Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RF
Regions Financial Corp

Financial Services
4.43K
+ 10.45%
$22.45 - $27.47 $99.4K - $122K
46.8K $1.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
258
+ 117.27%
$701.85 - $1046.91 $181K - $270K
478 $340K
FNF
Fidelity National Financial, Inc.

Financial Services
2.26K
+ 67.62%
$55.19 - $63.83 $125K - $144K
5.61K $314K
GPN
Global Payments Inc

Industrials
505
+ 9.61%
$97.57 - $119.38 $49.3K - $60.3K
5.76K $645K
A
Agilent Technologies, Inc.

Healthcare
941
+ 64.63%
$125.69 - $146.56 $118K - $138K
2.4K $322K
MTB
M&T Bank Corp

Financial Services
478
+ 29.89%
$172.48 - $221.95 $82.4K - $106K
2.08K $390K
MPWR
Monolithic Power Systems Inc

Technology
310
+ 131.36%
$560.06 - $942.58 $174K - $292K
546 $323K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
19.4K
New
$5.34 - $5.65 $103K - $109K
19.4K $104K
IT
Gartner Inc

Technology
245
+ 28.76%
$481.22 - $551.8 $118K - $135K
1.1K $531K
HLN
Haleon PLC

Healthcare
12K
+ 78.83%
$9.23 - $10.71 $111K - $129K
27.3K $261K
NDAQ
Nasdaq, Inc.

Financial Services
1.08K
+ 31.61%
$70.87 - $83.05 $76.4K - $89.5K
4.49K $346K
LNT
Alliant Energy Corp

Utilities
1.88K
+ 20.61%
$56.24 - $63.63 $106K - $120K
11K $651K
EXC
Exelon Corp

Utilities
3.83K
+ 23.36%
$36.22 - $40.97 $139K - $157K
20.2K $762K
PODD
Insulet Corp

Healthcare
237
+ 20.77%
$227.79 - $275.7 $54K - $65.3K
1.38K $359K
TRMR
Tremor International Ltd.

Communication Services
19K
New
N/A
19K $94K
EIX
Edison International

Utilities
1.62K
+ 32.48%
$77.93 - $88.36 $126K - $143K
6.6K $527K
FAST
Fastenal CO

Industrials
1.16K
+ 6.15%
$69.99 - $84.35 $81K - $97.7K
20K $1.44M
MSCI
Msci Inc.

Financial Services
134
+ 27.4%
$569.09 - $635.99 $76.3K - $85.2K
623 $373K
CBRE
Cbre Group, Inc.

Real Estate
574
+ 34.94%
$119.22 - $140.71 $68.4K - $80.8K
2.22K $291K
JOBY
Joby Aviation, Inc.

Industrials
3.48K
+ 18.45%
$4.8 - $9.16 $16.7K - $31.9K
22.4K $181K
K
Kellogg CO

Consumer Defensive
1.02K
+ 16.48%
$80.34 - $81.29 $81.9K - $82.8K
7.2K $583K
CHD
Church & Dwight CO Inc

Consumer Defensive
774
+ 2.7%
$99.11 - $112.25 $76.7K - $86.9K
29.4K $3.08M
RSG
Republic Services, Inc.

Industrials
378
+ 3.76%
$198.0 - $218.75 $74.8K - $82.7K
10.4K $2.1M
SSB
South State Corp

Financial Services
145
+ 0.52%
$94.05 - $111.93 $13.6K - $16.2K
27.9K $2.78M
BDX
Becton Dickinson & CO

Healthcare
926
+ 9.83%
$220.02 - $243.75 $204K - $226K
10.3K $2.35M
FIS
Fidelity National Information Services, Inc.

Technology
1.19K
+ 17.7%
$80.14 - $90.95 $95.2K - $108K
7.9K $638K
DPZ
Dominos Pizza Inc

Consumer Cyclical
191
+ 30.13%
$408.59 - $476.19 $78K - $91K
825 $346K
USA
Liberty All Star Equity Fund

Financial Services
10.1K
New
$6.82 - $7.46 $68.7K - $75.1K
10.1K $70K
OXLC
Oxford Lane Capital Corp.

Financial Services
13.9K
New
$5.05 - $5.45 $70K - $75.5K
13.9K $70K
BLDR
Builders First Source, Inc.

Industrials
943
+ 70.53%
$142.93 - $198.25 $135K - $187K
2.28K $325K
FITB
Fifth Third Bancorp

Financial Services
1.75K
+ 13.23%
$41.76 - $48.44 $72.9K - $84.5K
14.9K $631K
IQV
Iqvia Holdings Inc.

Healthcare
574
+ 49.7%
$190.97 - $236.63 $110K - $136K
1.73K $339K
WOLF
Wolfspeed, Inc.

Technology
10K
New
$6.44 - $16.2 $64.6K - $162K
10K $66K
PEG
Public Service Enterprise Group Inc

Utilities
1.25K
+ 14.18%
$81.87 - $94.51 $102K - $118K
10K $846K
LUV
Southwest Airlines CO

Industrials
422
+ 3.39%
$28.99 - $34.84 $12.2K - $14.7K
12.9K $432K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5.52K
+ 16.57%
$8.24 - $11.07 $45.5K - $61.1K
38.8K $362K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.42K
+ 15.27%
$7.33 - $12.37 $17.8K - $30K
18.3K $194K
CHKP
Check Point Software Technologies LTD

Technology
378
+ 35.93%
$170.18 - $209.01 $64.3K - $79K
1.43K $266K
ANSS
Ansys Inc

Technology
137
+ 16.0%
$313.05 - $361.45 $42.9K - $49.5K
993 $334K
DHR
Danaher Corp

Healthcare
1.15K
+ 27.68%
$226.16 - $274.52 $259K - $314K
5.28K $1.21M
PSEC
Prospect Capital Corp

Financial Services
14.4K
New
$4.16 - $5.34 $60K - $77K
14.4K $62K
SYY
Sysco Corp

Consumer Defensive
1.21K
+ 6.26%
$73.63 - $81.77 $89.1K - $98.9K
20.5K $1.57M
CW
Curtiss Wright Corp

Industrials
112
+ 13.63%
$335.08 - $389.49 $37.5K - $43.6K
934 $331K
IR
Ingersoll Rand Inc.

Industrials
1.36K
+ 16.73%
$90.46 - $105.35 $123K - $144K
9.52K $860K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
80.2K
+ 199.64%
$22.01 - $66.82 $1.76M - $5.36M
120K $2.73M
FLR
Fluor Corp

Industrials
739
+ 6.1%
$46.92 - $58.93 $34.7K - $43.5K
12.8K $633K
PPG
Ppg Industries Inc

Basic Materials
1.52K
+ 15.71%
$119.09 - $131.37 $181K - $200K
11.2K $1.34M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.61K
+ 9.0%
$34.25 - $37.94 $55.3K - $61.2K
19.6K $710K
ZTS
Zoetis Inc.

Healthcare
1.48K
+ 25.71%
$162.24 - $194.42 $239K - $287K
7.21K $1.17M
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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