Diversified Trust CO Incresed Positions in Q3 2024

Diversified Trust CO

  • $3.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
915
+ 31.13%
$215.56 - $246.98 $197K - $226K
3.85K $936K
DASH
Door Dash, Inc.

Communication Services
32
+ 0.37%
$100.28 - $143.99 $3.21K - $4.61K
8.77K $1.25M
PANW
Palo Alto Networks Inc

Technology
817
+ 21.82%
$294.18 - $368.01 $240K - $301K
4.56K $1.56M
NTNX
Nutanix, Inc.

Technology
3.35K
+ 9.15%
$46.0 - $63.19 $154K - $212K
40K $2.37M
MTG
Mgic Investment Corp

Financial Services
8.43K
+ 48.1%
$21.29 - $25.74 $179K - $217K
25.9K $663K
SFBS
Servis First Bancshares, Inc.

Financial Services
850
+ 6.77%
$60.39 - $86.36 $51.3K - $73.4K
13.4K $1.08M
MCO
Moodys Corp

Financial Services
25
+ 0.5%
$421.49 - $494.67 $10.5K - $12.4K
5K $2.37M
NEOG
Neogen Corp

Healthcare
12.5K
+ 22.03%
$14.73 - $17.71 $185K - $222K
69.5K $1.17M
BX
Blackstone Inc.

Financial Services
143
+ 1.65%
$120.77 - $159.66 $17.3K - $22.8K
8.8K $1.35M
WEX
Wex Inc.

Technology
997
+ 55.33%
$168.01 - $209.77 $168K - $209K
2.8K $587K
EMR
Emerson Electric CO

Industrials
2.52K
+ 11.1%
$98.19 - $118.87 $247K - $299K
25.2K $2.76M
XYL
Xylem Inc.

Industrials
1.91K
+ 17.76%
$126.14 - $141.53 $241K - $270K
12.7K $1.71M
WAT
Waters Corp

Healthcare
2
+ 0.06%
$282.7 - $359.89 $565 - $720
3.58K $1.29M
TT
Trane Technologies PLC

Industrials
144
+ 4.55%
$314.21 - $388.71 $45.2K - $56K
3.31K $1.29M
PJT
Pjt Partners Inc.

Financial Services
875
+ 17.86%
$108.91 - $136.42 $95.3K - $119K
5.78K $770K
NMRK
Newmark Group, Inc.

Real Estate
7.24K
+ 29.78%
$9.84 - $15.9 $71.3K - $115K
31.6K $490K
NMIH
Nmi Holdings, Inc.

Financial Services
805
+ 2.9%
$33.86 - $41.73 $27.3K - $33.6K
28.6K $1.18M
MDB
Mongo Db, Inc.

Technology
486
+ 10.14%
$221.5 - $296.69 $108K - $144K
5.28K $1.43M
OTIS
Otis Worldwide Corp

Industrials
1.83K
+ 36.88%
$91.43 - $104.43 $167K - $191K
6.77K $703K
VGT
Vanguard Information Technolog

ETFs
380
+ 92.68%
$514.43 - $606.85 $195K - $231K
790 $463K
WMB
Williams Companies, Inc.

Energy
4.02K
+ 31.26%
$41.24 - $46.22 $166K - $186K
16.9K $771K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
2.57K
+ 19.3%
$36.06 - $46.59 $92.6K - $120K
15.9K $719K
WTW
Willis Towers Watson PLC

Financial Services
4
+ 0.06%
$257.34 - $294.53 $1.03K - $1.18K
6.72K $1.98M
KAI
Kadant Inc

Industrials
530
+ 65.76%
$290.3 - $356.64 $154K - $189K
1.34K $451K
MNDY
Monday.Com Ltd.

Technology
364
+ 12.04%
$202.41 - $281.64 $73.7K - $103K
3.39K $941K
SATS
Echo Star Corp

Technology
34
+ 0.11%
$15.5 - $28.04 $527 - $953
30.1K $747K
KEYS
Keysight Technologies, Inc.

Technology
392
+ 5.85%
$119.86 - $158.87 $47K - $62.3K
7.1K $1.13M
NOC
Northrop Grumman Corp

Industrials
54
+ 2.75%
$423.73 - $533.14 $22.9K - $28.8K
2.02K $1.06M
PNC
Pnc Financial Services Group, Inc.

Financial Services
528
+ 14.41%
$156.14 - $187.2 $82.4K - $98.8K
4.19K $775K
FISV
Fiserv Inc

Technology
1.64K
+ 2.72%
N/A
62K $7.76M
MRK
Merck & Co., Inc.

Healthcare
14.5K
+ 10.27%
$111.15 - $128.97 $1.61M - $1.87M
155K $17.6M
KHC
Kraft Heinz CO

Consumer Defensive
4.87K
+ 51.02%
$31.86 - $36.13 $155K - $176K
14.4K $505K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
366
+ 1.66%
$72.01 - $84.34 $26.4K - $30.9K
22.4K $1.82M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
426
+ 4.64%
$125.95 - $142.04 $53.7K - $60.5K
9.6K $1.36M
EXEL
Exelixis, Inc.

Healthcare
5.53K
+ 40.3%
$21.96 - $27.6 $121K - $152K
19.2K $499K
ALKS
Alkermes Plc.

Healthcare
1.68K
+ 4.62%
$23.01 - $28.55 $38.7K - $48.1K
38.1K $1.07M
ETSY
Etsy Inc

Consumer Cyclical
3.8K
+ 58.8%
$51.5 - $65.47 $196K - $249K
10.3K $569K
VRNS
Varonis Systems Inc

Technology
1.49K
+ 12.39%
$46.03 - $57.54 $68.4K - $85.4K
13.5K $761K
NRG
Nrg Energy, Inc.

Utilities
1.62K
+ 55.3%
$68.89 - $91.22 $111K - $147K
4.54K $413K
ROLL
Rbc Bearings Inc

Industrials
750
+ 25.97%
N/A
3.64K $894K
FTDR
Frontdoor, Inc.

Consumer Cyclical
299
+ 2.53%
$33.01 - $48.88 $9.87K - $14.6K
12.1K $582K
MGPI
Mgp Ingredients Inc

Consumer Defensive
675
+ 4.67%
$69.79 - $91.87 $47.1K - $62K
15.1K $1.26M
AMG
Affiliated Managers Group, Inc.

Financial Services
3
+ 0.04%
$154.72 - $185.62 $464 - $557
8.28K $1.47M
PFG
Principal Financial Group Inc

Financial Services
43
+ 0.19%
$72.94 - $87.46 $3.14K - $3.76K
23.3K $2M
MMSI
Merit Medical Systems Inc

Healthcare
328
+ 2.92%
$84.12 - $100.23 $27.6K - $32.9K
11.6K $1.14M
CNMD
Conmed Corp

Healthcare
2.03K
+ 18.0%
$64.09 - $76.92 $130K - $156K
13.3K $954K
PH
Parker Hannifin Corp

Industrials
100
+ 11.39%
$501.01 - $635.92 $50.1K - $63.6K
978 $617K
MU
Micron Technology Inc

Technology
6K
+ 36.99%
$86.27 - $136.82 $517K - $820K
22.2K $2.3M
CRBG
Corebridge Financial, Inc.

Financial Services
5.77K
+ 25.35%
$24.9 - $30.12 $144K - $174K
28.5K $831K
Activity Summary
Buys All Purchases 488 New Holdings 111 Increased Positions 377 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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