Congress Wealth Management LLC Purchases in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
487
+ 3.0%
$241.52 - $291.61 $118K - $142K
16.7K $4.87M
WSM
Williams Sonoma Inc

Consumer Cyclical
12.4K
+ 106.35%
$128.47 - $280.94 $1.59M - $3.48M
24.1K $3.73M
BC
Brunswick Corp

Consumer Cyclical
4.6K
+ 109.82%
$69.46 - $84.53 $319K - $388K
8.78K $736K
DOV
Dover Corp

Industrials
2.14K
+ 122.57%
$172.5 - $193.03 $369K - $413K
3.89K $745K
RELX
Relx PLC

Communication Services
8.86K
New
$44.1 - $48.86 $391K - $433K
8.86K $420K
OPCH
Option Care Health, Inc.

Healthcare
5.3K
+ 7.62%
$26.73 - $32.74 $142K - $174K
74.9K $2.34M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.33K
New
$92.56 - $99.46 $401K - $431K
4.33K $415K
HPQ
Hp Inc

Technology
11.6K
New
$32.02 - $38.11 $371K - $441K
11.6K $415K
HSII
Heidrick & Struggles International Inc

Industrials
10.7K
New
$30.32 - $41.21 $324K - $441K
10.7K $415K
GNTX
Gentex Corp

Consumer Cyclical
17.9K
+ 60.73%
$28.39 - $35.19 $509K - $631K
47.5K $1.41M
VTR
Ventas, Inc.

Real Estate
6.4K
New
$50.88 - $65.33 $326K - $418K
6.4K $410K
JHG
Janus Henderson Group PLC

Financial Services
10.5K
New
$33.55 - $38.68 $353K - $407K
10.5K $400K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
21.6K
New
$15.15 - $19.2 $326K - $414K
21.6K $400K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.83K
New
$127.29 - $141.5 $361K - $401K
2.83K $395K
LANC
Lancaster Colony Corp

Consumer Defensive
2.35K
+ 100.0%
$167.65 - $198.49 $394K - $467K
4.7K $830K
APOG
Apogee Enterprises, Inc.

Industrials
4.97K
+ 98.91%
$58.62 - $70.02 $291K - $348K
10K $699K
FRPT
Freshpet, Inc.

Consumer Defensive
2.78K
New
$115.58 - $142.2 $321K - $395K
2.78K $379K
CAH
Cardinal Health Inc

Healthcare
1.87K
+ 13.77%
$93.74 - $114.66 $175K - $215K
15.5K $1.71M
CWST
Casella Waste Systems Inc

Industrials
3.67K
New
$96.59 - $108.33 $354K - $397K
3.67K $364K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
236
+ 0.37%
$75.47 - $83.18 $17.8K - $19.6K
64K $5.32M
AXON
Axon Enterprise, Inc.

Industrials
879
New
$286.16 - $399.6 $252K - $351K
879 $351K
IYH
Ishares Tr

ETFs
2.87K
+ 6.68%
$60.29 - $66.38 $173K - $191K
45.8K $2.98M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
11.1K
+ 100.0%
$22.07 - $28.04 $245K - $311K
22.2K $598K
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.76K
New
$47.12 - $51.72 $318K - $349K
6.76K $344K
SLB
Schlumberger Limited

Energy
12K
+ 38.9%
$39.57 - $49.67 $475K - $596K
42.8K $1.8M
UAA
Under Armour, Inc.

Consumer Cyclical
38K
New
$6.37 - $8.94 $242K - $340K
38K $338K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.73K
New
$162.45 - $195.17 $280K - $337K
1.73K $329K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2.31K
New
$136.7 - $155.95 $315K - $360K
2.31K $327K
WK
Workiva Inc

Technology
4.13K
New
$70.26 - $80.48 $290K - $332K
4.13K $326K
TRNO
Terreno Realty Corp

Real Estate
665
+ 1.84%
$59.43 - $71.02 $39.5K - $47.2K
36.9K $2.46M
MORN
Morningstar, Inc.

Financial Services
337
+ 3.79%
$295.85 - $326.31 $99.7K - $110K
9.24K $2.95M
NDAQ
Nasdaq, Inc.

Financial Services
3.67K
+ 104.09%
$59.48 - $74.31 $218K - $273K
7.19K $525K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.73K
New
$79.29 - $84.02 $296K - $313K
3.73K $312K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
21.7K
New
$11.57 - $14.32 $252K - $311K
21.7K $308K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.83K
+ 53.29%
$104.47 - $116.17 $295K - $328K
8.13K $877K
FHI
Federated Hermes, Inc.

Financial Services
6.91K
+ 55.78%
$32.18 - $37.3 $222K - $258K
19.3K $709K
ACWI
Ishares Msci Acwi ETF

ETFs
352
+ 0.97%
$107.24 - $119.84 $37.7K - $42.2K
36.5K $4.36M
AAON
Aaon, Inc.

Industrials
2.78K
New
$83.58 - $107.82 $232K - $300K
2.78K $299K
ROAD
Construction Partners, Inc.

Industrials
4.27K
New
$53.22 - $76.29 $227K - $326K
4.27K $298K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.4K
+ 28.48%
$67.43 - $74.23 $229K - $252K
15.3K $1.11M
WY
Weyerhaeuser CO

Real Estate
4
+ 0.01%
$27.05 - $33.84 $108 - $135
54.2K $1.83M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.33K
New
$44.65 - $47.21 $283K - $299K
6.33K $295K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.67K
+ 6.23%
$51.58 - $53.79 $189K - $197K
62.6K $3.36M
ENSG
Ensign Group, Inc

Healthcare
2.02K
New
$124.14 - $153.65 $251K - $311K
2.02K $290K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
5.31K
New
$48.71 - $54.57 $258K - $290K
5.31K $287K
SJM
J M Smucker CO

Consumer Defensive
2.33K
New
$109.12 - $122.4 $255K - $286K
2.33K $282K
ALTR
Altair Engineering Inc.

Technology
2.95K
New
$81.56 - $100.25 $241K - $296K
2.95K $282K
MBB
Ishares Tr

ETFs
450
+ 0.76%
$90.85 - $96.66 $40.9K - $43.5K
59.5K $5.7M
AQN
Algonquin Power & Utilities Corp.

Utilities
56K
+ 72.32%
$5.11 - $6.29 $286K - $352K
133K $727K
Activity Summary
Buys All Purchases 592 New Holdings 171 Increased Positions 421 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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