Beacon Pointe Advisors, LLC Incresed Positions in Q3 2024

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
+ 0.02%
$92.1 - $95.52 $92.1 - $95.5
5.22K $498K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
92
+ 8.84%
$194.69 - $239.18 $17.9K - $22K
1.13K $236K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
231
+ 0.74%
$23.47 - $23.74 $5.42K - $5.48K
31.4K $744K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
42
+ 0.24%
$24.91 - $25.63 $1.05K - $1.08K
17.3K $443K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
156
+ 1.47%
$11.13 - $12.0 $1.74K - $1.87K
10.8K $129K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
24
+ 0.18%
$40.48 - $45.39 $972 - $1.09K
13.3K $584K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.1%
$194.66 - $225.97 $195 - $226
996 $219K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
27
+ 0.13%
$3.99 - $4.33 $108 - $117
20.4K $87K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
223
+ 1.79%
$10.91 - $12.02 $2.43K - $2.68K
12.7K $147K
FLRN
Spdr Bloomberg Investment Grad

ETFs
97
+ 1.45%
$30.55 - $30.85 $2.96K - $2.99K
6.79K $209K
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.0%
N/A
28K $0
Ea Series Trust
2.62K
+ 1.79%
N/A
149K $0
Vanguard Calif Tax Free Fds
2.95K
+ 53.35%
N/A
8.47K $0
Exchange Traded Concepts Tru
64
+ 0.29%
N/A
21.8K $0
BAUG
Innovator U.S. Equity Buffer E
903
+ 2.29%
N/A
40.3K $0
Ea Series Trust
5
+ 0.25%
N/A
2.01K $0
Invesco Exch Trd Slf Idx Fd
407
+ 3.42%
N/A
12.3K $0
Vanguard Wellington Fd
1.86K
+ 70.35%
N/A
4.49K $0
Brookfield Corp
4.45K
+ 7.07%
N/A
67.4K $0
Core Scientific Inc New
191K
+ 129.62%
N/A
339K $0
Dimensional ETF Trust
12.4K
+ 1.73%
N/A
727K $0
Dimensional ETF Trust
14.4K
+ 9.24%
N/A
170K $0
Mobix Labs Inc
17.6K
+ 37.33%
N/A
64.8K $0
BSMO
Invesco Bulletshares 2024 Muni

ETFs
2
+ 0.01%
$24.78 - $24.91 $49.6 - $49.8
21.3K $529K
STEL
Stellar Bancorp Inc
101
+ 0.33%
N/A
30.3K $0
Invesco Exch Trd Slf Idx Fd
396
+ 4.13%
N/A
9.98K $0
Oaktree Specialty Lending CO
48K
+ 23.37%
N/A
253K $0
Arm Holdings PLC
3.76K
+ 212.14%
N/A
5.53K $0
FSCO
Fs Cr Opportunities Corp Com
104
+ 0.29%
N/A
36.1K $0
Blackrock ETF Trust Ii
1.85K
+ 29.12%
N/A
8.2K $0
Sitio Royalties Corp
15.8K
+ 12.86%
N/A
139K $0
Gsk PLC
1.9K
+ 18.05%
N/A
12.4K $0
PSEP
Innovator U.S. Equity Power Bu
26.1K
+ 16.05%
N/A
189K $0
Ishares Bitcoin Trust ETF
5.23K
+ 23.14%
N/A
27.8K $0
CMC
Commercial Metals CO

Basic Materials
6
+ 0.05%
$48.67 - $60.35 $292 - $362
13.2K $722K
MKL
Markel Corp

Financial Services
9
+ 0.44%
$1494.55 - $1645.69 $13.5K - $14.8K
2.08K $3.25M
FHN
First Horizon Corp

Financial Services
72
+ 0.42%
$14.63 - $17.45 $1.05K - $1.26K
17.2K $267K
RRC
Range Resources Corp

Energy
1.99K
+ 8.09%
$27.91 - $34.84 $55.7K - $69.5K
26.7K $820K
SWKS
Skyworks Solutions, Inc.

Technology
545
+ 6.88%
$96.22 - $120.68 $52.4K - $65.8K
8.46K $835K
CCJ
Cameco Corp

Energy
9
+ 0.08%
$36.9 - $53.72 $332 - $483
11.5K $548K
ACI
Albertsons Companies, Inc.

Consumer Defensive
14
+ 0.1%
$17.94 - $20.93 $251 - $293
14.2K $263K
WU
Western Union CO

Financial Services
180
+ 0.24%
$11.35 - $12.97 $2.04K - $2.33K
73.9K $881K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
128
+ 0.26%
$49.7 - $56.11 $6.36K - $7.18K
49.2K $2.7M
CACC
Credit Acceptance Corp

Financial Services
134
+ 10.25%
$421.5 - $611.11 $56.5K - $81.9K
1.44K $639K
VDE
Vanguard Energy ETF

ETFs
7
+ 0.05%
$117.44 - $131.06 $822 - $917
12.8K $1.56M
ADT
Adt Inc.

Industrials
2.15K
+ 0.88%
$6.87 - $7.9 $14.8K - $17K
245K $1.78M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
526
+ 5.19%
$69.02 - $93.84 $36.3K - $49.4K
10.7K $749K
AI
C3.Ai, Inc.

Technology
245
+ 1.02%
$21.12 - $30.58 $5.17K - $7.49K
24.2K $585K
CTAS
Cintas Corp

Industrials
3.91K
+ 209.14%
$201.38 - $819.83 $788K - $3.21M
5.78K $1.19M
Activity Summary
Buys All Purchases 374 New Holdings 63 Increased Positions 311 Sells All Sells 743 Reductions 743 Sold out 0 Options Calls 3 Puts 8
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