Diversified Trust CO Purchases in Q4 2024

Diversified Trust CO

  • $3.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
49.3K
+ 8.15%
$221.69 - $259.02 $10.9M - $12.8M
654K $164M
AVGO
Broadcom Inc.

Technology
9.57K
+ 5.54%
$159.67 - $250.0 $1.53M - $2.39M
182K $42.3M
TSLA
Tesla, Inc.

Consumer Cyclical
18K
+ 50.67%
$213.65 - $479.86 $3.84M - $8.61M
53.4K $21.6M
NVDA
Nvidia Corp

Technology
26.2K
+ 4.13%
$117.0 - $148.88 $3.06M - $3.9M
659K $88.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.89K
+ 0.48%
$521.84 - $558.82 $2.03M - $2.17M
813K $438M
GOOGL
Alphabet Inc.

Communication Services
18K
+ 6.38%
$161.86 - $196.66 $2.91M - $3.53M
299K $56.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.22K
+ 2.53%
$180.88 - $232.93 $1.13M - $1.45M
252K $55.3M
MDT
Medtronic PLC

Healthcare
72.5K
+ 1160.85%
$79.61 - $92.24 $5.77M - $6.69M
78.8K $6.29M
VXF
Vanguard Extended Market ETF

ETFs
4.59K
+ 1.07%
$179.17 - $207.15 $821K - $950K
434K $82.4M
MA
Mastercard Inc

Financial Services
6.46K
+ 29.29%
$491.3 - $536.15 $3.17M - $3.46M
28.5K $15M
V
Visa Inc.

Financial Services
3.64K
+ 7.56%
$273.87 - $320.91 $996K - $1.17M
51.7K $16.4M
CB
Chubb LTD

Financial Services
13.1K
+ 30.74%
$271.57 - $301.89 $3.57M - $3.97M
55.9K $15.4M
FIX
Comfort Systems Usa Inc

Industrials
7.07K
New
$370.68 - $504.12 $2.62M - $3.56M
7.07K $3M
BAC
Bank Of America Corp

Financial Services
48.2K
+ 29.75%
$39.22 - $47.77 $1.89M - $2.3M
210K $9.24M
HD
Home Depot, Inc.

Consumer Cyclical
8.46K
+ 21.51%
$385.02 - $431.37 $3.26M - $3.65M
47.8K $18.6M
ACN
Accenture PLC

Technology
7.55K
+ 71.14%
$343.9 - $376.86 $2.6M - $2.84M
18.2K $6.39M
PCOR
Procore Technologies, Inc.

Technology
30.9K
+ 157.09%
$58.8 - $85.72 $1.82M - $2.65M
50.6K $3.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 1.78%
$205.18 - $250.29 $268K - $327K
74.6K $17.9M
PLD
Prologis, Inc.

Real Estate
23.5K
+ 564.78%
$101.4 - $126.96 $2.38M - $2.98M
27.6K $2.92M
COST
Costco Wholesale Corp

Consumer Defensive
2.36K
+ 30.86%
$873.59 - $994.69 $2.06M - $2.34M
9.99K $9.15M
JEF
Jefferies Financial Group Inc.

Financial Services
27.1K
New
$61.95 - $81.75 $1.68M - $2.21M
27.1K $2.12M
MO
Altria Group, Inc.

Consumer Defensive
39.5K
+ 318.5%
$49.06 - $57.74 $1.94M - $2.28M
51.9K $2.71M
CRM
Salesforce, Inc.

Technology
3.71K
+ 30.39%
$270.87 - $367.87 $1M - $1.36M
15.9K $5.32M
BKNG
Booking Holdings Inc.

Consumer Cyclical
207
+ 18.06%
$4100.99 - $5300.34 $849K - $1.1M
1.35K $6.72M
META
Meta Platforms, Inc.

Communication Services
970
+ 1.3%
$554.08 - $632.68 $537K - $614K
75.5K $44.5M
CSCO
Cisco Systems, Inc.

