Capstone Investment Advisors, LLC Purchases in Q4 2024

Capstone Investment Advisors, LLC

  • $38.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
12K
+ 250.28%
$265.59 - $358.58 $3.18M - $4.3M
16.8K $4.63M
PANW
Palo Alto Networks Inc

Technology
16.3K
New
$181.96 - $405.9 $2.97M - $6.63M
16.3K $2.97M
VAL
Valaris LTD

Energy
66.5K
New
$40.92 - $56.38 $2.72M - $3.75M
66.5K $2.94M
DHR
Danaher Corp

Healthcare
13.1K
+ 711.33%
$226.16 - $274.52 $2.95M - $3.59M
14.9K $3.42M
STZ
Constellation Brands, Inc.

Consumer Defensive
13K
+ 2670.72%
$219.66 - $257.62 $2.85M - $3.34M
13.4K $2.97M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7.11K
+ 817.24%
$396.64 - $516.74 $2.82M - $3.67M
7.98K $3.21M
CCI
Crown Castle International Corp

Real Estate
32.8K
+ 523.06%
$89.78 - $119.11 $2.95M - $3.91M
39.1K $3.55M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
40K
New
$69.58 - $74.87 $2.78M - $2.99M
40K $2.8M
GDV
Gabelli Dividend & Income Trust

Financial Services
117K
+ 91.38%
$23.77 - $25.59 $2.79M - $3M
246K $5.93M
ISRG
Intuitive Surgical Inc

Healthcare
5.32K
+ 5372.73%
$471.27 - $550.62 $2.51M - $2.93M
5.42K $2.83M
NUE
Nucor Corp

Basic Materials
26.5K
+ 261.09%
$115.78 - $167.74 $3.07M - $4.44M
36.6K $4.27M
BKNG
Booking Holdings Inc.

Consumer Cyclical
544
New
$4100.99 - $5300.34 $2.23M - $2.88M
544 $2.7M
F
Ford Motor CO

Consumer Cyclical
281K
+ 225.57%
$9.69 - $11.4 $2.72M - $3.2M
405K $4.01M
ABT
Abbott Laboratories

Healthcare
23.6K
+ 4467.86%
$111.93 - $119.39 $2.65M - $2.82M
24.2K $2.73M
OXY
Occidental Petroleum Corp

Energy
58.1K
+ 56.22%
$45.36 - $55.91 $2.63M - $3.25M
161K $7.97M
TJX
Tjx Companies Inc

Consumer Cyclical
21.7K
+ 10279.15%
$112.15 - $127.2 $2.43M - $2.76M
21.9K $2.65M
VLO
Valero Energy Corp

Energy
21.5K
+ 282.26%
$118.59 - $144.02 $2.54M - $3.09M
29.1K $3.56M
FDN
First Tr Fd Dow Jones

ETFs
10.4K
New
$210.5 - $257.24 $2.19M - $2.67M
10.4K $2.52M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
305K
New
$8.21 - $8.88 $2.51M - $2.71M
305K $2.52M
ZTS
Zoetis Inc.

Healthcare
17.4K
+ 174.57%
$162.24 - $194.42 $2.83M - $3.39M
27.4K $4.47M
NFLX
Netflix Inc

Communication Services
2.64K
+ 299.32%
$687.65 - $936.56 $1.81M - $2.47M
3.52K $3.14M
JPM
Jpmorgan Chase & CO

Financial Services
9.23K
+ 90.23%
$205.18 - $250.29 $1.89M - $2.31M
19.5K $4.66M
GLO
Clough Global Opportunities Fund

Financial Services
481K
New
$5.1 - $5.5 $2.45M - $2.65M
481K $2.46M
PTEN
Patterson Uti Energy Inc

Energy
298K
New
$7.26 - $8.7 $2.16M - $2.59M
298K $2.46M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
464K
New
$4.76 - $5.09 $2.21M - $2.36M
464K $2.31M
PFE
Pfizer Inc

Healthcare
114K
+ 37.41%
$24.8 - $30.19 $2.83M - $3.44M
419K $11.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
14.1K
+ 150.18%
$176.4 - $231.84 $2.49M - $3.27M
23.5K $4.15M
SYK
Stryker Corp

Healthcare
6.2K
+ 3713.17%
$345.14 - $392.15 $2.14M - $2.43M
6.37K $2.29M
ZTR
Virtus Total Return Fund Inc.

Financial
402K
+ 89.84%
$5.8 - $6.24 $2.33M - $2.51M
849K $4.98M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
42.9K
+ 123.77%
$56.27 - $69.89 $2.42M - $3M
77.6K $4.41M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
13.1K
New
$165.45 - $196.93 $2.17M - $2.58M
13.1K $2.17M
O
Realty Income Corp

Real Estate
40.8K
+ 1042.97%
$51.76 - $64.71 $2.11M - $2.64M
44.7K $2.39M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10K
+ 3705.56%
$209.89 - $233.24 $2.1M - $2.33M
10.3K $2.18M
NEE
Nextera Energy Inc

Utilities
29.9K
+ 630.07%
$69.77 - $85.43 $2.09M - $2.56M
34.7K $2.49M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
31.8K
New
$58.39 - $67.04 $1.86M - $2.13M
31.8K $2.02M
DOW
Dow Inc.

Basic Materials
51.4K
+ 831.48%
$39.1 - $55.34 $2.01M - $2.84M
57.6K $2.31M
WFC
Wells Fargo & Company

Financial Services
21.3K
+ 109.73%
$54.98 - $77.35 $1.17M - $1.65M
40.7K $2.86M
STEW
Boulder Growth & Income Fund

Financial Services
110K
New
$15.33 - $16.73 $1.68M - $1.83M
110K $1.76M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
287K
New
$5.98 - $6.61 $1.72M - $1.9M
287K $1.74M
BAX
Baxter International Inc

Healthcare
64.3K
+ 360.4%
$28.63 - $37.84 $1.84M - $2.43M
82.1K $2.39M
PRU
Prudential Financial Inc

Financial Services
13.8K
New
$114.59 - $129.52 $1.58M - $1.78M
13.8K $1.63M
PPG
Ppg Industries Inc

Basic Materials
14K
+ 134.95%
$119.09 - $131.37 $1.66M - $1.84M
24.3K $2.91M
COP
Conocophillips

Energy
17K
+ 59.91%
$95.12 - $114.72 $1.62M - $1.95M
45.4K $4.51M
UFPI
Ufp Industries Inc

Basic Materials
13.1K
New
$112.19 - $139.02 $1.47M - $1.83M
13.1K $1.48M
KHC
Kraft Heinz CO

Consumer Defensive
52.2K
+ 142.88%
$30.1 - $36.02 $1.57M - $1.88M
88.7K $2.72M
LEN
Lennar Corp

Consumer Cyclical
10.7K
+ 2192.65%
$136.2 - $188.96 $1.46M - $2.03M
11.2K $1.53M
CSX
Csx Corp

Industrials
43.7K
+ 2506.02%
$31.58 - $36.88 $1.38M - $1.61M
45.5K $1.47M
PSX
Phillips 66

Energy
14.1K
+ 114.09%
$110.35 - $138.93 $1.55M - $1.95M
26.4K $3.01M
IWN
Ishares Russell2000 Val ETF

ETFs
8.48K
+ 611.91%
$162.69 - $181.35 $1.38M - $1.54M
9.86K $1.62M
Activity Summary
Buys All Purchases 501 New Holdings 134 Increased Positions 367 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 489 Puts 514
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