Capital Analysts, LLC Purchases in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Brookfield Infrastructure CO
249
+ 1131.82%
N/A
271 $12K
EBND
Spdr Bloomberg Emerging Market

ETFs
357
+ 18.54%
$19.74 - $21.39 $7.05K - $7.64K
2.28K $49K
XLC
Select Sector Spdr Tr Communic

ETFs
75
+ 10.32%
$82.16 - $90.4 $6.16K - $6.78K
802 $73K
HYG
Ishares Tr

ETFs
56
+ 2.56%
$76.72 - $80.36 $4.3K - $4.5K
2.24K $180K
OMC
Omnicom Group Inc.

Communication Services
108
New
$87.69 - $103.9 $9.47K - $11.2K
108 $11K
LCTD
Blackrock ETF World Ex Us Carb
123
+ 8.9%
N/A
1.51K $73K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
237
New
$29.24 - $45.37 $6.93K - $10.8K
237 $11K
FMX
Mexican Economic Development Inc

Consumer Defensive
107
New
$98.71 - $118.83 $10.6K - $12.7K
107 $11K
JPHY
Jp Morgan High Yield Research

ETFs
18
+ 0.3%
N/A
6.07K $287K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6
+ 0.43%
$97.05 - $106.1 $582 - $637
1.41K $149K
PDD
Pinduoduo Inc.

Consumer Cyclical
79
+ 121.54%
$89.17 - $151.11 $7.04K - $11.9K
144 $19K
ARCC
Ares Capital Corp

Financial Services
485
New
$19.8 - $21.28 $9.6K - $10.3K
485 $10K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4
+ 0.06%
$73.86 - $84.2 $295 - $337
6.33K $523K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
439
New
$19.44 - $23.57 $8.53K - $10.3K
439 $10K
KB
Kb Financial Group Inc.

Financial Services
162
New
$56.85 - $67.06 $9.21K - $10.9K
162 $10K
HMOP
Hartford Fds Exchange Traded T

ETFs
13
+ 0.09%
$38.61 - $39.46 $502 - $513
13.8K $544K
SCMB
Schwab Strategic Tr Mun Bd ETF
167
+ 24.45%
N/A
850 $45K
PTC
Ptc Inc.

Technology
56
New
$164.85 - $187.32 $9.23K - $10.5K
56 $10K
Invesco Exch Trd Slf Idx Fd
385
New
N/A
385 $10K
Invesco Exch Trd Slf Idx Fd
370
New
N/A
370 $10K
AWK
American Water Works Company, Inc.

Utilities
34
+ 10.69%
$127.76 - $149.9 $4.34K - $5.1K
352 $51K
HDB
Hdfc Bank LTD

Financial Services
161
New
$58.04 - $66.97 $9.34K - $10.8K
161 $10K
IVZ
Invesco Ltd.

Financial Services
141
+ 6.02%
$14.85 - $17.74 $2.09K - $2.5K
2.48K $44K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
177
+ 148.74%
$42.22 - $48.62 $7.47K - $8.61K
296 $14K
STM
St Microelectronics N.V.

Technology
313
New
$27.83 - $42.72 $8.71K - $13.4K
313 $9K
KMB
Kimberly Clark Corp

Consumer Defensive
40
+ 4.99%
$135.05 - $148.35 $5.4K - $5.93K
842 $120K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
6.3K
New
$7.95 - $7.95 $50.1K - $50.1K
6.3K $9K
Invesco Exch Trd Slf Idx Fd
345
+ 34.88%
N/A
1.33K $29K
Howard Hughes Holdings Inc
113
New
N/A
113 $9K
SEE
Sealed Air Corp

Consumer Cyclical
239
New
$32.27 - $38.05 $7.71K - $9.09K
239 $9K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
169
New
$50.52 - $50.95 $8.54K - $8.61K
169 $9K
XLRE
Select Sector Spdr Tr Real Est

ETFs
115
+ 20.25%
$38.04 - $45.36 $4.37K - $5.22K
683 $31K
ODFL
Old Dominion Freight Line, Inc.

Industrials
38
New
$178.41 - $210.18 $6.78K - $7.99K
38 $8K
USRT
Ishares Core U.S. Reit ETF

ETFs
117
+ 81.25%
$53.07 - $62.66 $6.21K - $7.33K
261 $16K
JPIN
Jp Morgan Diversified Return I

ETFs
11
+ 0.71%
$54.1 - $60.82 $595 - $669
1.57K $94K
SRE
Sempra Energy

Utilities
38
+ 7.69%
$74.97 - $84.04 $2.85K - $3.19K
532 $45K
MFC
Manulife Financial Corp

Financial Services
19
+ 0.7%
$24.13 - $29.63 $458 - $563
2.72K $80K
STLD
Steel Dynamics Inc

Basic Materials
84
+ 12.86%
N/A
737 $93K
AJG
Arthur J. Gallagher & Co.

Financial Services
27
+ 96.43%
$259.22 - $299.75 $7K - $8.09K
55 $15K
PPLT
Abrdn Platinum ETF Trust

ETFs
99
+ 45.62%
$89.83 - $89.83 $8.89K - $8.89K
316 $28K
OMFS
Invesco Exchange Traded Self I

ETFs
201
New
$35.01 - $39.74 $7.04K - $7.99K
201 $8K
DASH
Door Dash, Inc.

Communication Services
59
New
$100.28 - $143.99 $5.92K - $8.5K
59 $8K
FXO
First Tr Exchange Traded Fd Fi

ETFs
149
New
$45.78 - $51.72 $6.82K - $7.71K
149 $8K
PIO
Invesco Exchange Traded Fd Tr

ETFs
193
New
$39.3 - $43.08 $7.58K - $8.31K
193 $8K
GLOB
Globant S.A.

Technology
41
New
$176.29 - $207.07 $7.23K - $8.49K
41 $8K
CM
Canadian Imperial Bank Of Commerce

Financial Services
7
+ 1.25%
$47.28 - $62.24 $331 - $436
566 $35K
MGA
Magna International Inc

Consumer Cyclical
195
+ 336.21%
$38.03 - $45.82 $7.42K - $8.93K
253 $10K
REXR
Rexford Industrial Realty, Inc.

Real Estate
132
New
$44.45 - $52.25 $5.87K - $6.9K
132 $7K
CX
Cemex Sab De Cv

Basic Materials
1.15K
New
$5.6 - $6.88 $6.45K - $7.93K
1.15K $7K
Activity Summary
Buys All Purchases 683 New Holdings 182 Increased Positions 501 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
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