Cerity Partners LLC Purchases in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
6K
+ 1.1%
$41.51 - $48.1 $249K - $289K
549K $23.8M
ORI
Old Republic International Corp

Financial Services
16.2K
+ 115.0%
$34.4 - $38.98 $556K - $630K
30.2K $1.09M
BR
Broadridge Financial Solutions, Inc.

Technology
1.54K
+ 7.05%
$209.64 - $236.44 $324K - $365K
23.5K $5.3M
MBB
Ishares Tr

ETFs
8.23K
+ 21.07%
$91.26 - $95.82 $751K - $789K
47.3K $4.34M
PFS
Provident Financial Services Inc

Financial Services
31.5K
New
$17.64 - $21.86 $555K - $688K
31.5K $593K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
15.3K
+ 48.71%
$26.18 - $35.42 $400K - $541K
46.7K $1.49M
IGV
Ishares Expanded Tech Software

ETFs
4.1K
+ 26.07%
$87.5 - $110.17 $359K - $452K
19.8K $1.99M
SLM
Slm Corp

Financial Services
11.4K
+ 20.01%
$21.37 - $28.14 $243K - $320K
68.1K $1.88M
VFH
Vanguard Financial ETF

ETFs
3.75K
+ 22.88%
$108.87 - $126.2 $408K - $473K
20.1K $2.38M
HPE
Hewlett Packard Enterprise CO

Technology
14.3K
+ 4.74%
$19.31 - $23.95 $277K - $343K
317K $6.76M
TDC
Teradata Corp

Technology
17K
+ 35.83%
$28.47 - $33.38 $485K - $568K
64.5K $2.01M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
28.9K
+ 524.99%
$24.31 - $49.53 $704K - $1.43M
34.5K $840K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
10.1K
+ 40.06%
$28.38 - $39.27 $285K - $395K
35.1K $1.36M
PRF
Invesco Exchange Traded Fd Tr

ETFs
15.1K
+ 8.85%
$40.15 - $42.9 $608K - $649K
186K $7.51M
CLX
Clorox CO

Consumer Defensive
3.59K
+ 6.85%
$156.51 - $169.74 $562K - $610K
56K $9.1M
DTM
Dt Midstream, Inc.

Energy
2.57K
+ 18.33%
$78.85 - $108.56 $202K - $279K
16.6K $1.65M
ADT
Adt Inc.

Industrials
81.1K
+ 136.29%
$6.71 - $8.14 $544K - $660K
141K $971K
LYFT
Lyft, Inc.

Technology
41K
+ 49.45%
$12.36 - $18.59 $507K - $762K
124K $1.6M
SRLN
Ssga Active Trust

ETFs
13K
+ 13.24%
$41.48 - $42.08 $540K - $548K
111K $4.65M
BNL
Broadstone Net Lease, Inc.

Real Estate
41.8K
+ 103.3%
$15.86 - $18.7 $663K - $782K
82.3K $1.31M
UBFO
United Security Bancshares

Financial Services
52.9K
New
$8.14 - $10.31 $430K - $545K
52.9K $534K
KMPR
Kemper Corp

Financial Services
6.93K
+ 52.1%
$59.0 - $72.1 $409K - $500K
20.2K $1.34M
SPTS
Spdr Portfolio Short Term Trea

ETFs
57.6K
+ 2.02%
$28.88 - $29.33 $1.66M - $1.69M
2.91M $84.6M
GLP
Global Partners LP

Energy
11.3K
New
$44.65 - $57.06 $506K - $647K
11.3K $527K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
44.9K
+ 34.98%
$12.74 - $14.23 $572K - $639K
173K $2.25M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27.9K
+ 31.41%
$17.93 - $18.8 $500K - $524K
117K $2.13M
ADSK
Autodesk, Inc.

Technology
2.13K
+ 1.95%
N/A
111K $27.3M
NET
Cloudflare, Inc.

Technology
263
+ 1.43%
$78.11 - $117.56 $20.5K - $30.9K
18.7K $2.01M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
9.37K
New
$54.29 - $59.49 $509K - $557K
9.37K $514K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
20K
+ 21.47%
$25.33 - $27.57 $507K - $551K
113K $2.93M
MNST
Monster Beverage Corp

Consumer Defensive
5.9K
+ 1.1%
$49.24 - $56.38 $290K - $332K
541K $28.4M
PVH
Pvh Corp.

Consumer Cyclical
4.59K
+ 122.45%
$92.92 - $112.86 $427K - $518K
8.34K $882K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.5K
+ 13.25%
$44.33 - $49.55 $552K - $617K
106K $4.78M
IVE
Ishares S&P 500 Value ETF

ETFs
5.01K
+ 6.92%
$189.5 - $206.17 $949K - $1.03M
77.4K $14.8M
MGM
Mgm Resorts International

Consumer Cyclical
18.5K
+ 56.27%
$33.44 - $41.99 $619K - $777K
51.4K $1.78M
URTY
Proshares Trust Proshrs Ultrap

ETFs
10K
New
$48.72 - $66.24 $487K - $662K
10K $492K
EMB
Ishares Tr

ETFs
8.99K
+ 13.19%
$88.94 - $93.46 $800K - $841K
77.2K $6.87M
IFRA
Ishares Tr

ETFs
10.6K
New
$45.94 - $51.71 $488K - $549K
10.6K $491K
ZBRA
Zebra Technologies Corp

Technology
826
+ 7.74%
$360.09 - $411.94 $297K - $340K
11.5K $4.44M
CAH
Cardinal Health Inc

Healthcare
1.96K
+ 5.93%
$107.89 - $125.33 $211K - $245K
34.9K $4.13M
SIL
Global X Silver Miners ETF

ETFs
15.3K
New
$31.61 - $41.98 $483K - $641K
15.3K $486K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
20.4K
New
$23.63 - $26.47 $482K - $540K
20.4K $484K
IWV
Ishares Russell 3000 ETF

ETFs
64
+ 0.1%
$323.08 - $349.08 $20.7K - $22.3K
61.2K $20.5M
PSO
Pearson PLC

Communication Services
18.7K
+ 27.3%
$13.3 - $16.28 $249K - $305K
87.4K $1.41M
AAP
Advance Auto Parts Inc

Consumer Cyclical
8.8K
+ 122.09%
$35.69 - $47.44 $314K - $418K
16K $757K
OZK
Bank Ozk

Financial Services
8.87K
+ 17.16%
$41.39 - $50.55 $367K - $449K
60.6K $2.7M
MLPX
Global X Mlp & Energy Infrastr

ETFs
89
+ 0.11%
$54.89 - $64.32 $4.89K - $5.72K
77.9K $4.7M
JFR
Nuveen Floating Rate Income Fund

Financial Services
52.8K
New
$8.74 - $9.22 $462K - $487K
52.8K $471K
CFLT
Confluent, Inc.

Technology
7.02K
+ 19.98%
$18.9 - $33.66 $133K - $236K
42.1K $1.18M
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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