Beacon Pointe Advisors, LLC Sells in Q3 2024

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.16K
- 8.05%
$65.06 - $71.72 $140K - $155K
24.6K $1.75M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-554
- 7.86%
$62.4 - $62.4 $34.6K - $34.6K
6.5K $405K
HTGC
Hercules Capital, Inc.

Financial Services
-1.13K
- 6.19%
$17.71 - $21.67 $20K - $24.5K
17.1K $336K
AME
Ametek Inc

Industrials
-335
- 7.81%
$152.74 - $176.01 $51.2K - $59K
3.96K $679K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.26K
- 5.8%
$51.02 - $52.74 $64.1K - $66.3K
20.4K $1.07M
AKAM
Akamai Technologies Inc

Technology
-372
- 13.38%
N/A
2.41K $218K
PCEF
Invesco Cef Income Composite E

ETFs
-3.03K
- 9.8%
$18.24 - $19.71 $55.2K - $59.6K
27.8K $548K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-1.33K
- 5.77%
$36.66 - $38.13 $48.8K - $50.7K
21.7K $827K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-3.37K
- 5.17%
$18.35 - $19.01 $61.9K - $64.1K
61.8K $1.17M
HES
Hess Corp

Energy
-97
- 5.93%
$126.3 - $155.44 $12.3K - $15.1K
1.54K $208K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-682
- 8.52%
$113.45 - $126.18 $77.4K - $86.1K
7.32K $923K
FISV
Fiserv Inc

Technology
-250
- 4.23%
N/A
5.67K $709K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-5.47K
- 3.82%
$33.3 - $35.24 $182K - $193K
138K $4.85M
HDV
Ishares Core High Dividend ETF

ETFs
-635
- 12.48%
$107.62 - $118.76 $68.3K - $75.4K
4.46K $523K
DLR
Digital Realty Trust, Inc.

Real Estate
-683
- 8.33%
$144.47 - $162.98 $98.7K - $111K
7.52K $1.22M
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.57K
- 7.16%
N/A
20.3K $385K
VOT
Vanguard Mid Cap Growth Index

ETFs
-4.94K
- 5.85%
$218.05 - $243.47 $1.08M - $1.2M
79.4K $19.3M
CSWC
Capital Southwest Corp

Financial Services
-62
- 0.2%
$23.56 - $27.07 $1.46K - $1.68K
31K $783K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-4.59K
- 15.41%
$40.45 - $47.24 $186K - $217K
25.2K $1.18M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-401
- 5.36%
N/A
7.08K $458K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.17K
- 5.44%
$162.64 - $179.3 $190K - $209K
20.3K $3.64M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-1.28K
- 10.3%
$23.15 - $23.58 $29.5K - $30.1K
11.1K $262K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-240
- 5.47%
$122.48 - $142.51 $29.4K - $34.2K
4.15K $575K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-577
- 8.39%
$48.06 - $49.39 $27.7K - $28.5K
6.3K $310K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.42K
- 4.26%
$20.47 - $20.71 $29K - $29.3K
31.8K $657K
CSGP
Costar Group, Inc.

Real Estate
-363
- 8.83%
$71.59 - $79.61 $26K - $28.9K
3.75K $282K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-1.07K
- 6.92%
$23.41 - $23.78 $24.9K - $25.3K
14.3K $339K
SJT
San Juan Basin Royalty Trust

Energy
-3.6K
- 16.36%
$3.22 - $4.25 $11.6K - $15.3K
18.4K $68K
BLW
Blackrock LTD Duration Income Trust

Financial Services
-1.94K
- 12.59%
$13.87 - $14.61 $26.9K - $28.3K
13.5K $194K
IYF
Ishares Tr

ETFs
-673
- 12.15%
$93.83 - $105.05 $63.1K - $70.7K
4.87K $505K
HCA
Hca Healthcare, Inc.

Healthcare
-1.37K
- 21.67%
$315.12 - $406.43 $431K - $556K
4.94K $2.01M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.43K
- 16.2%
$11.52 - $12.52 $28K - $30.4K
12.6K $155K
SRE
Sempra Energy

Utilities
-1.23K
- 10.98%
$74.97 - $84.04 $92K - $103K
9.95K $831K
IXJ
Ishares Global Healthcare ETF

ETFs
-399
- 9.64%
$91.63 - $101.25 $36.6K - $40.4K
3.74K $367K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-435
- 11.73%
$71.19 - $76.59 $31K - $33.3K
3.27K $250K
VMC
Vulcan Materials CO

Basic Materials
-75
- 6.7%
$231.83 - $274.51 $17.4K - $20.6K
1.04K $261K
DTE
Dte Energy CO

Utilities
-1.2K
- 15.13%
$108.67 - $128.41 $130K - $154K
6.73K $864K
FFWM
First Foundation Inc.

Financial Services
-500
- 1.23%
$5.0 - $7.08 $2.5K - $3.54K
40K $249K
SAP
Sap Se

Technology
-722
- 13.17%
$197.21 - $231.0 $142K - $167K
4.76K $1.09M
GOLD
Barrick Gold Corp

Basic Materials
-5.59K
- 18.71%
$16.56 - $21.01 $92.5K - $117K
24.3K $482K
SSO
Proshares Ultra S&P 500

ETFs
-626
- 11.41%
$73.92 - $90.17 $46.3K - $56.4K
4.86K $438K
EFX
Equifax Inc

Industrials
-503
- 19.26%
$236.42 - $307.13 $119K - $154K
2.11K $618K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-2.25K
- 18.18%
$9.55 - $11.13 $21.5K - $25K
10.1K $109K
LXU
Lsb Industries, Inc.

Basic Materials
-833
- 1.69%
$7.06 - $9.36 $5.88K - $7.8K
48.5K $389K
ICE
Intercontinental Exchange, Inc.

Financial Services
-654
- 17.15%
$136.93 - $162.81 $89.6K - $106K
3.16K $507K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-822
- 2.68%
$24.29 - $24.63 $20K - $20.2K
29.9K $732K
TWLO
Twilio Inc

Communication Services
-721
- 18.04%
$56.03 - $65.23 $40.4K - $47K
3.28K $213K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-848
- 4.4%
$22.87 - $23.34 $19.4K - $19.8K
18.4K $428K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-1.08K
- 4.31%
$13.82 - $14.39 $15K - $15.6K
24K $339K
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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