Capital Performance Advisors LLP Purchases in Q3 2024

Capital Performance Advisors LLP

  • $325 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
162
New
$114.3 - $1800.09 $18.5K - $292K
162 $27K
XRAY
Dentsply Sirona Inc.

Healthcare
1.02K
New
$23.63 - $27.54 $24K - $28K
1.02K $27K
NFG
National Fuel Gas CO

Energy
461
New
$54.14 - $61.22 $25K - $28.2K
461 $27K
CRI
Carters Inc

Consumer Cyclical
426
New
$57.26 - $71.06 $24.4K - $30.3K
426 $27K
IQV
Iqvia Holdings Inc.

Healthcare
115
New
$206.81 - $251.55 $23.8K - $28.9K
115 $27K
ARMK
Aramark

Industrials
721
New
$32.37 - $38.91 $23.3K - $28.1K
721 $27K
DBX
Dropbox, Inc.

Technology
1.09K
New
$21.42 - $25.44 $23.2K - $27.6K
1.09K $27K
IJK
Ishares S&P Midcap 400 Growth

ETFs
283
New
$84.81 - $93.54 $24K - $26.5K
283 $26K
WTW
Willis Towers Watson PLC

Financial Services
91
New
$257.34 - $294.53 $23.4K - $26.8K
91 $26K
DINO
Hf Sinclair Corp

Energy
604
New
$44.42 - $53.6 $26.8K - $32.4K
604 $26K
CHD
Church & Dwight CO Inc

Consumer Defensive
256
New
$98.01 - $106.59 $25.1K - $27.3K
256 $26K
STRL
Sterling Construction CO Inc

Industrials
180
New
$102.56 - $148.9 $18.5K - $26.8K
180 $26K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
13
+ 0.58%
$95.1 - $106.76 $1.24K - $1.39K
2.27K $242K
SOFI
So Fi Technologies, Inc.

Financial Services
3.41K
New
$6.32 - $8.19 $21.6K - $27.9K
3.41K $26K
VIAV
Viavi Solutions Inc.

Technology
2.81K
New
$6.97 - $9.02 $19.6K - $25.3K
2.81K $25K
ITT
Itt Inc.

Industrials
172
New
$125.05 - $150.55 $21.5K - $25.9K
172 $25K
FICO
Fair Isaac Corp

Technology
13
New
$1496.51 - $1947.38 $19.5K - $25.3K
13 $25K
EWBC
East West Bancorp Inc

Financial Services
307
New
$70.41 - $88.25 $21.6K - $27.1K
307 $25K
MTN
Vail Resorts Inc

Consumer Cyclical
146
New
$167.58 - $188.32 $24.5K - $27.5K
146 $25K
UVSP
Univest Financial Corp

Financial Services
901
New
$22.22 - $29.19 $20K - $26.3K
901 $25K
WDAY
Workday, Inc.

Technology
106
New
$207.75 - $264.68 $22K - $28.1K
106 $25K
YOU
Clear Secure, Inc.

Technology
771
New
$18.66 - $33.15 $14.4K - $25.6K
771 $25K
BCS
Barclays PLC

Financial Services
2K
New
$10.59 - $12.45 $21.2K - $24.9K
2K $24K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
175
New
$127.29 - $141.5 $22.3K - $24.8K
175 $24K
CSL
Carlisle Companies Inc

Industrials
55
New
$376.5 - $449.34 $20.7K - $24.7K
55 $24K
EMR
Emerson Electric CO

Industrials
226
New
$98.19 - $118.87 $22.2K - $26.9K
226 $24K
AMGN
Amgen Inc

Healthcare
76
New
$309.38 - $337.38 $23.5K - $25.6K
76 $24K
SCHW
Schwab Charles Corp

Financial Services
383
New
$61.74 - $76.08 $23.6K - $29.1K
383 $24K
ALKS
Alkermes Plc.

Healthcare
873
New
$23.01 - $28.55 $20.1K - $24.9K
873 $24K
TPL
Texas Pacific Land Corp

Energy
28
New
$724.86 - $952.13 $20.3K - $26.7K
28 $24K
QDEL
Quidel Ortho Corp

Healthcare
541
New
$29.96 - $46.4 $16.2K - $25.1K
541 $24K
CPRT
Copart Inc

Consumer Cyclical
459
New
$49.19 - $55.54 $22.6K - $25.5K
459 $24K
RY
Royal Bank Of Canada

Financial Services
200
New
$105.65 - $124.73 $21.1K - $24.9K
200 $24K
CORT
Corcept Therapeutics Inc

Healthcare
538
New
$29.51 - $46.26 $15.9K - $24.9K
538 $24K
ATR
Aptargroup, Inc.

Healthcare
154
New
$138.54 - $160.11 $21.3K - $24.7K
154 $24K
PFC
Premier Financial Corp

Financial Services
1.05K
New
$19.61 - $26.19 $20.5K - $27.4K
1.05K $24K
PODD
Insulet Corp

Healthcare
104
New
$180.69 - $239.01 $18.8K - $24.9K
104 $24K
OCFC
Oceanfirst Financial Corp

Financial Services
1.34K
New
$15.35 - $18.91 $20.6K - $25.4K
1.34K $24K
BEEM
Beam Global

Technology
5K
New
$4.37 - $7.66 $21.9K - $38.3K
5K $24K
SAND
Sandstorm Gold LTD

Basic Materials
4.05K
New
$5.04 - $6.32 $20.4K - $25.6K
4.05K $24K
FTV
Fortive Corp

Technology
312
New
$67.01 - $79.2 $20.9K - $24.7K
312 $24K
AA
Alcoa Corp

Basic Materials
634
New
$28.17 - $42.44 $17.9K - $26.9K
634 $24K
APP
App Lovin Corp

Technology
191
New
$67.14 - $130.65 $12.8K - $25K
191 $24K
FDX
Fedex Corp

Industrials
85
New
$254.64 - $313.52 $21.6K - $26.6K
85 $23K
IWP
Ishares Russell Mid Cap Growth

ETFs
200
New
$103.87 - $117.59 $20.8K - $23.5K
200 $23K
MAR
Marriott International Inc

Consumer Cyclical
93
New
$211.35 - $255.11 $19.7K - $23.7K
93 $23K
EPR
Epr Properties

Real Estate
486
New
$41.26 - $49.58 $20.1K - $24.1K
486 $23K
WHR
Whirlpool Corp

Consumer Cyclical
217
New
$90.25 - $112.34 $19.6K - $24.4K
217 $23K
WEC
Wec Energy Group, Inc.

Utilities
245
New
$77.68 - $96.19 $19K - $23.6K
245 $23K
Activity Summary
Buys All Purchases 2860 New Holdings 2807 Increased Positions 53 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 1
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