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
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
500
New
$5.33 - $6.05 $2.67K - $3.03K
500 $3K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
814
New
$3.54 - $3.89 $2.88K - $3.17K
814 $3K
MLM
Martin Marietta Materials Inc

Basic Materials
7
New
$397.86 - $499.62 $2.79K - $3.5K
7 $3K
ASGN
Asgn Inc

Technology
30
New
$77.7 - $96.88 $2.33K - $2.91K
30 $2K
PBI
Pitney Bowes Inc

Industrials
606
New
$3.06 - $4.44 $1.85K - $2.69K
606 $2K
NGL
Ngl Energy Partners LP

Energy
400
New
$3.83 - $5.6 $1.53K - $2.24K
400 $2K
PCVX
Vaxcyte, Inc.

Healthcare
40
New
$45.35 - $63.41 $1.81K - $2.54K
40 $2K
CHT
Chunghwa Telecom CO LTD

Communication Services
62
New
$35.5 - $39.07 $2.2K - $2.42K
62 $2K
GFL
Gfl Environmental Inc.

Industrials
71
New
$27.45 - $34.58 $1.95K - $2.46K
71 $2K
MRNA
Moderna, Inc.

Healthcare
30
New
$69.51 - $104.43 $2.09K - $3.13K
30 $2K
FSD
First Trust High Income Long/Short Fund

Financial Services
203
New
$10.21 - $12.09 $2.07K - $2.45K
203 $2K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
500
New
$4.22 - $4.79 $2.11K - $2.4K
500 $2K
ICFI
Icf International, Inc.

Industrials
22
New
$119.97 - $143.6 $2.64K - $3.16K
22 $2K
LSTR
Landstar System Inc

Industrials
14
New
$162.63 - $198.87 $2.28K - $2.78K
14 $2K
AA
Alcoa Corp

Basic Materials
74
New
$23.41 - $34.81 $1.73K - $2.58K
74 $2K
EWX
Spdr S&P Emerging Markets Smal

ETFs
44
New
$51.03 - $56.87 $2.25K - $2.5K
44 $2K
PMX
Pimco Municipal Income Fund Iii

Financial Services
301
New
$6.12 - $7.61 $1.84K - $2.29K
301 $2K
ABCL
Ab Cellera Biologics Inc.

Healthcare
500
New
$3.91 - $5.93 $1.96K - $2.97K
500 $2K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
1.02K
New
$1.78 - $1.99 $1.81K - $2.02K
1.02K $2K
SPMD
Spdr Portfolio

ETFs
42
New
$40.76 - $49.2 $1.71K - $2.07K
42 $2K
BIGZ
Black Rock Innovation & Growth Trust
303
New
$6.23 - $7.65 $1.89K - $2.32K
303 $2K
MFA
Mfa Financial, Inc.

Real Estate
250
New
$8.46 - $11.83 $2.12K - $2.96K
250 $2K
EFX
Equifax Inc

Industrials
12
New
$162.68 - $250.41 $1.95K - $3K
12 $2K
WRB
Berkley W R Corp

Financial Services
42
New
$62.44 - $73.65 $2.62K - $3.09K
42 $2K
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
500
New
$3.32 - $4.5 $1.66K - $2.25K
500 $2K
EQS
Equus Total Return, Inc.

Financial Services
1K
New
$1.38 - $1.51 $1.38K - $1.51K
1K $1K
SVM
Silvercorp Metals Inc

Basic Materials
501
New
$2.13 - $2.9 $1.07K - $1.45K
501 $1K
AMRN
Amarin Corp Plcuk

Healthcare
2K
New
$0.66 - $0.91 $1.32K - $1.82K
2K $1K
GNL
Global Net Lease, Inc.

Real Estate
134
New
$7.62 - $10.11 $1.02K - $1.35K
134 $1K
REAL
The Real Real, Inc.

Consumer Cyclical
500
New
$1.28 - $2.48 $640 - $1.24K
500 $1K
UNIT
Uniti Group Inc.

Real Estate
300
New
$4.15 - $5.94 $1.25K - $1.78K
300 $1K
CLLS
Cellectis S.A.

Healthcare
500
New
$0.97 - $3.55 $485 - $1.78K
500 $1K
ALB
Albemarle Corp

Basic Materials
10
New
$113.26 - $170.8 $1.13K - $1.71K
10 $1K
OPK
Opko Health, Inc.

Healthcare
1K
New
$1.23 - $1.63 $1.23K - $1.63K
1K $1K
MPW
Medical Properties Trust Inc

Real Estate
400
New
$4.08 - $5.5 $1.63K - $2.2K
400 $1K
SPH
Suburban Propane Partners LP

Utilities
101
New
$15.67 - $20.29 $1.58K - $2.05K
101 $1K
MMS
Maximus, Inc.

Industrials
23
New
$72.89 - $86.88 $1.68K - $2K
23 $1K
NAT
Nordic American Tankers LTD

Industrials
300
New
$3.79 - $4.77 $1.14K - $1.43K
300 $1K
DFIV
Dimensional ETF Tr

ETFs
54
New
$30.86 - $34.46 $1.67K - $1.86K
54 $1K
CRCT
Cricut, Inc.

Technology
300
New
$6.59 - $9.3 $1.98K - $2.79K
300 $1K
MBLY
Mobileye Global Inc.
25
New
$33.82 - $43.97 $846 - $1.1K
25 $1K
LMND
Lemonade, Inc.

Financial Services
100
New
$10.57 - $18.99 $1.06K - $1.9K
100 $1K
LNG
Cheniere Energy, Inc.

Energy
6
New
$158.95 - $182.15 $954 - $1.09K
6 $1K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
22
New
$67.57 - $78.96 $1.49K - $1.74K
22 $1K
HOWL
Werewolf Therapeutics, Inc.

Healthcare
300
New
$1.78 - $4.15 $534 - $1.25K
300 $1K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
510
New
$2.51 - $3.29 $1.28K - $1.68K
510 $1K
TCOM
Trip.Com Group LTD

Consumer Cyclical
51
New
$32.09 - $36.67 $1.64K - $1.87K
51 $1K
CG
Carlyle Group Inc.

Financial Services
45
New
$27.54 - $41.99 $1.24K - $1.89K
45 $1K
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
360
New
$2.6 - $3.52 $936 - $1.27K
360 $1K
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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