Concord Wealth Partners Purchases in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
25
New
$72.22 - $81.88 $1.81K - $2.05K
25 $1K
FIX
Comfort Systems Usa Inc

Industrials
3
New
$292.14 - $396.82 $876 - $1.19K
3 $1K
BAP
Credicorp LTD

Financial Services
10
New
$158.09 - $185.0 $1.58K - $1.85K
10 $1K
SUM
Summit Materials, Inc.

Basic Materials
11
+ 11.11%
$35.61 - $41.78 $392 - $460
110 $4K
KAI
Kadant Inc

Industrials
5
New
$290.3 - $356.64 $1.45K - $1.78K
5 $1K
KEX
Kirby Corp

Industrials
11
New
$107.57 - $129.59 $1.18K - $1.43K
11 $1K
STM
St Microelectronics N.V.

Technology
34
New
$27.83 - $42.72 $946 - $1.45K
34 $1K
TDC
Teradata Corp

Technology
53
New
$24.51 - $34.97 $1.3K - $1.85K
53 $1K
TFII
Tfi International Inc.

Industrials
8
New
$136.9 - $158.55 $1.1K - $1.27K
8 $1K
CNI
Canadian National Railway CO

Industrials
14
New
$110.1 - $123.65 $1.54K - $1.73K
14 $1K
SITM
Sitime Corp

Technology
6
New
$112.1 - $176.03 $673 - $1.06K
6 $1K
ICUI
Icu Medical Inc

Healthcare
8
New
$114.88 - $182.17 $919 - $1.46K
8 $1K
IAC
Iac/Inter Active Corp

Communication Services
24
New
$45.12 - $54.7 $1.08K - $1.31K
24 $1K
LMAT
Lemaitre Vascular Inc

Healthcare
8
+ 15.69%
$80.3 - $92.89 $642 - $743
59 $5K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
111
New
$9.97 - $11.33 $1.11K - $1.26K
111 $1K
H
Hyatt Hotels Corp

Consumer Cyclical
9
New
$130.36 - $162.22 $1.17K - $1.46K
9 $1K
STRL
Sterling Construction CO Inc

Industrials
13
New
$102.56 - $148.9 $1.33K - $1.94K
13 $1K
MMSI
Merit Medical Systems Inc

Healthcare
11
New
$84.12 - $100.23 $925 - $1.1K
11 $1K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
18
New
$58.35 - $66.29 $1.05K - $1.19K
18 $1K
WTFC
Wintrust Financial Corp

Financial Services
12
New
$96.43 - $111.89 $1.16K - $1.34K
12 $1K
AIT
Applied Industrial Technologies Inc

Industrials
7
New
$183.8 - $224.77 $1.29K - $1.57K
7 $1K
NMIH
Nmi Holdings, Inc.

Financial Services
36
New
$33.86 - $41.73 $1.22K - $1.5K
36 $1K
GMAB
Genmab A/S

Healthcare
49
New
$23.84 - $28.48 $1.17K - $1.4K
49 $1K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 3.0%
$502.48 - $593.35 $1.51K - $1.78K
103 $55K
ARES
Ares Management Corp

Financial Services
10
New
$133.73 - $158.05 $1.34K - $1.58K
10 $1K
MGY
Magnolia Oil & Gas Corp

Energy
43
New
$23.16 - $27.25 $996 - $1.17K
43 $1K
WCN
Waste Connections, Inc.

Industrials
6
New
$173.92 - $186.5 $1.04K - $1.12K
6 $1K
NSSC
Napco Security Technologies, Inc

Industrials
27
New
$34.23 - $58.0 $924 - $1.57K
27 $1K
AGCO
Agco Corp

Industrials
16
New
$84.99 - $103.52 $1.36K - $1.66K
16 $1K
MTRN
Materion Corp

Basic Materials
10
New
$101.87 - $120.55 $1.02K - $1.21K
10 $1K
MCHP
Microchip Technology Inc

Technology
22
+ 59.46%
$72.0 - $95.98 $1.58K - $2.11K
59 $4K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
1
+ 1.47%
$21.25 - $30.25 $21.3 - $30.3
69 $2K
MNST
Monster Beverage Corp

Consumer Defensive
27
New
$45.01 - $52.47 $1.22K - $1.42K
27 $1K
VCTR
Victory Capital Holdings, Inc.

Financial Services
25
New
$45.29 - $55.5 $1.13K - $1.39K
25 $1K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
7
+ 1.52%
$33.62 - $38.33 $235 - $268
467 $17K
MLI
Mueller Industries Inc

Industrials
22
New
$55.73 - $74.1 $1.23K - $1.63K
22 $1K
VBTX
Veritex Holdings, Inc.

Financial Services
39
New
$20.28 - $26.48 $791 - $1.03K
39 $1K
PLMR
Palomar Holdings, Inc.

Financial Services
13
New
$80.39 - $99.22 $1.05K - $1.29K
13 $1K
INTA
Intapp, Inc.

Technology
22
New
$31.5 - $51.19 $693 - $1.13K
22 $1K
ITGR
Integer Holdings Corp

Healthcare
9
New
$110.25 - $131.62 $992 - $1.18K
9 $1K
CASH
Meta Financial Group Inc

Financial Services
17
New
$56.5 - $69.1 $961 - $1.17K
17 $1K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
15
New
$95.75 - $118.1 $1.44K - $1.77K
15 $1K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
22
New
$63.74 - $73.47 $1.4K - $1.62K
22 $1K
FN
Fabrinet

Technology
5
New
$193.84 - $273.5 $969 - $1.37K
5 $1K
FSS
Federal Signal Corp

Industrials
12
New
$82.35 - $99.97 $988 - $1.2K
12 $1K
FICO
Fair Isaac Corp

Technology
1
New
$1496.51 - $1947.38 $1.5K - $1.95K
1 $1K
IPAR
Inter Parfums Inc

Consumer Defensive
7
New
$113.85 - $140.68 $797 - $985
7 $0
Invesco Exchange Traded Fd T
100
New
N/A
100 $0
AIG
American International Group, Inc.

Financial Services
6
+ 1.09%
$70.16 - $79.23 $421 - $475
555 $40K
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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