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
LSTR
Landstar System Inc

Industrials
3.26K
+ 55.82%
$173.24 - $193.87 $565K - $632K
9.1K $1.72M
RGEN
Repligen Corp

Healthcare
2.06K
+ 14.02%
$119.79 - $167.35 $247K - $344K
16.7K $2.49M
IXN
Ishares Global Information Tec

ETFs
7.77K
New
$73.0 - $87.81 $567K - $682K
7.77K $640K
MET
Metlife Inc

Financial Services
4.22K
+ 17.87%
$67.96 - $82.48 $287K - $348K
27.9K $2.3M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5.53K
New
$97.66 - $119.74 $540K - $663K
5.53K $619K
GE
General Electric CO

Industrials
2.31K
+ 38.99%
$156.66 - $189.66 $362K - $438K
8.24K $1.55M
MGPI
Mgp Ingredients Inc

Consumer Defensive
1.69K
+ 3.16%
$69.79 - $91.87 $118K - $155K
55.1K $4.59M
O
Realty Income Corp

Real Estate
8.83K
+ 190.32%
$52.36 - $63.42 $462K - $560K
13.5K $854K
FR
First Industrial Realty Trust Inc

Real Estate
10.7K
New
$47.13 - $56.97 $503K - $607K
10.7K $596K
BP
Bp PLC

Energy
20.7K
+ 143.14%
$30.78 - $37.05 $638K - $768K
35.2K $1.11M
BCE
Bce Inc

Communication Services
16.7K
New
$31.33 - $36.08 $522K - $601K
16.7K $579K
UNP
Union Pacific Corp

Industrials
1.92K
+ 37.38%
$221.78 - $256.09 $426K - $492K
7.07K $1.74M
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.25K
New
$84.81 - $93.54 $530K - $585K
6.25K $574K
EXPO
Exponent Inc

Industrials
4.94K
New
$93.45 - $115.28 $461K - $569K
4.94K $568K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
4.64K
+ 3.53%
$36.07 - $43.12 $167K - $200K
136K $5.57M
OSK
Oshkosh Corp

Industrials
5.63K
New
$97.2 - $116.02 $547K - $653K
5.63K $563K
VFH
Vanguard Financial ETF

ETFs
748
+ 1.58%
$99.27 - $111.21 $74.3K - $83.2K
48.1K $5.28M
RDY
Dr Reddys Laboratories LTD

Healthcare
6.94K
New
$75.41 - $84.21 $523K - $584K
6.94K $551K
PINC
Premier, Inc.

Healthcare
25.6K
+ 100.0%
$18.37 - $21.31 $470K - $546K
51.2K $1.02M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.43K
New
$100.09 - $100.69 $543K - $546K
5.43K $546K
SXT
Sensient Technologies Corp

Basic Materials
6.04K
+ 60.76%
$70.26 - $81.68 $424K - $493K
16K $1.28M
FCN
Fti Consulting, Inc

Industrials
111
+ 0.25%
$213.61 - $230.59 $23.7K - $25.6K
43.7K $9.94M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.24K
New
$149.02 - $167.67 $483K - $544K
3.24K $543K
MAN
Manpower Group Inc.

Industrials
6.79K
+ 61.62%
$66.26 - $77.13 $450K - $524K
17.8K $1.31M
NVO
Novo Nordisk A S

Healthcare
6.56K
+ 64.25%
$119.07 - $145.42 $781K - $954K
16.8K $2M
KB
Kb Financial Group Inc.

Financial Services
8.3K
+ 176.53%
$56.85 - $67.06 $472K - $557K
13K $803K
SUM
Summit Materials, Inc.

Basic Materials
1.53K
+ 0.79%
$35.61 - $41.78 $54.6K - $64K
196K $7.66M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
35.9K
New
$13.31 - $15.65 $477K - $561K
35.9K $516K
AZEK
Azek CO Inc.

Industrials
2.3K
+ 2.64%
$36.81 - $46.9 $84.6K - $108K
89.2K $4.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.46K
+ 124.29%
$79.92 - $88.19 $436K - $482K
9.85K $868K
WHD
Cactus, Inc.

Energy
2.06K
+ 3.71%
$51.05 - $63.46 $105K - $131K
57.6K $3.44M
SHEL
Shell PLC

Energy
8.28K
+ 137.25%
$65.65 - $73.28 $543K - $606K
14.3K $943K
MLR
Miller Industries Inc

Consumer Cyclical
6.67K
+ 40.68%
$53.35 - $68.06 $356K - $454K
23.1K $1.41M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
4.83K
+ 102.37%
$86.85 - $95.74 $420K - $463K
9.55K $914K
AGX
Argan Inc

Industrials
640
+ 4.2%
$69.3 - $101.43 $44.4K - $64.9K
15.9K $1.61M
FREL
Fidelity Covington Tr Msci Rea

ETFs
10.2K
+ 21.91%
$25.07 - $29.94 $255K - $305K
56.7K $1.67M
LYTS
Lsi Industries Inc

Technology
25.5K
+ 59.41%
$13.9 - $17.06 $354K - $435K
68.3K $1.1M
VPU
Vanguard Utilities ETF

ETFs
2.77K
New
$146.64 - $174.54 $406K - $483K
2.77K $481K
FV
First Trust Dorsey Wright Focu

ETFs
8.23K
New
$51.35 - $59.82 $423K - $493K
8.23K $479K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.47K
+ 57.99%
$113.41 - $125.62 $394K - $436K
9.47K $1.19M
KAI
Kadant Inc

Industrials
1.39K
New
$290.3 - $356.64 $402K - $494K
1.39K $468K
CBSH
Commerce Bancshares Inc

Financial Services
7.8K
New
$55.02 - $65.08 $429K - $508K
7.8K $463K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.75K
New
$54.98 - $59.51 $426K - $461K
7.75K $461K
PODD
Insulet Corp

Healthcare
268
+ 2.09%
$180.69 - $239.01 $48.4K - $64.1K
13.1K $3.05M
UL
Unilever PLC

Consumer Defensive
7.03K
New
$54.7 - $65.59 $384K - $461K
7.03K $456K
PPL
Ppl Corp

Utilities
13.8K
New
$27.36 - $33.08 $377K - $456K
13.8K $455K
NUE
Nucor Corp

Basic Materials
3K
New
$137.77 - $166.14 $413K - $498K
3K $451K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.34K
+ 112.83%
$51.02 - $52.74 $425K - $440K
15.7K $827K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.04K
+ 48.51%
$58.03 - $65.37 $351K - $395K
18.5K $1.2M
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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