Financial Advocates Investment Management Purchases in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
745
+ 11.67%
$82.16 - $90.4 $61.2K - $67.3K
7.13K $644K
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.1K
+ 10.7%
$32.72 - $38.48 $35.8K - $42.1K
11.3K $435K
AJG
Arthur J. Gallagher & Co.

Financial Services
59
+ 1.64%
$259.22 - $299.75 $15.3K - $17.7K
3.65K $1.03M
KR
Kroger CO

Consumer Defensive
1.01K
+ 21.12%
$50.43 - $57.3 $51.1K - $58.1K
5.82K $333K
BRO
Brown & Brown, Inc.

Financial Services
285
+ 6.27%
$89.11 - $105.82 $25.4K - $30.2K
4.83K $500K
SYK
Stryker Corp

Healthcare
3
+ 0.07%
$315.94 - $371.96 $948 - $1.12K
4.09K $1.48M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
320
+ 1.31%
$52.1 - $59.66 $16.7K - $19.1K
24.7K $1.46M
TRP
Tc Energy Corp

Energy
501
+ 7.77%
$37.48 - $47.9 $18.8K - $24K
6.95K $330K
HL
Hecla Mining CO

Basic Materials
3.04K
+ 8.71%
$4.74 - $7.18 $14.4K - $21.8K
37.9K $252K
NOW
Service Now, Inc.

Technology
29
+ 5.5%
$730.87 - $937.36 $21.2K - $27.2K
556 $497K
ALK
Alaska Air Group, Inc.

Industrials
831
+ 9.33%
$32.92 - $45.21 $27.4K - $37.6K
9.74K $440K
PFE
Pfizer Inc

Healthcare
1.36K
+ 3.13%
$27.7 - $31.39 $37.7K - $42.7K
44.9K $1.3M
TFC
Truist Financial Corp

Financial Services
122
+ 0.64%
$38.22 - $44.94 $4.66K - $5.48K
19.1K $816K
DFS
Discover Financial Services

Financial Services
124
+ 1.89%
$123.41 - $144.72 $15.3K - $17.9K
6.69K $937K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
184
+ 1.61%
$44.07 - $50.57 $8.11K - $9.3K
11.6K $588K
MPWR
Monolithic Power Systems Inc

Technology
22
+ 3.89%
$757.04 - $947.16 $16.7K - $20.8K
587 $542K
AMT
American Tower Corp

Real Estate
65
+ 4.01%
$192.27 - $242.73 $12.5K - $15.8K
1.69K $392K
KEY
Keycorp

Financial Services
602
+ 2.29%
$13.95 - $17.34 $8.4K - $10.4K
26.9K $450K
SPOT
Spotify Technology S.A.

Communication Services
47
+ 4.4%
$290.16 - $384.01 $13.6K - $18K
1.12K $411K
GLW
Corning Inc

Technology
363
+ 3.87%
$37.76 - $46.2 $13.7K - $16.8K
9.75K $440K
FDS
Factset Research Systems Inc

Financial Services
60
+ 6.3%
$397.04 - $469.48 $23.8K - $28.2K
1.01K $465K
ODFL
Old Dominion Freight Line, Inc.

Industrials
132
+ 5.83%
$178.41 - $210.18 $23.6K - $27.7K
2.4K $475K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
639
+ 5.99%
$50.67 - $56.52 $32.4K - $36.1K
11.3K $626K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
9.35K
+ 6.56%
$19.97 - $21.86 $187K - $204K
152K $3.12M
NDSN
Nordson Corp

Industrials
110
+ 7.38%
$225.0 - $262.63 $24.8K - $28.9K
1.6K $420K
ALB
Albemarle Corp

Basic Materials
801
+ 55.63%
$72.85 - $100.09 $58.4K - $80.2K
2.24K $212K
MCO
Moodys Corp

Financial Services
50
+ 5.24%
$421.49 - $494.67 $21.1K - $24.7K
1.01K $476K
PNC
Pnc Financial Services Group, Inc.

Financial Services
99
+ 5.48%
$156.14 - $187.2 $15.5K - $18.5K
1.91K $352K
IWN
Ishares Russell2000 Val ETF

ETFs
147
+ 4.44%
$150.05 - $171.34 $22.1K - $25.2K
3.46K $576K
PAC
Pacific Airport Group

Industrials
173
+ 7.77%
$150.24 - $184.66 $26K - $31.9K
2.4K $417K
CBSH
Commerce Bancshares Inc

Financial Services
241
+ 1.54%
$55.02 - $65.08 $13.3K - $15.7K
15.9K $944K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
85
+ 2.08%
$210.25 - $231.86 $17.9K - $19.7K
4.17K $929K
MNST
Monster Beverage Corp

Consumer Defensive
695
+ 4.62%
$45.01 - $52.47 $31.3K - $36.5K
15.7K $821K
NGG
National Grid PLC

Utilities
80
+ 1.6%
$57.14 - $70.48 $4.57K - $5.64K
5.08K $354K
SNY
Sanofi

Healthcare
206
+ 3.37%
$48.54 - $58.53 $10K - $12.1K
6.33K $364K
IWR
Ishares Russell Mid Cap ETF

ETFs
298
+ 5.3%
$79.92 - $88.19 $23.8K - $26.3K
5.92K $522K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
181
+ 1.03%
$41.88 - $46.21 $7.58K - $8.36K
17.8K $822K
GGG
Graco Inc

Industrials
342
+ 8.13%
$77.82 - $87.64 $26.6K - $30K
4.55K $398K
ETR
Entergy Corp

Utilities
95
+ 4.5%
$104.75 - $131.61 $9.95K - $12.5K
2.21K $290K
TTD
Trade Desk, Inc.

Technology
15
+ 0.3%
$83.08 - $110.79 $1.25K - $1.66K
5.08K $556K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
175
+ 2.05%
$43.9 - $52.34 $7.68K - $9.16K
8.69K $447K
NU
Nu Holdings Ltd.

Financial Services
2.54K
+ 7.12%
$10.71 - $15.14 $27.2K - $38.4K
38.2K $520K
UL
Unilever PLC

Consumer Defensive
342
+ 8.72%
$54.7 - $65.59 $18.7K - $22.4K
4.26K $276K
ELS
Equity Lifestyle Properties Inc

Real Estate
327
+ 5.52%
$63.6 - $76.23 $20.8K - $24.9K
6.25K $445K
RELX
Relx PLC

Communication Services
748
+ 5.46%
$44.1 - $48.86 $33K - $36.5K
14.4K $685K
PCT
Pure Cycle Technologies, Inc.

Industrials
6K
New
$4.69 - $10.17 $28.1K - $61K
6K $57K
TGT
Target Corp

Consumer Defensive
67
+ 1.18%
$133.47 - $159.25 $8.94K - $10.7K
5.74K $894K
SONY
Sony Group Corp

Technology
161
+ 4.96%
$81.61 - $98.65 $13.1K - $15.9K
3.41K $329K
BHP
Bhp Group LTD

Basic Materials
600
+ 18.97%
$51.32 - $62.11 $30.8K - $37.3K
3.76K $233K
Activity Summary
Buys All Purchases 442 New Holdings 63 Increased Positions 379 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 4 Puts 6
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