Financial Management Professionals, Inc. Purchases in Q4 2024

Financial Management Professionals, Inc.

  • $776 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVLT
Commvault Systems Inc

Technology
1
New
$132.26 - $177.6 $132 - $178
1 $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
0
New
$50.62 - $52.07 $0 - $0
0 $0
Arista Networks Inc
1.91K
New
N/A
1.91K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
41
+ 100.0%
$25.33 - $51.16 $1.04K - $2.1K
82 $2K
VTWO
Vanguard Russell 2000 ETF

ETFs
4
+ 33.33%
$87.42 - $98.06 $350 - $392
16 $1K
NI
Nisource Inc.

Utilities
8
+ 28.57%
$33.74 - $38.25 $270 - $306
36 $1K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27
+ 2.05%
$17.93 - $18.8 $484 - $508
1.34K $24K
MSTR
Microstrategy Inc

Technology
3
New
$162.69 - $473.83 $488 - $1.42K
3 $0
MTD
Mettler Toledo International Inc

Healthcare
2
+ 25.0%
$1160.67 - $1498.12 $2.32K - $3K
10 $12K
KD
Kyndryl Holdings, Inc.

Technology
5
+ 14.71%
$22.43 - $35.79 $112 - $179
39 $1K
Grayscale Bitcoin Mini Trust ETF
4.69K
New
N/A
4.69K $0
VRT
Vertiv Holdings CO

Industrials
10
New
N/A
10 $0
SCHR
Schwab Intermediate Term Us Tr

ETFs
56
+ 103.7%
$24.19 - $50.58 $1.35K - $2.83K
110 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
250
+ 200.0%
$26.93 - $84.95 $6.73K - $21.2K
375 $10K
FNDA
Schwab Fundamental U S Small C

ETFs
38
+ 88.37%
$29.26 - $59.11 $1.11K - $2.25K
81 $2K
FNDX
Schwab Fundamental U S Large C

ETFs
88
+ 162.96%
$23.49 - $71.77 $2.07K - $6.32K
142 $3K
SCHP
Schwab Strategic Us Tips ETF

ETFs
12
+ 100.0%
$25.74 - $53.78 $309 - $645
24 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
4
+ 21.05%
$81.39 - $94.14 $326 - $377
23 $1K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
42
+ 1.82%
$10.56 - $11.31 $444 - $475
2.35K $25K
CEG
Constellation Energy Corp

Utilities
13
+ 14.61%
$224.28 - $285.52 $2.92K - $3.71K
102 $22K
ED
Consolidated Edison Inc

Utilities
8
+ 10.26%
$88.87 - $107.38 $711 - $859
86 $7K
ROL
Rollins Inc

Consumer Cyclical
2
+ 6.45%
$46.35 - $51.59 $92.7 - $103
33 $1K
RWT
Redwood Trust Inc

Real Estate
89
+ 19.02%
$6.44 - $7.7 $573 - $685
557 $3K
O
Realty Income Corp

Real Estate
12
+ 30.0%
$51.76 - $64.71 $621 - $777
52 $2K
F
Ford Motor CO

Consumer Cyclical
11
+ 1.64%
$9.69 - $11.4 $107 - $125
682 $6K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
47
+ 2.55%
$12.12 - $13.1 $570 - $616
1.89K $23K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
24
+ 2.45%
$11.39 - $12.41 $273 - $298
1.01K $11K
NRG
Nrg Energy, Inc.

Utilities
2
+ 2.08%
$85.3 - $101.61 $171 - $203
98 $8K
Glaxo Smith Kline PLC F Sponsored Adr
176
+ 838.1%
N/A
197 $0
SIL
Global X Silver Miners ETF

ETFs
35
+ 7.69%
$31.61 - $41.98 $1.11K - $1.47K
490 $15K
Amplify Alternative Harv ETF
5
+ 1.17%
N/A
433 $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
52
+ 2.5%
$11.1 - $12.03 $577 - $626
2.13K $24K
ECL
Ecolab Inc.

Basic Materials
3
+ 3.75%
$234.32 - $261.43 $703 - $784
83 $19K
WEC
Wec Energy Group, Inc.

Utilities
5
+ 5.0%
$92.94 - $101.82 $465 - $509
105 $9K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9
+ 1.98%
$57.53 - $60.83 $518 - $547
464 $26K
GIS
General Mills Inc

Consumer Defensive
7
+ 8.05%
$62.78 - $74.62 $439 - $522
94 $5K
XLE
Energy Sector Spdr

ETFs
2
+ 0.6%
$83.32 - $97.27 $167 - $195
338 $28K
DGX
Quest Diagnostics Inc

Healthcare
5
+ 10.0%
N/A
55 $7K
ZTS
Zoetis Inc.

Healthcare
13
+ 15.66%
$162.24 - $194.42 $2.11K - $2.53K
96 $15K
PEG
Public Service Enterprise Group Inc

Utilities
13
+ 6.91%
$81.87 - $94.51 $1.06K - $1.23K
201 $16K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3
+ 0.36%
$40.38 - $44.35 $121 - $133
831 $34K
BSM
Black Stone Minerals, L.P.

Energy
32
+ 2.43%
$13.86 - $15.57 $444 - $498
1.35K $19K
PPG
Ppg Industries Inc

Basic Materials
3
+ 23.08%
$119.09 - $131.37 $357 - $394
16 $1K
DLY
Double Line Yield Opportunities Fund

N/A
29
+ 2.22%
$15.64 - $16.56 $454 - $480
1.34K $21K
DOV
Dover Corp

Industrials
2
+ 5.88%
$184.72 - $206.51 $369 - $413
36 $6K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
47
+ 2.8%
$13.12 - $14.37 $617 - $675
1.72K $23K
PDI
Pimco Dynamic Income Fund

Financial Services
30
+ 7.5%
$18.33 - $20.85 $550 - $626
430 $7K
PAXS
Pimco Access Income Fund

Financial Services
35
+ 16.13%
$15.13 - $17.17 $530 - $601
252 $3K
IAU
Ishares Gold Trust

ETFs
2
+ 0.25%
$48.37 - $52.65 $96.7 - $105
804 $39K
Activity Summary
Buys All Purchases 363 New Holdings 57 Increased Positions 306 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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