Beacon Pointe Advisors, LLC Purchases in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGIC
International General Insurance Holdings Ltd.

Financial Services
25.4K
New
$18.49 - $26.6 $470K - $677K
25.4K $604K
XYLD
Global X Fds S&P 500 Covered C

ETFs
14.3K
New
$40.86 - $43.42 $586K - $623K
14.3K $601K
CADE
Cadence Bank

Financial Services
16.5K
+ 262.62%
$30.54 - $39.29 $505K - $650K
22.8K $787K
SNPS
Synopsys Inc

Technology
1.28K
+ 75.16%
$485.36 - $588.0 $621K - $753K
2.98K $1.45M
MMM
3 M CO

Industrials
9.32K
+ 11.35%
$124.74 - $137.12 $1.16M - $1.28M
91.5K $11.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
29K
+ 12.1%
$38.96 - $43.28 $1.13M - $1.25M
268K $10.6M
VFH
Vanguard Financial ETF

ETFs
3.52K
+ 21.48%
$108.87 - $126.2 $383K - $444K
19.9K $2.35M
ETR
Entergy Corp

Utilities
11.1K
+ 202.3%
$73.19 - $156.4 $810K - $1.73M
16.5K $1.25M
VGT
Vanguard Information Technolog

ETFs
13
+ 0.09%
$571.78 - $647.97 $7.43K - $8.42K
14.9K $9.27M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.63K
+ 14.95%
$278.19 - $315.36 $452K - $513K
12.5K $3.6M
DFAU
Dimensional ETF Tr

ETFs
8.74K
+ 5.29%
$39.27 - $42.38 $343K - $370K
174K $7.04M
XLI
Industrial Sector Spdr

ETFs
4.75K
+ 11.68%
$131.76 - $143.99 $626K - $685K
45.5K $5.99M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.1K
New
$74.5 - $78.37 $455K - $478K
6.1K $456K
DMLP
Dorchester Minerals, L.P.

Energy
10K
+ 27.45%
$30.69 - $34.41 $307K - $344K
46.5K $1.55M
OBNK
Origin Bancorp, Inc.

Financial Services
13.6K
New
N/A
13.6K $438K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
23.5K
+ 16.99%
$22.71 - $23.47 $534K - $552K
162K $3.69M
APO
Apollo Global Management, Inc.

Financial Services
581
+ 7.23%
$131.36 - $178.61 $76.3K - $104K
8.62K $1.42M
BSM
Black Stone Minerals, L.P.

Energy
30.6K
+ 48.9%
$13.86 - $15.57 $425K - $477K
93.3K $1.36M
DGRO
Ishares Core Dividend Growth E

ETFs
7.89K
+ 14.62%
$60.73 - $64.94 $479K - $512K
61.8K $3.79M
CLSK
Cleanspark, Inc.

Technology
45K
+ 81.82%
$8.61 - $17.63 $387K - $793K
100K $921K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.37K
+ 15.22%
$46.48 - $51.32 $342K - $378K
55.8K $2.68M
HUBB
Hubbell Inc

Industrials
1.03K
+ 28.99%
$418.89 - $472.12 $432K - $487K
4.59K $1.92M
BMO
Bank Of Montreal

Financial Services
415
+ 0.8%
$89.75 - $103.39 $37.2K - $42.9K
52.2K $5.06M
BK
Bank Of New York Mellon Corp

Financial Services
4.53K
+ 50.04%
$70.82 - $81.87 $321K - $371K
13.6K $1.04M
APA
Apa Corp

Energy
16.9K
New
$20.47 - $27.07 $346K - $457K
16.9K $390K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3K
+ 54.74%
$121.89 - $135.52 $365K - $406K
8.47K $1.06M
RDVY
First Trust Rising Dividend Ac

ETFs
6.47K
+ 58.03%
$58.65 - $64.37 $379K - $416K
17.6K $1.04M
SJT
San Juan Basin Royalty Trust

Energy
98.9K
+ 537.66%
$3.66 - $4.51 $362K - $446K
117K $449K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.87K
+ 11.63%
$89.97 - $98.59 $258K - $282K
27.5K $2.61M
MKL
Markel Corp

Financial Services
29
+ 1.4%
$1542.01 - $1785.11 $44.7K - $51.8K
2.11K $3.63M
PBT
Permian Basin Royalty Trust

Energy
41.2K
+ 42.11%
$10.49 - $13.86 $432K - $571K
139K $1.54M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.02K
New
$170.03 - $192.78 $344K - $390K
2.02K $373K
IGV
Ishares Expanded Tech Software

ETFs
1.22K
+ 5.25%
$87.5 - $110.17 $106K - $134K
24.4K $2.44M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.49K
New
$104.52 - $115.08 $364K - $401K
3.49K $367K
WING
Wingstop Inc.

Consumer Cyclical
1.29K
New
$281.09 - $422.95 $361K - $544K
1.29K $365K
DUK
Duke Energy Corp

Utilities
6.54K
+ 14.44%
$105.76 - $120.76 $692K - $790K
51.8K $5.59M
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.85K
+ 4.81%
$35.71 - $37.1 $245K - $254K
149K $5.48M
IBHG
Ishares Tr Ibonds 2027 Term Hi
16K
New
$22.11 - $22.54 $354K - $361K
16K $356K
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.08K
+ 140.92%
$50.35 - $50.69 $356K - $359K
12.1K $610K
BUG
Global X Fds Cybersecurity ETF

ETFs
10.9K
New
$30.13 - $34.51 $329K - $376K
10.9K $350K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.81K
+ 4.95%
$35.07 - $36.08 $239K - $246K
144K $5.19M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.64K
+ 9.44%
$53.94 - $58.15 $250K - $270K
53.8K $3.03M
QDF
Flexshares Quality Dividend In

ETFs
4.88K
+ 47.28%
$70.4 - $73.87 $344K - $361K
15.2K $1.07M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.29K
+ 32.25%
$46.07 - $48.17 $382K - $399K
34K $1.57M
FCPT
Four Corners Property Trust, Inc.

Real Estate
11.9K
New
$26.74 - $29.73 $319K - $355K
11.9K $324K
EQT
Eqt Corp

Energy
394
+ 1.22%
$35.62 - $46.89 $14K - $18.5K
32.8K $1.51M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.63K
+ 1.57%
$126.68 - $134.74 $460K - $489K
236K $30M
FLEX
Flex Ltd.

Technology
8.26K
New
$32.52 - $41.3 $269K - $341K
8.26K $317K
BJAN
Innovator U.S. Equity Buffer E

ETFs
6.49K
+ 150.21%
$46.38 - $47.95 $301K - $311K
10.8K $518K
Activity Summary
Buys All Purchases 507 New Holdings 75 Increased Positions 432 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 3 Puts 7
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