Buckingham Strategic Partners Sells in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-130
- 0.51%
$27.8 - $29.05 $3.61K - $3.78K
25.5K $710K
KMI
Kinder Morgan, Inc.

Energy
-6.06K
- 24.49%
$22.59 - $28.54 $137K - $173K
18.7K $512K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-739
- 1.24%
$24.19 - $24.63 $17.9K - $18.2K
59K $1.43M
FTA
First Tr Large Cap Value

ETFs
-302
- 9.62%
$75.21 - $83.49 $22.7K - $25.2K
2.84K $216K
PRU
Prudential Financial Inc

Financial Services
-174
- 3.9%
$114.59 - $129.52 $19.9K - $22.5K
4.28K $507K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-206
- 1.82%
$90.66 - $99.46 $18.7K - $20.5K
11.1K $1.01M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-99
- 5.57%
$184.21 - $199.29 $18.2K - $19.7K
1.68K $309K
XLE
Energy Sector Spdr

ETFs
-131
- 1.8%
$83.32 - $97.27 $10.9K - $12.7K
7.17K $613K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-213
- 9.99%
$180.39 - $205.43 $38.4K - $43.8K
1.92K $363K
CPK
Chesapeake Utilities Corp

Utilities
-47
- 0.76%
$116.24 - $133.18 $5.46K - $6.26K
6.11K $741K
FULT
Fulton Financial Corp

Financial Services
-2.05K
- 13.91%
$16.97 - $21.99 $34.8K - $45.1K
12.7K $244K
SPG
Simon Property Group Inc

Real Estate
-134
- 7.92%
$167.23 - $183.84 $22.4K - $24.6K
1.56K $268K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-794
- 10.5%
$77.25 - $91.3 $61.3K - $72.5K
6.77K $577K
LNKB
Linkbancorp, Inc.

Financial Services
-3.59K
- 24.45%
$6.23 - $7.82 $22.3K - $28K
11.1K $82K
FISV
Fiserv Inc

Technology
-80
- 2.75%
N/A
2.83K $354K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-191
- 0.59%
$8.36 - $8.71 $1.6K - $1.66K
32.2K $271K
EQR
Equity Residential

Real Estate
-17
- 0.57%
$69.12 - $77.48 $1.18K - $1.32K
2.95K $211K
SRE
Sempra Energy

Utilities
-243
- 7.66%
$80.81 - $94.77 $19.6K - $23K
2.93K $256K
FDX
Fedex Corp

Industrials
-58
- 5.66%
$260.5 - $305.15 $15.1K - $17.7K
966 $271K
FYT
First Trust Small Cap

ETFs
-74
- 1.98%
$53.73 - $60.73 $3.98K - $4.49K
3.66K $201K
MFC
Manulife Financial Corp

Financial Services
-461
- 5.4%
$29.21 - $32.87 $13.5K - $15.2K
8.08K $247K
AIG
American International Group, Inc.

Financial Services
-16
- 0.42%
$70.0 - $79.22 $1.12K - $1.27K
3.78K $275K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-17
- 0.37%
N/A
4.54K $389K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-14
- 0.32%
$50.35 - $50.69 $705 - $710
4.31K $217K
VUSB
Vanguard Bd Index Fds
-9.75K
- 34.7%
N/A
18.3K $0
Morgan Stanley ETF Trust
-71
- 1.44%
N/A
4.85K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.97K
- 6.1%
N/A
45.6K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-2.97K
- 14.21%
N/A
17.9K $0
Ark 21 Shares Bitcoin ETF
-789
- 24.9%
N/A
2.38K $0
HEIA
Heico Crp Cl A
-1.86K
- 30.52%
N/A
4.23K $0
BR
Broadridge Financial Solutions, Inc.

Technology
-53
- 4.44%
$209.64 - $236.44 $11.1K - $12.5K
1.14K $257K
ISRG
Intuitive Surgical Inc

Healthcare
-130
- 5.71%
$471.27 - $550.62 $61.3K - $71.6K
2.15K $1.12M
SNA
Snap On Inc

Industrials
-242
- 14.0%
$285.44 - $371.35 $69.1K - $89.9K
1.49K $504K
FTSL
First Trust Senior Ln Fund

ETFs
-12
- 0.08%
$45.9 - $46.48 $551 - $558
15K $694K
EFSC
Enterprise Financial Services Corp

Financial Services
-443
- 7.17%
$49.0 - $61.38 $21.7K - $27.2K
5.74K $323K
TFC
Truist Financial Corp

Financial Services
-107
- 0.56%
$41.51 - $48.1 $4.44K - $5.15K
19.1K $826K
XEL
Xcel Energy Inc

Utilities
-31
- 0.61%
$62.16 - $72.92 $1.93K - $2.26K
5.04K $340K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-204
- 0.99%
$13.61 - $14.58 $2.78K - $2.97K
20.4K $294K
CRWD
Crowd Strike Holdings, Inc.

Technology
-320
- 15.88%
$275.15 - $388.2 $88K - $124K
1.7K $579K
ORI
Old Republic International Corp

Financial Services
-10
- 0.04%
$34.4 - $38.98 $344 - $390
24.4K $884K
ENFR
Alerian Energy Infrastructure

ETFs
-411
- 3.41%
$28.52 - $33.11 $11.7K - $13.6K
11.6K $362K
GRMN
Garmin LTD

Technology
-86
- 6.6%
$161.91 - $220.77 $13.9K - $19K
1.22K $251K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-138
- 1.58%
$58.39 - $67.04 $8.06K - $9.25K
8.62K $546K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-13
- 0.3%
$311.11 - $335.64 $4.04K - $4.36K
4.33K $1.39M
GM
General Motors CO

Consumer Cyclical
-1.01K
- 9.98%
$44.82 - $60.2 $45.4K - $60.9K
9.13K $486K
VFH
Vanguard Financial ETF

ETFs
-18
- 0.44%
$108.87 - $126.2 $1.96K - $2.27K
4.06K $479K
PCAR
Paccar Inc

Industrials
-115
- 1.39%
$97.92 - $118.41 $11.3K - $13.6K
8.17K $849K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-566
- 6.05%
$28.38 - $39.27 $16.1K - $22.2K
8.78K $340K
EQT
Eqt Corp

Energy
-1.24K
- 11.72%
$35.62 - $46.89 $44.1K - $58.1K
9.34K $430K
Activity Summary
Buys All Purchases 499 New Holdings 141 Increased Positions 358 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
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