Birch Hill Investment Advisors LLC Purchases in Q3 2024

Birch Hill Investment Advisors LLC

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
220
+ 0.22%
$446.32 - $527.38 $98.2K - $116K
101K $52M
WTS
Watts Water Technologies Inc

Industrials
11.1K
+ 7.66%
$175.53 - $207.88 $1.95M - $2.31M
156K $32.4M
ADBE
Adobe Inc.

Technology
12.6K
+ 42.53%
$508.13 - $586.55 $6.4M - $7.39M
42.2K $21.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.8K
+ 10.63%
$105.53 - $118.34 $2.62M - $2.94M
258K $30.2M
LECO
Lincoln Electric Holdings Inc

Industrials
7.69K
+ 4.19%
$173.3 - $211.48 $1.33M - $1.63M
191K $36.7M
ACN
Accenture PLC

Technology
608
+ 2.19%
$295.44 - $355.81 $180K - $216K
28.4K $10M
IVV
Ishares Core S&P 500 ETF

ETFs
255
+ 0.56%
$520.18 - $576.82 $133K - $147K
45.8K $26.4M
CSL
Carlisle Companies Inc

Industrials
995
+ 6.57%
$376.5 - $449.34 $375K - $447K
16.1K $7.25M
NKE
Nike, Inc.

Consumer Cyclical
7.9K
+ 26.66%
$71.09 - $89.44 $562K - $707K
37.6K $3.32M
NEE
Nextera Energy Inc

Utilities
1.05K
+ 1.51%
$69.9 - $84.97 $73.4K - $89.2K
70.6K $5.97M
APD
Air Products & Chemicals, Inc.

Basic Materials
1K
+ 6.47%
$247.34 - $300.11 $247K - $300K
16.5K $4.9M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
8.29K
+ 9.45%
$52.27 - $60.45 $433K - $501K
96.1K $5.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.93K
+ 2.51%
$41.9 - $48.26 $123K - $142K
120K $5.73M
HAYW
Hayward Holdings, Inc.

Industrials
38.9K
New
$12.04 - $15.32 $468K - $596K
38.9K $595K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.92K
+ 1.26%
$236.42 - $259.82 $453K - $498K
154K $39.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
90
+ 1.25%
$531.86 - $624.21 $47.9K - $56.2K
7.27K $4.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
608
+ 0.81%
$75.32 - $84.37 $45.8K - $51.3K
75.8K $6.34M
UBER
Uber Technologies, Inc

Technology
4.01K
+ 7.77%
$58.48 - $77.47 $235K - $311K
55.7K $4.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
215
+ 0.2%
$57.32 - $62.65 $12.3K - $13.5K
109K $6.8M
COPX
Global X Copper Miners ETF

ETFs
6.08K
+ 28.13%
$38.58 - $48.4 $235K - $294K
27.7K $1.31M
IWM
Ishares Russell 2000 ETF

ETFs
301
+ 2.23%
$200.87 - $224.6 $60.5K - $67.6K
13.8K $3.05M
V
Visa Inc.

Financial Services
727
+ 15.05%
$253.74 - $291.56 $184K - $212K
5.56K $1.53M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
591
+ 7.09%
$201.82 - $234.36 $119K - $139K
8.93K $2.06M
HUBB
Hubbell Inc

Industrials
515
New
$355.55 - $428.48 $183K - $221K
515 $220K
WAT
Waters Corp

Healthcare
600
New
$282.7 - $359.89 $170K - $216K
600 $215K
POR
Portland General Electric CO

Utilities
4.47K
New
$42.44 - $49.09 $190K - $219K
4.47K $214K
LOW
Lowes Companies Inc

Consumer Cyclical
786
New
$213.3 - $270.78 $168K - $213K
786 $212K
CACI
Caci International Inc

Technology
450
New
$427.76 - $427.76 $192K - $192K
450 $192K
KMX
Carmax Inc

Consumer Cyclical
570
+ 2.19%
$71.21 - $85.78 $40.6K - $48.9K
26.6K $2.06M
UNH
Unitedhealth Group Inc

Healthcare
137
+ 18.72%
$488.01 - $604.18 $66.9K - $82.8K
869 $508K
ADI
Analog Devices Inc

Technology
442
+ 2.54%
$200.56 - $243.33 $88.6K - $108K
17.9K $4.11M
EEM
Ishares Msci Emerging Markets

ETFs
20
+ 0.05%
$40.42 - $46.7 $808 - $934
37.9K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
83
+ 6.05%
$191.76 - $263.26 $15.9K - $21.9K
1.45K $380K
BC
Brunswick Corp

Consumer Cyclical
610
+ 14.64%
$69.46 - $84.53 $42.4K - $51.6K
4.78K $400K
AVGO
Broadcom Inc.

Technology
27K
+ 847.25%
$136.27 - $1745.86 $3.68M - $47.1M
30.2K $5.2M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.07%
$237.84 - $263.83 $714 - $791
4.07K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.07%
$517.38 - $573.86 $1.03K - $1.15K
2.88K $1.66M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.36%
$453.41 - $572.44 $1.81K - $2.29K
1.1K $629K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.16%
$214.77 - $237.72 $859 - $951
2.53K $598K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
490
+ 7.45%
$38.03 - $42.06 $18.6K - $20.6K
7.07K $295K
ROP
Roper Technologies Inc

Industrials
70
+ 2.05%
$515.25 - $576.55 $36.1K - $40.4K
3.49K $1.94M
Kenvue Inc
2.32K
+ 1.33%
N/A
177K $0
Grayscale Bitcoin Mini Tr Bt
138K
New
N/A
138K $0
Labcorp Holdings Inc
1.27K
+ 0.91%
N/A
140K $0
INTU
Intuit Inc

Technology
464
+ 0.54%
$602.97 - $670.49 $280K - $311K
86.1K $53.5M
EW
Edwards Lifesciences Corp

Healthcare
3.09K
+ 0.8%
$59.7 - $93.78 $184K - $289K
388K $25.6M
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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