Capital Analysts, LLC Purchases and Sells in Q3 2024

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Top Buys

Incresed Positions

501 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	451K + 14.64%	$60.84 - $67.51 $27.4M - $30.5M	3.53M $238M
USFR	357K + 88.33%	$50.2 - $50.48 $17.9M - $18M	761K $38.2M
IEMG	161K + 20.77%	$53.64 - $53.64 $8.64M - $8.64M	937K $53.8M
IEFA	41.1K + 3.46%	$70.09 - $78.74 $2.88M - $3.23M	1.23M $95.8M
AAPL	20.9K + 11.44%	$207.23 - $234.82 $4.32M - $4.9M	203K $47.4M
IUSB	179K + 81.45%	$44.83 - $47.42 $8.03M - $8.5M	399K $18.8M

New Holdings

182 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FJUL	63.6K New	$44.46 - $48.11 $2.83M - $3.06M	63.6K $3.06M
CALAMOS ETF TR	33.5K New	N/A	33.5K $828K
PIMCO ETF TR	28K New	N/A	28K $746K
FERGUSON ENTERPRISES INC	3.43K New	N/A	3.43K $681K
CALAMOS ETF TR	23.4K New	N/A	23.4K $582K
VRT	5K New	$86.66 - $86.66 $433K - $433K	5K $497K

Top Sells

Reduced Positions

264 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-602K - 99.12%	$47.65 - $52.99 $28.7M - $31.9M	5.35K $283K
FM	-386K - 97.95%	$27.35 - $27.85 $10.5M - $10.7M	8.09K $223K
JEPQ	-143K - 59.98%	$49.7 - $56.11 $7.11M - $8.03M	95.5K $5.25M
RYT	-78.4K - 99.3%	N/A	552 $21K
VRIG	-101K - 99.73%	$25.05 - $25.21 $2.53M - $2.55M	277 $7K
JPST	-40.8K - 96.28%	$50.25 - $50.74 $2.05M - $2.07M	1.58K $80K

Activity Summary All Purchases 683 New Holdings 182 Increased Positions 501 All Sells 264 Reductions 264 Sold out 0 Calls 0 Puts 0

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