Castleview Partners, LLC Purchases in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LFUS
Littelfuse Inc

Technology
18
+ 46.15%
$233.9 - $274.34 $4.21K - $4.94K
57 $15K
WAT
Waters Corp

Healthcare
14
+ 40.0%
$282.7 - $359.89 $3.96K - $5.04K
49 $17K
MMS
Maximus, Inc.

Industrials
49
+ 43.75%
$84.08 - $93.17 $4.12K - $4.57K
161 $15K
CBOE
Cboe Global Markets, Inc.

Financial Services
20
+ 43.48%
$168.57 - $213.65 $3.37K - $4.27K
66 $13K
MOH
Molina Healthcare, Inc.

Healthcare
13
+ 48.15%
$283.98 - $360.73 $3.69K - $4.69K
40 $13K
AFG
American Financial Group Inc

Financial Services
33
+ 42.31%
$119.65 - $137.03 $3.95K - $4.52K
111 $14K
DOX
Amdocs LTD

Technology
45
+ 42.86%
$78.13 - $87.85 $3.52K - $3.95K
150 $13K
MGY
Magnolia Oil & Gas Corp

Energy
190
+ 42.13%
$23.16 - $27.25 $4.4K - $5.18K
641 $15K
BRKR
Bruker Corp

Healthcare
57
+ 42.54%
$60.3 - $70.67 $3.44K - $4.03K
191 $13K
GNTX
Gentex Corp

Consumer Cyclical
144
+ 44.17%
$28.39 - $35.19 $4.09K - $5.07K
470 $13K
WTRG
Essential Utilities, Inc.

Utilities
100
+ 39.68%
$36.74 - $41.49 $3.67K - $4.15K
352 $13K
LECO
Lincoln Electric Holdings Inc

Industrials
23
+ 47.92%
$173.3 - $211.48 $3.99K - $4.86K
71 $13K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
46
+ 9.91%
$77.02 - $85.06 $3.54K - $3.91K
510 $43K
EEFT
Euronet Worldwide, Inc.

Technology
41
+ 42.71%
$92.68 - $108.63 $3.8K - $4.45K
137 $13K
SSO
Proshares Ultra S&P 500

ETFs
31
+ 0.68%
$73.92 - $90.17 $2.29K - $2.8K
4.62K $416K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
50
+ 42.74%
$53.01 - $82.74 $2.65K - $4.14K
167 $10K
XRAY
Dentsply Sirona Inc.

Healthcare
108
+ 40.15%
$23.63 - $27.54 $2.55K - $2.97K
377 $10K
INCY
Incyte Corp

Healthcare
48
+ 43.64%
$57.33 - $68.61 $2.75K - $3.29K
158 $10K
ACGL
Arch Capital Group Ltd.

Financial Services
34
+ 0.39%
$94.47 - $114.25 $3.21K - $3.88K
8.81K $985K
COLD
Americold Realty Trust

Real Estate
115
+ 26.62%
$25.65 - $30.24 $2.95K - $3.48K
547 $15K
NNN
National Retail Properties, Inc.

Real Estate
57
+ 23.08%
$42.12 - $48.79 $2.4K - $2.78K
304 $14K
TFC
Truist Financial Corp

Financial Services
69
+ 1.36%
$38.22 - $44.94 $2.64K - $3.1K
5.13K $219K
TTC
Toro CO

Industrials
37
+ 43.02%
$81.82 - $99.44 $3.03K - $3.68K
123 $10K
BA
Boeing CO

Industrials
8
+ 0.86%
$152.04 - $190.6 $1.22K - $1.52K
941 $143K
PFE
Pfizer Inc

Healthcare
99
+ 1.23%
$27.7 - $31.39 $2.74K - $3.11K
8.12K $234K
SCHP
Schwab Strategic Us Tips ETF

ETFs
44
+ 16.54%
$51.58 - $53.79 $2.27K - $2.37K
310 $16K
NFLX
Netflix Inc

Communication Services
3
+ 0.37%
$598.55 - $722.26 $1.8K - $2.17K
805 $570K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
198
+ 0.66%
$12.67 - $14.36 $2.51K - $2.84K
30.1K $404K
GPN
Global Payments Inc

Industrials
13
+ 10.32%
$92.66 - $112.97 $1.2K - $1.47K
139 $14K
IWY
Ishares Tr Russell 200 Growth

ETFs
9
+ 3.26%
$194.66 - $225.97 $1.75K - $2.03K
285 $62K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
81
+ 1.97%
$8.04 - $8.65 $651 - $701
4.2K $36K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.74%
$92.63 - $105.69 $741 - $846
1.09K $113K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.27%
$233.44 - $279.45 $233 - $279
376 $104K
SPYG
Spdr Portfolio

ETFs
8
+ 0.1%
$73.38 - $84.1 $587 - $673
8.35K $692K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.41%
$125.95 - $142.04 $252 - $284
487 $69K
FDX
Fedex Corp

Industrials
1
+ 0.83%
$254.64 - $313.52 $255 - $314
121 $33K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.66%
$125.95 - $139.96 $378 - $420
459 $64K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.41%
$261.88 - $288.1 $262 - $288
245 $69K
O
Realty Income Corp

Real Estate
25
+ 1.38%
$52.36 - $63.42 $1.31K - $1.59K
1.84K $116K
GNRC
Generac Holdings Inc.

Industrials
4
+ 1.1%
$133.16 - $159.78 $533 - $639
366 $58K
GBIL
Goldman Sachs Access Treasury

ETFs
9
+ 0.98%
$99.7 - $100.3 $897 - $903
925 $92K
NVO
Novo Nordisk A S

Healthcare
6
+ 0.24%
$119.07 - $145.42 $714 - $873
2.55K $303K
OTIS
Otis Worldwide Corp

Industrials
14
+ 7.65%
$91.43 - $104.43 $1.28K - $1.46K
197 $20K
CVY
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.93%
$24.57 - $26.46 $713 - $767
3.16K $82K
IIPR
Innovative Industrial Properties Inc

Real Estate
8
+ 1.45%
$107.56 - $136.78 $860 - $1.09K
560 $75K
FTSL
First Trust Senior Ln Fund

ETFs
12
+ 0.1%
$45.51 - $46.26 $546 - $555
12K $551K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.3%
$75.47 - $83.18 $75.5 - $83.2
337 $28K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.45%
$97.81 - $108.79 $196 - $218
443 $48K
SPYI
Shp ETF Tr Neos S&P 500 High I
162
+ 5.8%
N/A
2.96K $0
Activity Summary
Buys All Purchases 251 New Holdings 42 Increased Positions 209 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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