Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases in Q3 2024

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DOLE
Dole PLC

Consumer Defensive
24.1K
New
$12.17 - $17.12 $294K - $413K
24.1K $393K
MO
Altria Group, Inc.

Consumer Defensive
3.8K
+ 10.77%
$45.95 - $54.71 $174K - $208K
39.1K $1.99M
IBM
International Business Machines Corp

Technology
164
+ 2.25%
$175.1 - $223.38 $28.7K - $36.6K
7.44K $1.65M
C
Citigroup Inc

Financial Services
6.31K
+ 60.22%
$56.11 - $67.61 $354K - $427K
16.8K $1.05M
OTIS
Otis Worldwide Corp

Industrials
2.25K
+ 11.89%
$91.43 - $104.43 $206K - $235K
21.2K $2.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.6K
New
$60.84 - $67.51 $341K - $378K
5.6K $377K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.85K
+ 43.68%
$36.06 - $46.59 $211K - $273K
19.2K $872K
BCC
Boise Cascade CO

Basic Materials
2.08K
+ 65.62%
$114.59 - $144.69 $239K - $301K
5.26K $741K
OSCR
Oscar Health, Inc.

Healthcare
17.1K
New
$14.96 - $23.27 $256K - $399K
17.1K $363K
BANC
Banc Of California, Inc.

Financial Services
24.6K
New
$12.5 - $15.38 $307K - $378K
24.6K $361K
STLD
Steel Dynamics Inc

Basic Materials
3.56K
+ 16.53%
N/A
25.1K $2.46M
GLW
Corning Inc

Technology
1.22K
+ 2.64%
$37.76 - $46.2 $45.9K - $56.1K
47.2K $2.13M
MOH
Molina Healthcare, Inc.

Healthcare
554
+ 17.06%
$283.98 - $360.73 $157K - $200K
3.8K $1.31M
STRL
Sterling Construction CO Inc

Industrials
1.85K
+ 65.5%
$102.56 - $148.9 $189K - $275K
4.67K $676K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
24.8K
New
$12.11 - $14.16 $300K - $351K
24.8K $338K
BSX
Boston Scientific Corp

Healthcare
3.31K
+ 37.6%
$72.96 - $84.0 $241K - $278K
12.1K $1.02M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
40.7K
New
$6.42 - $8.83 $261K - $360K
40.7K $338K
ENVA
Enova International, Inc.

Financial Services
4K
New
$61.16 - $86.47 $245K - $346K
4K $335K
MSI
Motorola Solutions, Inc.

Technology
211
+ 5.65%
$385.65 - $450.49 $81.4K - $95.1K
3.95K $1.77M
CAH
Cardinal Health Inc

Healthcare
1.57K
+ 12.16%
$93.74 - $114.66 $147K - $180K
14.5K $1.6M
LPG
Dorian Lpg Ltd.

Energy
12.1K
+ 104.13%
$33.05 - $43.68 $398K - $526K
23.6K $813K
PIPR
Piper Sandler Companies

Financial Services
882
+ 62.55%
$230.9 - $287.51 $204K - $254K
2.29K $649K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.48K
New
$52.1 - $59.66 $286K - $327K
5.48K $324K
BSCU
Invesco Exc Self Ind Tr

ETFs
11.3K
+ 6.97%
$16.19 - $17.05 $182K - $192K
173K $2.93M
OMI
Owens & Minor Inc

Healthcare
19.3K
New
$12.59 - $16.48 $243K - $318K
19.3K $302K
TWLO
Twilio Inc

Communication Services
3.07K
+ 26.93%
$56.03 - $65.23 $172K - $200K
14.4K $942K
OTTR
Otter Tail Corp

Utilities
4.17K
+ 130.45%
$75.49 - $100.47 $315K - $419K
7.37K $575K
CME
Cme Group Inc.

Financial Services
695
+ 11.78%
$193.43 - $220.62 $134K - $153K
6.6K $1.46M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
6.45K
New
$39.43 - $44.82 $254K - $289K
6.45K $289K
RF
Regions Financial Corp

Financial Services
12.4K
New
$19.51 - $23.42 $242K - $290K
12.4K $289K
FBP
First Bancorp

Financial Services
13.5K
New
$17.74 - $21.83 $240K - $295K
13.5K $285K
CNC
Centene Corp

Healthcare
1.83K
+ 11.07%
$64.89 - $80.23 $119K - $147K
18.3K $1.38M
MHO
M/I Homes, Inc.

Consumer Cyclical
1.58K
New
$116.02 - $172.21 $183K - $271K
1.58K $270K
REX
Rex American Resources Corp

Basic Materials
5.82K
New
$42.16 - $50.81 $245K - $295K
5.82K $269K
AMD
Advanced Micro Devices Inc

Technology
1.42K
+ 7.28%
$128.67 - $183.96 $183K - $261K
20.9K $3.43M
EMN
Eastman Chemical CO

Basic Materials
1.78K
+ 35.1%
$93.82 - $113.74 $167K - $202K
6.83K $764K
HON
Honeywell International Inc

Industrials
1.53K
+ 21.23%
$196.73 - $220.21 $302K - $338K
8.76K $1.81M
LRN
Stride, Inc.

Consumer Defensive
3.12K
New
$66.21 - $85.31 $207K - $266K
3.12K $266K
URI
United Rentals, Inc.

Industrials
327
New
$627.41 - $814.1 $205K - $266K
327 $264K
BOX
Box Inc

Technology
523
+ 1.35%
$24.92 - $33.45 $13K - $17.5K
39.2K $1.28M
CEG
Constellation Energy Corp

Utilities
1K
New
$167.08 - $262.86 $167K - $263K
1K $260K
PG
Procter & Gamble CO

Consumer Defensive
217
+ 0.81%
$160.76 - $177.82 $34.9K - $38.6K
27K $4.67M
PRDO
Perdoceo Education Corp

Consumer Defensive
11.5K
New
$20.78 - $25.25 $239K - $290K
11.5K $255K
ABC
Amerisourcebergen Corp

Healthcare
1.38K
+ 13.67%
N/A
11.5K $2.13M
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.1%
$150.05 - $171.34 $2.55K - $2.91K
17.3K $2.88M
LDOS
Leidos Holdings, Inc.

Technology
1.56K
New
$142.66 - $163.02 $223K - $254K
1.56K $254K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.92K
New
$49.93 - $51.15 $246K - $252K
4.92K $251K
SANM
Sanmina Corp

Technology
3.42K
+ 47.43%
$62.98 - $75.33 $216K - $258K
10.6K $728K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.87K
+ 3.42%
$40.48 - $45.39 $157K - $176K
117K $5.16M
Activity Summary
Buys All Purchases 328 New Holdings 52 Increased Positions 276 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 5
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