Beacon Financial Group Purchases and Sells in Q4 2024

Beacon Financial Group

$886 Million
Q4 2024

Top Buys

Incresed Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDEC	81.1K + 153.71%	$39.4 - $40.57 $3.2M - $3.29M	134K $5.38M
IVV	1.52K + 2.74%	$570.51 - $610.59 $867K - $927K	57K $33.5M
VUG	318 + 0.63%	$378.79 - $428.11 $120K - $136K	50.4K $20.7M
BIL	16.7K + 6.47%	$91.29 - $91.8 $1.52M - $1.53M	275K $25.1M
CGGR	18.6K + 10.15%	$34.49 - $39.24 $643K - $731K	202K $7.52M
DYNF	9.35K + 3.9%	$49.03 - $53.35 $458K - $499K	249K $12.8M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	16.2K New	$201.32 - $217.44 $3.26M - $3.52M	16.2K $3.35M
IAU	30.2K New	$48.37 - $52.65 $1.46M - $1.59M	30.2K $1.49M
QLTA	12.2K New	$46.69 - $49.2 $571K - $602K	12.2K $572K
BALT	17.9K New	$30.76 - $31.55 $550K - $564K	17.9K $561K
EFA	6.18K New	$75.1 - $82.99 $464K - $513K	6.18K $467K
HSY	2.17K New	$168.67 - $193.65 $366K - $420K	2.17K $366K

Top Sells

Reduced Positions

196 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGGY	-82.9K - 46.17%	$42.79 - $44.9 $3.55M - $3.72M	96.7K $4.15M
CMCSA	-79.4K - 57.91%	$37.39 - $45.14 $2.97M - $3.59M	57.7K $2.17M
DGRW	-8.45K - 1.23%	$80.93 - $85.66 $683K - $723K	679K $54.9M
FVD	-21.8K - 4.74%	$43.4 - $46.7 $948K - $1.02M	439K $19.1M
XOM	-1.82K - 1.77%	$105.51 - $125.37 $192K - $228K	101K $10.9M
LQDH	-12.2K - 12.49%	$92.58 - $93.71 $1.13M - $1.15M	85.7K $7.94M

Activity Summary All Purchases 102 New Holdings 21 Increased Positions 81 All Sells 196 Reductions 196 Sold out 0 Calls 0 Puts 0

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