Caldwell Sutter Capital, Inc. Incresed Positions in Q3 2024

Caldwell Sutter Capital, Inc.

  • $215 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPIH
Perma Pipe International Holdings, Inc.

Industrials
100
+ 0.04%
$8.06 - $13.13 $806 - $1.31K
228K $2.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
968
+ 23.92%
$405.19 - $478.57 $392K - $463K
5.02K $2.31B
Kenvue Inc
22.5K
+ 2058.5%
N/A
23.6K $546M
HSY
Hershey CO

Consumer Defensive
2.69K
+ 285.67%
$182.45 - $203.25 $491K - $547K
3.63K $697M
DGICA
Donegal Group Inc

Financial Services
3.08K
+ 1.32%
$12.65 - $15.35 $39K - $47.3K
236K $3.48B
UMH
Umh Properties, Inc.

Real Estate
700
+ 0.77%
$16.04 - $20.43 $11.2K - $14.3K
92.2K $1.81B
BCML
Bay Com Corp

Financial Services
2.8K
+ 3.45%
$19.39 - $24.63 $54.3K - $69K
84K $1.99B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.96K
+ 192.72%
$50.25 - $50.74 $149K - $150K
4.5K $228M
T
At&T Inc.

Communication Services
530
+ 1.16%
$18.21 - $22.28 $9.65K - $11.8K
46.4K $1.02B
UNP
Union Pacific Corp

Industrials
2
+ 0.03%
$221.78 - $256.09 $444 - $512
6.18K $1.52B
JNJ
Johnson & Johnson

Healthcare
18
+ 0.3%
$145.48 - $167.38 $2.62K - $3.01K
6.04K $978M
CCI
Crown Castle International Corp

Real Estate
61
+ 1.42%
$95.29 - $120.24 $5.81K - $7.33K
4.36K $517M
BMRC
Bank Of Marin Bancorp

Financial Services
230
+ 0.98%
$16.0 - $22.35 $3.68K - $5.14K
23.8K $478M
ENB
Enbridge Inc

Energy
87
+ 0.49%
$35.27 - $41.18 $3.07K - $3.58K
17.8K $721M
VTV
Vanguard Value ETF

ETFs
182
+ 4.49%
$159.75 - $174.57 $29.1K - $31.8K
4.23K $739M
BOND
Pimco Active Bond Exchange Tra

ETFs
326
+ 2.64%
$90.01 - $95.32 $29.3K - $31.1K
12.7K $1.2B
TLT
Ishares Barclays 20+ Year Trea

ETFs
148
+ 1.99%
$89.91 - $101.33 $13.3K - $15K
7.59K $745M
MDT
Medtronic PLC

Healthcare
46
+ 1.2%
$76.84 - $91.03 $3.53K - $4.19K
3.88K $350M
BCE
Bce Inc

Communication Services
445
+ 3.9%
$31.33 - $36.08 $13.9K - $16.1K
11.9K $413M
SGOL
Abrdn Gold ETF Trust

ETFs
153
+ 1.41%
$22.26 - $25.51 $3.41K - $3.9K
11K $277M
GOOGL
Alphabet Inc.

Communication Services
489
+ 16.76%
$148.65 - $191.18 $72.7K - $93.5K
3.41K $565M
UPS
United Parcel Service Inc

Industrials
252
+ 6.8%
$123.32 - $147.38 $31.1K - $37.1K
3.96K $540M
WRB
Berkley W R Corp

Financial Services
725
+ 161.11%
$51.54 - $79.62 $37.4K - $57.7K
1.18K $66.7M
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.29%
$237.84 - $263.83 $951 - $1.06K
1.38K $363M
VEA
Vanguard Ftse Developed Market

ETFs
222
+ 4.47%
$47.6 - $53.31 $10.6K - $11.8K
5.19K $274M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
110
+ 4.21%
$77.02 - $85.06 $8.47K - $9.36K
2.72K $230M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
178
+ 2.49%
$94.39 - $96.15 $16.8K - $17.1K
7.34K $704M
MPV
Barings Participation Investors

Financial Services
370
+ 0.82%
$15.2 - $16.95 $5.62K - $6.27K
45.7K $775M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
20
+ 0.72%
$72.52 - $82.35 $1.45K - $1.65K
2.8K $229M
Brookfield Infrastructure Corp
38
+ 1.89%
N/A
2.05K $88.9M
Donegal Group Inc
1K
+ 20.99%
N/A
5.79K $74.5M
DHS
Wisdomtree Tr U.S

ETFs
67
+ 4.13%
$83.9 - $93.83 $5.62K - $6.29K
1.69K $159M
SSBI
Summit State Bank Com Stk

Financial Services
26.3K
+ 13.01%
$8.0 - $10.65 $210K - $280K
228K $1.93B
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.87%
$214.77 - $237.72 $1.72K - $1.9K
925 $219M
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.7%
$247.34 - $300.11 $742 - $900
430 $128M
GLD
Spdr Gold Trust

ETFs
53
+ 35.1%
$215.56 - $246.98 $11.4K - $13.1K
204 $49.6M
RWT
Redwood Trust Inc

Real Estate
1.52K
+ 36.77%
$6.37 - $8.08 $9.71K - $12.3K
5.67K $43.8M
SPG
Simon Property Group Inc

Real Estate
46
+ 9.37%
$146.09 - $170.11 $6.72K - $7.83K
537 $90.8M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
25
+ 1.27%
$61.04 - $71.27 $1.53K - $1.78K
2K $138M
BEPC
Brookfield Renewable Corp

Utilities
81
+ 2.75%
$26.92 - $32.89 $2.18K - $2.66K
3.03K $98.8M
DOW
Dow Inc.

Basic Materials
8
+ 0.09%
$50.15 - $55.41 $401 - $443
8.99K $491M
SO
Southern CO

Utilities
1
+ 0.09%
$77.0 - $90.52 $77 - $90.5
1.12K $101M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8
+ 0.26%
$41.9 - $48.26 $335 - $386
3.06K $146M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
40
+ 2.17%
$114.73 - $120.23 $4.59K - $4.81K
1.88K $225M
DEA
Easterly Government Properties, Inc.

Real Estate
720
+ 39.02%
$12.21 - $14.1 $8.79K - $10.2K
2.57K $34.8M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.16%
$200.87 - $224.6 $201 - $225
635 $140M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
110
+ 8.23%
$53.41 - $57.9 $5.88K - $6.37K
1.45K $83.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
115
+ 14.74%
$33.89 - $41.64 $3.9K - $4.79K
895 $35.6M
SDRL
Seadrill Limited

Energy
325
+ 92.86%
N/A
675 $26.8M
Activity Summary
Buys All Purchases 110 New Holdings 21 Increased Positions 89 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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