Kestra Advisory Services, LLC Purchases in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Talen Energy Corp
1.02K
+ 10.87%
N/A
10.4K $0
Tidal Tr Ii
9.88K
New
N/A
9.88K $0
Tidal ETF Tr
13.8K
New
N/A
13.8K $0
Tidal Tr Ii
19.4K
New
N/A
19.4K $0
Timothy Plan
11.4K
+ 31.33%
N/A
47.8K $0
Two Hbrs Invt Corp
37.5K
New
N/A
37.5K $0
SMOT
Vaneck ETF Tr Morningstar Smid
10.6K
+ 7.95%
N/A
144K $0
Vanguard Wellington Fd
3.85K
New
N/A
3.85K $0
VUSB
Vanguard Bd Index Fds
49.2K
+ 39.79%
N/A
173K $0
Veralto Corp
906
+ 5.58%
N/A
17.2K $0
Viper Energy Inc
9.9K
+ 125.07%
N/A
17.8K $0
Vistagen Therapeutics Inc
83
+ 0.41%
N/A
20.1K $0
Wk Kellogg CO
10.1K
New
N/A
10.1K $0
Wells Fargo CO New
438
+ 4.05%
N/A
11.2K $0
Wisdomtree Tr
16.1K
+ 8.35%
N/A
209K $0
Avadel Pharmaceuticals PLC
1.1K
+ 6.67%
N/A
17.6K $0
Aptiv PLC
6.95K
New
N/A
6.95K $0
Flutter Entmt PLC
2.03K
New
N/A
2.03K $0
Liberty Global LTD
22.7K
+ 176.29%
N/A
35.7K $0
Liberty Global LTD
37.9K
+ 36.26%
N/A
142K $0
SDRL
Seadrill Limited

Energy
1.48K
+ 5.55%
N/A
28.2K $0
Smurfit Westrock PLC
2.64K
+ 31.16%
N/A
11.1K $0
LYG
Lloyds Banking Group PLC

Financial Services
9.59K
+ 13.63%
$2.67 - $3.23 $25.6K - $31K
80K $217K
BHC
Bausch Health Companies Inc.

Healthcare
95
+ 0.77%
$7.34 - $9.78 $697 - $929
12.5K $100K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
16K
+ 103.23%
$0.65 - $2.08 $10.4K - $33.3K
31.5K $23K
CMU
Mfs High Yield Municipal Trust

Financial Services
240
+ 1.88%
$3.47 - $3.69 $833 - $886
13K $45K
NEWP
New Pacific Metals Corp

Basic Materials
2.4K
+ 21.82%
$1.18 - $2.02 $2.83K - $4.85K
13.4K $15K
TFSL
Tfs Financial Corp

Financial Services
253
+ 1.64%
$12.52 - $14.53 $3.17K - $3.68K
15.7K $197K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.94K
+ 11.87%
$63.27 - $70.31 $186K - $207K
27.7K $1.76M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
6.71K
+ 4.35%
$14.43 - $15.02 $96.8K - $101K
161K $2.33M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
20.3K
+ 13.09%
$3.76 - $4.47 $76.1K - $90.5K
175K $659K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
286
+ 2.1%
$46.03 - $47.13 $13.2K - $13.5K
13.9K $641K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
125
+ 0.81%
$18.43 - $19.57 $2.3K - $2.45K
15.6K $293K
CNA
Cna Financial Corp

Financial Services
1
+ 0.02%
$46.76 - $50.95 $46.8 - $51
4.84K $233K
EARN
Ellington Residential Mortgage Reit

Real Estate
981
+ 3.59%
$6.33 - $7.03 $6.21K - $6.9K
28.3K $187K
WWD
Woodward, Inc.

Industrials
30
+ 1.91%
$159.67 - $187.29 $4.79K - $5.62K
1.6K $266K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
690
+ 5.38%
$10.23 - $11.18 $7.06K - $7.71K
13.5K $139K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
357
+ 1.69%
$2.85 - $3.09 $1.02K - $1.1K
21.4K $61K
NSSC
Napco Security Technologies, Inc

Industrials
875
+ 12.26%
$34.51 - $42.2 $30.2K - $36.9K
8.01K $284K
KIE
Spdr S&P Insurance ETF

ETFs
7
+ 0.04%
$55.65 - $62.03 $390 - $434
17.1K $965K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1
+ 0.12%
$313.15 - $374.28 $313 - $374
869 $285K
MSA
Msa Safety Inc

Industrials
125
+ 5.57%
$163.63 - $178.77 $20.5K - $22.3K
2.37K $393K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
1.09K
+ 10.19%
$36.06 - $39.96 $39.3K - $43.6K
11.8K $426K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
424
+ 2.71%
$23.56 - $25.94 $9.99K - $11K
16.1K $391K
WEN
Wendy'S CO

Consumer Cyclical
1.25K
+ 5.9%
$16.26 - $20.42 $20.3K - $25.5K
22.4K $364K
YJUN
First Tr Exchange Traded Fd Vi
1.52K
+ 4.91%
$21.53 - $22.81 $32.8K - $34.7K
32.6K $703K
IJUL
Innovator Etfs Tr

ETFs
1.53K
+ 5.36%
$27.59 - $29.25 $42.1K - $44.6K
30K $830K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
102
+ 1.22%
$154.42 - $163.91 $15.8K - $16.7K
8.45K $1.31M
CPK
Chesapeake Utilities Corp

Utilities
685
+ 2.1%
$116.24 - $133.18 $79.6K - $91.2K
33.3K $4.04M
Activity Summary
Buys All Purchases 1701 New Holdings 326 Increased Positions 1375 Sells All Sells 895 Reductions 895 Sold out 0 Options Calls 10 Puts 4
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