Callan Family Office, LLC Purchases in Q4 2024

Callan Family Office, LLC

  • $1.57 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
New
$77.25 - $91.3 $903K - $1.07M
11.7K $998M
MDT
Medtronic PLC

Healthcare
13K
+ 347.97%
$79.61 - $92.24 $1.03M - $1.19M
16.7K $1.33B
PAYX
Paychex Inc

Industrials
7.08K
New
$135.86 - $148.73 $961K - $1.05M
7.08K $992M
DE
Deere & CO

Industrials
2.34K
New
$389.45 - $466.0 $911K - $1.09M
2.34K $991M
EME
Emcor Group, Inc.

Industrials
2.11K
+ 166.9%
$427.96 - $526.95 $904K - $1.11M
3.38K $1.53B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.45K
New
$396.64 - $516.74 $972K - $1.27M
2.45K $987M
ING
Ing Groep Nv

Financial Services
62.6K
New
$15.1 - $17.73 $945K - $1.11M
62.6K $980M
ETR
Entergy Corp

Utilities
12.9K
New
$73.19 - $156.4 $945K - $2.02M
12.9K $979M
CBZ
Cbiz, Inc.

Industrials
11.9K
New
$63.78 - $83.43 $761K - $996K
11.9K $977M
GPN
Global Payments Inc

Industrials
8.52K
New
$97.57 - $119.38 $832K - $1.02M
8.52K $955M
FDS
Factset Research Systems Inc

Financial Services
1.95K
New
$449.69 - $495.72 $877K - $967K
1.95K $937M
XEL
Xcel Energy Inc

Utilities
13.8K
New
$62.16 - $72.92 $856K - $1M
13.8K $930M
ADSK
Autodesk, Inc.

Technology
3.12K
New
N/A
3.12K $922M
ELV
Elevance Health, Inc.

Healthcare
2.47K
New
$365.96 - $514.62 $904K - $1.27M
2.47K $911M
CDNS
Cadence Design Systems Inc

Technology
3.02K
New
$249.1 - $324.54 $753K - $981K
3.02K $908M
CVS
Cvs Health Corp

Healthcare
20.2K
New
$43.78 - $67.46 $883K - $1.36M
20.2K $905M
PEP
Pepsico Inc

Consumer Defensive
6.65K
+ 111.18%
$151.29 - $176.1 $1.01M - $1.17M
12.6K $1.92B
C
Citigroup Inc

Financial Services
12.7K
New
$61.31 - $72.5 $781K - $924K
12.7K $897M
MSCI
Msci Inc.

Financial Services
1.49K
New
$569.09 - $635.99 $850K - $950K
1.49K $896M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
37K
New
$17.13 - $34.23 $634K - $1.27M
37K $896M
MFC
Manulife Financial Corp

Financial Services
29K
New
$29.21 - $32.87 $848K - $955K
29K $892M
SAN
Banco Santander, S.A.

Financial Services
195K
New
$4.49 - $5.05 $878K - $987K
195K $891M
BA
Boeing CO

Industrials
5K
New
$138.14 - $180.72 $690K - $903K
5K $884M
MFG
Mizuho Financial Group Inc

Financial Services
180K
New
$4.05 - $5.26 $730K - $949K
180K $882M
IX
Orix Corp

Financial Services
8.29K
New
$104.38 - $117.09 $865K - $970K
8.29K $880M
DHI
Horton D R Inc

Consumer Cyclical
6.77K
+ 491.65%
$137.24 - $194.56 $929K - $1.32M
8.15K $1.14B
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
6.92K
New
$109.13 - $130.93 $755K - $905K
6.92K $864M
STT
State Street Corp

Financial Services
8.49K
+ 309.4%
$85.96 - $100.78 $730K - $856K
11.2K $1.1B
IWM
Ishares Russell 2000 ETF

ETFs
3.87K
+ 7.65%
$216.13 - $242.4 $837K - $939K
54.5K $12B
XLE
Energy Sector Spdr

ETFs
10.1K
+ 369.26%
$83.32 - $97.27 $839K - $979K
12.8K $1.1B
TTC
Toro CO

Industrials
10.6K
New
$80.1 - $88.44 $850K - $939K
10.6K $850M
FANG
Diamondback Energy, Inc.

Energy
5.13K
New
$153.06 - $199.5 $786K - $1.02M
5.13K $841M
CSX
Csx Corp

Industrials
26K
New
$31.58 - $36.88 $822K - $959K
26K $839M
EBAY
Ebay Inc

Consumer Cyclical
13.5K
New
$57.51 - $67.17 $775K - $905K
13.5K $834M
VZ
Verizon Communications Inc

Communication Services
20.4K
New
$39.6 - $45.21 $807K - $921K
20.4K $815M
TTD
Trade Desk, Inc.

Technology
6.91K
New
$108.7 - $139.51 $751K - $964K
6.91K $812M
FCNCA
First Citizens Bancshares Inc

Financial Services
383
New
$1818.92 - $2353.08 $697K - $901K
383 $809M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
5.16K
+ 250.78%
$165.45 - $196.93 $854K - $1.02M
7.22K $1.2B
TJX
Tjx Companies Inc

Consumer Cyclical
6.58K
+ 267.32%
$112.15 - $127.2 $737K - $836K
9.04K $1.09B
UPS
United Parcel Service Inc

Industrials
6.51K
+ 351.08%
$122.65 - $138.35 $798K - $901K
8.36K $1.05B
EQT
Eqt Corp

Energy
17.4K
New
$35.62 - $46.89 $619K - $815K
17.4K $801M
WTS
Watts Water Technologies Inc

Industrials
3.9K
New
$190.59 - $221.46 $744K - $864K
3.9K $793M
UBS
Ubs Group Ag

Financial Services
25.9K
New
$29.78 - $33.08 $771K - $856K
25.9K $785M
ECL
Ecolab Inc.

Basic Materials
3.44K
+ 201.94%
$234.32 - $261.43 $806K - $899K
5.14K $1.2B
GLW
Corning Inc

Technology
16.2K
New
$44.11 - $49.76 $714K - $806K
16.2K $770M
BSX
Boston Scientific Corp

Healthcare
8.6K
New
$83.62 - $91.5 $719K - $787K
8.6K $768M
ABNB
Airbnb, Inc.

Consumer Cyclical
5.74K
New
$125.36 - $147.37 $720K - $846K
5.74K $755M
LSTR
Landstar System Inc

Industrials
4.45K
+ 394.24%
$171.86 - $192.81 $765K - $858K
5.58K $959M
TT
Trane Technologies PLC

Industrials
2.01K
New
$369.35 - $419.14 $741K - $841K
2.01K $741M
Activity Summary
Buys All Purchases 593 New Holdings 448 Increased Positions 145 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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