Cerity Partners LLC Purchases in Q3 2024

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
15.8K
+ 29.46%
$279.51 - $308.09 $4.42M - $4.87M
69.5K $21M
DFSV
Dimensional ETF Tr Dimensional

ETFs
138K
+ 26.34%
$28.25 - $31.7 $3.9M - $4.38M
663K $20.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
109K
+ 155.73%
$45.2 - $47.87 $4.92M - $5.21M
179K $8.49M
BSEP
Innovator U.S. Equity Buffer E

ETFs
123K
+ 298.5%
$39.49 - $42.12 $4.86M - $5.18M
164K $6.92M
ROST
Ross Stores, Inc.

Consumer Cyclical
32.8K
+ 65.21%
$136.06 - $155.24 $4.47M - $5.1M
83.2K $12.5M
FISV
Fiserv Inc

Technology
41.5K
+ 11.29%
N/A
409K $51.3M
TECH
Bio Techne Corp

Healthcare
54.1K
+ 52.26%
$70.96 - $82.35 $3.84M - $4.46M
158K $12.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
92.6K
+ 43.51%
$51.02 - $52.74 $4.73M - $4.89M
306K $16.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
57.4K
+ 28.91%
$53.07 - $62.66 $3.05M - $3.6M
256K $15.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15.9K
+ 6.07%
$127.29 - $141.5 $2.03M - $2.25M
278K $38.8M
SONY
Sony Group Corp

Technology
39.2K
+ 35.41%
$81.61 - $98.65 $3.2M - $3.87M
150K $14.5M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
34.3K
+ 4.53%
$50.99 - $57.81 $1.75M - $1.98M
792K $45.3M
ANET
Arista Networks, Inc.

Technology
11.2K
+ 50.44%
$311.42 - $388.21 $3.49M - $4.35M
33.5K $12.8M
TTEK
Tetra Tech Inc

Industrials
684K
+ 395.25%
$45.59 - $237.74 $31.2M - $163M
857K $40.4M
ZM
Zoom Video Communications, Inc.

Technology
67.1K
+ 263.89%
$55.32 - $71.9 $3.71M - $4.82M
92.5K $6.45M
GM
General Motors CO

Consumer Cyclical
121K
+ 39.4%
$39.95 - $49.9 $4.85M - $6.06M
429K $19.2M
K
Kellogg CO

Consumer Defensive
6.69K
+ 3.51%
$56.19 - $80.81 $376K - $540K
197K $15.9M
WDC
Western Digital Corp

Technology
80K
+ 111.65%
$56.25 - $80.24 $4.5M - $6.42M
152K $10.4M
HAL
Halliburton CO

Energy
208K
+ 84.55%
$27.81 - $36.44 $5.78M - $7.57M
454K $13.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
42.4K
+ 6.38%
$51.0 - $57.07 $2.16M - $2.42M
708K $39.4M
NDAQ
Nasdaq, Inc.

Financial Services
55.2K
+ 88.1%
$59.48 - $74.31 $3.28M - $4.1M
118K $8.6M
CARR
Carrier Global Corp

Industrials
38.4K
+ 38.97%
$61.9 - $80.88 $2.37M - $3.1M
137K $11M
MO
Altria Group, Inc.

Consumer Defensive
53.8K
+ 14.62%
$45.95 - $54.71 $2.47M - $2.95M
422K $21.5M
IVZ
Invesco Ltd.

Financial Services
190K
+ 35.76%
$14.85 - $17.74 $2.82M - $3.37M
722K $12.7M
BDX
Becton Dickinson & CO

Healthcare
17.4K
+ 25.82%
$221.47 - $242.41 $3.86M - $4.23M
85K $20.5M
ADI
Analog Devices Inc

Technology
18.4K
+ 7.77%
$200.56 - $243.33 $3.69M - $4.48M
255K $58.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
74.2K
+ 108.19%
$56.04 - $62.99 $4.16M - $4.67M
143K $8.72M
AMKR
Amkor Technology, Inc.

Technology
192K
+ 145.46%
$28.09 - $44.68 $5.4M - $8.58M
324K $9.92M
FANG
Diamondback Energy, Inc.

Energy
30.5K
+ 135.32%
$168.46 - $210.94 $5.13M - $6.43M
53K $9.13M
DUOL
Duolingo, Inc.

Technology
3.89K
+ 8.2%
$158.85 - $287.54 $619K - $1.12M
51.4K $14.5M
HBAN
Huntington Bancshares Inc

Financial Services
224K
+ 26.55%
$12.84 - $15.15 $2.87M - $3.39M
1.07M $15.7M
SKOR
Flexshares Tr Credit Scored Us

ETFs
30.4K
+ 1.63%
$47.19 - $49.21 $1.44M - $1.5M
1.89M $92.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 5.11%
$178.94 - $207.0 $2.95M - $3.41M
339K $68.1M
TGT
Target Corp

Consumer Defensive
21K
+ 13.5%
$133.47 - $159.25 $2.8M - $3.35M
177K $27.5M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.85K
+ 0.68%
$97.19 - $109.09 $277K - $311K
421K $45.6M
CSIQ
Canadian Solar Inc.

Technology
244K
+ 131.51%
$11.91 - $17.41 $2.9M - $4.24M
429K $7.19M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.02K
+ 2.12%
$523.84 - $572.02 $1.06M - $1.16M
97.5K $55.6M
ELV
Elevance Health, Inc.

Healthcare
10.7K
+ 19.78%
$500.12 - $562.29 $5.34M - $6M
64.7K $33.6M
CFG
Citizens Financial Group Inc

Financial Services
67.2K
+ 21.96%
$35.24 - $43.24 $2.37M - $2.91M
373K $15.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.3K
+ 3.87%
$173.36 - $189.8 $1.26M - $1.38M
196K $37.2M
TSCO
Tractor Supply CO

Consumer Cyclical
5.51K
+ 4.32%
$251.95 - $290.93 $1.39M - $1.6M
133K $38.7M
HCA
Hca Healthcare, Inc.

Healthcare
5.34K
+ 21.93%
$315.12 - $406.43 $1.68M - $2.17M
29.7K $12.1M
IEF
Ishares Barclays

ETFs
7.95K
+ 1.04%
$92.67 - $99.14 $736K - $788K
774K $76M
GIS
General Mills Inc

Consumer Defensive
22.3K
+ 9.34%
$62.5 - $75.15 $1.4M - $1.68M
261K $19.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
23.1K
+ 67.42%
$112.12 - $149.09 $2.59M - $3.45M
57.4K $8.5M
EQIX
Equinix Inc

Real Estate
3.82K
+ 64.66%
$749.0 - $890.01 $2.86M - $3.4M
9.73K $8.63M
TTD
Trade Desk, Inc.

Technology
33.5K
+ 83.64%
$83.08 - $110.79 $2.78M - $3.71M
73.6K $8.07M
DASH
Door Dash, Inc.

Communication Services
10.6K
+ 13.75%
$100.28 - $143.99 $1.07M - $1.53M
87.9K $12.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
75.1K
+ 24.41%
$47.95 - $49.61 $3.6M - $3.73M
383K $18.9M
Activity Summary
Buys All Purchases 2066 New Holdings 405 Increased Positions 1661 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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