Capital Analysts, LLC Purchases in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSL
First Trust Senior Ln Fund

ETFs
566
+ 6.65%
$45.51 - $46.26 $25.8K - $26.2K
9.08K $417K
MFLX
First Tr Exchange Traded Fd Vi
1.45K
+ 38.66%
N/A
5.19K $91K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.63K
New
$9.27 - $11.62 $24.4K - $30.6K
2.63K $27K
TDVG
T Rowe Price Exchange Traded F

Technology
18
+ 0.17%
$37.87 - $40.96 $682 - $737
10.5K $430K
SCHO
Schwab Short Term Us Treasury

ETFs
484
+ 17.07%
$47.93 - $49.06 $23.2K - $23.7K
3.32K $163K
AER
Aer Cap Holdings N.V.

Industrials
288
New
$86.24 - $98.28 $24.8K - $28.3K
288 $27K
HPE
Hewlett Packard Enterprise CO

Technology
1.34K
+ 367.58%
$16.1 - $21.44 $21.5K - $28.7K
1.7K $35K
HSBC
Hsbc Holdings PLC

Financial Services
586
New
$40.42 - $45.91 $23.7K - $26.9K
586 $26K
APH
Amphenol Corp

Technology
402
+ 324.19%
$58.39 - $70.41 $23.5K - $28.3K
526 $34K
EWY
Ishares Inc Msci South Korea E

ETFs
407
New
$59.44 - $68.96 $24.2K - $28.1K
407 $26K
RELX
Relx PLC

Communication Services
522
New
$44.1 - $48.86 $23K - $25.5K
522 $25K
Innovator Etfs Trust
996
New
N/A
996 $25K
Innovator Etfs Trust
998
New
N/A
998 $25K
KHC
Kraft Heinz CO

Consumer Defensive
631
+ 170.54%
$31.86 - $36.13 $20.1K - $22.8K
1K $36K
Innovator Etfs Trust
1.03K
New
N/A
1.03K $25K
RWO
Spdr Dow Jones Global Real Est

ETFs
330
+ 22.9%
$41.23 - $48.48 $13.6K - $16K
1.77K $84K
PSL
Invesco Dwa Consumer Staples M
214
+ 44.21%
N/A
698 $71K
Ge Healthcare Technologies I
60
+ 5.35%
N/A
1.18K $111K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
351
+ 4.57%
$36.06 - $37.66 $12.7K - $13.2K
8.03K $302K
IDU
Ishares Tr U S Utils ETF

ETFs
101
+ 11.22%
$87.2 - $102.21 $8.81K - $10.3K
1K $102K
VTR
Ventas, Inc.

Real Estate
272
+ 61.54%
$50.88 - $65.33 $13.8K - $17.8K
714 $46K
HBAN
Huntington Bancshares Inc

Financial Services
1.57K
New
$12.84 - $15.15 $20.1K - $23.8K
1.57K $23K
PPA
Invesco Exchange Traded Fd Tr

ETFs
179
+ 100.56%
$102.05 - $114.97 $18.3K - $20.6K
357 $41K
SONY
Sony Group Corp

Technology
234
New
$81.61 - $98.65 $19.1K - $23.1K
234 $23K
HWM
Howmet Aerospace Inc.

Industrials
230
New
$77.3 - $100.22 $17.8K - $23.1K
230 $23K
NFG
National Fuel Gas CO

Energy
385
New
$54.14 - $61.22 $20.8K - $23.6K
385 $23K
VGT
Vanguard Information Technolog

ETFs
36
+ 17.56%
$514.43 - $606.85 $18.5K - $21.8K
241 $141K
EIX
Edison International

Utilities
177
+ 39.07%
$71.19 - $87.72 $12.6K - $15.5K
630 $55K
Linde PLC
47
+ 138.24%
N/A
81 $38K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
276
+ 1840.0%
$72.22 - $81.88 $19.9K - $22.6K
291 $23K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
96
+ 1371.43%
$201.82 - $234.36 $19.4K - $22.5K
103 $24K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
232
New
$90.59 - $99.43 $21K - $23.1K
232 $22K
CCJ
Cameco Corp

Energy
439
New
$36.9 - $53.72 $16.2K - $23.6K
439 $21K
YUM
Yum Brands Inc

Consumer Cyclical
90
+ 7.87%
$125.95 - $139.96 $11.3K - $12.6K
1.23K $172K
FDX
Fedex Corp

Industrials
83
+ 138.33%
$254.64 - $313.52 $21.1K - $26K
143 $39K
ROST
Ross Stores, Inc.

Consumer Cyclical
130
+ 50.78%
$136.06 - $155.24 $17.7K - $20.2K
386 $58K
CPER
United States Copper Index Fun

ETFs
742
New
$24.71 - $28.93 $18.3K - $21.5K
742 $21K
WDC
Western Digital Corp

Technology
311
New
$56.25 - $80.24 $17.5K - $25K
311 $21K
WST
West Pharmaceutical Services Inc

Healthcare
235
+ 13.62%
$277.16 - $333.3 $65.1K - $78.3K
1.96K $588K
VMC
Vulcan Materials CO

Basic Materials
80
+ 181.82%
$231.83 - $274.51 $18.5K - $22K
124 $31K
IX
Orix Corp

Financial Services
175
New
$102.71 - $125.1 $18K - $21.9K
175 $20K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
39
+ 1.51%
$64.57 - $71.76 $2.52K - $2.8K
2.63K $188K
PPG
Ppg Industries Inc

Basic Materials
15
+ 0.55%
$118.32 - $134.55 $1.77K - $2.02K
2.72K $360K
FCX
Freeport Mcmoran Inc

Basic Materials
339
+ 17.43%
$39.52 - $51.92 $13.4K - $17.6K
2.28K $114K
HPQ
Hp Inc

Technology
558
+ 334.13%
$32.02 - $38.11 $17.9K - $21.3K
725 $26K
ING
Ing Groep Nv

Financial Services
1.05K
New
$16.55 - $18.66 $17.4K - $19.6K
1.05K $19K
LCID
Lucid Group, Inc.

Consumer Cyclical
5K
+ 398.41%
$2.64 - $4.26 $13.2K - $21.3K
6.26K $22K
EXPE
Expedia Group, Inc.

Consumer Cyclical
129
New
$112.12 - $149.09 $14.5K - $19.2K
129 $19K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3
+ 0.12%
$87.56 - $95.49 $263 - $286
2.53K $241K
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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