Coastal Bridge Advisors, LLC Purchases in Q4 2024

Coastal Bridge Advisors, LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
8
+ 0.2%
$60.63 - $70.23 $485 - $562
4.02K $252K
MMM
3 M CO

Industrials
5
+ 0.19%
$124.74 - $137.12 $624 - $686
2.7K $348K
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.07%
$114.45 - $127.21 $458 - $509
5.39K $623K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.1%
$130.36 - $139.54 $782 - $837
5.9K $791K
GIS
General Mills Inc

Consumer Defensive
34
+ 0.87%
$62.78 - $74.62 $2.13K - $2.54K
3.94K $251K
DHR
Danaher Corp

Healthcare
50
+ 4.77%
$226.16 - $274.52 $11.3K - $13.7K
1.1K $252K
GOLD
Barrick Gold Corp

Basic Materials
1.05K
+ 7.54%
$15.23 - $21.19 $15.9K - $22.1K
14.9K $231K
NKE
Nike, Inc.

Consumer Cyclical
73
+ 1.82%
$73.36 - $89.13 $5.36K - $6.51K
4.1K $309K
MDLZ
Mondelez International, Inc.

Consumer Defensive
10
+ 0.27%
$59.25 - $72.99 $593 - $730
3.66K $218K
UNP
Union Pacific Corp

Industrials
33
+ 0.98%
$223.15 - $249.32 $7.36K - $8.23K
3.4K $776K
UBER
Uber Technologies, Inc

Technology
300
+ 5.82%
$59.93 - $86.34 $18K - $25.9K
5.46K $329K
VZ
Verizon Communications Inc

Communication Services
43
+ 0.31%
$39.6 - $45.21 $1.7K - $1.94K
14.1K $562K
MRK
Merck & Co., Inc.

Healthcare
690
+ 7.09%
$96.31 - $114.76 $66.5K - $79.2K
10.4K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 0.85%
$385.02 - $431.37 $18.5K - $20.7K
5.71K $2.22M
UNH
Unitedhealth Group Inc

Healthcare
26
+ 2.28%
$485.52 - $625.25 $12.6K - $16.3K
1.17K $590K
RDFN
Redfin Corp

Real Estate
1K
+ 5.39%
$7.87 - $12.55 $7.87K - $12.6K
19.6K $153K
MSFT
Microsoft Corp

Technology
130
+ 0.76%
$406.35 - $454.46 $52.8K - $59.1K
17.3K $7.31M
IEFA
Ishares Tr

ETFs
1.9K
+ 5.41%
$70.06 - $77.43 $133K - $147K
37K $2.6M
SO
Southern CO

Utilities
122
+ 0.38%
$81.5 - $94.15 $9.94K - $11.5K
32.5K $2.68M
KO
Coca Cola CO

Consumer Defensive
97
+ 0.36%
$61.74 - $71.71 $5.99K - $6.96K
27K $1.68M
AMGN
Amgen Inc

Healthcare
2
+ 0.04%
$258.78 - $328.31 $518 - $657
4.9K $1.28M
PEP
Pepsico Inc

Consumer Defensive
300
+ 1.35%
$151.29 - $176.1 $45.4K - $52.8K
22.5K $3.41M
XOM
Exxon Mobil Corp

Energy
1.14K
+ 1.08%
$105.51 - $125.37 $120K - $143K
107K $11.5M
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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