Capital Analysts, LLC Purchases in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
2.3K
+ 2.77%
$100.07 - $118.13 $230K - $271K
85.4K $9.73M
PG
Procter & Gamble CO

Consumer Defensive
2.22K
+ 2.75%
$160.76 - $177.82 $357K - $395K
82.9K $14.4M
ACN
Accenture PLC

Technology
1.38K
+ 12.27%
$295.44 - $355.81 $407K - $490K
12.6K $4.45M
SHW
Sherwin Williams CO

Basic Materials
772
+ 8.59%
$294.65 - $384.0 $227K - $296K
9.76K $3.72M
VV
Vanguard Large Cap ETF

ETFs
3.92K
+ 2164.64%
$236.92 - $263.4 $928K - $1.03M
4.1K $1.08M
Capital Group International
32.4K
+ 121.39%
N/A
59.2K $1.8M
JNJ
Johnson & Johnson

Healthcare
2.17K
+ 5.39%
$145.48 - $167.38 $316K - $363K
42.4K $6.88M
CMCSA
Comcast Corp

Communication Services
9.36K
+ 4.15%
$37.33 - $41.78 $349K - $391K
235K $9.81M
MS
Morgan Stanley

Financial Services
1.65K
+ 1.46%
$92.07 - $106.96 $151K - $176K
114K $11.9M
FISV
Fiserv Inc

Technology
1.59K
+ 7.23%
N/A
23.6K $4.24M
JPM
Jpmorgan Chase & CO

Financial Services
2.15K
+ 3.94%
$194.9 - $224.8 $419K - $483K
56.7K $11.9M
SPMD
Spdr Portfolio

ETFs
7.39K
+ 5.06%
$50.29 - $54.92 $372K - $406K
153K $8.39M
V
Visa Inc.

Financial Services
1.15K
+ 2.48%
$253.74 - $291.56 $292K - $335K
47.5K $13.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.3K
+ 159.93%
$61.11 - $67.85 $750K - $832K
19.9K $1.35M
MUB
Ishares National Muni Bond ETF

ETFs
4.48K
+ 2.52%
$106.13 - $108.7 $476K - $487K
183K $19.8M
KKR
Kkr & Co. Inc.

Financial Services
44
+ 0.13%
$104.51 - $133.23 $4.6K - $5.86K
32.9K $4.3M
Calamos ETF Tr
33.5K
New
N/A
33.5K $828K
TMUS
T Mobile Us, Inc.

Communication Services
1.36K
+ 7.54%
$175.14 - $206.36 $239K - $281K
19.4K $4.01M
DHR
Danaher Corp

Healthcare
1.49K
+ 10.26%
$239.25 - $280.76 $356K - $417K
16K $4.44M
EQIX
Equinix Inc

Real Estate
367
+ 9.71%
$749.0 - $890.01 $275K - $327K
4.15K $3.68M
BX
Blackstone Inc.

Financial Services
5K
+ 448.43%
$120.77 - $159.66 $604K - $798K
6.12K $936K
SSNC
Ss&C Technologies Holdings Inc

Technology
4.12K
+ 9.92%
$61.42 - $76.46 $253K - $315K
45.7K $3.39M
LHX
L3 Harris Technologies, Inc.

Industrials
926
+ 2.22%
$221.96 - $243.27 $206K - $225K
42.7K $10.2M
BLK
Black Rock Inc.

Financial Services
116
+ 2.83%
$782.27 - $949.51 $90.7K - $110K
4.22K $4M
SGOL
Abrdn Gold ETF Trust

ETFs
30.2K
+ 5961.93%
$22.26 - $25.51 $673K - $771K
30.7K $772K
Pimco ETF Tr
28K
New
N/A
28K $746K
CGXU
Capital Group Intl Focus Equit

ETFs
25.4K
+ 60.51%
$24.27 - $27.46 $616K - $697K
67.4K $1.82M
CRM
Salesforce, Inc.

Technology
1.74K
+ 11.08%
$238.42 - $276.53 $414K - $480K
17.4K $4.76M
IBM
International Business Machines Corp

Technology
179
+ 1.25%
$175.1 - $223.38 $31.3K - $40K
14.5K $3.2M
NOC
Northrop Grumman Corp

Industrials
772
+ 22.42%
$423.73 - $533.14 $327K - $412K
4.22K $2.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
722
+ 1.12%
$117.9 - $128.2 $85.1K - $92.6K
65.1K $8.34M
IYW
Ishares Dj Us Tech ETF

ETFs
4.58K
+ 37.97%
$133.16 - $158.73 $610K - $727K
16.6K $2.52M
FNDX
Schwab Fundamental U S Large C

ETFs
9.34K
+ 122.3%
$65.36 - $71.76 $610K - $670K
17K $1.22M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
10.1K
+ 5.98%
$51.78 - $52.98 $523K - $535K
179K $9.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
592
+ 11.97%
$531.86 - $624.21 $315K - $370K
5.54K $3.43M
CI
Cigna Corp

Healthcare
1.54K
+ 15.78%
$319.12 - $367.1 $491K - $565K
11.3K $3.91M
Ferguson Enterprises Inc
3.43K
New
N/A
3.43K $681K
XLE
Energy Sector Spdr

ETFs
16K
+ 7.13%
$84.35 - $93.39 $1.35M - $1.49M
240K $21.1M
NEE
Nextera Energy Inc

Utilities
1.12K
+ 2.75%
$69.9 - $84.97 $78.1K - $95K
41.7K $3.53M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.06K
+ 1.21%
$32.36 - $33.78 $164K - $171K
423K $14.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.3K
+ 116.12%
$51.58 - $53.79 $580K - $605K
20.9K $1.12M
BSX
Boston Scientific Corp

Healthcare
3.7K
+ 8.36%
$72.96 - $84.0 $270K - $311K
47.9K $4.01M
VEA
Vanguard Ftse Developed Market

ETFs
5.84K
+ 7.12%
$47.6 - $53.31 $278K - $311K
87.8K $4.64M
BDX
Becton Dickinson & CO

Healthcare
1.34K
+ 3.81%
$221.47 - $242.41 $297K - $325K
36.6K $8.82M
Calamos ETF Tr
23.4K
New
N/A
23.4K $582K
OEF
Ishares S&P 100 ETF

ETFs
544
+ 1.67%
$266.03 - $266.03 $145K - $145K
33.1K $9.16M
FDL
First Tr Morningstar Dividend

ETFs
10.6K
+ 40.81%
$37.66 - $42.06 $399K - $445K
36.5K $1.53M
GOOGL
Alphabet Inc.

Communication Services
6.34K
+ 20.36%
$148.65 - $191.18 $943K - $1.21M
37.5K $6.22M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
12.4K
+ 43.83%
$37.45 - $44.25 $463K - $547K
40.6K $1.74M
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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