Greystone Financial Group, LLC Purchases in Q3 2024

Greystone Financial Group, LLC

  • $557 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
271K
New
$76.38 - $78.87 $20.7M - $21.4M
271K $21.3M
DIS
Walt Disney CO

Communication Services
75.2K
New
$85.6 - $98.61 $6.44M - $7.42M
75.2K $7.23M
D
Dominion Energy, Inc

Utilities
109K
New
$48.01 - $58.53 $5.23M - $6.38M
109K $6.3M
AMGN
Amgen Inc

Healthcare
19.4K
New
$309.38 - $337.38 $6.01M - $6.55M
19.4K $6.26M
TGT
Target Corp

Consumer Defensive
39.9K
New
$133.47 - $159.25 $5.33M - $6.36M
39.9K $6.23M
LOW
Lowes Companies Inc

Consumer Cyclical
5.37K
+ 12.46%
$213.3 - $270.78 $1.15M - $1.45M
48.5K $13.1M
BBY
Best Buy CO Inc

Consumer Cyclical
23.3K
+ 48.58%
$80.23 - $103.29 $1.87M - $2.41M
71.3K $7.36M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
10.1K
+ 2.1%
$69.16 - $76.64 $697K - $773K
490K $36.9M
AVGO
Broadcom Inc.

Technology
79K
+ 1051.36%
$136.27 - $1745.86 $10.8M - $138M
86.6K $14.9M
AXP
American Express CO

Financial Services
3.61K
+ 7.89%
$225.92 - $271.17 $816K - $979K
49.4K $13.4M
DOW
Dow Inc.

Basic Materials
37.6K
+ 20.33%
$50.15 - $55.41 $1.89M - $2.08M
223K $12.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.93K
+ 8.05%
$405.19 - $478.57 $783K - $925K
25.9K $11.9M
EMR
Emerson Electric CO

Industrials
19K
+ 36.41%
$98.19 - $118.87 $1.86M - $2.26M
71.1K $7.78M
AAPL
Apple Inc.

Technology
830
+ 1.01%
$207.23 - $234.82 $172K - $195K
82.6K $19.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26K
+ 473.51%
$71.45 - $75.64 $1.86M - $1.97M
31.5K $2.36M
XLG
Invesco Exchange Traded Fd Tr

ETFs
37.9K
New
$42.54 - $47.97 $1.61M - $1.82M
37.9K $1.8M
SRE
Sempra Energy

Utilities
8.19K
+ 5.93%
$74.97 - $84.04 $614K - $688K
146K $12.2M
DHR
Danaher Corp

Healthcare
2.61K
+ 8.23%
$239.25 - $280.76 $625K - $734K
34.4K $9.55M
EMB
Ishares Tr

ETFs
4.62K
+ 2.01%
$87.75 - $93.74 $405K - $433K
234K $21.9M
NVDA
Nvidia Corp

Technology
12.4K
+ 61.24%
$98.91 - $134.91 $1.22M - $1.67M
32.6K $3.95M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.7K
+ 2.27%
$41.95 - $43.42 $617K - $639K
663K $28.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.4K
+ 137.43%
$57.32 - $62.65 $1.22M - $1.34M
36.9K $2.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.81K
+ 1.75%
$74.26 - $78.84 $357K - $379K
280K $21.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.01K
+ 3.19%
$106.11 - $113.72 $425K - $456K
130K $14.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.37K
+ 81.95%
$434.77 - $502.96 $1.03M - $1.19M
5.27K $2.57M
ELV
Elevance Health, Inc.

Healthcare
2.67K
+ 16.01%
$500.12 - $562.29 $1.34M - $1.5M
19.4K $10.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18.9K
New
$48.06 - $49.39 $910K - $935K
18.9K $933K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.91K
New
$105.53 - $118.34 $835K - $936K
7.91K $925K
IEMG
Ishares Inc

ETFs
16K
New
$53.64 - $53.64 $857K - $857K
16K $857K
VTV
Vanguard Value ETF

ETFs
2.96K
+ 12.65%
$159.75 - $174.57 $473K - $517K
26.4K $4.6M
SPG
Simon Property Group Inc

Real Estate
889
+ 2.29%
$146.09 - $170.11 $130K - $151K
39.7K $6.71M
VZ
Verizon Communications Inc

Communication Services
3.68K
+ 2.49%
$38.89 - $45.0 $143K - $166K
151K $6.8M
JPM
Jpmorgan Chase & CO

Financial Services
975
+ 1.68%
$194.9 - $224.8 $190K - $219K
59K $12.4M
ETN
Eaton Corp PLC

Industrials
1.65K
New
$272.52 - $333.02 $449K - $549K
1.65K $546K
PFE
Pfizer Inc

Healthcare
9.68K
+ 3.92%
$27.7 - $31.39 $268K - $304K
257K $7.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
682
+ 32.77%
$475.2 - $527.7 $324K - $360K
2.76K $1.46M
SCHW
Schwab Charles Corp

Financial Services
7.58K
+ 88.44%
$61.74 - $76.08 $468K - $577K
16.2K $1.05M
HON
Honeywell International Inc

Industrials
3.38K
+ 7.91%
$196.73 - $220.21 $665K - $744K
46.1K $9.53M
AMD
Advanced Micro Devices Inc

Technology
2.27K
+ 65.05%
$128.67 - $183.96 $292K - $417K
5.75K $943K
SHOP
Shopify Inc.

Technology
4.53K
New
$52.26 - $80.75 $237K - $366K
4.53K $363K
TTD
Trade Desk, Inc.

Technology
3.11K
New
$83.08 - $110.79 $258K - $344K
3.11K $340K
IVV
Ishares Core S&P 500 ETF

ETFs
558
New
$520.18 - $576.82 $290K - $322K
558 $321K
META
Meta Platforms, Inc.

Communication Services
190
+ 6.43%
$453.41 - $572.44 $86.1K - $109K
3.15K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
2.03K
+ 15.95%
$161.02 - $200.0 $328K - $407K
14.8K $2.75M
HPQ
Hp Inc

Technology
3.66K
+ 2.0%
$32.02 - $38.11 $117K - $139K
186K $6.69M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.92K
New
$84.77 - $97.13 $248K - $284K
2.92K $279K
MRK
Merck & Co., Inc.

Healthcare
3.33K
+ 34.45%
$111.15 - $128.97 $371K - $430K
13K $1.48M
TMO
Thermo Fisher Scientific Inc.

Healthcare
100
+ 3.2%
$531.86 - $624.21 $53.2K - $62.4K
3.23K $2M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
2.03K
+ 46.46%
$96.28 - $112.4 $195K - $228K
6.39K $684K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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