First Personal Financial Services Purchases in Q3 2024

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
45
+ 0.53%
$18.21 - $22.28 $819 - $1K
8.49K $186K
FCG
First Tr Exchange Traded Fd

ETFs
1.07K
New
$23.05 - $27.24 $24.6K - $29.1K
1.07K $25K
UNP
Union Pacific Corp

Industrials
1
+ 0.08%
$221.78 - $256.09 $222 - $256
1.24K $304K
UBER
Uber Technologies, Inc

Technology
305
+ 6100.0%
$58.48 - $77.47 $17.8K - $23.6K
310 $23K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.07%
$138.8 - $166.65 $139 - $167
1.34K $212K
LOGI
Logitech International S.A.

Technology
256
New
$83.7 - $96.51 $21.4K - $24.7K
256 $22K
BDX
Becton Dickinson & CO

Healthcare
91
New
$221.47 - $242.41 $20.2K - $22.1K
91 $21K
ADP
Automatic Data Processing Inc

Industrials
57
+ 42.22%
$233.44 - $279.45 $13.3K - $15.9K
192 $53K
ROP
Roper Technologies Inc

Industrials
40
+ 10.81%
$515.25 - $576.55 $20.6K - $23.1K
410 $228K
META
Meta Platforms, Inc.

Communication Services
9
+ 4.11%
$453.41 - $572.44 $4.08K - $5.15K
228 $130K
WSM
Williams Sonoma Inc

Consumer Cyclical
118
New
$128.47 - $280.94 $15.2K - $33.2K
118 $18K
PPL
Ppl Corp

Utilities
3
+ 0.09%
$27.36 - $33.08 $82.1 - $99.2
3.34K $110K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.16%
$163.84 - $199.33 $164 - $199
639 $126K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
205
+ 51.25%
$58.35 - $66.29 $12K - $13.6K
605 $40K
CAG
Conagra Brands Inc.

Consumer Defensive
515
New
$28.13 - $32.83 $14.5K - $16.9K
515 $16K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
316
New
$50.63 - $51.11 $16K - $16.2K
316 $16K
SCHX
Schwab Strategic Tr Us Large C

ETFs
250
New
$61.11 - $67.85 $15.3K - $17K
250 $16K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.31%
$416.14 - $494.01 $416 - $494
325 $159K
EMR
Emerson Electric CO

Industrials
155
+ 7.07%
$98.19 - $118.87 $15.2K - $18.4K
2.35K $256K
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 2.43%
$173.36 - $189.8 $3.12K - $3.42K
760 $144K
TD
Toronto Dominion Bank

Financial Services
226
New
$54.54 - $64.56 $12.3K - $14.6K
226 $14K
BMY
Bristol Myers Squibb CO

Healthcare
159
+ 32.12%
$39.66 - $51.75 $6.31K - $8.23K
654 $33K
KR
Kroger CO

Consumer Defensive
3
+ 0.2%
$50.43 - $57.3 $151 - $172
1.5K $86K
GILD
Gilead Sciences, Inc.

Healthcare
26
+ 4.73%
$66.59 - $83.99 $1.73K - $2.18K
576 $48K
AMZN
Amazon Com Inc

Consumer Cyclical
194
+ 5.46%
$161.02 - $200.0 $31.2K - $38.8K
3.75K $698K
HBAN
Huntington Bancshares Inc

Financial Services
810
New
$12.84 - $15.15 $10.4K - $12.3K
810 $11K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
376
New
$28.08 - $32.61 $10.6K - $12.3K
376 $11K
SCHA
Schwab Strategic Tr Us Small C

ETFs
228
New
$46.9 - $51.96 $10.7K - $11.8K
228 $11K
SHEL
Shell PLC

Energy
215
+ 38.39%
$65.65 - $73.28 $14.1K - $15.8K
775 $51K
ETR
Entergy Corp

Utilities
16
+ 6.48%
$104.75 - $131.61 $1.68K - $2.11K
263 $34K
SEIC
Sei Investments CO

Financial Services
117
New
$63.1 - $69.83 $7.38K - $8.17K
117 $8K
TFC
Truist Financial Corp

Financial Services
165
+ 82.5%
$38.22 - $44.94 $6.31K - $7.42K
365 $15K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
100
New
$75.47 - $83.18 $7.55K - $8.32K
100 $8K
FCX
Freeport Mcmoran Inc

Basic Materials
14
+ 0.29%
$39.52 - $51.92 $553 - $727
4.84K $241K
HAL
Halliburton CO

Energy
249
New
$27.81 - $36.44 $6.92K - $9.07K
249 $7K
GD
General Dynamics Corp

Industrials
1
+ 0.17%
$279.51 - $308.09 $280 - $308
601 $181K
CSX
Csx Corp

Industrials
18
+ 0.3%
$32.48 - $35.45 $585 - $638
5.97K $206K
AEP
American Electric Power CO Inc

Utilities
5
+ 1.17%
$87.11 - $104.95 $436 - $525
431 $44K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.67%
$45.95 - $54.71 $368 - $438
1.2K $61K
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.2%
$221.96 - $243.27 $222 - $243
511 $121K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 1.0%
$101.25 - $127.45 $304 - $382
303 $36K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 3.61%
$333.64 - $405.2 $1K - $1.22K
86 $34K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.67%
$247.34 - $300.11 $247 - $300
151 $44K
PFE
Pfizer Inc

Healthcare
180
+ 17.73%
$27.7 - $31.39 $4.99K - $5.65K
1.2K $34K
LRCX
Lam Research Corp

Technology
8
New
$731.56 - $1127.3 $5.85K - $9.02K
8 $6K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.79%
$125.95 - $142.04 $378 - $426
385 $54K
SYK
Stryker Corp

Healthcare
1
+ 0.4%
$315.94 - $371.96 $316 - $372
251 $90K
VGT
Vanguard Information Technolog

ETFs
8
+ 19.05%
$514.43 - $606.85 $4.12K - $4.85K
50 $29K
RTO
Rentokil Initial PLC

Industrials
175
New
$24.2 - $32.96 $4.24K - $5.77K
175 $4K
Activity Summary
Buys All Purchases 338 New Holdings 234 Increased Positions 104 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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