Forum Financial Management, LP Purchases in Q3 2024

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEF
Jefferies Financial Group Inc.

Financial Services
481
+ 7.06%
$49.97 - $62.49 $24K - $30.1K
7.29K $448K
NEE
Nextera Energy Inc

Utilities
218
+ 3.32%
$69.9 - $84.97 $15.2K - $18.5K
6.79K $574K
EQT
Eqt Corp

Energy
3.05K
+ 33.13%
$30.21 - $37.21 $92.2K - $114K
12.3K $449K
EME
Emcor Group, Inc.

Industrials
1
+ 0.06%
$340.22 - $435.6 $340 - $436
1.62K $698K
ISRG
Intuitive Surgical Inc

Healthcare
35
+ 1.81%
$416.14 - $494.01 $14.6K - $17.3K
1.97K $965K
VV
Vanguard Large Cap ETF

ETFs
74
+ 1.17%
$236.92 - $263.4 $17.5K - $19.5K
6.4K $1.68M
FNF
Fidelity National Financial, Inc.

Financial Services
314
+ 4.68%
$48.08 - $62.04 $15.1K - $19.5K
7.02K $435K
CVNA
Carvana Co.

Consumer Cyclical
76
+ 3.81%
$122.32 - $175.15 $9.3K - $13.3K
2.07K $360K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.04%
$64.35 - $75.71 $322 - $379
12.4K $913K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11.5K
New
$8.26 - $12.16 $95.1K - $140K
11.5K $103K
NVDA
Nvidia Corp

Technology
3.36K
+ 2.32%
$98.91 - $134.91 $333K - $454K
148K $18M
AXON
Axon Enterprise, Inc.

Industrials
2
+ 0.21%
$286.16 - $399.6 $572 - $799
951 $380K
TRU
Trans Union

Industrials
1
+ 0.03%
$72.72 - $106.05 $72.7 - $106
3.18K $333K
TD
Toronto Dominion Bank

Financial Services
20
+ 0.18%
$54.54 - $64.56 $1.09K - $1.29K
11.4K $721K
CTAS
Cintas Corp

Industrials
2.3K
+ 301.18%
$201.38 - $819.83 $462K - $1.88M
3.06K $629K
TRGP
Targa Resources Corp.

Energy
6
+ 0.12%
$127.86 - $156.46 $767 - $939
4.98K $736K
BEPC
Brookfield Renewable Corp

Utilities
5
+ 0.02%
$26.92 - $32.89 $135 - $164
22.2K $725K
AVGO
Broadcom Inc.

Technology
27.1K
+ 847.57%
$136.27 - $1745.86 $3.69M - $47.2M
30.3K $5.22M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
668
+ 6.01%
$58.03 - $65.37 $38.8K - $43.7K
11.8K $762K
DFAI
Dimensional ETF Tr

ETFs
428
+ 1.16%
$28.69 - $32.06 $12.3K - $13.7K
37.2K $1.18M
EXC
Exelon Corp

Utilities
1.15K
+ 16.43%
$34.24 - $40.55 $39.5K - $46.8K
8.18K $331K
ANET
Arista Networks, Inc.

Technology
33
+ 1.48%
$311.42 - $388.21 $10.3K - $12.8K
2.27K $870K
FSLR
First Solar, Inc.

Technology
2
+ 0.06%
$205.36 - $255.78 $411 - $512
3.52K $877K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.2%
$315.12 - $406.43 $630 - $813
982 $399K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.02%
$77.68 - $96.19 $77.7 - $96.2
4.61K $443K
BAX
Baxter International Inc

Healthcare
1.34K
+ 20.2%
$32.85 - $40.26 $44.1K - $54K
7.98K $303K
CDE
Coeur Mining, Inc.

Basic Materials
11.8K
New
$5.12 - $7.51 $60.5K - $88.8K
11.8K $81K
WMB
Williams Companies, Inc.

Energy
12
+ 0.05%
$41.24 - $46.22 $495 - $555
25.5K $1.16M
DFAU
Dimensional ETF Tr

ETFs
1
+ 0.0%
$35.8 - $39.69 $35.8 - $39.7
36.4K $1.45M
UL
Unilever PLC

Consumer Defensive
342
+ 5.88%
$54.7 - $65.59 $18.7K - $22.4K
6.16K $400K
JLL
Jones Lang Lasalle Inc

Real Estate
2
+ 0.16%
$198.7 - $272.0 $397 - $544
1.22K $328K
EXP
Eagle Materials Inc

Basic Materials
1
+ 0.09%
$212.39 - $292.18 $212 - $292
1.11K $319K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
498
+ 9.68%
$77.02 - $85.06 $38.4K - $42.4K
5.64K $476K
WTFC
Wintrust Financial Corp

Financial Services
166
+ 2.81%
$96.43 - $111.89 $16K - $18.6K
6.07K $658K
MTB
M&T Bank Corp

Financial Services
2
+ 0.07%
$146.49 - $179.85 $293 - $360
2.81K $500K
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.02%
$59.48 - $74.31 $59.5 - $74.3
5.8K $423K
UHS
Universal Health Services Inc

Healthcare
2
+ 0.12%
$178.68 - $241.52 $357 - $483
1.63K $372K
ACM
Aecom

Industrials
20
+ 0.43%
$82.37 - $103.25 $1.65K - $2.07K
4.63K $478K
DAL
Delta Air Lines, Inc.

Industrials
844
+ 9.89%
$37.32 - $51.8 $31.5K - $43.7K
9.38K $476K
NOW
Service Now, Inc.

Technology
19
+ 3.73%
$730.87 - $937.36 $13.9K - $17.8K
528 $472K
CW
Curtiss Wright Corp

Industrials
1
+ 0.08%
$265.18 - $332.22 $265 - $332
1.22K $400K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.1%
$115.7 - $138.2 $463 - $553
3.86K $525K
NRG
Nrg Energy, Inc.

Utilities
5
+ 0.09%
$68.89 - $91.22 $344 - $456
5.27K $480K
DD
Du Pont De Nemours, Inc.

Basic Materials
43
+ 0.56%
$77.22 - $89.49 $3.32K - $3.85K
7.78K $693K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
395
+ 17.53%
$105.53 - $118.34 $41.7K - $46.7K
2.65K $309K
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.05%
$211.35 - $255.11 $1.06K - $1.28K
9.9K $2.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
405
+ 16.5%
$113.41 - $125.62 $45.9K - $50.9K
2.86K $359K
BRO
Brown & Brown, Inc.

Financial Services
2
+ 0.04%
$89.11 - $105.82 $178 - $212
4.71K $488K
GM
General Motors CO

Consumer Cyclical
1.84K
+ 16.93%
$39.95 - $49.9 $73.5K - $91.9K
12.7K $570K
Activity Summary
Buys All Purchases 451 New Holdings 74 Increased Positions 377 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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