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
CBOE
Cboe Global Markets, Inc.

Financial Services
31
New
$156.8 - $182.19 $4.86K - $5.65K
31 $5K
IIM
Invesco Value Municipal Income Trust

Financial Services
503
New
$9.98 - $11.77 $5.02K - $5.92K
503 $5K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
509
New
$10.26 - $11.67 $5.22K - $5.94K
509 $5K
HBIO
Harvard Bioscience Inc

Healthcare
1K
New
$4.0 - $5.49 $4K - $5.49K
1K $5K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
503
New
$8.64 - $10.15 $4.35K - $5.11K
503 $5K
DEA
Easterly Government Properties, Inc.

Real Estate
364
New
$10.33 - $14.13 $3.76K - $5.14K
364 $4K
PMF
Pimco Municipal Income Fund

Financial Services
502
New
$7.71 - $9.45 $3.87K - $4.74K
502 $4K
BKCC
Black Rock Capital Investment Corp

Financial Services
1.2K
New
$3.25 - $4.0 $3.9K - $4.8K
1.2K $4K
FNGR
Finger Motion, Inc.

Communication Services
1K
New
$3.75 - $7.0 $3.75K - $7K
1K $4K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
503
New
$8.2 - $9.48 $4.12K - $4.77K
503 $4K
HPI
John Hancock Preferred Income Fund

Financial Services
304
New
$12.92 - $15.78 $3.93K - $4.8K
304 $4K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
707
New
$5.97 - $7.05 $4.22K - $4.98K
707 $4K
MERC
Mercer International Inc.

Basic Materials
503
New
$7.65 - $10.03 $3.85K - $5.05K
503 $4K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
508
New
$8.24 - $9.56 $4.19K - $4.86K
508 $4K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
500
New
$7.77 - $8.78 $3.89K - $4.39K
500 $4K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
170
New
$24.91 - $29.38 $4.23K - $4.99K
170 $4K
VVR
Invesco Senior Income Trust

Financial Services
1.02K
New
$3.76 - $4.16 $3.84K - $4.25K
1.02K $4K
QS
Quantum Scape Corp

Consumer Cyclical
700
New
$5.09 - $7.63 $3.56K - $5.34K
700 $4K
CRON
Cronos Group Inc.

Healthcare
2K
New
$1.72 - $2.19 $3.44K - $4.38K
2K $4K
FICO
Fair Isaac Corp

Technology
4
New
$825.1 - $1170.61 $3.3K - $4.68K
4 $4K
SOFI
So Fi Technologies, Inc.

Financial Services
500
New
$6.62 - $10.32 $3.31K - $5.16K
500 $4K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
509
New
$7.88 - $9.49 $4.01K - $4.83K
509 $4K
ALC
Alcon Inc

Healthcare
60
New
$69.57 - $78.12 $4.17K - $4.69K
60 $4K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
859
New
$4.18 - $4.98 $3.59K - $4.28K
859 $4K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
507
New
$8.07 - $8.82 $4.09K - $4.47K
507 $4K
LXP
Lxp Industrial Trust

Real Estate
500
New
$7.83 - $10.09 $3.92K - $5.05K
500 $4K
SLCA
U.S. Silica Holdings, Inc.

Energy
400
New
$10.48 - $13.56 $4.19K - $5.42K
400 $4K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
304
New
$11.83 - $14.14 $3.6K - $4.3K
304 $4K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
New
$775.18 - $881.7 $3.1K - $3.53K
4 $3K
UHS
Universal Health Services Inc

Healthcare
22
New
$122.21 - $154.13 $2.69K - $3.39K
22 $3K
AINV
Apollo Investment Corp

Financial Services
342
New
N/A
342 $3K
CHGG
Chegg, Inc

Consumer Defensive
300
New
$7.5 - $11.41 $2.25K - $3.42K
300 $3K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
503
New
$7.21 - $7.99 $3.63K - $4.02K
503 $3K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
90
New
$35.46 - $41.34 $3.19K - $3.72K
90 $3K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
301
New
$7.94 - $10.26 $2.39K - $3.09K
301 $3K
SLRC
Slr Investment Corp.

Financial Services
205
New
$14.14 - $15.43 $2.9K - $3.16K
205 $3K
SLVO
Credit Suisse Ag

ETFs
50
New
$65.88 - $77.25 $3.29K - $3.86K
50 $3K
MMLP
Martin Midstream Partners L.P.

Energy
1.5K
New
$2.27 - $2.68 $3.41K - $4.02K
1.5K $3K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
510
New
$5.39 - $6.29 $2.75K - $3.21K
510 $3K
RIG
Transocean Ltd.

Energy
500
New
$5.65 - $7.88 $2.83K - $3.94K
500 $3K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
512
New
$6.96 - $7.72 $3.56K - $3.95K
512 $3K
JRS
Nuveen Real Estate Income Fund

Financial Services
510
New
$5.96 - $7.86 $3.04K - $4.01K
510 $3K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
202
New
$14.39 - $16.58 $2.91K - $3.35K
202 $3K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
37
New
$72.9 - $99.12 $2.7K - $3.67K
37 $3K
PKG
Packaging Corp Of America

Consumer Cyclical
19
New
$144.48 - $169.71 $2.75K - $3.22K
19 $3K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
509
New
$6.29 - $7.99 $3.2K - $4.07K
509 $3K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
303
New
$8.87 - $10.08 $2.69K - $3.05K
303 $3K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
55
New
$45.88 - $58.88 $2.52K - $3.24K
55 $3K
CXM
Sprinklr, Inc.

Technology
295
New
$11.11 - $16.73 $3.28K - $4.94K
295 $3K
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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