Buckingham Strategic Partners Purchases in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
455
+ 30.58%
$294.65 - $384.0 $134K - $175K
1.94K $741K
TMO
Thermo Fisher Scientific Inc.

Healthcare
290
+ 16.62%
$531.86 - $624.21 $154K - $181K
2.04K $1.26M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.23K
+ 18.5%
$85.03 - $94.56 $189K - $210K
14.3K $1.33M
NOW
Service Now, Inc.

Technology
248
+ 37.58%
$730.87 - $937.36 $181K - $232K
908 $812K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
20.3K
New
$13.41 - $14.43 $273K - $293K
20.3K $293K
VOE
Vanguard Mid Cap Value Index F

ETFs
574
+ 5.07%
$149.02 - $167.67 $85.5K - $96.2K
11.9K $1.99M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.51K
New
$51.78 - $52.98 $285K - $292K
5.51K $291K
PAYX
Paychex Inc

Industrials
1.73K
+ 47.13%
$116.17 - $135.19 $201K - $233K
5.39K $723K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.13K
+ 8.04%
$84.77 - $97.13 $180K - $207K
28.6K $2.74M
DHI
Horton D R Inc

Consumer Cyclical
1.5K
New
$135.21 - $197.06 $203K - $296K
1.5K $286K
SPG
Simon Property Group Inc

Real Estate
1.69K
New
$146.09 - $170.11 $247K - $288K
1.69K $285K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
20.7K
New
$12.65 - $13.91 $261K - $287K
20.7K $284K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
32.4K
New
$7.74 - $8.68 $251K - $281K
32.4K $281K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
11.6K
New
$23.88 - $24.01 $276K - $278K
11.6K $277K
HWM
Howmet Aerospace Inc.

Industrials
2.74K
New
$77.3 - $100.22 $212K - $275K
2.74K $274K
VRT
Vertiv Holdings CO

Industrials
3.13K
New
$86.66 - $86.66 $271K - $271K
3.13K $271K
PSLV
Sprott Physical Silver Trust

Financial Services
25.8K
New
$9.17 - $10.84 $237K - $280K
25.8K $269K
FIS
Fidelity National Information Services, Inc.

Technology
3.21K
New
$72.8 - $85.04 $234K - $273K
3.21K $269K
CGDV
Capital Group Divid Value ETF

ETFs
7.31K
New
$32.96 - $36.48 $241K - $267K
7.31K $266K
BLDR
Builders First Source, Inc.

Industrials
1.35K
New
$132.6 - $201.83 $179K - $273K
1.35K $262K
ITM
Vaneck Intermediate Muni ETF

ETFs
5.6K
New
$45.67 - $47.0 $256K - $263K
5.6K $262K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
10.7K
New
$21.72 - $25.05 $232K - $268K
10.7K $262K
D
Dominion Energy, Inc

Utilities
2.73K
+ 23.04%
$48.01 - $58.53 $131K - $160K
14.6K $841K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
546
+ 0.82%
$36.02 - $41.68 $19.7K - $22.8K
66.7K $2.75M
FTGC
First Trust Global Tactical CO

ETFs
11K
New
$22.3 - $24.39 $246K - $269K
11K $260K
NFLX
Netflix Inc

Communication Services
228
+ 7.99%
$598.55 - $722.26 $136K - $165K
3.08K $2.18M
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.09K
New
$31.07 - $39.36 $220K - $279K
7.09K $259K
KMI
Kinder Morgan, Inc.

Energy
10.2K
+ 69.8%
$19.72 - $22.22 $201K - $226K
24.8K $546K
BR
Broadridge Financial Solutions, Inc.

Technology
1.19K
New
$196.56 - $218.55 $234K - $261K
1.19K $256K
MO
Altria Group, Inc.

Consumer Defensive
2.36K
+ 9.62%
$45.95 - $54.71 $109K - $129K
26.9K $1.37M
CINF
Cincinnati Financial Corp

Financial Services
1.87K
New
$115.7 - $138.2 $216K - $258K
1.87K $254K
HMOP
Hartford Fds Exchange Traded T

ETFs
6.44K
New
$38.61 - $39.46 $249K - $254K
6.44K $253K
CNC
Centene Corp

Healthcare
3.37K
New
$64.89 - $80.23 $218K - $270K
3.37K $253K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.09K
New
$44.24 - $49.47 $225K - $252K
5.09K $252K
WING
Wingstop Inc.

Consumer Cyclical
605
New
$352.46 - $427.92 $213K - $259K
605 $251K
AMD
Advanced Micro Devices Inc

Technology
1.43K
+ 16.0%
$128.67 - $183.96 $184K - $263K
10.4K $1.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.62K
New
$109.16 - $155.35 $177K - $252K
1.62K $250K
HCA
Hca Healthcare, Inc.

Healthcare
431
+ 50.17%
$315.12 - $406.43 $136K - $175K
1.29K $524K
VAW
Vanguard Materials ETF

ETFs
1.18K
New
$189.89 - $213.71 $224K - $252K
1.18K $248K
AWK
American Water Works Company, Inc.

Utilities
1.7K
New
$127.76 - $149.9 $217K - $255K
1.7K $248K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.68K
New
$132.06 - $150.96 $222K - $254K
1.68K $247K
SYY
Sysco Corp

Consumer Defensive
2.52K
+ 33.8%
$69.16 - $78.98 $174K - $199K
9.97K $778K
GWW
W.W. Grainger, Inc.

Industrials
237
New
$896.19 - $1044.18 $212K - $247K
237 $246K
JCI
Johnson Controls International PLC

Industrials
3.15K
New
$65.52 - $77.61 $206K - $244K
3.15K $244K
IWF
Ishares Russell 1000 Gr ETF

ETFs
336
+ 3.2%
$332.02 - $382.76 $112K - $129K
10.8K $4.07M
PHG
Koninklijke Philips Nv

Healthcare
7.36K
New
$25.08 - $32.73 $185K - $241K
7.36K $240K
RF
Regions Financial Corp

Financial Services
4.24K
+ 9.87%
$19.51 - $23.42 $82.7K - $99.3K
47.2K $1.1M
EPR
Epr Properties

Real Estate
4.88K
New
$41.26 - $49.58 $201K - $242K
4.88K $239K
DFIS
Dimensional ETF Tr Dimensional

ETFs
818
+ 0.83%
$24.06 - $26.97 $19.7K - $22.1K
99.8K $2.68M
Activity Summary
Buys All Purchases 540 New Holdings 142 Increased Positions 398 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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