Ipsen Advisor Group LLC Purchases and Sells in Q4 2024

Ipsen Advisor Group LLC

$117 Billion
Q4 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPSE	92.5K + 850.01%	$46.77 - $51.7 $4.33M - $4.78M	103K $4.84B
ILCG	7.56K + 13.12%	N/A	65.2K $5.84B
DBEF	30K + 24.94%	$40.97 - $42.66 $1.23M - $1.28M	150K $6.23B
IMCG	11.8K + 18.33%	$72.18 - $81.41 $853K - $962K	76.3K $5.76B
ISCG	21.3K + 24.78%	$48.22 - $54.03 $1.02M - $1.15M	107K $5.29B
IMCV	16.8K + 27.14%	$73.19 - $81.02 $1.23M - $1.36M	78.6K $5.84B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RWK	40.8K New	$114.67 - $126.49 $4.68M - $5.17M	40.8K $4.75B
FBND	83.5K New	$44.87 - $46.86 $3.74M - $3.91M	83.5K $3.74B
SDVY	48.5K New	$35.45 - $40.33 $1.72M - $1.96M	48.5K $1.74B
LIT	34.7K New	$40.78 - $48.97 $1.41M - $1.7M	34.7K $1.41B
COPX	37K New	$38.17 - $48.57 $1.41M - $1.8M	37K $1.41B
XLF	27.7K New	$44.89 - $51.34 $1.25M - $1.42M	27.7K $1.34B

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGD	-13.9K - 50.73%	$75.65 - $83.47 $1.05M - $1.16M	13.5K $1.03B
QUAL	-8.76K - 59.4%	$176.42 - $186.91 $1.54M - $1.64M	5.99K $1.07B
DGRO	-14.5K - 48.98%	$60.73 - $64.94 $878K - $939K	15.1K $924M
ESGU	-13.5K - 48.14%	$124.61 - $133.96 $1.68M - $1.81M	14.5K $1.87B
IEF	-4.21K - 57.85%	$92.08 - $98.18 $387K - $413K	3.07K $283M
XOM	-2.96K - 31.64%	$105.51 - $125.37 $312K - $371K	6.4K $688M

Activity Summary All Purchases 58 New Holdings 20 Increased Positions 38 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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