Cibc Private Wealth Group, LLC New Holdings in Q2 2024

Cibc Private Wealth Group, LLC

  • $51.4 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MUR
Murphy Oil Corp

Energy
171K
New
$38.3 - $48.97 $6.56M - $8.39M
171K $7.06M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
21.1K
New
$39.18 - $41.6 $828K - $879K
21.1K $863K
IWX
Ishares Tr Russell 200 Value E

ETFs
9.49K
New
$72.57 - $76.65 $688K - $727K
9.49K $709K
SLQT
Select Quote, Inc.

Financial Services
207K
New
$1.51 - $3.26 $313K - $676K
207K $572K
TRS
Trimas Corp

Consumer Cyclical
22.1K
New
$25.04 - $27.8 $553K - $614K
22.1K $564K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.05K
New
$98.05 - $107.78 $496K - $545K
5.05K $540K
MCBS
Metro City Bankshares, Inc.

Financial Services
20K
New
$22.64 - $26.4 $453K - $528K
20K $528K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
18.5K
New
$17.66 - $18.85 $327K - $349K
18.5K $345K
EBC
Eastern Bankshares, Inc.

Financial Services
20K
New
$12.24 - $14.41 $245K - $288K
20K $279K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.3K
New
$101.52 - $107.47 $233K - $247K
2.3K $238K
SH
Proshares Short S&P500 New (De

ETFs
19K
New
$11.36 - $12.59 $216K - $239K
19K $216K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
51.5K
New
$3.25 - $4.72 $167K - $243K
51.5K $170K
RVT
Royce Value Trust, Inc.

Financial Services
11K
New
$13.85 - $15.17 $153K - $167K
11K $159K
RGT
Royce Global Value Trust, Inc.

Financial Services
12.8K
New
$10.02 - $11.68 $128K - $150K
12.8K $142K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
5.14K
New
$23.64 - $25.67 $121K - $132K
5.14K $130K
MTZ
Mastec Inc

Industrials
1.19K
New
$82.82 - $112.25 $98.5K - $133K
1.19K $127K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.5K
New
$28.14 - $28.86 $127K - $130K
4.5K $127K
LC
Lending Club Corp

Financial Services
14.3K
New
$7.52 - $9.5 $108K - $136K
14.3K $121K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
1.8K
New
$57.33 - $64.18 $103K - $116K
1.8K $107K
TWN
Taiwan Fund Inc

Financial Services
2.09K
New
$37.03 - $43.94 $77.2K - $91.6K
2.09K $91K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
14.3K
New
$6.06 - $6.47 $86.8K - $92.7K
14.3K $90K
EVN
Eaton Vance Municipal Income Trust

Financial Services
8.65K
New
$9.81 - $10.36 $84.9K - $89.6K
8.65K $89K
PSIL
Advisorshares Tr Psychedelics
91.7K
New
$0.97 - $1.54 $89K - $141K
91.7K $89K
GUT
Gabelli Utility Trust

Financial Services
14.9K
New
$5.4 - $6.22 $80.5K - $92.7K
14.9K $88K
IQI
Invesco Quality Municipal Income Trust

Financial Services
8.44K
New
$9.28 - $9.96 $78.3K - $84K
8.44K $83K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
7.75K
New
$10.35 - $10.81 $80.2K - $83.8K
7.75K $83K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
7.15K
New
$10.85 - $11.69 $77.5K - $83.5K
7.15K $82K
UTG
Reaves Utility Income Fund

Financial Services
2.84K
New
$25.5 - $28.43 $72.4K - $80.7K
2.84K $77K
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
1.5K
New
$43.25 - $48.53 $64.9K - $72.8K
1.5K $72K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
7.75K
New
$8.47 - $9.07 $65.6K - $70.3K
7.75K $68K
LEVI
Levi Strauss & CO

Consumer Cyclical
3.5K
New
$18.66 - $24.17 $65.3K - $84.6K
3.5K $67K
IXJ
Ishares Global Healthcare ETF

ETFs
685
New
$87.41 - $94.12 $59.9K - $64.5K
685 $63K
PCH
Potlatchdeltic Corp

Real Estate
1.6K
New
$39.0 - $46.68 $62.4K - $74.7K
1.6K $63K
PMX
Pimco Municipal Income Fund Iii

Financial Services
7.79K
New
$7.2 - $7.88 $56.1K - $61.4K
7.79K $61K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
7.69K
New
$7.18 - $7.7 $55.2K - $59.2K
7.69K $58K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.24K
New
$24.54 - $25.28 $54.9K - $56.6K
2.24K $56K
CYTK
Cytokinetics Inc

Healthcare
1.01K
New
$47.86 - $75.05 $48.2K - $75.6K
1.01K $54K
FEMS
First Trust Emerging Markets S

ETFs
1.29K
New
$38.02 - $42.46 $48.9K - $54.6K
1.29K $52K
FILL
Ishares Inc Msci Global Energy

ETFs
2K
New
$25.1 - $27.85 $50.2K - $55.7K
2K $51K
NFE
New Fortress Energy Inc.

Utilities
2.3K
New
$20.85 - $30.26 $48K - $69.7K
2.3K $50K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4K
New
$11.53 - $12.47 $46.1K - $49.9K
4K $49K
GEL
Genesis Energy LP

Energy
3.3K
New
$11.33 - $14.31 $37.4K - $47.2K
3.3K $47K
PML
Pimco Municipal Income Fund Ii

Financial Services
5.5K
New
$8.12 - $8.68 $44.7K - $47.7K
5.5K $46K
COPX
Global X Copper Miners ETF

ETFs
1K
New
$42.73 - $52.72 $42.7K - $52.7K
1K $45K
ZTR
Virtus Total Return Fund Inc.

Financial
8.32K
New
$5.25 - $5.53 $43.7K - $46K
8.32K $45K
AQN
Algonquin Power & Utilities Corp.

Utilities
7.52K
New
$5.67 - $6.75 $42.7K - $50.8K
7.52K $44K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
934
New
$42.12 - $51.91 $39.3K - $48.5K
934 $41K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
2.86K
New
$13.87 - $14.56 $39.6K - $41.6K
2.86K $41K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
2.4K
New
$16.22 - $16.86 $38.8K - $40.4K
2.4K $40K
Activity Summary
Buys All Purchases 1179 New Holdings 285 Increased Positions 894 Sells All Sells 1043 Reductions 1043 Sold out 0 Options Calls 0 Puts 0
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