Gofen & Glossberg LLC Purchases in Q4 2022

Gofen & Glossberg LLC

  • $3.89 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
31
+ 2.88%
$224.15 - $255.96 $6.95K - $7.93K
1.11K $274K
AAXJ
Ishares Msci All Country Asia

ETFs
32
+ 0.64%
$55.19 - $66.88 $1.77K - $2.14K
5.07K $328K
Akre Focus Fd
469
+ 6.0%
N/A
8.28K $398K
HUM
Humana Inc

Healthcare
39
+ 8.92%
$497.04 - $563.0 $19.4K - $22K
476 $244K
Dfa Intl Core Eq Fd
62
+ 0.4%
N/A
15.8K $213K
Invesco Oppenheimer Dev Mkts A
45
+ 0.51%
N/A
8.87K $316K
Fidelity 4 In 1 Index Fd
241
+ 3.07%
N/A
8.1K $381K
Schwab Intl Index Fund
115
+ 1.09%
N/A
10.7K $211K
Fidelity Value Fund
1.26K
+ 7.01%
N/A
19.3K $241K
AJG
Arthur J. Gallagher & Co.

Financial Services
33
+ 2.72%
$170.36 - $201.24 $5.62K - $6.64K
1.25K $235K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
480
+ 1.66%
$50.0 - $50.25 $24K - $24.1K
29.5K $1.48M
Amer Fds Invest CO Of Amer A
103
+ 1.57%
N/A
6.64K $274K
Wcm Focused International Grow
10
+ 0.1%
N/A
10.1K $199K
Fidelity Fund
21
+ 0.28%
N/A
7.49K $437K
Northern Stock Index Fd
248
+ 3.46%
N/A
7.42K $303K
Franklin Income Fd
1.9K
+ 1.67%
N/A
116K $260K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
74
+ 2.56%
$285.76 - $321.48 $21.1K - $23.8K
2.97K $858K
Mfs Mass Investors Tr A
416
+ 5.55%
N/A
7.91K $253K
Vanguard Gnma Fd Inv
1.53K
+ 4.62%
N/A
34.6K $319K
SCHA
Schwab Strategic Tr Us Small C

ETFs
44
+ 0.71%
$38.25 - $43.54 $1.68K - $1.92K
6.25K $253K
Vanguard M/C Gr Index Adm
4
+ 0.1%
N/A
4.03K $312K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
177
+ 5.15%
$73.35 - $75.8 $13K - $13.4K
3.62K $272K
John Hancock Life Bal Fd
2.07K
+ 11.17%
N/A
20.6K $240K
ROLL
Rbc Bearings Inc

Industrials
31
+ 0.88%
$211.9 - $253.79 $6.57K - $7.87K
3.55K $743K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
100
+ 1.65%
$32.3 - $45.43 $3.23K - $4.54K
6.16K $256K
LFLY
Leafly Holdings, Inc.

Healthcare
15K
+ 150.0%
$0.49 - $19.5 $7.35K - $293K
25K $16K
Columbia Disciplined Core Fd
826
+ 7.38%
N/A
12K $131K
ACRHF
Acreage Holdings, Inc.

Healthcare
15K
New
$0.5 - $1.13 $7.5K - $17K
15K $8K
Black Rock H/Y Bd Port
431
+ 1.31%
N/A
33.3K $221K
Franklin Income Fd
343
+ 1.61%
N/A
21.6K $49K
Goldstorm Metals
14.1K
New
N/A
14.1K $3K
MAPSW
Wm Technology Inc Wt Pur Com E
18.5K
New
$0.09 - $0.52 $1.67K - $9.62K
18.5K $2K
LFLYW
Leafly Hldgs Inc Wt Exp 11/07/

Healthcare
54.7K
+ 547.25%
$0.05 - $0.16 $2.74K - $8.76K
64.7K $3K
VEEV
Veeva Systems Inc

Healthcare
39
+ 2.6%
$151.1 - $191.66 $5.89K - $7.47K
1.54K $248K
EAR
Eargo, Inc.

Healthcare
15.8K
+ 91.53%
$0.49 - $0.73 $7.74K - $11.5K
33.1K $19K
VRNOF
Verano Holdings Corp.

Healthcare
10.5K
+ 48.84%
$2.8 - $5.76 $29.4K - $60.5K
32K $100K
Juniper Group
100K
New
N/A
100K $0
Catalyst Enhanced Inc Strat Fd
227
+ 1.73%
N/A
13.4K $129K
XLY
Select Sector Spdr Consumer Di

ETFs
170
+ 10.11%
$126.26 - $147.57 $21.5K - $25.1K
1.85K $239K
Vanguard Growth Index Fd Adm
1
+ 0.04%
N/A
2.75K $301K
Spyglass Growth Fund
9
+ 0.06%
N/A
15.4K $146K
STHZF
Statehouse Hldgs Inc (Canada)
10K
+ 13.33%
N/A
85K $6K
Eventide Gilead Fund
272
+ 5.37%
N/A
5.34K $220K
LOWLF
Lowell Farms Inc.

Healthcare
592
+ 0.87%
$0.08 - $0.21 $47.4 - $124
69K $7K
FFNTF
4 Front Ventures Corp.

Healthcare
11.5K
+ 12.99%
$0.2 - $0.52 $2.3K - $5.98K
100K $23K
BR
Broadridge Financial Solutions, Inc.

Technology
64
+ 4.22%
$132.57 - $152.46 $8.48K - $9.76K
1.58K $212K
HBI
Hanesbrands Inc.

Consumer Cyclical
604
+ 2.94%
$5.84 - $7.88 $3.53K - $4.76K
21.2K $135K
Revive Therapeutics
20.5K
+ 18.72%
N/A
130K $11K
PSIL
Advisorshares Tr Psychedelics
3K
+ 17.65%
$1.81 - $3.19 $5.43K - $9.57K
20K $37K
Activity Summary
Buys All Purchases 268 New Holdings 51 Increased Positions 217 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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