Cerity Partners LLC Purchases and Sells in Q1 2024

Cerity Partners LLC

$37.7 Billion
Q1 2024

Top Buys

Incresed Positions

1241 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	145K + 2.36%	$147.42 - $162.61 $21.3M - $23.5M	6.28M $1.02B
MRK	596K + 49.27%	$113.24 - $131.95 $67.5M - $78.7M	1.81M $238M
IQLT	2.29M + 130.97%	$36.14 - $39.86 $82.6M - $91.1M	4.03M $160M
IVV	17.2K + 1.0%	$469.56 - $525.73 $8.06M - $9.03M	1.73M $910M
RSP	443K + 177.92%	$153.84 - $169.37 $68.1M - $75M	692K $117M
AVGO	30.5K + 19.49%	$1049.01 - $1407.01 $32M - $43M	187K $248M

New Holdings

527 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	3.24M New	$144.57 - $180.38 $468M - $584M	3.24M $584M
WMT	1.63M New	$58.61 - $175.86 $95.3M - $286M	1.63M $97.8M
RTX	539K New	$85.02 - $97.53 $45.8M - $52.6M	539K $52.6M
GE	263K New	$124.06 - $180.12 $32.6M - $47.3M	263K $46.1M
AGO	475K New	$74.2 - $95.0 $35.2M - $45.1M	475K $41.4M
GS	75.1K New	$376.91 - $417.69 $28.3M - $31.4M	75.1K $31.4M

Top Sells

Reduced Positions

418 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-6.83M - 76.92%	$467.28 - $523.17 $3.19B - $3.57B	2.05M $1.07B
VOO	-5.57M - 62.74%	$429.43 - $481.35 $2.39B - $2.68B	3.31M $1.59B
VXUS	-27.4M - 96.63%	$55.74 - $60.35 $1.53B - $1.66B	959K $57.8M
MSFT	-4.07M - 58.16%	$367.75 - $429.37 $1.5B - $1.75B	2.93M $1.23B
VO	-5.78M - 92.54%	$225.86 - $249.86 $1.31B - $1.45B	467K $117M
SCHM	-17M - 89.52%	$72.89 - $81.43 $1.24B - $1.38B	1.98M $162M

Activity Summary All Purchases 1768 New Holdings 527 Increased Positions 1241 All Sells 418 Reductions 418 Sold out 0 Calls 0 Puts 0

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