Coastal Investment Advisors, Inc. Purchases in Q3 2024

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OXLC
Oxford Lane Capital Corp.

Financial Services
631K
+ 244.78%
$5.15 - $5.67 $3.25M - $3.58M
889K $4.65M
SPGI
S&P Global Inc.

Financial Services
1.8K
New
$446.32 - $527.38 $804K - $950K
1.8K $930K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.04K
+ 53.05%
$100.3 - $100.74 $706K - $709K
20.3K $2.04M
USRT
Ishares Core U.S. Reit ETF

ETFs
9.32K
New
$53.07 - $62.66 $495K - $584K
9.32K $573K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
11.7K
+ 11657.0%
$43.42 - $48.95 $506K - $571K
11.8K $573K
KRE
Spdr S&P Regional Banking ETF

ETFs
9.72K
+ 974.25%
$47.94 - $59.23 $466K - $576K
10.7K $606K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.08K
New
$460.0 - $505.78 $496K - $546K
1.08K $501K
LDOS
Leidos Holdings, Inc.

Technology
3.07K
New
$142.66 - $163.02 $438K - $500K
3.07K $500K
IBB
Ishares Biotechnology ETF

ETFs
3.11K
+ 306.82%
$135.09 - $149.47 $419K - $464K
4.12K $599K
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.7K
+ 20.34%
$50.32 - $50.75 $438K - $442K
51.5K $2.61M
KIM
Kimco Realty Corp

Real Estate
17.4K
New
$19.24 - $24.06 $334K - $418K
17.4K $403K
ORCL
Oracle Corp

Technology
1.74K
+ 54.12%
$125.9 - $170.35 $219K - $296K
4.96K $844K
ADBE
Adobe Inc.

Technology
653
+ 142.27%
$508.13 - $586.55 $332K - $383K
1.11K $575K
AXON
Axon Enterprise, Inc.

Industrials
347
+ 23.18%
$286.16 - $399.6 $99.3K - $139K
1.84K $736K
AMGN
Amgen Inc

Healthcare
846
+ 69.92%
$309.38 - $337.38 $262K - $285K
2.06K $662K
GBIL
Goldman Sachs Access Treasury

ETFs
2.47K
+ 38.28%
$99.7 - $100.3 $246K - $247K
8.91K $893K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.55K
+ 8.65%
$96.25 - $101.98 $149K - $158K
19.5K $1.97M
URI
United Rentals, Inc.

Industrials
275
New
$627.41 - $814.1 $173K - $224K
275 $222K
TRGP
Targa Resources Corp.

Energy
1.47K
New
$127.86 - $156.46 $188K - $230K
1.47K $217K
CL
Colgate Palmolive CO

Consumer Defensive
1.77K
+ 37.71%
$95.54 - $108.77 $169K - $192K
6.45K $669K
BITO
Proshares Tr Bitcoin Strategy

ETFs
10.3K
New
$16.19 - $23.88 $166K - $245K
10.3K $196K
GWW
W.W. Grainger, Inc.

Industrials
84
+ 11.85%
$896.19 - $1044.18 $75.3K - $87.7K
793 $823K
NEAR
Blackrock Short Maturity Bond

ETFs
2.37K
+ 5.02%
$50.09 - $51.31 $119K - $121K
49.5K $2.54M
SHV
Ishares Tr

ETFs
1.27K
+ 10.34%
$110.05 - $110.63 $140K - $141K
13.5K $1.5M
ISRG
Intuitive Surgical Inc

Healthcare
93
+ 4.59%
$416.14 - $494.01 $38.7K - $45.9K
2.12K $1.04M
WMB
Williams Companies, Inc.

Energy
2.04K
+ 13.86%
$41.24 - $46.22 $84K - $94.1K
16.7K $763K
CLSK
Cleanspark, Inc.

Technology
14.7K
New
$8.09 - $19.79 $119K - $291K
14.7K $137K
IBHD
Ishares Ibonds 2024 Term High

ETFs
5.58K
+ 181.46%
$23.11 - $23.29 $129K - $130K
8.66K $201K
EWM
Ishs Msci Malaysia ETF

ETFs
3.9K
New
$22.51 - $27.44 $87.7K - $107K
3.9K $105K
PSX
Phillips 66

Energy
931
+ 30.24%
$125.0 - $147.17 $116K - $137K
4.01K $527K
GRMN
Garmin LTD

Technology
119
+ 2.66%
$161.1 - $183.29 $19.2K - $21.8K
4.59K $806K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
3.94K
+ 337.53%
$10.79 - $12.29 $42.5K - $48.4K
5.11K $61K
CLOV
Clover Health Investments, Corp.

Healthcare
15.5K
New
$1.2 - $3.5 $18.6K - $54.3K
15.5K $43K
KLAC
Kla Corp

Technology
111
+ 12.16%
$696.17 - $892.35 $77.3K - $99.1K
1.02K $792K
CDNS
Cadence Design Systems Inc

Technology
377
+ 18.57%
$246.84 - $321.11 $93.1K - $121K
2.41K $652K
COPX
Global X Copper Miners ETF

ETFs
550
New
$38.58 - $48.4 $21.2K - $26.6K
550 $25K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
390
New
$38.03 - $42.06 $14.8K - $16.4K
390 $16K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
41
+ 0.2%
$7.45 - $8.23 $305 - $337
20.3K $163K
SM
Sm Energy CO

Energy
261
New
$38.07 - $47.26 $9.94K - $12.3K
261 $10K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
1
+ 0.04%
$32.65 - $37.02 $32.7 - $37
2.33K $85K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
85
New
$61.2 - $67.95 $5.2K - $5.78K
85 $5K
IWS
Ishares Russell Midcap Value E

ETFs
26
New
$119.52 - $132.25 $3.11K - $3.44K
26 $3K
PTH
Invesco Exchange Traded Fd Tr

ETFs
25
+ 6.67%
$42.08 - $47.87 $1.05K - $1.2K
400 $18K
IWP
Ishares Russell Mid Cap Growth

ETFs
7
New
$103.87 - $117.59 $727 - $823
7 $0
RWR
Spdr Dow Jones Reit ETF

ETFs
5
New
$92.36 - $108.47 $462 - $542
5 $0
Bgc Group Inc
165
+ 0.7%
N/A
23.9K $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
14
New
$28.75 - $29.46 $403 - $412
14 $0
Sila Realty Trust Inc
11.6K
New
N/A
11.6K $0
Bakkt Holdings Inc
10.7K
+ 2431.82%
N/A
11.1K $0
Activity Summary
Buys All Purchases 53 New Holdings 21 Increased Positions 32 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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