Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOCU
Docusign, Inc.

Technology
577
+ 12.92%
$61.42 - $106.99 $35.4K - $61.7K
5.04K $453K
PCAR
Paccar Inc

Industrials
1.43K
+ 27.61%
$97.92 - $118.41 $140K - $169K
6.59K $685K
CPRT
Copart Inc

Consumer Cyclical
2.25K
+ 23.91%
$51.36 - $63.8 $115K - $143K
11.6K $667K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
14.5K
New
$11.81 - $12.43 $171K - $180K
14.5K $172K
NOC
Northrop Grumman Corp

Industrials
1.1K
+ 18.75%
$466.52 - $543.88 $511K - $596K
6.94K $3.26M
AZO
Autozone Inc

Consumer Cyclical
48
+ 17.71%
$2981.19 - $3370.27 $143K - $162K
319 $1.02M
SLB
Schlumberger Limited

Energy
5.16K
+ 62.03%
$36.83 - $45.59 $190K - $235K
13.5K $516K
EXPE
Expedia Group, Inc.

Consumer Cyclical
497
+ 26.53%
$146.47 - $191.01 $72.8K - $94.9K
2.37K $441K
PHK
Pimco High Income Fund

Financial Services
33.9K
New
$4.85 - $5.16 $164K - $175K
33.9K $164K
EME
Emcor Group, Inc.

Industrials
85
+ 1.62%
$427.96 - $526.95 $36.4K - $44.8K
5.34K $2.42M
PRU
Prudential Financial Inc

Financial Services
1.62K
+ 9.81%
$114.59 - $129.52 $185K - $209K
18.1K $2.15M
BWXT
Bwx Technologies, Inc.

Industrials
676
+ 2.46%
$111.39 - $133.28 $75.3K - $90.1K
28.2K $3.14M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.82K
+ 46.44%
$57.14 - $64.54 $161K - $182K
8.9K $510K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
76
+ 0.79%
$109.13 - $130.93 $8.29K - $9.95K
9.67K $1.21M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
15.2K
New
$9.56 - $10.96 $146K - $167K
15.2K $146K
APD
Air Products & Chemicals, Inc.

Basic Materials
636
+ 12.55%
$285.5 - $335.62 $182K - $213K
5.7K $1.65M
LNG
Cheniere Energy, Inc.

Energy
426
+ 28.63%
$181.07 - $225.92 $77.1K - $96.2K
1.91K $411K
AJG
Arthur J. Gallagher & Co.

Financial Services
477
+ 13.34%
$278.49 - $315.16 $133K - $150K
4.05K $1.15M
IAU
Ishares Gold Trust

ETFs
2.97K
+ 20.7%
$48.37 - $52.65 $144K - $156K
17.3K $856K
GRMN
Garmin LTD

Technology
428
+ 23.54%
$161.91 - $220.77 $69.3K - $94.5K
2.25K $463K
HBAN
Huntington Bancshares Inc

Financial Services
437
+ 0.51%
$14.18 - $18.2 $6.2K - $7.95K
86.9K $1.41M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.18K
+ 39.68%
$176.4 - $231.84 $208K - $273K
4.15K $732K
PSLV
Sprott Physical Silver Trust

Financial Services
14.9K
New
$9.65 - $11.76 $144K - $175K
14.9K $143K
VMC
Vulcan Materials CO

Basic Materials
512
+ 34.97%
$237.95 - $292.31 $122K - $150K
1.98K $508K
ICLN
Ishares

ETFs
12.4K
New
$11.35 - $14.51 $141K - $180K
12.4K $141K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
13.4K
New
$10.39 - $11.25 $139K - $151K
13.4K $139K
VTRS
Viatris Inc

Healthcare
7.35K
+ 13.54%
$11.32 - $13.37 $83.1K - $98.2K
61.6K $766K
ECL
Ecolab Inc.

Basic Materials
965
+ 21.84%
$234.32 - $261.43 $226K - $252K
5.38K $1.26M
MNST
Monster Beverage Corp

Consumer Defensive
2.48K
+ 63.07%
$49.24 - $56.38 $122K - $140K
6.41K $337K
EFX
Equifax Inc

Industrials
685
+ 58.3%
$245.03 - $293.5 $168K - $201K
1.86K $474K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
15K
New
$8.65 - $9.34 $130K - $140K
15K $130K
DRI
Darden Restaurants Inc

Consumer Cyclical
439
+ 20.91%
$155.96 - $188.66 $68.5K - $82.8K
2.54K $473K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
18.9K
New
N/A
18.9K $129K
NXPI
Nxp Semiconductors N.V.

Technology
1.38K
+ 28.07%
$207.27 - $255.58 $287K - $354K
6.31K $1.31M
DTM
Dt Midstream, Inc.

Energy
405
+ 9.66%
$78.85 - $108.56 $31.9K - $44K
4.6K $456K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
21K
New
$5.98 - $6.61 $126K - $139K
21K $126K
CTVA
Corteva, Inc.

Basic Materials
2.45K
+ 31.1%
$55.21 - $64.13 $135K - $157K
10.3K $587K
HCA
Hca Healthcare, Inc.

Healthcare
823
+ 72.07%
$297.52 - $415.61 $245K - $342K
1.97K $589K
PSTG
Pure Storage, Inc.

Technology
1.3K
+ 32.15%
$48.19 - $66.6 $62.5K - $86.3K
5.33K $327K
LYV
Live Nation Entertainment, Inc.

Communication Services
548
+ 20.68%
$109.06 - $140.54 $59.8K - $77K
3.2K $414K
UTI
Universal Technical Institute Inc

Consumer Defensive
507
+ 4.35%
$15.2 - $26.53 $7.71K - $13.5K
12.2K $312K
ABC
Amerisourcebergen Corp

Healthcare
652
+ 64.75%
N/A
1.66K $307K
MPC
Marathon Petroleum Corp

Energy
2.08K
+ 28.91%
$131.65 - $174.84 $273K - $363K
9.25K $1.29M
BMO
Bank Of Montreal

Financial Services
649
+ 7.8%
$89.75 - $103.39 $58.2K - $67.1K
8.97K $870K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
11.6K
New
$10.37 - $11.62 $120K - $134K
11.6K $120K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
10.1K
New
$11.64 - $13.26 $117K - $134K
10.1K $118K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
25.8K
New
$4.35 - $5.09 $112K - $131K
25.8K $117K
PG
Procter & Gamble CO

Consumer Defensive
5.13K
+ 3.77%
$161.05 - $179.7 $827K - $922K
141K $23.7M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
10K
New
$11.48 - $12.95 $115K - $130K
10K $115K
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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