Concourse Financial Group Securities, Inc. Purchases in Q4 2024

Concourse Financial Group Securities, Inc.

  • $1.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
433
+ 7.19%
$873.59 - $994.69 $378K - $431K
6.45K $5.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.34K
+ 8.54%
$77.02 - $78.58 $720K - $734K
119K $9.17M
CBRE
Cbre Group, Inc.

Real Estate
4.12K
+ 127.87%
$119.22 - $140.71 $491K - $580K
7.34K $963K
LPX
Louisiana Pacific Corp

Industrials
5.42K
New
$98.02 - $120.27 $531K - $652K
5.42K $561K
NFLX
Netflix Inc

Communication Services
88
+ 3.39%
$687.65 - $936.56 $60.5K - $82.4K
2.68K $2.39M
SHV
Ishares Tr

ETFs
4.96K
+ 1295.82%
$109.92 - $110.57 $546K - $549K
5.35K $588K
UAL
United Airlines Holdings, Inc.

Industrials
4.9K
+ 348.9%
$55.62 - $102.44 $273K - $502K
6.31K $612K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
278K
+ 225.01%
$26.93 - $84.95 $7.48M - $23.6M
401K $11M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
12.2K
+ 38.3%
$45.38 - $46.88 $555K - $573K
44.2K $2.02M
FRPT
Freshpet, Inc.

Consumer Defensive
3.4K
+ 5862.07%
$132.54 - $156.76 $451K - $533K
3.46K $512K
PVAL
Putnam ETF Tr Putnam Focused L
13.2K
New
$36.85 - $39.99 $487K - $528K
13.2K $490K
HYHG
Proshares High Yield Interest

ETFs
6.6K
+ 8.84%
$64.27 - $65.97 $424K - $435K
81.3K $5.33M
IGM
Ishares Expanded Tech Sector E

ETFs
4.01K
+ 43.51%
$94.19 - $106.95 $378K - $429K
13.2K $1.35M
VOT
Vanguard Mid Cap Growth Index

ETFs
949
+ 4.45%
$241.48 - $274.89 $229K - $261K
22.3K $5.65M
ALL
Allstate Corp

Financial Services
2.3K
+ 123.91%
$181.25 - $208.2 $417K - $479K
4.16K $801K
JMEE
J P Morgan Exchange Traded Fd

ETFs
7.29K
+ 17.55%
$60.1 - $66.4 $438K - $484K
48.8K $2.95M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.79K
+ 36.52%
$396.64 - $516.74 $708K - $923K
6.68K $2.69M
CDNS
Cadence Design Systems Inc

Technology
1.21K
+ 74.8%
$249.1 - $324.54 $302K - $394K
2.84K $852K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.16K
+ 6.41%
$442.29 - $483.08 $513K - $560K
19.2K $8.72M
TFC
Truist Financial Corp

Financial Services
8.61K
+ 49.7%
$41.51 - $48.1 $357K - $414K
25.9K $1.12M
WFC
Wells Fargo & Company

Financial Services
3.17K
+ 27.84%
$54.98 - $77.35 $175K - $246K
14.6K $1.02M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.05K
+ 21.15%
$99.04 - $109.59 $698K - $772K
40.4K $4.02M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.69K
+ 72.12%
$47.07 - $48.75 $362K - $375K
18.4K $877K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
9.5K
+ 16.85%
$21.45 - $24.97 $204K - $237K
65.9K $1.58M
COF
Capital One Financial Corp

Financial Services
489
+ 5.3%
$145.19 - $192.01 $71K - $93.9K
9.72K $1.73M
AXP
American Express CO

Financial Services
13
+ 0.1%
$267.35 - $305.57 $3.48K - $3.97K
13.4K $3.99M
WMB
Williams Companies, Inc.

Energy
411
+ 1.07%
$46.37 - $59.74 $19.1K - $24.6K
38.9K $2.11M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.44K
+ 220.46%
$73.49 - $86.09 $326K - $382K
6.45K $497K
EXR
Extra Space Storage Inc.

Real Estate
2.39K
+ 509.62%
$142.35 - $178.32 $340K - $425K
2.85K $426K
MGK
Vanguard Mega Cap Growth ETF

ETFs
811
+ 29.7%
$316.94 - $357.88 $257K - $290K
3.54K $1.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12K
+ 6.68%
$35.45 - $40.33 $426K - $484K
192K $6.87M
IYW
Ishares Dj Us Tech ETF

ETFs
418
+ 1.26%
$148.14 - $166.23 $61.9K - $69.5K
33.6K $5.36M
FV
First Trust Dorsey Wright Focu

ETFs
4.47K
+ 5.89%
$57.47 - $62.82 $257K - $281K
80.4K $4.75M
BA
Boeing CO

Industrials
1.32K
+ 40.07%
$138.14 - $180.72 $183K - $239K
4.63K $819K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.4K
+ 4.72%
$174.22 - $187.62 $592K - $638K
75.4K $13.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
17.5K
+ 14.58%
$55.45 - $61.08 $973K - $1.07M
138K $7.65M
XEL
Xcel Energy Inc

Utilities
4.11K
+ 62.81%
$62.16 - $72.92 $255K - $300K
10.7K $719K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.65K
+ 9.91%
$74.5 - $78.37 $570K - $600K
84.9K $6.34M
FDVV
Fidelity High Dividend ETF

ETFs
6.31K
+ 18.18%
$49.66 - $52.63 $314K - $332K
41K $2.05M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.36K
+ 4.65%
$29.73 - $30.81 $189K - $196K
143K $4.36M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
7.54K
+ 7537.0%
$36.36 - $43.93 $274K - $331K
7.64K $277K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.24K
+ 17.47%
$102.46 - $110.17 $229K - $247K
15K $1.59M
TJX
Tjx Companies Inc

Consumer Cyclical
1.59K
+ 7.0%
$112.15 - $127.2 $178K - $202K
24.3K $2.94M
MSI
Motorola Solutions, Inc.

Technology
556
+ 286.6%
$449.08 - $504.6 $250K - $281K
750 $346K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.89K
+ 442.22%
$43.02 - $47.32 $253K - $279K
7.22K $312K
ET
Energy Transfer LP

Energy
2.23K
+ 3.82%
$16.05 - $19.86 $35.8K - $44.3K
60.7K $1.19M
FTI
Technip Fmc PLC

Energy
7.67K
+ 175.39%
$25.16 - $31.95 $193K - $245K
12K $348K
ETR
Entergy Corp

Utilities
10.1K
+ 105.19%
$73.19 - $156.4 $738K - $1.58M
19.7K $1.49M
PCOR
Procore Technologies, Inc.

Technology
3.07K
New
$58.8 - $85.72 $180K - $263K
3.07K $229K
Activity Summary
Buys All Purchases 10069 New Holdings 9262 Increased Positions 807 Sells All Sells 909 Reductions 800 Sold out 109 Options Calls 5270 Puts 5271
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