Gradient Investments LLC Sells in Q3 2024

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
-125K
- 99.13%
$233.44 - $279.45 $29.1M - $34.9M
1.1K $303K
CI
Cigna Corp

Healthcare
-55.6K
- 59.8%
$319.12 - $367.1 $17.7M - $20.4M
37.4K $12.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-9.55K
- 78.83%
$1015.62 - $1159.62 $9.7M - $11.1M
2.56K $2.95M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-147K
- 87.29%
$49.83 - $62.75 $7.32M - $9.22M
21.4K $1.23M
LRCX
Lam Research Corp

Technology
-2.62K
- 12.41%
$731.56 - $1127.3 $1.92M - $2.95M
18.5K $15.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-207K
- 11.08%
$50.85 - $53.88 $10.5M - $11.1M
1.66M $89.1M
BAC
Bank Of America Corp

Financial Services
-151K
- 18.97%
$36.65 - $44.13 $5.55M - $6.68M
647K $25.7M
PANW
Palo Alto Networks Inc

Technology
-16.2K
- 20.06%
$294.18 - $368.01 $4.77M - $5.96M
64.5K $22.1M
AMGN
Amgen Inc

Healthcare
-14.3K
- 26.13%
$309.38 - $337.38 $4.42M - $4.82M
40.4K $13M
SNAP
Snap Inc

Communication Services
-182K
- 56.37%
$8.29 - $16.84 $1.51M - $3.06M
141K $1.51M
LHX
L3 Harris Technologies, Inc.

Industrials
-18.5K
- 24.79%
$221.96 - $243.27 $4.11M - $4.5M
56.2K $13.4M
BSX
Boston Scientific Corp

Healthcare
-63.8K
- 22.34%
$72.96 - $84.0 $4.65M - $5.36M
222K $18.6M
AMP
Ameriprise Financial Inc

Financial Services
-10K
- 26.91%
$391.53 - $469.81 $3.93M - $4.72M
27.3K $12.8M
ORCL
Oracle Corp

Technology
-40.4K
- 30.89%
$125.9 - $170.35 $5.09M - $6.88M
90.4K $15.4M
JPM
Jpmorgan Chase & CO

Financial Services
-22.5K
- 11.44%
$194.9 - $224.8 $4.38M - $5.05M
174K $36.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
-11.7K
- 19.41%
$236.42 - $259.82 $2.78M - $3.05M
48.8K $12.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-32K
- 14.56%
$91.42 - $91.82 $2.92M - $2.93M
187K $17.2M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-26.1K
- 19.89%
$111.59 - $129.08 $2.91M - $3.37M
105K $12.5M
AMD
Advanced Micro Devices Inc

Technology
-19K
- 12.76%
$128.67 - $183.96 $2.45M - $3.5M
130K $21.4M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-8.67K
- 52.96%
$193.0 - $282.1 $1.67M - $2.45M
7.7K $1.79M
HQY
Healthequity, Inc.

Healthcare
-30.5K
- 55.57%
$67.98 - $86.62 $2.07M - $2.64M
24.4K $2M
INVH
Invitation Homes Inc.

Real Estate
-73.1K
- 55.82%
$33.2 - $37.28 $2.43M - $2.73M
57.9K $2.04M
XOM
Exxon Mobil Corp

Energy
-25.5K
- 15.75%
$109.72 - $119.0 $2.8M - $3.04M
136K $16M
SAIA
Saia Inc

Industrials
-4.98K
- 51.01%
$367.6 - $509.42 $1.83M - $2.54M
4.78K $2.09M
NYT
New York Times CO

Communication Services
-69.7K
- 20.45%
$51.1 - $55.66 $3.56M - $3.88M
271K $15.1M
SWN
Southwestern Energy CO

Energy
-350K
- 55.66%
$6.0 - $7.15 $2.1M - $2.5M
279K $1.98M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-6.38K
- 52.19%
$233.4 - $302.36 $1.49M - $1.93M
5.85K $1.59M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-5.21K
- 52.46%
$320.55 - $412.94 $1.67M - $2.15M
4.73K $1.84M
AZEK
Azek CO Inc.

Industrials
-51.2K
- 53.84%
$36.81 - $46.9 $1.88M - $2.4M
43.9K $2.05M
ICE
Intercontinental Exchange, Inc.

Financial Services
-29.1K
- 24.91%
$136.93 - $162.81 $3.99M - $4.74M
87.7K $14.1M
FIVE
Five Below, Inc

Consumer Cyclical
-14.4K
- 47.76%
$64.97 - $108.47 $936K - $1.56M
15.8K $1.39M
WEN
Wendy'S CO

Consumer Cyclical
-133K
- 16.13%
$15.83 - $18.24 $2.11M - $2.43M
693K $12.1M
FTNT
Fortinet, Inc.

Technology
-39.1K
- 54.9%
$55.39 - $77.55 $2.17M - $3.04M
32.2K $2.49M
AXP
American Express CO

Financial Services
-16.9K
- 23.81%
$225.92 - $271.17 $3.81M - $4.57M
54K $14.6M
CB
Chubb LTD

Financial Services
-13.3K
- 21.16%
$252.51 - $292.2 $3.36M - $3.89M
49.6K $14.3M
GS
Goldman Sachs Group Inc

Financial Services
-11.1K
- 12.63%
$459.02 - $510.25 $5.11M - $5.68M
76.9K $38.1M
COST
Costco Wholesale Corp

Consumer Defensive
-2.92K
- 10.99%
$801.83 - $917.05 $2.34M - $2.68M
23.7K $21M
NEE
Nextera Energy Inc

Utilities
-89K
- 20.59%
$69.9 - $84.97 $6.22M - $7.56M
343K $29M
AMT
American Tower Corp

Real Estate
-20.2K
- 24.64%
$192.27 - $242.73 $3.88M - $4.9M
61.7K $14.4M
BDX
Becton Dickinson & CO

Healthcare
-8.35K
- 13.37%
$221.47 - $242.41 $1.85M - $2.02M
54.1K $13M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.82K
- 80.4%
$520.18 - $576.82 $1.47M - $1.63M
688 $396K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-37.7K
- 2.66%
$49.9 - $50.37 $1.88M - $1.9M
1.38M $69.2M
NFLX
Netflix Inc

Communication Services
-3.28K
- 11.89%
$598.55 - $722.26 $1.96M - $2.37M
24.3K $17.2M
NOW
Service Now, Inc.

Technology
-4.63K
- 17.92%
$730.87 - $937.36 $3.39M - $4.34M
21.2K $19M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-44.9K
- 2.56%
$40.28 - $40.8 $1.81M - $1.83M
1.71M $69.7M
HD
Home Depot, Inc.

Consumer Cyclical
-10.6K
- 20.69%
$333.64 - $405.2 $3.54M - $4.3M
40.7K $16.5M
ARES
Ares Management Corp

Financial Services
-23.5K
- 20.31%
$133.73 - $158.05 $3.15M - $3.72M
92.4K $14.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-21.5K
- 83.93%
$48.51 - $52.86 $1.05M - $1.14M
4.13K $218K
ABBV
Abb Vie Inc.

Healthcare
-17.6K
- 18.53%
$163.84 - $199.33 $2.89M - $3.52M
77.6K $15.3M
Activity Summary
Buys All Purchases 139 New Holdings 9 Increased Positions 130 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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