Bryn Mawr Trust CO Purchases in Q3 2024

Bryn Mawr Trust CO

  • $5.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
8.26M
+ 55334.55%
$37.33 - $41.78 $308M - $345M
8.27M $346M
ISRG
Intuitive Surgical Inc

Healthcare
552K
+ 15322.18%
$416.14 - $494.01 $230M - $273M
556K $273M
VTI
Vanguard Total Stock Market Et

ETFs
371K
+ 173.28%
$255.18 - $283.2 $94.6M - $105M
585K $166M
PG
Procter & Gamble CO

Consumer Defensive
539K
+ 505.59%
$160.76 - $177.82 $86.6M - $95.8M
645K $112M
AAPL
Apple Inc.

Technology
251K
+ 29.8%
$207.23 - $234.82 $51.9M - $58.8M
1.09M $254M
MSFT
Microsoft Corp

Technology
147K
+ 52.66%
$395.15 - $467.56 $58M - $68.6M
425K $183M
BRK-A
Berkshire Hathaway Inc

Financial Services
74
+ 7400.0%
$610460.0 - $715910.0 $45.2M - $53M
75 $51.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
594K
+ 634.71%
$75.32 - $84.37 $44.8M - $50.1M
688K $57.5M
JNJ
Johnson & Johnson

Healthcare
265K
+ 112.42%
$145.48 - $167.38 $38.6M - $44.4M
501K $81.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
432K
+ 1956.19%
$96.25 - $101.98 $41.6M - $44M
454K $46M
VEA
Vanguard Ftse Developed Market

ETFs
443K
+ 11.98%
$47.6 - $53.31 $21.1M - $23.6M
4.14M $219M
IWN
Ishares Russell2000 Val ETF

ETFs
192K
+ 1465.67%
$150.05 - $171.34 $28.8M - $32.8M
205K $34.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64.9K
+ 265.27%
$405.19 - $478.57 $26.3M - $31M
89.3K $41.1M
JPM
Jpmorgan Chase & CO

Financial Services
133K
+ 57.78%
$194.9 - $224.8 $25.9M - $29.9M
363K $76.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
46K
+ 75.65%
$517.38 - $573.86 $23.8M - $26.4M
107K $61.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
52.8K
+ 92.05%
$434.77 - $502.96 $23M - $26.6M
110K $53.8M
GOOGL
Alphabet Inc.

Communication Services
164K
+ 226.67%
$148.65 - $191.18 $24.4M - $31.4M
237K $39.2M
DOCS
Doximity, Inc.

Healthcare
567K
New
$25.5 - $43.57 $14.5M - $24.7M
567K $24.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
78K
+ 1020.27%
$283.28 - $314.39 $22.1M - $24.5M
85.6K $26.9M
MPWR
Monolithic Power Systems Inc

Technology
25.1K
New
$757.04 - $947.16 $19M - $23.8M
25.1K $23.2M
NVDA
Nvidia Corp

Technology
192K
+ 79.74%
$98.91 - $134.91 $19M - $25.9M
432K $52.5M
XOM
Exxon Mobil Corp

Energy
181K
+ 90.34%
$109.72 - $119.0 $19.8M - $21.5M
381K $44.6M
AMZN
Amazon Com Inc

Consumer Cyclical
114K
+ 61.77%
$161.02 - $200.0 $18.4M - $22.8M
299K $55.7M
LLY
Eli Lilly & CO

Healthcare
22.8K
+ 132.67%
$772.14 - $960.02 $17.6M - $21.9M
40.1K $35.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
204K
+ 244.68%
$84.77 - $97.13 $17.3M - $19.8M
288K $27.6M
MRK
Merck & Co., Inc.

Healthcare
174K
+ 125.0%
$111.15 - $128.97 $19.4M - $22.5M
314K $35.7M
BDX
Becton Dickinson & CO

Healthcare
73.1K
+ 93.76%
$221.47 - $242.41 $16.2M - $17.7M
151K $36.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
336K
+ 100.06%
$41.9 - $48.26 $14.1M - $16.2M
673K $32.2M
HI
Hillenbrand, Inc.

Industrials
618K
New
$26.35 - $45.14 $16.3M - $27.9M
618K $17.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
185K
+ 271.6%
$79.92 - $88.19 $14.8M - $16.4M
254K $22.4M
IBM
International Business Machines Corp

Technology
71.1K
+ 333.38%
$175.1 - $223.38 $12.4M - $15.9M
92.4K $20.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
231K
New
$58.03 - $65.37 $13.4M - $15.1M
231K $14.9M
VGT
Vanguard Information Technolog

ETFs
25.4K
+ 1437.89%
$514.43 - $606.85 $13M - $15.4M
27.1K $15.9M
ORCL
Oracle Corp

Technology
73.1K
+ 94.99%
$125.9 - $170.35 $9.21M - $12.5M
150K $25.6M
XLV
Select Sector Spdr Fund Health

ETFs
91.8K
+ 4965.55%
$143.3 - $157.24 $13.2M - $14.4M
93.7K $14.4M
MCD
Mcdonalds Corp

Consumer Cyclical
38.7K
+ 96.47%
$245.82 - $304.51 $9.51M - $11.8M
78.8K $24M
HD
Home Depot, Inc.

Consumer Cyclical
28.2K
+ 80.33%
$333.64 - $405.2 $9.41M - $11.4M
63.3K $25.7M
META
Meta Platforms, Inc.

Communication Services
20.8K
+ 201.19%
$453.41 - $572.44 $9.45M - $11.9M
31.2K $17.9M
CSCO
Cisco Systems, Inc.

Technology
190K
+ 45.58%
$44.74 - $53.22 $8.52M - $10.1M
608K $32.4M
IVE
Ishares S&P 500 Value ETF

ETFs
63.1K
+ 1497.89%
$181.06 - $197.17 $11.4M - $12.4M
67.4K $13.3M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
410K
New
$27.15 - $30.78 $11.1M - $12.6M
410K $12.5M
VNQ
Vanguard Specialized Funds Van

ETFs
127K
+ 3882.67%
$82.97 - $98.97 $10.5M - $12.5M
130K $12.6M
UNH
Unitedhealth Group Inc

Healthcare
19.6K
+ 209.94%
$488.01 - $604.18 $9.55M - $11.8M
28.9K $16.9M
ABT
Abbott Laboratories

Healthcare
81.7K
+ 32.6%
$100.07 - $118.13 $8.17M - $9.65M
332K $37.9M
MA
Mastercard Inc

Financial Services
17.6K
+ 30.26%
$429.6 - $500.99 $7.58M - $8.84M
76K $37.5M
RTX
Raytheon Technologies Corp

Industrials
90.5K
+ 365.83%
$99.55 - $123.34 $9.01M - $11.2M
115K $14M
V
Visa Inc.

Financial Services
37.9K
+ 45.19%
$253.74 - $291.56 $9.62M - $11.1M
122K $33.5M
GLD
Spdr Gold Trust

ETFs
45.7K
+ 451.1%
$215.56 - $246.98 $9.86M - $11.3M
55.9K $13.6M
XLE
Energy Sector Spdr

ETFs
128K
New
$84.35 - $93.39 $10.8M - $12M
128K $11.3M
Activity Summary
Buys All Purchases 2006 New Holdings 1731 Increased Positions 275 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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