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
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11.9K
New
$7.83 - $8.16 $92.9K - $96.8K
11.9K $93K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.29K
+ 11.54%
$50.02 - $51.24 $114K - $117K
22.1K $1.11M
CHY
Calamos Convertible & High Income Fund

Financial Services
6.52K
+ 15.13%
$11.79 - $12.56 $76.9K - $81.9K
49.6K $602K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.11K
+ 20.87%
$54.6 - $68.9 $60.8K - $76.7K
6.45K $389K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.61K
+ 6.56%
$42.33 - $43.3 $110K - $113K
42.3K $1.8M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.11K
+ 5.64%
$47.96 - $55.17 $53K - $61K
20.7K $1.06M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
7.44K
+ 15.56%
$20.17 - $21.84 $150K - $162K
55.2K $1.12M
DGX
Quest Diagnostics Inc

Healthcare
549
+ 27.37%
N/A
2.56K $350K
VTWO
Vanguard Russell 2000 ETF

ETFs
781
+ 16.1%
$87.42 - $98.06 $68.3K - $76.6K
5.63K $503K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.84K
+ 9.49%
$24.45 - $24.62 $69.4K - $69.9K
32.7K $802K
MSI
Motorola Solutions, Inc.

Technology
41
+ 1.05%
$449.08 - $504.6 $18.4K - $20.7K
3.95K $1.83M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.49K
+ 2.62%
$50.53 - $55.55 $75.1K - $82.6K
58.2K $2.96M
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.6K
+ 8.71%
N/A
19.9K $778K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.29K
+ 33.85%
$51.09 - $55.27 $65.7K - $71K
5.08K $259K
JHMM
John Hancock Multifactor Mid C

ETFs
1.05K
+ 15.39%
$59.61 - $64.8 $62.4K - $67.8K
7.85K $468K
CCJ
Cameco Corp

Energy
330
+ 2.87%
$48.64 - $61.14 $16.1K - $20.2K
11.8K $606K
EFX
Equifax Inc

Industrials
535
+ 25.38%
$245.03 - $293.5 $131K - $157K
2.64K $673K
IJS
Ishares S&P Smallcap 600 Value

ETFs
454
+ 7.99%
$104.59 - $118.05 $47.5K - $53.6K
6.14K $666K
FNDA
Schwab Fundamental U S Small C

ETFs
16.7K
+ 112.64%
$29.26 - $59.11 $489K - $988K
31.6K $937K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3K
+ 15.36%
$24.5 - $25.72 $73.5K - $77.1K
22.5K $553K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.01%
$43.37 - $51.46 $86.7 - $103
16.3K $783K
NOVA
Sunnova Energy International Inc.

Technology
15K
New
$3.14 - $9.1 $47.1K - $137K
15K $51K
PWB
Invesco Exchange Traded Fd Tr

ETFs
89
+ 0.64%
$98.04 - $108.11 $8.73K - $9.62K
13.9K $1.41M
IDV
Ishares Tr

ETFs
6.6K
+ 14.53%
$27.03 - $29.92 $178K - $197K
52K $1.42M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.3K
+ 9.9%
$23.25 - $23.37 $53.4K - $53.7K
25.5K $594K
XLU
Utilities Sector Spdr

ETFs
6.34K
+ 7.48%
$74.89 - $82.93 $475K - $526K
91K $6.89M
INMB
Inmune Bio, Inc.

Healthcare
10.4K
New
$4.4 - $6.43 $45.6K - $66.7K
10.4K $48K
IWS
Ishares Russell Midcap Value E

ETFs
651
+ 5.19%
$128.08 - $140.32 $83.4K - $91.3K
13.2K $1.71M
EWJ
Ishares Msci Japan ETF

ETFs
1.13K
+ 18.19%
$66.18 - $71.84 $74.5K - $80.8K
7.31K $490K
RLI
Rli Corp

Financial Services
121
+ 4.29%
$151.91 - $180.89 $18.4K - $21.9K
2.94K $484K
EBAY
Ebay Inc

Consumer Cyclical
981
+ 23.46%
$57.51 - $67.17 $56.4K - $65.9K
5.16K $319K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.01K
+ 14.01%
$23.55 - $23.9 $47.2K - $47.9K
16.3K $385K
HDV
Ishares Core High Dividend ETF

ETFs
606
+ 13.6%
$110.82 - $121.28 $67.2K - $73.5K
5.06K $568K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.64K
+ 1.76%
$113.92 - $127.38 $301K - $337K
152K $17.6M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.26K
+ 15.18%
$22.1 - $22.59 $49.9K - $51K
17.1K $379K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
644
+ 11.73%
$89.9 - $100.66 $57.9K - $64.8K
6.13K $554K
IFN
India Fund Inc

Financial Services
5.73K
+ 39.06%
$15.71 - $18.91 $90.1K - $108K
20.4K $321K
AVSC
American Centy ETF Tr Avantis
589
+ 2.33%
$52.7 - $59.57 $31K - $35.1K
25.9K $1.41M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
397
+ 5.59%
$101.22 - $107.72 $40.2K - $42.8K
7.5K $766K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
2.1K
+ 16.3%
$23.7 - $24.51 $49.8K - $51.5K
15K $355K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
202
+ 3.36%
$76.53 - $94.19 $15.5K - $19K
6.21K $530K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.99K
+ 7.61%
$22.72 - $23.0 $45.3K - $45.8K
28.2K $642K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
493
+ 12.92%
$77.23 - $82.11 $38.1K - $40.5K
4.31K $335K
BKR
Baker Hughes CO

Energy
117
+ 1.81%
$35.98 - $44.88 $4.21K - $5.25K
6.59K $270K
IYM
Ishares Tr

ETFs
537
+ 31.81%
$129.15 - $153.25 $69.4K - $82.3K
2.23K $289K
GWW
W.W. Grainger, Inc.

Industrials
29
+ 9.97%
$1023.06 - $1220.93 $29.7K - $35.4K
320 $337K
TAP
Molson Coors Beverage CO

Consumer Defensive
629
+ 16.73%
$53.97 - $63.88 $33.9K - $40.2K
4.39K $251K
RWO
Spdr Dow Jones Global Real Est

ETFs
8.08K
+ 12.04%
$42.41 - $47.31 $343K - $382K
75.1K $3.22M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
500
+ 7.78%
$61.21 - $68.19 $30.6K - $34.1K
6.93K $433K
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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