Cary Street Partners Financial LLC Purchases in Q4 2024

Cary Street Partners Financial LLC

  • $3.07 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF January
11.7K
New
N/A
11.7K $395M
CALM
Cal Maine Foods Inc

Consumer Defensive
3.83K
New
$75.41 - $112.24 $289K - $430K
3.83K $394M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4K
New
$98.47 - $109.35 $393K - $437K
4K $393M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
19.8K
New
$19.7 - $20.82 $389K - $411K
19.8K $391M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
8.95K
New
$43.6 - $47.2 $390K - $422K
8.95K $391M
O
Realty Income Corp

Real Estate
7.3K
New
$51.76 - $64.71 $378K - $472K
7.3K $390M
IWN
Ishares Russell2000 Val ETF

ETFs
2.37K
New
$162.69 - $181.35 $386K - $430K
2.37K $389M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.51K
New
$105.85 - $112.84 $372K - $397K
3.51K $388M
IBN
Icici Bank LTD

Financial Services
12.8K
New
$28.69 - $31.9 $366K - $407K
12.8K $381M
BMO
Bank Of Montreal

Financial Services
3.92K
New
$89.75 - $103.39 $352K - $405K
3.92K $380M
CWEN
Clearway Energy, Inc.

Utilities
14.4K
New
$25.71 - $30.74 $370K - $443K
14.4K $375M
FHN
First Horizon Corp

Financial Services
18.6K
New
$14.91 - $21.42 $277K - $398K
18.6K $374M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
21K
New
$17.44 - $19.38 $367K - $407K
21K $373M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.98K
New
$155.96 - $188.66 $309K - $374K
1.98K $370M
DGX
Quest Diagnostics Inc

Healthcare
2.46K
New
N/A
2.46K $370M
THG
Hanover Insurance Group, Inc.

Financial Services
2.39K
New
$144.81 - $165.01 $346K - $394K
2.39K $369M
VNQ
Vanguard Specialized Funds Van

ETFs
4.12K
New
$87.85 - $98.6 $362K - $406K
4.12K $367M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.65K
New
$100.24 - $101.35 $366K - $370K
3.65K $367M
TRU
Trans Union

Industrials
3.95K
New
$92.71 - $108.67 $366K - $429K
3.95K $366M
CNQ
Canadian Natural Resources LTD

Energy
11.9K
New
$29.51 - $37.6 $350K - $446K
11.9K $366M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.77K
New
$46.75 - $47.8 $363K - $372K
7.77K $364M
ACWI
Ishares Msci Acwi ETF

ETFs
3.1K
New
$117.05 - $123.03 $362K - $381K
3.1K $364M
IXJ
Ishares Global Healthcare ETF

ETFs
4.23K
New
$85.65 - $98.34 $362K - $416K
4.23K $364M
IYH
Ishares Tr

ETFs
6.22K
New
$57.53 - $65.24 $358K - $406K
6.22K $363M
KIE
Spdr S&P Insurance ETF

ETFs
6.36K
New
$55.65 - $62.03 $354K - $395K
6.36K $360M
MEDP
Medpace Holdings, Inc.

Healthcare
1.08K
New
$308.93 - $363.58 $333K - $392K
1.08K $358M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.43K
New
$80.93 - $85.66 $358K - $379K
4.43K $358M
SIMS
Spdr S&P Kensho Intelligent St

ETFs
10.4K
New
$34.05 - $37.54 $356K - $392K
10.4K $357M
UVSP
Univest Financial Corp

Financial Services
12K
New
$26.85 - $32.21 $322K - $386K
12K $354M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.03K
New
$50.06 - $55.0 $352K - $387K
7.03K $353M
PSA
Public Storage

Real Estate
1.17K
New
$289.33 - $360.21 $339K - $422K
1.17K $350M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5.11K
New
N/A
5.11K $349M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
10.2K
New
$33.43 - $36.52 $342K - $374K
10.2K $345M
EEM
Ishares Msci Emerging Markets

ETFs
8.23K
New
$41.82 - $47.36 $344K - $390K
8.23K $344M
CNOB
Connect One Bancorp, Inc.

Financial Services
15K
New
$22.65 - $28.66 $340K - $430K
15K $344M
Ft Vest U.S. Equity Moderate Buffer ETF March
9.17K
New
N/A
9.17K $344M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.53K
New
$69.93 - $77.36 $317K - $351K
4.53K $343M
TMUS
T Mobile Us, Inc.

Communication Services
1.55K
New
$206.1 - $246.94 $320K - $384K
1.55K $343M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.54K
New
$219.66 - $257.62 $339K - $398K
1.54K $341M
QTOC
Innovator Etfs Tr Growth Accel
11.7K
New
N/A
11.7K $341M
SOFI
So Fi Technologies, Inc.

Financial Services
22K
New
$7.63 - $16.88 $168K - $371K
22K $338M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.9K
New
$55.86 - $60.21 $330K - $355K
5.9K $338M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
16.4K
New
$20.6 - $20.71 $337K - $339K
16.4K $338M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.44K
New
$173.13 - $258.09 $250K - $372K
1.44K $333M
NUE
Nucor Corp

Basic Materials
2.85K
New
$115.78 - $167.74 $330K - $478K
2.85K $333M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
3.47K
New
$94.54 - $104.98 $328K - $364K
3.47K $331M
SHW
Sherwin Williams CO

Basic Materials
973
New
$338.75 - $399.71 $330K - $389K
973 $331M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.53K
New
$59.74 - $60.03 $330K - $332K
5.53K $330M
IBDV
Ishares Tr

Technology
15.3K
New
$21.24 - $22.15 $325K - $339K
15.3K $327M
Activity Summary
Buys All Purchases 829 New Holdings 829 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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