Concord Wealth Partners Purchases and Sells in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024

Top Buys

Incresed Positions

327 operations
Stock Shares change Price Range Shares Held Trade History
27.4K
+ 14.68%
$98.91 - $134.91 $2.71M - $3.69M
214K $26M
2.55K
+ 3.35%
$207.23 - $234.82 $528K - $598K
78.5K $18.3M
38.9K
+ 3.12%
$29.58 - $30.31 $1.15M - $1.18M
1.29M $38.9M
1.28K
+ 10.45%
$453.41 - $572.44 $582K - $734K
13.6K $7.76M
5.42K
+ 4.56%
$77.23 - $87.97 $419K - $477K
124K $10.8M
7.86K
+ 25.96%
$77.0 - $90.52 $605K - $711K
38.1K $3.44M
View all

New Holdings

204 operations
Stock Shares change Price Range Shares Held Trade History
36.6K
New
$47.72 - $53.81 $1.75M - $1.97M
36.6K $1.95M
29K
New
$56.04 - $62.99 $1.62M - $1.82M
29K $1.77M
4.38K
New
$211.47 - $281.27 $925K - $1.23M
4.38K $1.07M
2K
New
$47.07 - $58.09 $94.1K - $116K
2K $116K
1.03K
New
$65.15 - $72.97 $67.3K - $75.4K
1.03K $75K
1.01K
New
$56.52 - $63.23 $57.3K - $64.1K
1.01K $62K
View all

Top Sells

Reduced Positions

155 operations
Stock Shares change Price Range Shares Held Trade History
-77.5K
- 86.54%
$54.51 - $61.59 $4.23M - $4.78M
12.1K $734K
-54.9K
- 74.83%
$38.22 - $44.94 $2.1M - $2.47M
18.5K $790K
-29.2K
- 98.29%
$41.58 - $46.45 $1.22M - $1.36M
509 $22K
-11.3K
- 94.86%
$91.43 - $117.51 $1.04M - $1.33M
613 $64K
-44K
- 92.29%
$25.51 - $28.97 $1.12M - $1.28M
3.68K $104K
-4.94K
- 73.5%
$156.12 - $209.64 $771K - $1.03M
1.78K $302K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-464
Closed
$57.74 - $59.13 $26.8K - $27.4K
0 $0

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
2K
New
$434.77 - $502.96 $870K - $1.01M
2K $976K
Activity Summary
Buys All Purchases 531 New Holdings 204 Increased Positions 327 Sells All Sells 156 Reductions 155 Sold out 1 Options Calls 0 Puts 1
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