Capital Advisors Inc Purchases in Q4 2024

Capital Advisors Inc

  • $4.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RRC
Range Resources Corp

Energy
10K
New
$29.77 - $36.41 $298K - $364K
10K $359K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.07K
New
$46.48 - $51.32 $329K - $363K
7.07K $340K
ACN
Accenture PLC

Technology
2.28K
+ 0.83%
$343.9 - $376.86 $784K - $860K
278K $97.7M
MSTR
Microstrategy Inc

Technology
260
+ 12.5%
$162.69 - $473.83 $42.3K - $123K
2.34K $677K
FANG
Diamondback Energy, Inc.

Energy
1.93K
New
$153.06 - $199.5 $295K - $385K
1.93K $316K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.51K
+ 3.83%
$113.92 - $127.38 $514K - $575K
122K $14.1M
VGT
Vanguard Information Technolog

ETFs
158
+ 2.6%
$571.78 - $647.97 $90.3K - $102K
6.22K $3.87M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
+ 54.6%
$172.07 - $207.36 $206K - $249K
3.4K $671K
DOV
Dover Corp

Industrials
1.54K
New
$184.72 - $206.51 $285K - $318K
1.54K $289K
MSCI
Msci Inc.

Financial Services
449
New
$569.09 - $635.99 $256K - $286K
449 $269K
SOUN
Soundhound Ai, Inc.

Technology
12.5K
New
$4.51 - $24.23 $56.2K - $302K
12.5K $247K
XEL
Xcel Energy Inc

Utilities
3.64K
New
$62.16 - $72.92 $226K - $265K
3.64K $245K
TMUS
T Mobile Us, Inc.

Communication Services
1.1K
New
$206.1 - $246.94 $226K - $270K
1.1K $241K
ET
Energy Transfer LP

Energy
328
+ 0.54%
$16.05 - $19.86 $5.26K - $6.51K
61.5K $1.2M
COIN
Coinbase Global, Inc.

Technology
899
New
$163.17 - $343.62 $147K - $309K
899 $223K
LNT
Alliant Energy Corp

Utilities
3.78K
New
$56.24 - $63.63 $213K - $241K
3.78K $223K
WFC
Wells Fargo & Company

Financial Services
3.17K
New
$54.98 - $77.35 $174K - $245K
3.17K $222K
OPK
Opko Health, Inc.

Healthcare
150K
New
$1.4 - $1.64 $210K - $246K
150K $220K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
940
New
$173.13 - $258.09 $163K - $243K
940 $216K
IDXX
Idexx Laboratories Inc

Healthcare
496
New
$406.92 - $495.42 $202K - $246K
496 $205K
TM
Toyota Motor Corp

Consumer Cyclical
1.04K
New
$169.2 - $199.52 $175K - $207K
1.04K $201K
BAC
Bank Of America Corp

Financial Services
393
+ 0.92%
$39.22 - $47.77 $15.4K - $18.8K
43.2K $1.9M
APO
Apollo Global Management, Inc.

Financial Services
206
+ 5.15%
$131.36 - $178.61 $27.1K - $36.8K
4.21K $694K
ETN
Eaton Corp PLC

Industrials
474
+ 0.67%
$326.96 - $377.52 $155K - $179K
71K $23.6M
OGE
Oge Energy Corp.

Utilities
4.45K
+ 69.33%
$39.65 - $44.08 $176K - $196K
10.9K $448K
QUBT
Quantum Computing Inc.

Technology
10K
New
$0.64 - $21.61 $6.4K - $216K
10K $174K
JEPI
J P Morgan Exchange Traded Fd

ETFs
31.9K
+ 3.8%
$57.53 - $60.83 $1.84M - $1.94M
872K $50.2M
IAU
Ishares Gold Trust

ETFs
3.26K
+ 29.7%
$48.37 - $52.65 $158K - $171K
14.2K $704K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
263
+ 55.96%
$563.99 - $620.12 $148K - $163K
733 $417K
CRWD
Crowd Strike Holdings, Inc.

Technology
87
+ 4.61%
$275.15 - $388.2 $23.9K - $33.8K
1.98K $675K
SUN
Sunoco LP

Energy
3.03K
+ 58.79%
$50.8 - $56.82 $154K - $172K
8.19K $421K
IVV
Ishares Core S&P 500 ETF

ETFs
149
+ 4.5%
$570.51 - $610.59 $85K - $91K
3.46K $2.04M
SOFI
So Fi Technologies, Inc.

Financial Services
3K
+ 29.28%
$7.63 - $16.88 $22.9K - $50.7K
13.3K $204K
MA
Mastercard Inc

Financial Services
153
+ 12.27%
$491.3 - $536.15 $75.2K - $82K
1.4K $737K
MCK
Mckesson Corp

Healthcare
1
+ 0.07%
$482.27 - $628.5 $482 - $629
1.47K $838K
NIO
Nio Inc.

Consumer Cyclical
25.3K
New
$4.31 - $7.21 $109K - $182K
25.3K $110K
SCHG
Schwab Strategic Tr Us Large C

ETFs
19K
+ 336.23%
$25.93 - $105.3 $493K - $2M
24.6K $686K
XLK
Technology Sector Spdr

ETFs
99
+ 0.94%
$220.26 - $241.44 $21.8K - $23.9K
10.7K $2.48M
GS
Goldman Sachs Group Inc

Financial Services
107
+ 26.42%
$486.1 - $608.57 $52K - $65.1K
512 $293K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
800
+ 5.56%
$126.68 - $134.74 $101K - $108K
15.2K $1.94M
MO
Altria Group, Inc.

Consumer Defensive
1.29K
+ 7.6%
$49.06 - $57.74 $63.2K - $74.4K
18.2K $953K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.02K
+ 15.29%
$76.21 - $82.24 $77.4K - $83.6K
7.66K $596K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.11%
$280.08 - $307.97 $1.68K - $1.85K
5.32K $1.56M
ORCL
Oracle Corp

Technology
1.01K
+ 4.43%
$165.41 - $192.43 $166K - $194K
23.7K $3.96M
T
At&T Inc.

Communication Services
2.45K
+ 10.77%
$21.22 - $23.88 $52.1K - $58.6K
25.2K $574K
REI
Ring Energy, Inc.

Energy
50K
New
$1.22 - $1.8 $61K - $90K
50K $68K
NOK
Nokia Corp

Technology
13.6K
New
$4.13 - $4.95 $56.2K - $67.4K
13.6K $60K
LUV
Southwest Airlines CO

Industrials
1
+ 0.01%
$28.99 - $34.84 $29 - $34.8
13.7K $461K
PM
Philip Morris International Inc.

Consumer Defensive
510
+ 7.97%
$118.38 - $133.06 $60.4K - $67.9K
6.91K $831K
Activity Summary
Buys All Purchases 177 New Holdings 33 Increased Positions 144 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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