Busey Wealth Management Purchases in Q4 2024

Busey Wealth Management

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
431
+ 7.44%
$280.04 - $302.45 $121K - $130K
6.23K $1.8M
OKE
Oneok Inc

Energy
199
+ 1.32%
$92.28 - $117.05 $18.4K - $23.3K
15.3K $1.54M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
46.6K
+ 1.96%
$51.54 - $52.55 $2.4M - $2.45M
2.42M $125M
AON
Aon PLC

Financial Services
6
+ 0.06%
$344.14 - $393.31 $2.06K - $2.36K
9.55K $3.43M
CVX
Chevron Corp

Energy
3.49K
+ 2.14%
$141.15 - $162.53 $493K - $568K
167K $24.1M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
11.3K
New
$8.57 - $9.34 $96.6K - $105K
11.3K $98K
ABC
Amerisourcebergen Corp

Healthcare
395
+ 9.18%
N/A
4.7K $870K
F
Ford Motor CO

Consumer Cyclical
6.47K
+ 25.91%
$9.69 - $11.4 $62.6K - $73.7K
31.4K $311K
GILD
Gilead Sciences, Inc.

Healthcare
26
+ 0.5%
$83.95 - $97.9 $2.18K - $2.55K
5.19K $479K
GLD
Spdr Gold Trust

ETFs
207
+ 5.35%
$236.59 - $257.5 $49K - $53.3K
4.08K $987K
EFSC
Enterprise Financial Services Corp

Financial Services
146
+ 2.47%
$49.0 - $61.38 $7.15K - $8.96K
6.05K $340K
RLI
Rli Corp

Financial Services
100
+ 6.06%
$151.91 - $180.89 $15.2K - $18.1K
1.75K $288K
D
Dominion Energy, Inc

Utilities
1.03K
+ 16.73%
$52.63 - $60.92 $54K - $62.5K
7.16K $385K
IEMG
Ishares Inc

ETFs
493
+ 1.69%
N/A
29.7K $1.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
491
+ 2.68%
$113.92 - $127.38 $55.9K - $62.5K
18.8K $2.16M
GWW
W.W. Grainger, Inc.

Industrials
9
+ 1.49%
$1023.06 - $1220.93 $9.21K - $11K
615 $648K
COP
Conocophillips

Energy
970
+ 7.45%
$95.12 - $114.72 $92.3K - $111K
14K $1.39M
SRE
Sempra Energy

Utilities
27
+ 0.85%
$80.81 - $94.77 $2.18K - $2.56K
3.22K $282K
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.51%
$264.65 - $302.92 $1.06K - $1.21K
787 $224K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
87
+ 3.41%
$121.89 - $135.52 $10.6K - $11.8K
2.64K $329K
CRVL
Corvel Corp

Financial Services
3.79K
+ 200.0%
$111.26 - $370.61 $421K - $1.4M
5.68K $631K
INTU
Intuit Inc

Technology
11
+ 2.02%
$602.01 - $706.25 $6.62K - $7.77K
556 $349K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
292
+ 0.66%
$126.68 - $134.74 $37K - $39.3K
44.8K $5.71M
ALL
Allstate Corp

Financial Services
6
+ 0.24%
$181.25 - $208.2 $1.09K - $1.25K
2.47K $476K
MCO
Moodys Corp

Financial Services
8
+ 1.46%
$454.04 - $500.88 $3.63K - $4.01K
557 $263K
WELL
Welltower Inc.

Real Estate
127
+ 1.88%
$123.11 - $139.3 $15.6K - $17.7K
6.88K $867K
SCLX
Scilex Hldg CO Com
15.3K
New
N/A
15.3K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.99K
+ 200.53%
$27.54 - $83.04 $220K - $663K
12K $331K
Linde PLC
1.25K
+ 2.97%
N/A
43.5K $0
Blackrock, Inc.
2.51K
New
N/A
2.51K $0
Labcorp Holdings Inc
1.14K
+ 1.86%
N/A
62.6K $0
Ishares Bitcoin
13.3K
New
N/A
13.3K $0
Lam Research Corp
9.26K
New
N/A
9.26K $0
FITB
Fifth Third Bancorp

Financial Services
60
+ 0.73%
$41.76 - $48.44 $2.51K - $2.91K
8.26K $349K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.57K
+ 206.49%
$26.93 - $84.95 $150K - $473K
8.27K $225K
NRG
Nrg Energy, Inc.

Utilities
26
+ 0.33%
$85.3 - $101.61 $2.22K - $2.64K
7.83K $706K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
66
+ 4.4%
$131.66 - $144.0 $8.69K - $9.5K
1.57K $207K
IJK
Ishares S&P Midcap 400 Growth

ETFs
13
+ 0.19%
$90.66 - $99.46 $1.18K - $1.29K
6.97K $633K
BP
Bp PLC

Energy
557
+ 4.21%
$28.16 - $33.14 $15.7K - $18.5K
13.8K $407K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.54%
$480.36 - $529.17 $1.92K - $2.12K
739 $368K
ICE
Intercontinental Exchange, Inc.

Financial Services
113
+ 3.96%
$148.29 - $166.93 $16.8K - $18.9K
2.97K $441K
KMB
Kimberly Clark Corp

Consumer Defensive
136
+ 2.56%
$130.37 - $146.09 $17.7K - $19.9K
5.45K $714K
ITW
Illinois Tool Works Inc

Industrials
53
+ 0.83%
$253.56 - $278.5 $13.4K - $14.8K
6.45K $1.63M
CARR
Carrier Global Corp

Industrials
1.39K
+ 12.52%
$66.69 - $82.65 $93K - $115K
12.5K $855K
AFL
Aflac Inc

Financial Services
31
+ 0.44%
$100.37 - $115.27 $3.11K - $3.57K
7.1K $734K
SO
Southern CO

Utilities
113
+ 0.97%
$81.5 - $94.15 $9.21K - $10.6K
11.8K $968K
ORCL
Oracle Corp

Technology
3.44K
+ 1.61%
$165.41 - $192.43 $569K - $662K
217K $36.2M
VTR
Ventas, Inc.

Real Estate
4.67K
+ 4.94%
$57.73 - $66.48 $269K - $310K
99.2K $5.84M
NVT
N Vent Electric PLC

Industrials
2.07K
+ 1.01%
$67.69 - $79.19 $140K - $164K
207K $14.1M
Activity Summary
Buys All Purchases 132 New Holdings 20 Increased Positions 112 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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