Jackson, Grant Investment Advisers, Inc. Sells in Q3 2024

Jackson, Grant Investment Advisers, Inc.

  • $265 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-1.55K
- 99.17%
$314.21 - $388.71 $488K - $604K
13 $5K
CSX
Csx Corp

Industrials
-11.3K
- 46.51%
$32.48 - $35.45 $367K - $400K
13K $448K
NEE
Nextera Energy Inc

Utilities
-3.87K
- 66.97%
$69.9 - $84.97 $271K - $329K
1.91K $161K
DIS
Walt Disney CO

Communication Services
-2.01K
- 30.34%
$85.6 - $98.61 $172K - $198K
4.61K $443K
T
At&T Inc.

Communication Services
-12K
- 56.82%
$18.21 - $22.28 $218K - $267K
9.09K $199K
CMCSA
Comcast Corp

Communication Services
-3.81K
- 49.07%
$37.33 - $41.78 $142K - $159K
3.95K $165K
VZ
Verizon Communications Inc

Communication Services
-3.44K
- 45.09%
$38.89 - $45.0 $134K - $155K
4.19K $187K
IR
Ingersoll Rand Inc.

Industrials
-1.37K
- 81.2%
$86.9 - $100.4 $119K - $137K
317 $31K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.24K
- 9.67%
$49.93 - $51.15 $112K - $115K
20.9K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.04K
- 43.02%
$64.35 - $75.71 $66.9K - $78.7K
1.38K $101K
XOM
Exxon Mobil Corp

Energy
-462
- 3.24%
$109.72 - $119.0 $50.7K - $55K
13.8K $1.62M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-208
- 45.92%
$47.99 - $54.43 $9.98K - $11.3K
245 $13K
NKE
Nike, Inc.

Consumer Cyclical
-165
- 27.23%
$71.09 - $89.44 $11.7K - $14.8K
441 $38K
RTX
Raytheon Technologies Corp

Industrials
-308
- 16.62%
$99.55 - $123.34 $30.7K - $38K
1.55K $187K
PEP
Pepsico Inc

Consumer Defensive
-75
- 1.32%
$161.9 - $179.3 $12.1K - $13.4K
5.61K $953K
IWD
Ishares Russell 1000 Val ETF

ETFs
-24
- 1.24%
$173.36 - $189.8 $4.16K - $4.56K
1.92K $363K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.14K
- 5.7%
$170.05 - $200.86 $194K - $229K
18.9K $3.78M
JNJ
Johnson & Johnson

Healthcare
-568
- 3.97%
$145.48 - $167.38 $82.6K - $95.1K
13.7K $2.23M
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 0.57%
$520.18 - $576.82 $21.8K - $24.2K
7.28K $4.2M
PG
Procter & Gamble CO

Consumer Defensive
-167
- 0.55%
$160.76 - $177.82 $26.8K - $29.7K
30.1K $5.21M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-340
- 1.35%
$95.1 - $106.76 $32.3K - $36.3K
24.8K $2.65M
PFF
Ishares Trust Ishares Pfd And

ETFs
-303
- 0.21%
$31.18 - $33.5 $9.45K - $10.2K
147K $4.87M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-227
- 0.31%
$60.84 - $67.51 $13.8K - $15.3K
72.9K $4.92M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.64K
- 0.92%
$125.95 - $142.04 $207K - $234K
178K $25.2M
Activity Summary
Buys All Purchases 136 New Holdings 15 Increased Positions 121 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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