Crestwood Advisors Group LLC Purchases in Q3 2024

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
560
+ 8.41%
$106.11 - $113.72 $59.4K - $63.7K
7.22K $815K
CM
Canadian Imperial Bank Of Commerce

Financial Services
140
+ 2.06%
$47.28 - $62.24 $6.62K - $8.71K
6.93K $425K
IJK
Ishares S&P Midcap 400 Growth

ETFs
338
+ 1.81%
$84.81 - $93.54 $28.7K - $31.6K
19.1K $1.75M
T
At&T Inc.

Communication Services
2.36K
+ 13.54%
$18.21 - $22.28 $43K - $52.6K
19.8K $435K
FAST
Fastenal CO

Industrials
792
+ 15.01%
$62.09 - $71.83 $49.2K - $56.9K
6.07K $433K
IEMG
Ishares Inc

ETFs
1.54K
+ 1.02%
$53.64 - $53.64 $82.8K - $82.8K
153K $8.23M
ITW
Illinois Tool Works Inc

Industrials
30
+ 0.83%
$233.14 - $263.97 $6.99K - $7.92K
3.66K $959K
VEA
Vanguard Ftse Developed Market

ETFs
340
+ 1.47%
$47.6 - $53.31 $16.2K - $18.1K
23.5K $1.24M
ED
Consolidated Edison Inc

Utilities
192
+ 3.86%
$88.42 - $104.97 $17K - $20.2K
5.16K $537K
IRM
Iron Mountain Inc

Real Estate
52
+ 1.77%
$89.69 - $119.32 $4.66K - $6.2K
2.99K $355K
MTB
M&T Bank Corp

Financial Services
57
+ 1.87%
$146.49 - $179.85 $8.35K - $10.3K
3.1K $552K
THC
Tenet Healthcare Corp

Healthcare
21
+ 0.79%
$129.27 - $168.03 $2.71K - $3.53K
2.68K $445K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
32
+ 0.3%
$108.44 - $120.37 $3.47K - $3.85K
10.8K $1.3M
MET
Metlife Inc

Financial Services
449
+ 10.47%
$67.96 - $82.48 $30.5K - $37K
4.74K $390K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
254
+ 1.24%
$60.84 - $67.51 $15.5K - $17.1K
20.8K $1.4M
CI
Cigna Corp

Healthcare
189
+ 13.86%
$319.12 - $367.1 $60.3K - $69.4K
1.55K $538K
BMY
Bristol Myers Squibb CO

Healthcare
612
+ 11.67%
$39.66 - $51.75 $24.3K - $31.7K
5.86K $303K
WDAY
Workday, Inc.

Technology
56
+ 1.63%
$207.75 - $264.68 $11.6K - $14.8K
3.49K $852K
LUMN
Lumen Technologies, Inc.

Communication Services
12.1K
New
$1.03 - $7.28 $12.5K - $88.4K
12.1K $86K
PYPL
Pay Pal Holdings, Inc.

Financial Services
196
+ 5.62%
$57.22 - $80.08 $11.2K - $15.7K
3.69K $287K
WAT
Waters Corp

Healthcare
55
+ 6.04%
$282.7 - $359.89 $15.5K - $19.8K
965 $347K
TRV
Travelers Companies, Inc.

Financial Services
180
+ 14.94%
$201.87 - $242.35 $36.3K - $43.6K
1.39K $324K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
74
+ 18.41%
$1024.09 - $1201.76 $75.8K - $88.9K
476 $500K
SAP
Sap Se

Technology
199
+ 17.35%
$197.21 - $231.0 $39.2K - $46K
1.35K $308K
BAC
Bank Of America Corp

Financial Services
2.99K
+ 0.55%
$36.65 - $44.13 $110K - $132K
544K $21.6M
GIB
Cgi Inc

Technology
97
+ 2.35%
$99.02 - $116.4 $9.6K - $11.3K
4.22K $485K
AME
Ametek Inc

Industrials
211
+ 2.81%
$152.74 - $176.01 $32.2K - $37.1K
7.71K $1.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
65
+ 0.37%
$41.9 - $48.26 $2.72K - $3.14K
17.5K $836K
GGG
Graco Inc

Industrials
594
+ 23.14%
$77.82 - $87.64 $46.2K - $52.1K
3.16K $276K
PEG
Public Service Enterprise Group Inc

Utilities
142
+ 3.69%
$73.58 - $89.21 $10.4K - $12.7K
4K $356K
D
Dominion Energy, Inc

Utilities
148
+ 2.05%
$48.01 - $58.53 $7.11K - $8.66K
7.36K $425K
GIS
General Mills Inc

Consumer Defensive
258
+ 5.4%
$62.5 - $75.15 $16.1K - $19.4K
5.04K $371K
DVYE
Ishares Emerging Markets Divid

ETFs
275
+ 0.68%
$25.71 - $29.05 $7.07K - $7.99K
40.5K $1.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
360
+ 8.74%
$77.22 - $89.49 $27.8K - $32.2K
4.48K $399K
VV
Vanguard Large Cap ETF

ETFs
202
+ 21.31%
$236.92 - $263.4 $47.9K - $53.2K
1.15K $302K
BALL
Ball Corp

Consumer Cyclical
69
+ 0.91%
$58.86 - $67.91 $4.06K - $4.69K
7.69K $522K
MPWR
Monolithic Power Systems Inc

Technology
40
+ 15.94%
$757.04 - $947.16 $30.3K - $37.9K
291 $269K
CMS
Cms Energy Corp

Utilities
260
+ 6.36%
$58.7 - $70.62 $15.3K - $18.4K
4.35K $306K
DOV
Dover Corp

Industrials
16
+ 0.31%
$172.5 - $193.03 $2.76K - $3.09K
5.2K $997K
GWW
W.W. Grainger, Inc.

Industrials
15
+ 4.87%
$896.19 - $1044.18 $13.4K - $15.7K
323 $335K
IWS
Ishares Russell Midcap Value E

ETFs
277
+ 15.81%
$119.52 - $132.25 $33.1K - $36.6K
2.03K $268K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 1.17%
$1015.62 - $1159.62 $6.09K - $6.96K
521 $600K
AVT
Avnet Inc

Technology
27
+ 0.14%
$49.63 - $55.43 $1.34K - $1.5K
19.7K $1.07M
PHO
Invesco Exchange Traded Fd Tr

ETFs
105
+ 1.22%
$63.82 - $70.54 $6.7K - $7.41K
8.7K $613K
NDAQ
Nasdaq, Inc.

Financial Services
149
+ 4.23%
$59.48 - $74.31 $8.86K - $11.1K
3.67K $267K
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.14%
$179.99 - $201.6 $720 - $806
2.91K $583K
WPC
W. P. Carey Inc.

Real Estate
79
+ 1.19%
$54.63 - $63.96 $4.32K - $5.05K
6.7K $417K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
417
+ 1.86%
$33.58 - $35.96 $14K - $15K
22.8K $813K
IWN
Ishares Russell2000 Val ETF

ETFs
161
+ 10.43%
$150.05 - $171.34 $24.2K - $27.6K
1.71K $284K
Activity Summary
Buys All Purchases 268 New Holdings 32 Increased Positions 236 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 1
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