Gleason Group, Inc. Purchases in Q3 2024

Gleason Group, Inc.

  • $546 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.5K
+ 5.11%
$475.2 - $527.7 $5.46M - $6.06M
236K $125M
VXF
Vanguard Extended Market ETF

ETFs
39.8K
+ 11.89%
$163.98 - $182.92 $6.53M - $7.28M
375K $68.2M
VTI
Vanguard Total Stock Market Et

ETFs
15.3K
+ 6.34%
$255.18 - $283.2 $3.9M - $4.33M
256K $72.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
69.2K
+ 11.91%
$58.03 - $65.37 $4.02M - $4.52M
650K $42.1M
VTV
Vanguard Value ETF

ETFs
6.42K
+ 2.69%
$159.75 - $174.57 $1.03M - $1.12M
245K $42.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.33K
+ 1.17%
$61.11 - $67.85 $325K - $361K
460K $31.2M
VUG
Vanguard Growth ETF

ETFs
809
+ 0.77%
$341.08 - $391.94 $276K - $317K
106K $40.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.2K
+ 1.46%
$113.41 - $125.62 $250K - $277K
153K $19.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
34.1K
+ 47.03%
$25.45 - $29.53 $868K - $1.01M
107K $3.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.82K
+ 5.52%
$41.9 - $48.26 $286K - $329K
130K $6.23M
VO
Vanguard Mid Cap ETF

ETFs
1.08K
+ 6.24%
$237.84 - $263.83 $257K - $285K
18.4K $4.86M
IXUS
Ishares Tr

ETFs
967
+ 1.07%
$64.9 - $73.35 $62.8K - $70.9K
91.2K $6.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.36K
+ 4.22%
$75.47 - $83.18 $178K - $196K
58.3K $4.84M
VB
Vanguard Small Cap ETF

ETFs
448
+ 2.41%
$214.77 - $237.72 $96.2K - $106K
19.1K $4.52M
CTAS
Cintas Corp

Industrials
7.44K
+ 300.85%
$201.38 - $819.83 $1.5M - $6.1M
9.92K $2.04M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.27K
+ 2.22%
$46.9 - $51.96 $59.8K - $66.2K
58.6K $3.02M
WSM
Williams Sonoma Inc

Consumer Cyclical
9.08K
+ 100.87%
$128.47 - $280.94 $1.17M - $2.55M
18.1K $2.8M
SO
Southern CO

Utilities
134
+ 0.81%
$77.0 - $90.52 $10.3K - $12.1K
16.7K $1.51M
SCHG
Schwab Strategic Tr Us Large C

ETFs
127
+ 0.21%
$92.63 - $105.69 $11.8K - $13.4K
60.1K $6.26M
PG
Procter & Gamble CO

Consumer Defensive
116
+ 0.6%
$160.76 - $177.82 $18.6K - $20.6K
19.5K $3.38M
DE
Deere & CO

Industrials
15
+ 0.4%
$344.84 - $418.0 $5.17K - $6.27K
3.74K $1.56M
CSCO
Cisco Systems, Inc.

Technology
193
+ 0.86%
$44.74 - $53.22 $8.63K - $10.3K
22.7K $1.21M
GILD
Gilead Sciences, Inc.

Healthcare
5
+ 0.06%
$66.59 - $83.99 $333 - $420
8.89K $745K
KO
Coca Cola CO

Consumer Defensive
60
+ 0.4%
$62.69 - $73.01 $3.76K - $4.38K
15.1K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.57%
$245.82 - $304.51 $3.44K - $4.26K
2.47K $751K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
203
+ 0.67%
$59.93 - $66.52 $12.2K - $13.5K
30.7K $2.04M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 0.62%
$333.64 - $405.2 $4K - $4.86K
1.96K $795K
ACN
Accenture PLC

Technology
7
+ 0.4%
$295.44 - $355.81 $2.07K - $2.49K
1.75K $618K
BLK
Black Rock Inc.

Financial Services
3
+ 0.58%
$782.27 - $949.51 $2.35K - $2.85K
516 $489K
VTWV
Vanguard Russell 2000 Value Et

ETFs
459
+ 159.38%
$132.06 - $150.96 $60.6K - $69.3K
747 $109K
PH
Parker Hannifin Corp

Industrials
1
+ 0.2%
$501.01 - $635.92 $501 - $636
491 $310K
TGT
Target Corp

Consumer Defensive
31
+ 0.42%
$133.47 - $159.25 $4.14K - $4.94K
7.39K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.14%
$801.83 - $917.05 $1.6K - $1.83K
1.39K $1.23M
ATO
Atmos Energy Corp

Utilities
12
+ 0.59%
$114.08 - $138.75 $1.37K - $1.67K
2.05K $284K
DUK
Duke Energy Corp

Utilities
21
+ 0.89%
$99.35 - $117.71 $2.09K - $2.47K
2.37K $273K
VEU
Vanguard Ftse All World Ex Us

ETFs
31
+ 0.4%
$56.47 - $63.69 $1.75K - $1.97K
7.78K $490K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.2%
$520.18 - $576.82 $1.04K - $1.15K
1K $576K
CL
Colgate Palmolive CO

Consumer Defensive
20
+ 0.48%
$95.54 - $108.77 $1.91K - $2.18K
4.17K $432K
NEM
Newmont Corp

Basic Materials
10
+ 0.47%
$41.65 - $55.85 $417 - $559
2.12K $113K
AWK
American Water Works Company, Inc.

Utilities
7
+ 0.59%
$127.76 - $149.9 $894 - $1.05K
1.19K $173K
AXP
American Express CO

Financial Services
1
+ 0.25%
$225.92 - $271.17 $226 - $271
409 $110K
OHI
Omega Healthcare Investors Inc

Real Estate
38
+ 1.76%
$33.55 - $41.29 $1.27K - $1.57K
2.2K $89K
CLX
Clorox CO

Consumer Defensive
4
+ 0.74%
$131.73 - $166.97 $527 - $668
541 $88K
HRI
Herc Holdings Inc

Industrials
2
+ 0.39%
$125.03 - $159.53 $250 - $319
513 $81K
ED
Consolidated Edison Inc

Utilities
6
+ 0.84%
$88.42 - $104.97 $531 - $630
721 $75K
MS
Morgan Stanley

Financial Services
13
+ 0.89%
$92.07 - $106.96 $1.2K - $1.39K
1.47K $153K
IBM
International Business Machines Corp

Technology
2
+ 0.93%
$175.1 - $223.38 $350 - $447
216 $47K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.69%
$117.9 - $128.2 $707 - $769
872 $111K
SRE
Sempra Energy

Utilities
9
+ 0.85%
$74.97 - $84.04 $675 - $756
1.07K $89K
Activity Summary
Buys All Purchases 100 New Holdings 3 Increased Positions 97 Sells All Sells 49 Reductions 48 Sold out 1 Options Calls 0 Puts 0
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