$13.96 - $16.53 $7.08K - $8.38K
507 $8K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
504
New
$11.42 - $14.35 $5.76K - $7.23K
504 $7K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
201
New
$33.0 - $39.88 $6.63K - $8.02K
201 $7K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
405
New
$16.46 - $19.23 $6.67K - $7.79K
405 $7K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
2.5K
New
$2.51 - $3.13 $6.27K - $7.83K
2.5K $7K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
608
New
$11.16 - $14.08 $6.79K - $8.56K
608 $7K
BBDC
Barings Bdc, Inc.

Financial Services
823
New
$8.58 - $9.39 $7.06K - $7.73K
823 $7K
GLO
Clough Global Opportunities Fund

Financial Services
1.53K
New
$4.13 - $4.71 $6.32K - $7.21K
1.53K $7K
MVO
Mv Oil Trust

Energy
500
New
$11.66 - $13.67 $5.83K - $6.84K
500 $6K
MELI
Mercadolibre Inc

Consumer Cyclical
4
New
$1169.67 - $1652.01 $4.68K - $6.61K
4 $6K
CPRT
Copart Inc

Consumer Cyclical
125
New
$42.62 - $51.2 $5.33K - $6.4K
125 $6K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
509
New
$10.49 - $12.62 $5.34K - $6.42K
509 $6K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
506
New
$9.18 - $12.32 $4.65K - $6.23K
506 $6K
TDG
Trans Digm Group Inc

Industrials
6
New
$812.25 - $1012.79 $4.87K - $6.08K
6 $6K
HIG
Hartford Financial Services Group, Inc.

Financial Services
77
New
$69.51 - $81.04 $5.35K - $6.24K
77 $6K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
504
New
$12.13 - $14.1 $6.11K - $7.11K
504 $6K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
511
New
$11.65 - $14.02 $5.95K - $7.16K
511 $6K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
509
New
$11.76 - $12.9 $5.99K - $6.57K
509 $6K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
504
New
$11.95 - $13.6 $6.02K - $6.85K
504 $6K
ERF
Enerplus Corp

Energy
400
New
$14.46 - $17.99 $5.78K - $7.2K
400 $6K
NMAI
Nuveen Multi Asset Income Fund

ETFs
444
New
$10.62 - $12.48 $4.72K - $5.54K
444 $5K
HIE
Miller/Howard High Income Equity Fund

Financial Services
504
New
$9.5 - $10.71 $4.79K - $5.4K
504 $5K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
1.52K
New
$2.86 - $3.41 $4.34K - $5.17K
1.52K $5K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
504
New
$8.81 - $10.79 $4.44K - $5.44K
504 $5K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
766
New
$7.23 - $7.91 $5.54K - $6.06K
766 $5K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
714
New
$6.92 - $7.91 $4.94K - $5.65K
714 $5K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
1.02K
New
$4.83 - $5.3 $4.93K - $5.41K
1.02K $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
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
503
New
$8.82 - $10.47 $4.44K - $5.27K
503 $5K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
408
New
$13.41 - $14.67 $5.47K - $5.99K
408 $5K
TEI
Templeton Emerging Markets Income Fund

Financial Services
1.02K
New
$4.37 - $5.23 $4.44K - $5.32K
1.02K $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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