Gw&K Investment Management, LLC Purchases in Q4 2024

Gw&K Investment Management, LLC

  • $11.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
639
New
$417.69 - $450.94 $267K - $288K
639 $272K
AJG
Arthur J. Gallagher & Co.

Financial Services
236
+ 0.35%
$278.49 - $315.16 $65.7K - $74.4K
68.3K $19.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.06%
$213.65 - $479.86 $214 - $480
1.62K $655K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.45K
+ 32.42%
$61.68 - $67.87 $213K - $234K
14.1K $877K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.25K
+ 159.91%
$36.54 - $37.53 $192K - $197K
8.53K $314K
TNDM
Tandem Diabetes Care Inc

Healthcare
324K
+ 17.98%
$27.34 - $41.78 $8.85M - $13.5M
2.12M $76.5M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
13.3K
+ 14.51%
$30.82 - $34.31 $409K - $455K
105K $3.28M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.49K
+ 53.63%
$87.25 - $95.52 $130K - $143K
4.28K $378K
Lam Research Corp
1.39K
New
N/A
1.39K $101K
VTI
Vanguard Total Stock Market Et

ETFs
291
+ 122.78%
$280.04 - $302.45 $81.5K - $88K
528 $153K
Arista Networks Inc
604
New
N/A
604 $67K
V
Visa Inc.

Financial Services
52
+ 4.27%
$273.87 - $320.91 $14.2K - $16.7K
1.27K $401K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.38K
New
$42.94 - $49.52 $59K - $68.1K
1.38K $64K
NFLX
Netflix Inc

Communication Services
2
+ 0.77%
$687.65 - $936.56 $1.38K - $1.87K
263 $234K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.38K
+ 394.56%
$33.93 - $38.37 $46.7K - $52.8K
1.73K $59K
IWN
Ishares Russell2000 Val ETF

ETFs
254
+ 154.88%
$162.69 - $181.35 $41.3K - $46.1K
418 $69K
CRM
Salesforce, Inc.

Technology
27
+ 4.95%
$270.87 - $367.87 $7.31K - $9.93K
572 $191K
AZO
Autozone Inc

Consumer Cyclical
10
+ 125.0%
$2981.19 - $3370.27 $29.8K - $33.7K
18 $58K
META
Meta Platforms, Inc.

Communication Services
23
+ 1.61%
$554.08 - $632.68 $12.7K - $14.6K
1.46K $852K
WMT
Walmart Inc.

Consumer Defensive
26
+ 0.93%
$79.1 - $95.7 $2.06K - $2.49K
2.83K $256K
BAC
Bank Of America Corp

Financial Services
184
+ 3.66%
$39.22 - $47.77 $7.22K - $8.79K
5.21K $229K
BA
Boeing CO

Industrials
73
+ 11.79%
$138.14 - $180.72 $10.1K - $13.2K
692 $122K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
400
New
$58.39 - $67.04 $23.4K - $26.8K
400 $25K
MCK
Mckesson Corp

Healthcare
6
+ 2.33%
$482.27 - $628.5 $2.89K - $3.77K
264 $150K
WDAY
Workday, Inc.

Technology
72
New
$233.85 - $279.91 $16.8K - $20.2K
72 $19K
SYF
Synchrony Financial

Financial Services
6
+ 0.5%
$49.01 - $68.55 $294 - $411
1.21K $79K
DIS
Walt Disney CO

Communication Services
25
+ 2.34%
$92.39 - $117.6 $2.31K - $2.94K
1.09K $122K
TJX
Tjx Companies Inc

Consumer Cyclical
135
+ 25.09%
$112.15 - $127.2 $15.1K - $17.2K
673 $81K
CHK
Chesapeake Energy Corp

Energy
180
New
$81.46 - $87.57 $14.7K - $15.8K
180 $18K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 1.55%
$486.1 - $608.57 $1.46K - $1.83K
197 $113K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 3.5%
$873.59 - $994.69 $8.74K - $9.95K
296 $271K
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 29.7%
$275.15 - $388.2 $8.25K - $11.6K
131 $45K
APO
Apollo Global Management, Inc.

Financial Services
103
New
$131.36 - $178.61 $13.5K - $18.4K
103 $17K
DE
Deere & CO

Industrials
17
+ 1.05%
$389.45 - $466.0 $6.62K - $7.92K
1.63K $691K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.43%
$473.15 - $574.01 $473 - $574
234 $125K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5
+ 3.82%
$260.53 - $404.79 $1.3K - $2.02K
136 $52K
EW
Edwards Lifesciences Corp

Healthcare
185
+ 82.22%
$64.54 - $75.92 $11.9K - $14K
410 $30K
DELL
Dell Technologies Inc.

Technology
117
+ 5850.0%
$111.96 - $144.21 $13.1K - $16.9K
119 $14K
Ge Vernova Inc
4
+ 2.33%
N/A
176 $58K
TRV
Travelers Companies, Inc.

Financial Services
49
+ 42.61%
$225.97 - $266.66 $11.1K - $13.1K
164 $40K
CVX
Chevron Corp

Energy
110
+ 13.22%
$141.15 - $162.53 $15.5K - $17.9K
942 $136K
T
At&T Inc.

Communication Services
296
+ 4.4%
$21.22 - $23.88 $6.28K - $7.07K
7.02K $160K
BMY
Bristol Myers Squibb CO

Healthcare
111
+ 10.4%
$51.92 - $59.94 $5.76K - $6.65K
1.18K $67K
BSX
Boston Scientific Corp

Healthcare
6
+ 0.3%
$83.62 - $91.5 $502 - $549
2.03K $181K
NXPI
Nxp Semiconductors N.V.

Technology
73
+ 59.35%
$207.27 - $255.58 $15.1K - $18.7K
196 $41K
EOG
Eog Resources Inc

Energy
88
+ 35.77%
$118.22 - $136.54 $10.4K - $12K
334 $41K
DXCM
Dexcom Inc

Healthcare
102
+ 67.55%
$65.68 - $81.01 $6.7K - $8.26K
253 $20K
SPOT
Spotify Technology S.A.

Communication Services
20
New
$362.95 - $502.38 $7.26K - $10K
20 $9K
AXP
American Express CO

Financial Services
5
+ 1.72%
$267.35 - $305.57 $1.34K - $1.53K
295 $88K
Activity Summary
Buys All Purchases 420 New Holdings 30 Increased Positions 390 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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