Buckingham Strategic Partners Sells in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
-90
- 1.39%
$119.52 - $132.25 $10.8K - $11.9K
6.39K $845K
URI
United Rentals, Inc.

Industrials
-84
- 10.41%
$627.41 - $814.1 $52.7K - $68.4K
723 $585K
VB
Vanguard Small Cap ETF

ETFs
-5.73K
- 7.72%
$214.77 - $237.72 $1.23M - $1.36M
68.5K $16.2M
MET
Metlife Inc

Financial Services
-148
- 2.36%
$67.96 - $82.48 $10.1K - $12.2K
6.11K $504K
HUBB
Hubbell Inc

Industrials
-9
- 0.8%
$355.55 - $428.48 $3.2K - $3.86K
1.11K $475K
AFL
Aflac Inc

Financial Services
-151
- 4.05%
$88.52 - $111.8 $13.4K - $16.9K
3.58K $399K
MBWM
Mercantile Bank Corp

Financial Services
-1
- -0.0%
$38.28 - $50.44 $38.3 - $50.4
22.2K $970K
IWP
Ishares Russell Mid Cap Growth

ETFs
-92
- 0.78%
$103.87 - $117.59 $9.56K - $10.8K
11.8K $1.38M
CAH
Cardinal Health Inc

Healthcare
-76
- 1.15%
$93.74 - $114.66 $7.12K - $8.71K
6.56K $724K
DHR
Danaher Corp

Healthcare
-76
- 2.27%
$239.25 - $280.76 $18.2K - $21.3K
3.28K $911K
LNT
Alliant Energy Corp

Utilities
-82
- 0.96%
$50.74 - $60.74 $4.16K - $4.98K
8.47K $514K
MTB
M&T Bank Corp

Financial Services
-99
- 2.58%
$146.49 - $179.85 $14.5K - $17.8K
3.74K $665K
FTNT
Fortinet, Inc.

Technology
-2.15K
- 14.47%
$55.39 - $77.55 $119K - $167K
12.7K $985K
ISRG
Intuitive Surgical Inc

Healthcare
-36
- 1.56%
$416.14 - $494.01 $15K - $17.8K
2.28K $1.12M
ORI
Old Republic International Corp

Financial Services
-542
- 2.17%
$29.89 - $35.9 $16.2K - $19.5K
24.4K $865K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-215
- 0.82%
$65.06 - $71.72 $14K - $15.4K
25.9K $1.84M
PH
Parker Hannifin Corp

Industrials
-105
- 7.94%
$501.01 - $635.92 $52.6K - $66.8K
1.22K $768K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.14K
- 4.91%
$105.53 - $118.34 $120K - $135K
22.1K $2.58M
IWV
Ishares Russell 3000 ETF

ETFs
-433
- 3.05%
$294.75 - $326.73 $128K - $141K
13.8K $4.49M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.56K
- 5.7%
$56.16 - $68.57 $87.6K - $107K
25.8K $1.71M
SUI
Sun Communities Inc

Real Estate
-750
- 4.78%
$117.46 - $147.6 $88.1K - $111K
14.9K $2.02M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.56K
- 2.36%
$59.93 - $66.52 $93.4K - $104K
64.4K $4.29M
GD
General Dynamics Corp

Industrials
-123
- 0.84%
$279.51 - $308.09 $34.4K - $37.9K
14.6K $4.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.3K
- 3.55%
$112.99 - $126.45 $147K - $164K
35.2K $4.43M
O
Realty Income Corp

Real Estate
-499
- 2.78%
$52.36 - $63.42 $26.1K - $31.6K
17.4K $1.11M
IXUS
Ishares Tr

ETFs
-2.32K
- 3.57%
$64.9 - $73.35 $150K - $170K
62.6K $4.55M
IWM
Ishares Russell 2000 ETF

ETFs
-763
- 3.84%
$200.87 - $224.6 $153K - $171K
19.1K $4.22M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-506
- 0.69%
$34.48 - $38.87 $17.4K - $19.7K
73K $2.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-397
- 0.61%
$57.32 - $62.65 $22.8K - $24.9K
64.2K $4M
PEG
Public Service Enterprise Group Inc

Utilities
-119
- 0.79%
$73.58 - $89.21 $8.76K - $10.6K
15K $1.34M
EEM
Ishares Msci Emerging Markets

ETFs
-1.75K
- 1.74%
$40.42 - $46.7 $70.7K - $81.6K
98.6K $4.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.4K
- 6.09%
$41.9 - $48.26 $562K - $647K
207K $9.89M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.03K
- 2.25%
$56.47 - $63.69 $115K - $129K
88.1K $5.55M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.19K
- 5.84%
$77.23 - $87.97 $478K - $544K
99.8K $8.66M
LMT
Lockheed Martin Corp

Industrials
-1.75K
- 14.23%
$460.3 - $584.56 $807K - $1.02M
10.6K $6.17M
DFAU
Dimensional ETF Tr

ETFs
-28.5K
- 4.01%
$35.8 - $39.69 $1.02M - $1.13M
683K $27.1M
ETN
Eaton Corp PLC

Industrials
-270
- 0.87%
$272.52 - $333.02 $73.6K - $89.9K
30.7K $10.2M
T
At&T Inc.

Communication Services
-1.64K
- 0.83%
$18.21 - $22.28 $29.9K - $36.6K
195K $4.29M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-609
- 0.25%
$33.74 - $37.96 $20.5K - $23.1K
240K $9.03M
EFV
Msci Eafe Value ETF

ETFs
-10.5K
- 3.76%
$51.72 - $57.96 $544K - $610K
269K $15.5M
VTV
Vanguard Value ETF

ETFs
-1.12K
- 1.22%
$159.75 - $174.57 $179K - $196K
91K $15.9M
SYK
Stryker Corp

Healthcare
-1.06K
- 1.47%
$315.94 - $371.96 $336K - $395K
71.2K $25.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.14K
- 4.65%
$191.76 - $263.26 $218K - $300K
23.3K $6.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.75K
- 5.69%
$405.19 - $478.57 $1.11M - $1.31M
45.5K $20.9M
DFAX
Dimensional ETF Tr
-83.1K
- 2.78%
$24.29 - $27.25 $2.02M - $2.26M
2.91M $78.5M
DFIV
Dimensional ETF Tr

ETFs
-49.8K
- 1.18%
$34.66 - $38.38 $1.73M - $1.91M
4.17M $159M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-18.3K
- 0.52%
$38.51 - $41.69 $705K - $763K
3.47M $145M
DFAT
Dimensional ETF Tr U S Target

ETFs
-109K
- 2.94%
$51.0 - $57.07 $5.55M - $6.21M
3.59M $199M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-69.9K
- 0.53%
$31.05 - $34.29 $2.17M - $2.4M
13.1M $449M
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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