Hanson & Doremus Investment Management Purchases in Q3 2024

Hanson & Doremus Investment Management

  • $627 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.35K
+ 0.48%
$59.93 - $66.52 $560K - $622K
1.95M $130M
VGIT
Vanguard Intermediate Term Tre

ETFs
49.4K
+ 6.88%
$57.8 - $60.8 $2.85M - $3M
767K $46.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
26K
+ 6.53%
$79.29 - $84.02 $2.06M - $2.18M
424K $35.5M
VEA
Vanguard Ftse Developed Market

ETFs
15.2K
+ 2.08%
$47.6 - $53.31 $724K - $810K
745K $39.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.22K
+ 0.26%
$41.9 - $48.26 $51.2K - $59K
467K $22.4M
IOT
Samsara Inc.

Technology
8.8K
+ 13.97%
$34.85 - $49.75 $307K - $438K
71.8K $3.45M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.01K
+ 0.43%
$55.06 - $62.25 $55.6K - $62.8K
237K $14.6M
NI
Nisource Inc.

Utilities
8.84K
+ 8.17%
$28.54 - $34.64 $252K - $306K
117K $4.05M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.96K
+ 5.51%
$29.24 - $45.37 $86.7K - $134K
56.8K $2.56M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
7.69K
+ 6.05%
$61.6 - $65.13 $474K - $501K
135K $8.75M
IQV
Iqvia Holdings Inc.

Healthcare
2.85K
+ 60.2%
$206.81 - $251.55 $590K - $718K
7.6K $1.8M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
28.7K
+ 58.14%
$14.84 - $21.08 $426K - $605K
78.1K $1.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.8K
+ 11.38%
$49.93 - $51.15 $539K - $552K
106K $5.4M
MDT
Medtronic PLC

Healthcare
552
+ 1.16%
$76.84 - $91.03 $42.4K - $50.2K
48.2K $4.34M
CB
Chubb LTD

Financial Services
543
+ 4.39%
$252.51 - $292.2 $137K - $159K
12.9K $3.72M
ATR
Aptargroup, Inc.

Healthcare
1.54K
+ 10.25%
$138.54 - $160.11 $214K - $247K
16.6K $2.66M
IWD
Ishares Russell 1000 Val ETF

ETFs
146
+ 0.54%
$173.36 - $189.8 $25.3K - $27.7K
27.2K $5.17M
IFF
International Flavors & Fragrances Inc

Basic Materials
565
+ 1.62%
$93.14 - $105.12 $52.6K - $59.4K
35.4K $3.71M
SRE
Sempra Energy

Utilities
3.82K
+ 1888.61%
$74.97 - $84.04 $286K - $321K
4.02K $335K
V
Visa Inc.

Financial Services
72
+ 0.35%
$253.74 - $291.56 $18.3K - $21K
20.5K $5.64M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.16K
+ 9.15%
$51.78 - $52.98 $215K - $220K
49.6K $2.63M
CBU
Community Bank System, Inc.

Financial Services
3.32K
+ 59.49%
$45.86 - $62.82 $152K - $208K
8.9K $516K
PCOR
Procore Technologies, Inc.

Technology
5.16K
+ 24.05%
$51.74 - $71.71 $267K - $370K
26.6K $1.64M
BEPC
Brookfield Renewable Corp

Utilities
2.88K
+ 17.37%
$26.92 - $32.89 $77.5K - $94.7K
19.5K $635K
GNRC
Generac Holdings Inc.

Industrials
228
+ 8.49%
$133.16 - $159.78 $30.4K - $36.4K
2.91K $463K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
3
+ 0.01%
$42.38 - $47.25 $127 - $142
29.7K $1.4M
XYL
Xylem Inc.

Industrials
577
+ 7.67%
$126.14 - $141.53 $72.8K - $81.7K
8.1K $1.09M
ROP
Roper Technologies Inc

Industrials
180
+ 2.83%
$515.25 - $576.55 $92.7K - $104K
6.55K $3.64M
CATH
Global X Fds Global X S&P 500

ETFs
470
+ 10.77%
$62.26 - $69.39 $29.3K - $32.6K
4.83K $335K
HON
Honeywell International Inc

Industrials
723
+ 4.62%
$196.73 - $220.21 $142K - $159K
16.4K $3.39M
A
Agilent Technologies, Inc.

Healthcare
158
New
$125.42 - $148.48 $19.8K - $23.5K
158 $23K
FULT
Fulton Financial Corp

Financial Services
1.2K
New
$16.35 - $20.14 $19.6K - $24.2K
1.2K $21K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.47%
$125.95 - $142.04 $756 - $852
1.29K $183K
VNQ
Vanguard Specialized Funds Van

ETFs
18
+ 1.31%
$82.97 - $98.97 $1.49K - $1.78K
1.39K $135K
CPB
Campbell Soup CO

Consumer Defensive
394
New
$45.01 - $51.89 $17.7K - $20.4K
394 $19K
TFC
Truist Financial Corp

Financial Services
356
New
$38.22 - $44.94 $13.6K - $16K
356 $15K
USXF
Ishares Esg Advanced Msci Usa

Technology
240
+ 20.12%
$43.59 - $49.35 $10.5K - $11.8K
1.43K $70K
EUSB
Ishares Tr Esg Advanced Total

Technology
205
+ 14.62%
$42.09 - $44.64 $8.63K - $9.15K
1.61K $71K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
103
+ 20.44%
$64.83 - $72.82 $6.68K - $7.5K
607 $43K
PRF
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.45%
$37.33 - $40.63 $560 - $609
3.38K $137K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4
+ 0.47%
$77.23 - $87.97 $309 - $352
850 $73K
VSAT
Viasat Inc

Technology
856
+ 17.18%
$11.94 - $24.49 $10.2K - $21K
5.84K $69K
DGS
Wisdomtree Emerging Markets Sm

ETFs
4
+ 0.19%
$48.46 - $54.37 $194 - $217
2.08K $111K
SCHR
Schwab Intermediate Term Us Tr

ETFs
18
+ 1.07%
$48.4 - $50.91 $871 - $916
1.69K $85K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
26
+ 2.46%
$38.71 - $42.43 $1.01K - $1.1K
1.08K $45K
F
Ford Motor CO

Consumer Cyclical
406
New
$9.71 - $14.55 $3.94K - $5.91K
406 $4K
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
248
+ 400.0%
$40.0 - $232.64 $9.92K - $57.7K
310 $16K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.84%
$74.26 - $78.84 $74.3 - $78.8
120 $9K
Grayscale Bitcoin Mini Trust ETF
155
New
N/A
155 $0
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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