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
IFF
International Flavors & Fragrances Inc

Basic Materials
3
+ 0.75%
$93.14 - $105.12 $279 - $315
403 $42K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.41%
$64.35 - $75.71 $129 - $151
486 $35K
NKE
Nike, Inc.

Consumer Cyclical
31
+ 25.62%
$71.09 - $89.44 $2.2K - $2.77K
152 $13K
NTR
Nutrien Ltd.

Basic Materials
100
New
$45.26 - $52.2 $4.53K - $5.22K
100 $4K
PEAK
Healthpeak Properties, Inc.

Real Estate
185
+ 80.43%
N/A
415 $7K
CRM
Salesforce, Inc.

Technology
3
+ 2.46%
$238.42 - $276.53 $715 - $830
125 $34K
BBDC
Barings Bdc, Inc.

Financial Services
226
+ 2.66%
$9.28 - $10.19 $2.1K - $2.3K
8.72K $85K
FE
Firstenergy Corp

Utilities
3
+ 0.6%
$38.25 - $44.54 $115 - $134
503 $22K
ILMN
Illumina, Inc.

Healthcare
2
+ 2.35%
$105.28 - $135.9 $211 - $272
87 $11K
AMT
American Tower Corp

Real Estate
1
+ 1.39%
$192.27 - $242.73 $192 - $243
73 $16K
JCI
Johnson Controls International PLC

Industrials
8
+ 9.64%
$65.52 - $77.61 $524 - $621
91 $7K
PCG
Pg&E Corp

Utilities
6
+ 1.33%
$17.08 - $20.6 $102 - $124
456 $9K
TMUS
T Mobile Us, Inc.

Communication Services
5
New
$175.14 - $206.36 $876 - $1.03K
5 $1K
TXN
Texas Instruments Inc

Technology
2
+ 4.35%
$194.6 - $194.6 $389 - $389
48 $9K
CVS
Cvs Health Corp

Healthcare
4
+ 8.89%
$55.81 - $63.18 $223 - $253
49 $3K
CPB
Campbell Soup CO

Consumer Defensive
3
+ 1.2%
$45.01 - $51.89 $135 - $156
253 $12K
ETN
Eaton Corp PLC

Industrials
1
+ 1.89%
$272.52 - $333.02 $273 - $333
54 $17K
STZ
Constellation Brands, Inc.

Consumer Defensive
1
+ 1.85%
$236.42 - $259.82 $236 - $260
55 $14K
AMD
Advanced Micro Devices Inc

Technology
5
+ 1.0%
$128.67 - $183.96 $643 - $920
505 $82K
Arm Holdings PLC
121
New
N/A
121 $0
AVB
Avalonbay Communities Inc

Real Estate
3
New
$200.95 - $234.65 $603 - $704
3 $0
AXON
Axon Enterprise, Inc.

Industrials
1
New
$286.16 - $399.6 $286 - $400
1 $0
BKR
Baker Hughes CO

Energy
5
New
$32.92 - $38.72 $165 - $194
5 $0
SLB
Schlumberger Limited

Energy
2
New
$39.57 - $49.67 $79.1 - $99.3
2 $0
BALL
Ball Corp

Consumer Cyclical
4
New
$58.86 - $67.91 $235 - $272
4 $0
OZK
Bank Ozk

Financial Services
2
New
$39.66 - $47.08 $79.3 - $94.2
2 $0
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
New
$96.28 - $112.4 $96.3 - $112
1 $0
BAX
Baxter International Inc

Healthcare
5
New
$32.85 - $40.26 $164 - $201
5 $0
WRB
Berkley W R Corp

Financial Services
3
New
$51.54 - $79.62 $155 - $239
3 $0
ARES
Ares Management Corp

Financial Services
6
New
$133.73 - $158.05 $802 - $948
6 $0
SEE
Sealed Air Corp

Consumer Cyclical
4
New
$32.27 - $38.05 $129 - $152
4 $0
SWK
Stanley Black & Decker, Inc.

Industrials
1
New
$77.75 - $110.17 $77.8 - $110
1 $0
ADI
Analog Devices Inc

Technology
1
New
$200.56 - $243.33 $201 - $243
1 $0
APA
Apa Corp

Energy
4
New
$23.34 - $32.22 $93.4 - $129
4 $0
SOFI
So Fi Technologies, Inc.

Financial Services
13
New
$6.32 - $8.19 $82.2 - $106
13 $0
SNAP
Snap Inc

Communication Services
2
New
$8.29 - $16.84 $16.6 - $33.7
2 $0
SJM
J M Smucker CO

Consumer Defensive
1
+ 4.35%
$109.12 - $122.4 $109 - $122
24 $2K
SKX
Skechers Usa Inc

Consumer Cyclical
2
New
$59.45 - $70.15 $119 - $140
2 $0
SITE
Site One Landscape Supply, Inc.

Industrials
1
New
$115.64 - $153.52 $116 - $154
1 $0
AMAT
Applied Materials Inc

Technology
1
New
$174.88 - $254.97 $175 - $255
1 $0
APP
App Lovin Corp

Technology
2
New
$67.14 - $130.65 $134 - $261
2 $0
APTV
Aptiv PLC

Consumer Cyclical
2
New
$65.39 - $74.24 $131 - $148
2 $0
ADM
Archer Daniels Midland CO

Consumer Defensive
1
New
$57.96 - $65.72 $58 - $65.7
1 $0
PKI
Perkinelmer Inc

Healthcare
1
New
N/A
1 $0
RMD
Resmed Inc

Healthcare
1
New
$186.94 - $252.92 $187 - $253
1 $0
RSG
Republic Services, Inc.

Industrials
1
New
$189.34 - $208.21 $189 - $208
1 $0
PCTY
Paylocity Holding Corp

Technology
1
New
$132.0 - $165.41 $132 - $165
1 $0
PAYC
Paycom Software, Inc.

Technology
1
New
$140.16 - $173.86 $140 - $174
1 $0
PANW
Palo Alto Networks Inc

Technology
1
+ 1.33%
$294.18 - $368.01 $294 - $368
76 $25K
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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