Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITT
Itt Inc.

Industrials
461
+ 20.74%
$140.12 - $159.62 $64.6K - $73.6K
2.68K $383K
STXS
Stereotaxis, Inc.

Healthcare
3.23K
+ 1.77%
$1.84 - $2.47 $5.93K - $7.97K
186K $423K
HAL
Halliburton CO

Energy
2.39K
+ 29.02%
$25.77 - $31.99 $61.6K - $76.5K
10.6K $288K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
12.5K
New
$3.8 - $4.57 $47.5K - $57.1K
12.5K $48K
CHDN
Churchill Downs Inc

Consumer Cyclical
421
+ 8.0%
$129.55 - $147.45 $54.5K - $62.1K
5.68K $758K
MAA
Mid America Apartment Communities Inc.

Real Estate
349
+ 17.64%
$149.17 - $165.2 $52.1K - $57.7K
2.33K $359K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
120
+ 3.43%
$58.32 - $85.45 $7K - $10.3K
3.62K $268K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
11.3K
New
$3.86 - $4.04 $43.5K - $45.5K
11.3K $44K
AB
Alliancebernstein Holding L.P.

Financial Services
630
+ 7.09%
$34.59 - $38.68 $21.8K - $24.4K
9.52K $353K
APPF
Appfolio Inc

Technology
53
+ 2.08%
$192.07 - $269.26 $10.2K - $14.3K
2.61K $643K
MSGS
Madison Square Garden Sports Corp.

Communication Services
45
+ 2.41%
$208.82 - $235.85 $9.4K - $10.6K
1.91K $431K
DGX
Quest Diagnostics Inc

Healthcare
303
+ 7.37%
N/A
4.41K $605K
TMC
Tmc The Metals CO Inc.

Basic Materials
37.7K
New
$0.72 - $1.2 $27.1K - $45.2K
37.7K $42K
RPM
Rpm International Inc

Basic Materials
283
+ 11.49%
$120.09 - $140.26 $34K - $39.7K
2.75K $337K
PGR
Progressive Corp

Financial Services
1.7K
+ 6.52%
$239.6 - $268.88 $407K - $457K
27.8K $6.65M
FANG
Diamondback Energy, Inc.

Energy
362
+ 14.75%
$153.06 - $199.5 $55.4K - $72.2K
2.82K $461K
EXR
Extra Space Storage Inc.

Real Estate
571
+ 37.25%
$142.35 - $178.32 $81.3K - $102K
2.1K $314K
CBOE
Cboe Global Markets, Inc.

Financial Services
261
+ 16.9%
$191.61 - $217.84 $50K - $56.9K
1.81K $352K
CR
Crane Holdings, Co.

Industrials
466
+ 9.1%
$148.97 - $184.96 $69.4K - $86.2K
5.59K $847K
KLAC
Kla Corp

Technology
772
+ 24.73%
$614.46 - $829.55 $474K - $640K
3.89K $2.45M
PINS
Pinterest, Inc.

Communication Services
2.27K
+ 26.31%
$28.24 - $34.15 $64.2K - $77.7K
10.9K $316K
SNAP
Snap Inc

Communication Services
3.27K
+ 19.4%
$9.98 - $12.86 $32.6K - $42K
20.1K $216K
AFG
American Financial Group Inc

Financial Services
223
+ 12.44%
$126.81 - $149.08 $28.3K - $33.2K
2.02K $275K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
744
+ 6.89%
$9.71 - $15.34 $7.22K - $11.4K
11.5K $153K
PNR
Pentair PLC

Industrials
103
+ 1.37%
$95.0 - $109.21 $9.79K - $11.2K
7.63K $767K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
53
+ 5.45%
$193.7 - $235.05 $10.3K - $12.5K
1.03K $234K
FRT
Federal Realty Investment Trust

Real Estate
438
+ 7.13%
$109.55 - $117.53 $48K - $51.5K
6.59K $737K
ADI
Analog Devices Inc

Technology
1.79K
+ 9.07%
$206.35 - $236.48 $370K - $424K
21.6K $4.58M
STLD
Steel Dynamics Inc

Basic Materials
264
+ 4.7%
N/A
5.88K $577K
CMPX
Compass Therapeutics, Inc.

Healthcare
17.9K
New
$1.35 - $1.98 $24.2K - $35.5K
17.9K $26K
SJM
J M Smucker CO

Consumer Defensive
737
+ 14.44%
$106.92 - $121.75 $78.8K - $89.7K
5.84K $643K
MAS
Masco Corp

Industrials
804
+ 26.93%
$72.52 - $85.73 $58.3K - $68.9K
3.79K $274K
PFG
Principal Financial Group Inc

Financial Services
742
+ 19.37%
$74.91 - $91.26 $55.6K - $67.7K
4.57K $353K
FQAL
Fidelity Covington Tr Quality

ETFs
197
+ 1.07%
$64.43 - $68.47 $12.7K - $13.5K
18.6K $1.22M
ON
On Semiconductor Corp

Technology
901
+ 25.6%
$63.05 - $74.7 $56.8K - $67.3K
4.42K $278K
SHEL
Shell PLC

Energy
1.22K
+ 7.43%
$60.63 - $70.23 $73.7K - $85.3K
17.6K $1.1M
WHR
Whirlpool Corp

Consumer Cyclical
44
+ 1.8%
$99.28 - $124.45 $4.37K - $5.48K
2.48K $284K
MEDP
Medpace Holdings, Inc.

Healthcare
70
+ 7.44%
$308.93 - $363.58 $21.6K - $25.5K
1.01K $335K
SLF
Sun Life Financial Inc

Financial Services
36
+ 0.25%
$55.43 - $62.69 $2K - $2.26K
14.4K $855K
FCX
Freeport Mcmoran Inc

Basic Materials
5.01K
+ 34.72%
$38.08 - $50.82 $191K - $254K
19.4K $739K
VEEV
Veeva Systems Inc

Healthcare
89
+ 4.25%
$201.81 - $250.45 $18K - $22.3K
2.18K $458K
NBTB
Nbt Bancorp Inc

Financial Services
3
+ 0.06%
$42.64 - $52.33 $128 - $157
5K $238K
NVS
Novartis Ag

Healthcare
826
+ 23.36%
$96.78 - $117.18 $79.9K - $96.8K
4.36K $424K
F
Ford Motor CO

Consumer Cyclical
7.79K
+ 8.38%
$9.69 - $11.4 $75.5K - $88.8K
101K $997K
MGEE
Mge Energy Inc

Utilities
3
+ 0.05%
$88.55 - $108.16 $266 - $324
6.26K $587K
SKX
Skechers Usa Inc

Consumer Cyclical
200
+ 4.67%
$59.24 - $72.0 $11.8K - $14.4K
4.49K $301K
SLI
Standard Lithium Ltd.

Basic Materials
10.4K
New
$1.36 - $2.51 $14.2K - $26.2K
10.4K $15K
FE
Firstenergy Corp

Utilities
2.63K
+ 13.17%
$39.14 - $44.52 $103K - $117K
22.6K $899K
FLO
Flowers Foods Inc

Consumer Defensive
2.2K
+ 16.49%
$20.4 - $23.31 $44.9K - $51.3K
15.6K $321K
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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