Clearstead Advisors, LLC Purchases in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
35
+ 0.4%
$87.11 - $104.95 $3.05K - $3.67K
8.89K $911K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.11K
+ 28.1%
$85.03 - $94.56 $94.1K - $105K
5.05K $469K
SSNC
Ss&C Technologies Holdings Inc

Technology
31
+ 0.28%
$61.42 - $76.46 $1.9K - $2.37K
11K $815K
LHX
L3 Harris Technologies, Inc.

Industrials
242
+ 4.63%
$221.96 - $243.27 $53.7K - $58.9K
5.47K $1.3M
GRMN
Garmin LTD

Technology
168
+ 2.25%
$161.1 - $183.29 $27.1K - $30.8K
7.64K $1.34M
AZO
Autozone Inc

Consumer Cyclical
34
+ 33.66%
$2815.0 - $3212.87 $95.7K - $109K
135 $425K
DG
Dollar General Corp

Consumer Defensive
2.32K
+ 154.74%
$80.41 - $132.42 $186K - $307K
3.82K $322K
STX
Seagate Technology Holdings PLC

Technology
480
+ 4.29%
$92.1 - $110.76 $44.2K - $53.2K
11.7K $1.28M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
12.3K
New
$9.59 - $10.12 $118K - $124K
12.3K $123K
BK
Bank Of New York Mellon Corp

Financial Services
238
+ 2.77%
$59.54 - $72.17 $14.2K - $17.2K
8.83K $634K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
277
+ 10.37%
$107.74 - $140.72 $29.8K - $39K
2.95K $412K
MSCI
Msci Inc.

Financial Services
142
+ 42.51%
$479.31 - $584.91 $68.1K - $83.1K
476 $277K
WELL
Welltower Inc.

Real Estate
76
+ 1.69%
$104.0 - $129.74 $7.9K - $9.86K
4.58K $586K
VRSK
Verisk Analytics, Inc.

Industrials
437
+ 37.22%
$260.31 - $285.99 $114K - $125K
1.61K $431K
ADI
Analog Devices Inc

Technology
391
+ 3.12%
$200.56 - $243.33 $78.4K - $95.1K
12.9K $2.97M
SRE
Sempra Energy

Utilities
838
+ 14.93%
$74.97 - $84.04 $62.8K - $70.4K
6.45K $539K
VEEV
Veeva Systems Inc

Healthcare
25
+ 0.65%
$180.43 - $223.9 $4.51K - $5.6K
3.89K $816K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
3.15K
+ 36.46%
$124.33 - $156.75 $391K - $493K
11.8K $1.47M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.13K
New
$47.41 - $50.82 $101K - $108K
2.13K $107K
PSN
Parsons Corp

Industrials
64
+ 1.39%
$76.52 - $103.68 $4.9K - $6.64K
4.67K $483K
HAE
Haemonetics Corp

Healthcare
1.34K
+ 2060.0%
$72.45 - $91.58 $97K - $123K
1.4K $112K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
243
+ 1.83%
$101.72 - $112.94 $24.7K - $27.4K
13.5K $1.52M
IYJ
Ishares Tr

ETFs
6
+ 0.08%
$118.32 - $133.67 $710 - $802
7.46K $996K
WEC
Wec Energy Group, Inc.

Utilities
11
+ 0.18%
$77.68 - $96.19 $854 - $1.06K
5.99K $576K
CHKP
Check Point Software Technologies LTD

Technology
29
+ 0.83%
$165.0 - $195.47 $4.79K - $5.67K
3.53K $680K
C
Citigroup Inc

Financial Services
2.2K
+ 5.35%
$56.11 - $67.61 $124K - $149K
43.4K $2.72M
OTIS
Otis Worldwide Corp

Industrials
206
+ 1.95%
$91.43 - $104.43 $18.8K - $21.5K
10.8K $1.12M
BNL
Broadstone Net Lease, Inc.

Real Estate
2K
+ 10.0%
$15.64 - $18.95 $31.3K - $37.9K
22K $416K
AEM
Agnico Eagle Mines LTD

Basic Materials
126
+ 2.18%
$65.04 - $84.24 $8.2K - $10.6K
5.9K $475K
MRO
Marathon Oil Corp

Energy
3.96K
+ 95.76%
$25.87 - $29.26 $102K - $116K
8.09K $215K
VOE
Vanguard Mid Cap Value Index F

ETFs
26
+ 0.49%
$149.02 - $167.67 $3.87K - $4.36K
5.32K $892K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
697
+ 3.37%
$30.61 - $34.92 $21.3K - $24.3K
21.4K $736K
CNX
Cnx Resources Corp

Energy
2.84K
New
$24.01 - $32.57 $68.1K - $92.4K
2.84K $92K
MET
Metlife Inc

Financial Services
976
+ 126.1%
$67.96 - $82.48 $66.3K - $80.5K
1.75K $144K
AEE
Ameren Corp

Utilities
38
+ 0.72%
$70.45 - $87.46 $2.68K - $3.32K
5.34K $466K
WTW
Willis Towers Watson PLC

Financial Services
5
+ 0.19%
$257.34 - $294.53 $1.29K - $1.47K
2.58K $759K
WDAY
Workday, Inc.

Technology
191
+ 10.52%
$207.75 - $264.68 $39.7K - $50.6K
2.01K $490K
NLOK
Norton Life Lock Inc.

Technology
3.94K
New
N/A
3.94K $84K
TRU
Trans Union

Industrials
809
New
$72.72 - $106.05 $58.8K - $85.8K
809 $84K
CCK
Crown Holdings Inc

Consumer Cyclical
100
+ 2.94%
$71.52 - $95.86 $7.15K - $9.59K
3.5K $335K
HLI
Houlihan Lokey, Inc.

Financial Services
46
+ 1.4%
$134.11 - $161.99 $6.17K - $7.45K
3.33K $525K
EAD
Allspring Income Opportunities Fund

Financial Services
11.8K
New
$6.65 - $7.13 $78.2K - $83.8K
11.8K $83K
AUR
Aurora Innovation, Inc.

Technology
14K
New
$2.81 - $6.4 $39.3K - $89.5K
14K $82K
PRU
Prudential Financial Inc

Financial Services
227
+ 1.62%
$105.53 - $127.32 $24K - $28.9K
14.3K $1.73M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
850
+ 3.19%
$51.02 - $52.74 $43.4K - $44.8K
27.5K $1.45M
GLDM
World Gold Trust

ETFs
145
+ 1.21%
$46.2 - $53.01 $6.7K - $7.69K
12.1K $630K
DOW
Dow Inc.

Basic Materials
727
+ 2.79%
$50.15 - $55.41 $36.5K - $40.3K
26.8K $1.46M
BGSF
Bgsf, Inc.

Industrials
9.48K
New
$7.11 - $9.02 $67.4K - $85.5K
9.48K $79K
TOL
Toll Brothers, Inc.

Consumer Cyclical
441
+ 153.13%
$109.16 - $155.35 $48.1K - $68.5K
729 $112K
Activity Summary
Buys All Purchases 815 New Holdings 125 Increased Positions 690 Sells All Sells 496 Reductions 495 Sold out 1 Options Calls 0 Puts 0
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