Technology
25.4K
+ 48.89%
$52.45 - $60.02 $1.33M - $1.52M
77.3K $4.57M
ALLE
Allegion PLC

Industrials
13.6K
New
$130.63 - $153.36 $1.77M - $2.08M
13.6K $1.77M
CRDO
Credo Technology Group Holding LTD

Technology
9.94K
+ 35.56%
$30.16 - $77.25 $300K - $768K
37.9K $2.56M
MS
Morgan Stanley

Financial Services
8.38K
+ 31.87%
$104.42 - $134.99 $875K - $1.13M
34.7K $4.36M
CDW
Cdw Corp

Technology
8.78K
New
$171.49 - $225.64 $1.51M - $1.98M
8.78K $1.53M
ORCL
Oracle Corp

Technology
9.27K
+ 34.29%
$165.41 - $192.43 $1.53M - $1.78M
36.3K $6.05M
CSX
Csx Corp

Industrials
46.5K
+ 180.66%
$31.58 - $36.88 $1.47M - $1.71M
72.2K $2.33M
PCVX
Vaxcyte, Inc.

Healthcare
17.5K
New
$80.97 - $117.93 $1.42M - $2.06M
17.5K $1.43M
PANW
Palo Alto Networks Inc

Technology
11.8K
+ 258.67%
$181.96 - $405.9 $2.15M - $4.79M
16.4K $2.98M
CCL
Carnival Corp

Consumer Cyclical
54K
New
$17.34 - $26.8 $937K - $1.45M
54K $1.35M
TRGP
Targa Resources Corp.

Energy
6.56K
+ 133.37%
$150.58 - $207.69 $988K - $1.36M
11.5K $2.05M
AON
Aon PLC

Financial Services
3K
+ 20.01%
$344.14 - $393.31 $1.03M - $1.18M
18K $6.46M
PG
Procter & Gamble CO

Consumer Defensive
11.7K
+ 8.98%
$161.05 - $179.7 $1.88M - $2.1M
142K $23.8M
NOC
Northrop Grumman Corp

Industrials
2.89K
+ 143.15%
$466.52 - $543.88 $1.35M - $1.57M
4.9K $2.3M
ERIC
Ericsson Lm Telephone CO

Technology
140K
+ 68.74%
$7.36 - $8.59 $1.03M - $1.2M
344K $2.77M
SPG
Simon Property Group Inc

Real Estate
6.84K
+ 65.27%
$167.23 - $183.84 $1.14M - $1.26M
17.3K $2.98M
UNM
Unum Group

Financial Services
15.7K
+ 442.52%
$58.88 - $77.07 $925K - $1.21M
19.3K $1.41M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
8.59K
+ 119.9%
$101.51 - $140.63 $871K - $1.21M
15.7K $1.98M
TMUS
T Mobile Us, Inc.

Communication Services
4.96K
+ 85.43%
$206.1 - $246.94 $1.02M - $1.22M
10.8K $2.38M
EXPD
Expeditors International Of Washington Inc

Industrials
10.5K
New
$110.5 - $128.26 $1.16M - $1.34M
10.5K $1.16M
EMR
Emerson Electric CO

Industrials
6.36K
+ 25.21%
$108.13 - $134.33 $687K - $854K
31.6K $3.91M
SE
Sea LTD

Consumer Cyclical
9.31K
+ 84.5%
$93.56 - $117.41 $871K - $1.09M
20.3K $2.16M
CRBG
Corebridge Financial, Inc.

Financial Services
36.7K
+ 128.53%
$28.28 - $33.37 $1.04M - $1.22M
65.2K $1.95M
APP
App Lovin Corp

Technology
1.07K
+ 27.06%
$130.67 - $401.5 $140K - $430K
5.03K $1.63M
Activity Summary
Buys All Purchases 523 New Holdings 102 Increased Positions 421 Sells All Sells 297 Reductions 297 Sold out 0 Options Calls 0 Puts 0
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