Calton & Associates, Inc. Purchases in Q3 2024

Calton & Associates, Inc.

  • $250 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMC
Fmc Corp

Basic Materials
6.01K
+ 1847.69%
$54.54 - $66.06 $328K - $397K
6.33K $417K
BCAT
Black Rock Capital Allocation Trust

ETFs
23.1K
+ 1016.48%
$15.81 - $17.0 $365K - $392K
25.3K $417K
IVV
Ishares Core S&P 500 ETF

ETFs
647
+ 76.57%
$520.18 - $576.82 $337K - $373K
1.49K $860K
VUG
Vanguard Growth ETF

ETFs
906
+ 8.4%
$341.08 - $391.94 $309K - $355K
11.7K $4.49M
FXI
Ishares Tr

ETFs
10.7K
+ 177.49%
$24.78 - $32.17 $266K - $345K
16.8K $532K
DNP
Dnp Select Income Fund Inc

Financial Services
30.5K
+ 1438.43%
$8.21 - $10.03 $250K - $306K
32.6K $327K
DSL
Double Line Income Solutions Fund

Financial Services
23K
+ 623.92%
$12.42 - $13.06 $286K - $301K
26.7K $346K
OLED
Universal Display Corp Pa

Technology
1.4K
+ 212.16%
$157.72 - $236.42 $220K - $330K
2.05K $431K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 62.11%
$102.34 - $114.52 $262K - $293K
6.67K $763K
EWC
Ishares Msci Canada ETF

ETFs
6.9K
+ 419.64%
$36.52 - $41.67 $252K - $288K
8.55K $354K
PFE
Pfizer Inc

Healthcare
9.53K
+ 120.16%
$27.7 - $31.39 $264K - $299K
17.5K $505K
ASTS
Ast Space Mobile, Inc.

Communication Services
9.85K
+ 357.35%
$10.72 - $38.6 $106K - $380K
12.6K $329K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.34K
+ 319.04%
$40.48 - $45.39 $216K - $243K
7.02K $308K
PFEB
Innovator U.S. Equity Power Bu

ETFs
6.32K
+ 353.38%
$34.29 - $36.04 $217K - $228K
8.11K $292K
F
Ford Motor CO

Consumer Cyclical
21.2K
+ 163.4%
$9.71 - $14.55 $206K - $308K
34.1K $360K
TGRW
T Rowe Price Exchange Traded F

Technology
5.86K
+ 120.18%
$33.63 - $38.83 $197K - $228K
10.7K $404K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.91K
+ 60.08%
$49.94 - $56.3 $195K - $220K
10.4K $585K
VZ
Verizon Communications Inc

Communication Services
4.88K
+ 20.79%
$38.89 - $45.0 $190K - $220K
28.4K $1.27M
T
At&T Inc.

Communication Services
9.83K
+ 21.21%
$18.21 - $22.28 $179K - $219K
56.2K $1.24M
SPYG
Spdr Portfolio

ETFs
2.57K
+ 83.52%
$73.38 - $84.1 $189K - $216K
5.65K $468K
TFC
Truist Financial Corp

Financial Services
4.82K
+ 507.26%
$38.22 - $44.94 $184K - $217K
5.78K $246K
SCHW
Schwab Charles Corp

Financial Services
3.17K
+ 344.03%
$61.74 - $76.08 $196K - $241K
4.09K $265K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.97K
+ 64.99%
$92.63 - $105.69 $183K - $209K
5.01K $521K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
7.48K
+ 1156.26%
$23.58 - $25.5 $176K - $191K
8.13K $206K
SOFI
So Fi Technologies, Inc.

Financial Services
24.1K
+ 147.7%
$6.32 - $8.19 $152K - $197K
40.4K $317K
WMB
Williams Companies, Inc.

Energy
4.12K
+ 93.53%
$41.24 - $46.22 $170K - $190K
8.52K $388K
SEVN
Seven Hills Realty Trust

Real Estate
13.3K
+ 5588.24%
$12.42 - $14.25 $165K - $190K
13.5K $186K
JFR
Nuveen Floating Rate Income Fund

Financial Services
20.2K
+ 149.3%
$8.36 - $9.0 $169K - $182K
33.8K $297K
KORP
American Centy ETF Tr Diversif

ETFs
3.61K
+ 26.17%
$45.64 - $48.46 $165K - $175K
17.4K $840K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.61K
+ 76.48%
$39.15 - $46.02 $141K - $166K
8.32K $380K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
12.6K
+ 219.68%
$10.91 - $12.02 $138K - $152K
18.4K $214K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.69K
+ 29.49%
$85.84 - $85.84 $145K - $145K
7.41K $635K
KBE
Spdr S&P Bank ETF

ETFs
2.71K
+ 29.98%
$45.47 - $54.71 $123K - $148K
11.7K $620K
SFL
Sfl Corp Ltd.

Industrials
11.7K
+ 330.31%
$10.77 - $14.04 $126K - $164K
15.2K $176K
IEFA
Ishares Tr

ETFs
1.74K
+ 132.47%
$70.09 - $78.74 $122K - $137K
3.06K $238K
GNK
Genco Shipping & Trading LTD

Industrials
6.98K
+ 84.61%
$16.39 - $22.07 $114K - $154K
15.2K $296K
MBB
Ishares Tr

ETFs
1.33K
+ 161.89%
$90.85 - $96.66 $121K - $129K
2.16K $206K
AVK
Advent Convertible & Income Fund

Financial Services
10.6K
+ 440.01%
$11.44 - $12.85 $121K - $136K
13K $152K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
6.92K
+ 98.63%
$16.35 - $18.0 $113K - $125K
13.9K $247K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.57K
+ 22.39%
$71.19 - $76.59 $111K - $120K
8.56K $655K
VALE
Vale S.A.

Basic Materials
10.2K
+ 213.67%
$9.9 - $11.8 $101K - $121K
15K $175K
OPRA
Opera LTD

Communication Services
7.58K
+ 115.53%
$10.87 - $16.18 $82.3K - $123K
14.1K $218K
OXLC
Oxford Lane Capital Corp.

Financial Services
20.2K
+ 572.4%
$5.15 - $5.67 $104K - $115K
23.8K $124K
DVY
Ishares Tr

ETFs
681
+ 35.62%
$119.99 - $135.74 $81.7K - $92.4K
2.59K $350K
BEEM
Beam Global

Technology
17.7K
+ 1401.98%
$4.37 - $7.66 $77.5K - $136K
19K $93K
INDA
Ishares Msci India Index Fund

ETFs
1.48K
+ 14.17%
$54.86 - $59.22 $81K - $87.4K
11.9K $695K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.1K
+ 269.36%
$6.71 - $8.78 $67.8K - $88.7K
13.9K $114K
C
Citigroup Inc

Financial Services
1.26K
+ 35.86%
$56.11 - $67.61 $70.9K - $85.5K
4.79K $299K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.47K
+ 22.65%
$36.02 - $41.68 $52.8K - $61.1K
7.93K $327K
Activity Summary
Buys All Purchases 119 New Holdings 0 Increased Positions 119 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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