Kowal Investment Group, LLC Purchases and Sells in Q3 2024

Kowal Investment Group, LLC

$538 Million
Q3 2024

Top Buys

Incresed Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZECP	169K + 53.14%	$28.3 - $30.84 $4.8M - $5.23M	488K $15.1M
MDY	1.01K + 2.39%	$523.84 - $572.02 $528K - $576K	43.1K $24.6M
IEFA	16K + 23.69%	$70.09 - $78.74 $1.12M - $1.26M	83.7K $6.53M
AAPL	1.86K + 3.92%	$207.23 - $234.82 $386K - $437K	49.3K $11.5M
AGG	8.83K + 16.75%	$96.25 - $101.98 $850K - $900K	61.5K $6.23M
SCHE	16.5K + 20.74%	$25.45 - $29.53 $420K - $488K	96.1K $2.81M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBUS	496K New	$93.22 - $103.58 $46.2M - $51.3M	496K $51.3M
ONEQ	14K New	$63.74 - $73.47 $893K - $1.03M	14K $1M
IGM	6.4K New	$84.03 - $98.62 $538K - $632K	6.4K $614K
PLD	4.3K New	$111.95 - $132.43 $481K - $569K	4.3K $542K
MANH	1.89K New	$218.59 - $286.0 $413K - $541K	1.89K $531K
IWF	1.4K New	$332.02 - $382.76 $465K - $537K	1.4K $526K

Top Sells

Reduced Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTCS	-576K - 94.31%	$83.58 - $90.94 $48.1M - $52.4M	34.7K $3.15M
QTEC	-2.95K - 1.66%	$169.92 - $205.38 $501K - $605K	175K $33.4M
FBCG	-23.4K - 3.55%	$37.45 - $44.25 $877K - $1.04M	637K $27.2M
CVX	-2.23K - 19.83%	$137.88 - $161.97 $308K - $361K	9.02K $1.33M
MUB	-5.32K - 6.75%	$106.13 - $108.7 $565K - $578K	73.5K $7.98M
CDNS	-1.01K - 53.16%	$246.84 - $321.11 $249K - $324K	890 $241K

Activity Summary All Purchases 119 New Holdings 24 Increased Positions 95 All Sells 75 Reductions 75 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.