Buckingham Strategic Partners Purchases in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OGS
One Gas, Inc.

Utilities
2.7K
New
$62.22 - $74.44 $168K - $201K
2.7K $201K
TRU
Trans Union

Industrials
1.91K
New
$72.72 - $106.05 $139K - $203K
1.91K $200K
PECO
Phillips Edison & Company, Inc.

Real Estate
5.31K
New
$32.1 - $38.93 $170K - $207K
5.31K $200K
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.98K
+ 36.42%
$49.38 - $54.19 $147K - $162K
11.2K $598K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
17.8K
New
$10.1 - $10.68 $179K - $190K
17.8K $187K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
14.4K
New
$11.99 - $12.89 $173K - $186K
14.4K $185K
RY
Royal Bank Of Canada

Financial Services
376
+ 5.03%
$105.65 - $124.73 $39.7K - $46.9K
7.86K $979K
SBUX
Starbucks Corp

Consumer Cyclical
336
+ 4.37%
$72.51 - $98.6 $24.4K - $33.1K
8.03K $782K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
839
+ 64.89%
$150.01 - $182.29 $126K - $153K
2.13K $387K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.17K
+ 30.65%
$111.9 - $124.28 $131K - $145K
4.99K $616K
CRM
Salesforce, Inc.

Technology
401
+ 9.3%
$238.42 - $276.53 $95.6K - $111K
4.71K $1.29M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.27K
+ 22.59%
$106.11 - $113.72 $135K - $145K
6.9K $780K
CACI
Caci International Inc

Technology
413
New
$427.76 - $427.76 $177K - $177K
413 $176K
ADBE
Adobe Inc.

Technology
1.28K
+ 9.93%
$508.13 - $586.55 $649K - $749K
14.1K $7.32M
TFC
Truist Financial Corp

Financial Services
2.58K
+ 15.58%
$38.22 - $44.94 $98.8K - $116K
19.2K $819K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.56K
+ 18.65%
$75.47 - $83.18 $118K - $130K
9.93K $825K
AVSF
American Centy ETF Tr Avantis

ETFs
2.39K
+ 4.06%
$45.96 - $47.18 $110K - $113K
61.2K $2.89M
MDLZ
Mondelez International, Inc.

Consumer Defensive
417
+ 2.5%
$64.35 - $75.71 $26.8K - $31.6K
17.1K $1.26M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
18.6K
New
$8.59 - $9.07 $160K - $169K
18.6K $168K
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.46K
+ 60.79%
$28.75 - $29.46 $157K - $161K
14.4K $424K
TT
Trane Technologies PLC

Industrials
129
+ 6.78%
$314.21 - $388.71 $40.5K - $50.1K
2.03K $790K
EQT
Eqt Corp

Energy
4.53K
+ 74.95%
$30.21 - $37.21 $137K - $169K
10.6K $387K
ELV
Elevance Health, Inc.

Healthcare
345
+ 40.02%
$500.12 - $562.29 $173K - $194K
1.21K $627K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.44K
+ 10.99%
$29.58 - $30.31 $131K - $135K
44.9K $1.36M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.71K
+ 59.85%
$71.9 - $79.86 $123K - $137K
4.58K $363K
AZN
Astrazeneca PLC

Healthcare
1.94K
+ 46.63%
$76.67 - $87.62 $149K - $170K
6.09K $474K
MAR
Marriott International Inc

Consumer Cyclical
302
+ 2.75%
$211.35 - $255.11 $63.8K - $77K
11.3K $2.81M
RFV
Invesco Exchange Traded Fd Tr

ETFs
675
+ 6.56%
$108.97 - $119.83 $73.6K - $80.9K
11K $1.3M
ALL
Allstate Corp

Financial Services
376
+ 14.9%
$158.43 - $192.86 $59.6K - $72.5K
2.9K $549K
MS
Morgan Stanley

Financial Services
1.08K
+ 25.28%
$92.07 - $106.96 $99.5K - $116K
5.36K $558K
VGT
Vanguard Information Technolog

ETFs
172
+ 4.03%
$514.43 - $606.85 $88.5K - $104K
4.44K $2.6M
GS
Goldman Sachs Group Inc

Financial Services
122
+ 6.31%
$459.02 - $510.25 $56K - $62.3K
2.06K $1.02M
DIS
Walt Disney CO

Communication Services
2.4K
+ 8.46%
$85.6 - $98.61 $206K - $237K
30.8K $2.96M
TMUS
T Mobile Us, Inc.

Communication Services
434
+ 25.34%
$175.14 - $206.36 $76K - $89.6K
2.15K $443K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
339
+ 10.91%
$72.18 - $107.33 $24.5K - $36.4K
3.45K $365K
XLV
Select Sector Spdr Fund Health

ETFs
745
+ 22.53%
$143.3 - $157.24 $107K - $117K
4.05K $623K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
692
+ 8.81%
$113.45 - $126.18 $78.5K - $87.3K
8.55K $1.08M
GILD
Gilead Sciences, Inc.

Healthcare
576
+ 9.83%
$66.59 - $83.99 $38.4K - $48.4K
6.43K $539K
FICO
Fair Isaac Corp

Technology
14
+ 5.74%
$1496.51 - $1947.38 $21K - $27.3K
258 $501K
FSK
Fs Kkr Capital Corp

Financial Services
6.69K
+ 5.69%
$18.74 - $20.43 $125K - $137K
124K $2.45M
UMC
United Microelectronics Corp

Technology
15.6K
New
$7.43 - $8.89 $116K - $138K
15.6K $131K
DD
Du Pont De Nemours, Inc.

Basic Materials
864
+ 14.1%
$77.22 - $89.49 $66.7K - $77.3K
6.99K $623K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
16.1K
New
$7.38 - $7.89 $119K - $127K
16.1K $127K
HBAN
Huntington Bancshares Inc

Financial Services
7.12K
+ 57.33%
$12.84 - $15.15 $91.4K - $108K
19.5K $287K
HPE
Hewlett Packard Enterprise CO

Technology
6.72K
+ 28.29%
$16.1 - $21.44 $108K - $144K
30.5K $623K
KHC
Kraft Heinz CO

Consumer Defensive
2.95K
+ 47.32%
$31.86 - $36.13 $94.1K - $107K
9.19K $322K
KIM
Kimco Realty Corp

Real Estate
3.51K
+ 34.27%
$19.24 - $24.06 $67.5K - $84.4K
13.7K $319K
WRB
Berkley W R Corp

Financial Services
8.47K
+ 51.22%
$51.54 - $79.62 $436K - $674K
25K $1.42M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.5K
+ 4.11%
$49.07 - $50.44 $73.8K - $75.8K
38.1K $1.92M
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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