Cerity Partners LLC Sells in Q3 2024

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-234K
- 16.25%
$255.18 - $283.2 $59.8M - $66.4M
1.21M $342M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-560K
- 72.17%
$48.46 - $54.37 $27.1M - $30.4M
216K $11.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-540K
- 94.35%
$47.18 - $48.74 $25.5M - $26.3M
32.3K $1.57M
IWV
Ishares Russell 3000 ETF

ETFs
-67.6K
- 52.48%
$294.75 - $326.73 $19.9M - $22.1M
61.2K $20M
FIVE
Five Below, Inc

Consumer Cyclical
-158K
- 90.99%
$64.97 - $108.47 $10.3M - $17.1M
15.7K $1.38M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-89.3K
- 77.45%
$144.27 - $157.55 $12.9M - $14.1M
26K $4.09M
INTC
Intel Corp

Technology
-190K
- 18.41%
$18.9 - $34.87 $3.59M - $6.63M
843K $19.8M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-235K
- 94.66%
$46.96 - $52.8 $11M - $12.4M
13.3K $693K
EW
Edwards Lifesciences Corp

Healthcare
-75.6K
- 38.1%
$59.7 - $93.78 $4.51M - $7.09M
123K $8.11M
AAON
Aaon, Inc.

Industrials
-101K
- 96.99%
$83.58 - $107.82 $8.43M - $10.9M
3.13K $337K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-82.5K
- 21.46%
$100.09 - $100.69 $8.25M - $8.3M
302K $30.4M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-123K
- 86.76%
$31.02 - $58.9 $3.82M - $7.24M
18.8K $588K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-22.2K
- 48.29%
$233.4 - $302.36 $5.19M - $6.72M
23.8K $6.46M
ROCK
Gibraltar Industries, Inc.

Industrials
-103K
- 71.58%
$62.82 - $80.87 $6.48M - $8.34M
40.9K $2.86M
ALG
Alamo Group Inc

Industrials
-39.7K
- 67.13%
$164.5 - $194.96 $6.54M - $7.75M
19.5K $3.51M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-140K
- 5.95%
$50.32 - $50.75 $7.03M - $7.09M
2.21M $112M
HPQ
Hp Inc

Technology
-176K
- 45.24%
$32.02 - $38.11 $5.65M - $6.72M
213K $7.66M
ADSK
Autodesk, Inc.

Technology
-23.4K
- 17.69%
$245.83 - $245.83 $5.76M - $5.76M
109K $26.8M
DTE
Dte Energy CO

Utilities
-54.1K
- 68.78%
$108.67 - $128.41 $5.88M - $6.94M
24.5K $3.15M
MBI
Mbia Inc

Financial Services
-1.01M
- 98.4%
$3.31 - $5.54 $3.33M - $5.58M
16.3K $58K
DFAI
Dimensional ETF Tr

ETFs
-187K
- 59.06%
$28.69 - $32.06 $5.38M - $6.01M
130K $4.13M
KRC
Kilroy Realty Corp

Real Estate
-153K
- 91.65%
$31.24 - $40.79 $4.78M - $6.23M
13.9K $538K
DV
Double Verify Holdings, Inc.

Technology
-218K
- 78.72%
$16.84 - $21.58 $3.68M - $4.71M
59K $993K
CMA
Comerica Inc

Financial Services
-97.8K
- 58.25%
$49.93 - $61.49 $4.88M - $6.01M
70.1K $4.2M
CVS
Cvs Health Corp

Healthcare
-107K
- 14.8%
$55.81 - $63.18 $5.99M - $6.78M
618K $38.8M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-110K
- 84.99%
$34.29 - $36.04 $3.78M - $3.97M
19.4K $700K
IR
Ingersoll Rand Inc.

Industrials
-62.7K
- 18.73%
$86.9 - $100.4 $5.45M - $6.3M
272K $26.7M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-24.2K
- 68.67%
$126.87 - $148.36 $3.06M - $3.58M
11K $1.45M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-34.6K
- 48.4%
$98.23 - $98.97 $3.4M - $3.43M
36.9K $3.66M
EL
Estee Lauder Companies Inc

Consumer Defensive
-28.6K
- 41.17%
$84.18 - $106.5 $2.4M - $3.04M
40.8K $4.07M
DFS
Discover Financial Services

Financial Services
-41.5K
- 15.06%
$123.41 - $144.72 $5.12M - $6M
234K $32.8M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-13.6K
- 23.65%
$63.56 - $107.36 $863K - $1.46M
43.8K $3.08M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.8K
- 29.87%
$91.42 - $91.82 $2.45M - $2.46M
62.9K $5.77M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-89.5K
- 5.18%
$14.36 - $16.0 $1.28M - $1.43M
1.64M $24.8M
UMH
Umh Properties, Inc.

Real Estate
-154K
- 79.5%
$16.04 - $20.43 $2.46M - $3.14M
39.6K $779K
UPS
United Parcel Service Inc

Industrials
-12.8K
- 2.8%
$123.32 - $147.38 $1.58M - $1.89M
444K $60.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
-35.7K
- 18.34%
$81.17 - $90.77 $2.9M - $3.24M
159K $14.2M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-54.2K
- 9.54%
$19.97 - $21.86 $1.08M - $1.19M
515K $10.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13.8K
- 3.86%
$85.84 - $85.84 $1.18M - $1.18M
344K $29.5M
BNS
Bank Of Nova Scotia

Financial Services
-35.1K
- 67.92%
$44.71 - $54.78 $1.57M - $1.92M
16.6K $904K
PRDO
Perdoceo Education Corp

Consumer Defensive
-78K
- 15.73%
$20.78 - $25.25 $1.62M - $1.97M
418K $9.29M
WPC
W. P. Carey Inc.

Real Estate
-27.2K
- 52.21%
$54.63 - $63.96 $1.49M - $1.74M
24.9K $1.55M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-39.9K
- 12.97%
$53.41 - $57.9 $2.13M - $2.31M
267K $15.5M
ASH
Ashland Global Holdings Inc

Basic Materials
-12.6K
- 61.12%
$81.74 - $97.42 $1.03M - $1.23M
8.03K $698K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-28.3K
- 18.57%
$54.98 - $59.51 $1.55M - $1.68M
124K $7.38M
HUBS
Hubspot Inc

Technology
-1.57K
- 22.54%
$450.09 - $592.58 $708K - $933K
5.41K $2.87M
USXF
Ishares Esg Advanced Msci Usa

Technology
-29.6K
- 23.35%
$43.59 - $49.35 $1.29M - $1.46M
97.3K $4.77M
WU
Western Union CO

Financial Services
-91K
- 75.39%
$11.35 - $12.97 $1.03M - $1.18M
29.7K $354K
VDE
Vanguard Energy ETF

ETFs
-6.28K
- 15.16%
$117.44 - $131.06 $738K - $823K
35.1K $4.3M
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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