Capital Analysts, LLC Purchases in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
7.66K
+ 5.56%
$27.88 - $30.0 $214K - $230K
145K $4.23M
PM
Philip Morris International Inc.

Consumer Defensive
711
+ 9.33%
$101.25 - $127.45 $72K - $90.6K
8.33K $1.01M
EMB
Ishares Tr

ETFs
2.21K
+ 48.3%
$87.75 - $93.74 $194K - $207K
6.79K $635K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.37K
+ 1.93%
$33.74 - $37.96 $46.3K - $52K
72.4K $2.72M
ICF
Ishares Tr

ETFs
2.18K
+ 22.83%
$56.77 - $67.33 $124K - $147K
11.7K $774K
WELL
Welltower Inc.

Real Estate
1.54K
+ 129.52%
$104.0 - $129.74 $160K - $200K
2.73K $349K
BSCU
Invesco Exc Self Ind Tr

ETFs
12.2K
+ 66.64%
$16.19 - $17.05 $198K - $208K
30.5K $518K
VBR
Vanguard Small Cap Value ETF

ETFs
102
+ 0.94%
$179.99 - $201.6 $18.4K - $20.6K
10.9K $2.2M
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 7.4%
$191.76 - $263.26 $37K - $50.8K
2.8K $733K
VLO
Valero Energy Corp

Energy
1.79K
+ 158.34%
$132.81 - $163.48 $238K - $293K
2.93K $395K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.55K
+ 19.42%
$19.2 - $19.63 $183K - $187K
58.7K $1.15M
SYF
Synchrony Financial

Financial Services
4.06K
+ 3225.4%
$43.77 - $52.22 $178K - $212K
4.19K $209K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.68K
+ 21.42%
$19.92 - $20.67 $173K - $179K
49.2K $1.01M
CSX
Csx Corp

Industrials
5.85K
+ 3229.83%
$32.48 - $35.45 $190K - $207K
6.03K $208K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9K
+ 19.45%
$19.2 - $19.82 $173K - $178K
55.3K $1.09M
VB
Vanguard Small Cap ETF

ETFs
252
+ 3.45%
$214.77 - $237.72 $54.1K - $59.9K
7.57K $1.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.35K
+ 4.19%
$46.9 - $51.96 $63.1K - $69.9K
33.5K $1.73M
PHM
Pultegroup Inc

Consumer Cyclical
778
+ 30.73%
$103.95 - $144.98 $80.9K - $113K
3.31K $475K
ETN
Eaton Corp PLC

Industrials
185
+ 2.46%
$272.52 - $333.02 $50.4K - $61.6K
7.71K $2.56M
TGT
Target Corp

Consumer Defensive
986
+ 19.9%
$133.47 - $159.25 $132K - $157K
5.94K $926K
DRI
Darden Restaurants Inc

Consumer Cyclical
258
+ 2.21%
$138.06 - $172.74 $35.6K - $44.6K
11.9K $1.96M
EVX
Vaneck ETF Tr Environmental Se

ETFs
850
+ 24.6%
$167.16 - $181.0 $142K - $154K
4.31K $777K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.85K
+ 8.33%
$81.31 - $83.29 $151K - $154K
24.1K $2M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
11.6K
New
$14.94 - $15.76 $173K - $183K
11.6K $183K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12.6K
New
$14.16 - $14.47 $178K - $182K
12.6K $181K
IWN
Ishares Russell2000 Val ETF

ETFs
721
+ 17.68%
$150.05 - $171.34 $108K - $124K
4.8K $801K
XOM
Exxon Mobil Corp

Energy
1.34K
+ 12.73%
$109.72 - $119.0 $147K - $159K
11.9K $1.39M
AVSC
American Centy ETF Tr Avantis
3.3K
New
$49.07 - $56.13 $162K - $185K
3.3K $178K
PGR
Progressive Corp

Financial Services
369
+ 20.42%
$209.46 - $259.24 $77.3K - $95.7K
2.18K $552K
DLR
Digital Realty Trust, Inc.

Real Estate
1.05K
+ 138.78%
$144.47 - $162.98 $151K - $170K
1.8K $291K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
3.72K
+ 11.86%
$23.54 - $26.35 $87.7K - $98.1K
35.1K $916K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
8.38K
+ 36.9%
$18.12 - $18.92 $152K - $158K
31.1K $585K
SJNK
Spdr Bloomberg Short Term High

ETFs
6.24K
+ 38.46%
$24.8 - $25.75 $155K - $161K
22.5K $578K
IWS
Ishares Russell Midcap Value E

ETFs
644
+ 8.43%
$119.52 - $132.25 $77K - $85.2K
8.28K $1.1M
NFLX
Netflix Inc

Communication Services
118
+ 4.68%
$598.55 - $722.26 $70.6K - $85.2K
2.64K $1.87M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
7.63K
+ 192.02%
N/A
11.6K $243K
EEMV
Ishares Msci Emerging Markets

ETFs
800
+ 4.07%
$56.77 - $63.31 $45.4K - $50.6K
20.5K $1.28M
COF
Capital One Financial Corp

Financial Services
1.04K
+ 954.13%
$131.42 - $153.05 $137K - $159K
1.15K $172K
OHI
Omega Healthcare Investors Inc

Real Estate
3.31K
+ 107.61%
$33.55 - $41.29 $111K - $137K
6.38K $260K
IAU
Ishares Gold Trust

ETFs
2.31K
+ 33.92%
$44.06 - $50.5 $102K - $117K
9.13K $454K
DEO
Diageo PLC

Consumer Defensive
1.05K
+ 2333.33%
$120.02 - $140.77 $126K - $148K
1.1K $154K
INTU
Intuit Inc

Technology
249
+ 107.79%
$602.97 - $670.49 $150K - $167K
480 $298K
SHEL
Shell PLC

Energy
2.4K
+ 117.99%
$65.65 - $73.28 $158K - $176K
4.44K $292K
PH
Parker Hannifin Corp

Industrials
107
+ 17.4%
$501.01 - $635.92 $53.6K - $68K
722 $456K
DE
Deere & CO

Industrials
48
+ 1.69%
$344.84 - $418.0 $16.6K - $20.1K
2.89K $1.21M
Calamos ETF Tr
5.71K
New
N/A
5.71K $143K
IWP
Ishares Russell Mid Cap Growth

ETFs
557
+ 5.23%
$103.87 - $117.59 $57.9K - $65.5K
11.2K $1.32M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
171
+ 0.47%
$74.26 - $78.84 $12.7K - $13.5K
36.5K $2.86M
Kenvue Inc
5.34K
+ 171.03%
N/A
8.46K $195K
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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