Fin Trust Capital Advisors, LLC Purchases in Q3 2024

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
2.59K
+ 6.71%
$38.89 - $45.0 $101K - $116K
41.1K $1.85M
BMY
Bristol Myers Squibb CO

Healthcare
943
+ 4.63%
$39.66 - $51.75 $37.4K - $48.8K
21.3K $1.1M
CVX
Chevron Corp

Energy
2.43K
+ 21.74%
$137.88 - $161.97 $335K - $393K
13.6K $2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.83K
+ 561.29%
$58.03 - $65.37 $222K - $250K
4.51K $291K
CSCO
Cisco Systems, Inc.

Technology
119
+ 0.28%
$44.74 - $53.22 $5.32K - $6.33K
42.8K $2.28M
TRV
Travelers Companies, Inc.

Financial Services
636
+ 20.15%
$201.87 - $242.35 $128K - $154K
3.79K $888K
RTX
Raytheon Technologies Corp

Industrials
104
+ 0.93%
$99.55 - $123.34 $10.4K - $12.8K
11.3K $1.37M
JNJ
Johnson & Johnson

Healthcare
581
+ 6.55%
$145.48 - $167.38 $84.5K - $97.2K
9.45K $1.53M
SCSC
Scansource, Inc.

Technology
4.75K
+ 316.67%
$41.83 - $52.3 $199K - $248K
6.25K $300K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.1K
+ 4.87%
$49.94 - $57.52 $54.9K - $63.3K
23.7K $1.36M
VPU
Vanguard Utilities ETF

ETFs
1.17K
+ 710.3%
$146.64 - $174.54 $172K - $205K
1.34K $232K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.93K
+ 13.51%
$23.63 - $24.42 $164K - $169K
58.2K $1.42M
MO
Altria Group, Inc.

Consumer Defensive
2.98K
+ 39.33%
$45.95 - $54.71 $137K - $163K
10.5K $538K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.06%
$460.3 - $584.56 $460 - $585
1.64K $959K
PLD
Prologis, Inc.

Real Estate
1.35K
+ 450.33%
$111.95 - $132.43 $151K - $179K
1.65K $208K
NSC
Norfolk Southern Corp

Industrials
412
+ 19.55%
$213.75 - $259.69 $88.1K - $107K
2.52K $625K
PEP
Pepsico Inc

Consumer Defensive
821
+ 13.58%
$161.9 - $179.3 $133K - $147K
6.87K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
292
+ 2.04%
$160.76 - $177.82 $46.9K - $51.9K
14.6K $2.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
310
+ 61.63%
$434.77 - $502.96 $135K - $156K
813 $396K
NEM
Newmont Corp

Basic Materials
791
+ 8.1%
$41.65 - $55.85 $32.9K - $44.2K
10.6K $564K
PM
Philip Morris International Inc.

Consumer Defensive
766
+ 24.72%
$101.25 - $127.45 $77.6K - $97.6K
3.87K $469K
PSA
Public Storage

Real Estate
375
+ 175.23%
$283.13 - $365.01 $106K - $137K
589 $214K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.44K
+ 22.79%
$100.09 - $100.69 $145K - $145K
7.78K $783K
VTV
Vanguard Value ETF

ETFs
189
+ 2.38%
$159.75 - $174.57 $30.2K - $33K
8.13K $1.42M
IBB
Ishares Biotechnology ETF

ETFs
900
+ 230.18%
$135.09 - $149.47 $122K - $135K
1.29K $187K
AVGO
Broadcom Inc.

Technology
22.9K
+ 859.61%
$136.27 - $1745.86 $3.12M - $40M
25.6K $4.41M
MCD
Mcdonalds Corp

Consumer Cyclical
205
+ 14.55%
$245.82 - $304.51 $50.4K - $62.4K
1.61K $491K
AMD
Advanced Micro Devices Inc

Technology
774
+ 27.23%
$128.67 - $183.96 $99.6K - $142K
3.62K $593K
GLW
Corning Inc

Technology
34
+ 0.17%
$37.76 - $46.2 $1.28K - $1.57K
20.3K $917K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
108
+ 4.11%
$475.2 - $527.7 $51.3K - $57K
2.73K $1.44M
ET
Energy Transfer LP

Energy
8.25K
+ 40.85%
$15.43 - $16.44 $127K - $136K
28.5K $456K
CI
Cigna Corp

Healthcare
273
+ 13.9%
$319.12 - $367.1 $87.1K - $100K
2.24K $774K
BLK
Black Rock Inc.

Financial Services
96
+ 64.0%
$782.27 - $949.51 $75.1K - $91.2K
246 $233K
D
Dominion Energy, Inc

Utilities
718
+ 8.62%
$48.01 - $58.53 $34.5K - $42K
9.05K $522K
ADC
Agree Realty Corp

Real Estate
1.51K
New
$61.47 - $76.71 $92.7K - $116K
1.51K $113K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.92K
+ 68.7%
$46.13 - $52.38 $88.4K - $100K
4.71K $242K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.97K
New
$24.91 - $25.63 $98.9K - $102K
3.97K $101K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.98K
New
$24.92 - $25.47 $99.2K - $101K
3.98K $101K
MUB
Ishares National Muni Bond ETF

ETFs
912
+ 361.9%
$106.13 - $108.7 $96.8K - $99.1K
1.16K $126K
O
Realty Income Corp

Real Estate
1.51K
+ 564.55%
$52.36 - $63.42 $79.2K - $96K
1.78K $112K
AWK
American Water Works Company, Inc.

Utilities
587
+ 93.32%
$127.76 - $149.9 $75K - $88K
1.22K $177K
EPD
Enterprise Products Partners L.P.

Energy
3.24K
+ 38.34%
$27.88 - $30.0 $90.2K - $97.1K
11.7K $339K
HDV
Ishares Core High Dividend ETF

ETFs
119
+ 1.36%
$107.62 - $118.76 $12.8K - $14.1K
8.86K $1.04M
AOA
Ishares Tr Core Aggressive All

ETFs
241
+ 1.41%
$72.11 - $79.05 $17.4K - $19.1K
17.4K $1.37M
BAC
Bank Of America Corp

Financial Services
2.22K
+ 8.44%
$36.65 - $44.13 $81.5K - $98.1K
28.6K $1.13M
CWT
California Water Service Group

Utilities
1.62K
New
$47.83 - $55.5 $77.3K - $89.7K
1.62K $87K
KSS
Kohls Corp

Consumer Cyclical
4K
New
$18.62 - $22.79 $74.5K - $91.2K
4K $84K
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 1.35%
$517.38 - $573.86 $15.5K - $17.2K
2.25K $1.29M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.05K
+ 0.45%
$24.78 - $25.11 $26K - $26.3K
232K $5.82M
Activity Summary
Buys All Purchases 425 New Holdings 104 Increased Positions 321 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 9 Puts 0
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