Fiduciary Group LLC Purchases and Sells in Q3 2024

Fiduciary Group LLC

$971 Million
Q3 2024

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	57K + 125.7%	$96.25 - $101.98 $5.49M - $5.82M	102K $10.4M
AAPL	387 + 0.17%	$207.23 - $234.82 $80.2K - $90.9K	223K $51.8M
SPTS	90.2K + 128.9%	$28.75 - $29.46 $2.59M - $2.66M	160K $4.71M
VYM	14.8K + 98.53%	$117.9 - $128.2 $1.74M - $1.89M	29.8K $3.82M
IWY	8.88K + 131.82%	$194.66 - $225.97 $1.73M - $2.01M	15.6K $3.44M
IJR	2.63K + 2.53%	$105.53 - $118.34 $278K - $311K	106K $12.5M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSM	17K New	$14.05 - $15.85 $238K - $269K	17K $256K
GLW	5.69K New	$37.76 - $46.2 $215K - $263K	5.69K $256K
MAIN	5.1K New	$47.05 - $52.25 $240K - $267K	5.1K $255K
IUSV	2.1K New	$87.56 - $95.49 $184K - $201K	2.1K $200K
FISV	1.18K New	N/A	1.18K $147K
FIDELITY COVINGTON TRUST	6.45K New	N/A	6.45K $0

Top Sells

Reduced Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	-52.5K - 10.78%	$81.31 - $83.29 $4.27M - $4.37M	434K $36.1M
GOOG	-1.1K - 0.64%	$149.54 - $192.66 $164K - $212K	169K $28.3M
MSFT	-1.26K - 1.32%	$395.15 - $467.56 $499K - $591K	94.6K $40.7M
ISTB	-40K - 29.42%	$47.18 - $48.74 $1.89M - $1.95M	95.9K $4.67M
RSP	-10.1K - 35.85%	$162.83 - $179.16 $1.64M - $1.8M	18K $3.23M
BSV	-18.4K - 32.11%	$76.38 - $78.87 $1.4M - $1.45M	38.8K $3.05M

Activity Summary All Purchases 88 New Holdings 6 Increased Positions 82 All Sells 130 Reductions 130 Sold out 0 Calls 0 Puts 0

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