Lake Street Advisors Group, LLC Purchases in Q4 2024

Lake Street Advisors Group, LLC

  • $2.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
39.7K
+ 57.78%
$159.67 - $250.0 $6.34M - $9.92M
108K $25.1M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
383K
New
$16.4 - $17.85 $6.28M - $6.84M
383K $6.71M
NVDA
Nvidia Corp

Technology
15.5K
+ 4.85%
$117.0 - $148.88 $1.82M - $2.31M
336K $45.1M
ARES
Ares Management Corp

Financial Services
31.9K
+ 183.24%
$153.38 - $183.7 $4.9M - $5.87M
49.4K $8.74M
AMZN
Amazon Com Inc

Consumer Cyclical
8.76K
+ 7.79%
$180.88 - $232.93 $1.58M - $2.04M
121K $26.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.27K
+ 3.27%
$521.84 - $558.82 $3.27M - $3.5M
198K $107M
ETN
Eaton Corp PLC

Industrials
13.2K
+ 143.02%
$326.96 - $377.52 $4.31M - $4.97M
22.4K $7.43M
TSLA
Tesla, Inc.

Consumer Cyclical
3.13K
+ 14.52%
$213.65 - $479.86 $669K - $1.5M
24.7K $9.97M
BX
Blackstone Inc.

Financial Services
21.8K
+ 112.88%
$148.45 - $199.05 $3.24M - $4.35M
41.2K $7.1M
WMB
Williams Companies, Inc.

Energy
69.9K
+ 198.78%
$46.37 - $59.74 $3.24M - $4.18M
105K $5.69M
BND
Vanguard Bd Index Fd Inc Total

ETFs
80K
+ 11.89%
$71.75 - $75.11 $5.74M - $6.01M
752K $54.1M
KMI
Kinder Morgan, Inc.

Energy
115K
+ 246.13%
$22.59 - $28.54 $2.61M - $3.3M
162K $4.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.64K
+ 28.09%
$442.29 - $483.08 $3.38M - $3.69M
34.8K $15.8M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22.8K
+ 42.85%
$124.61 - $133.96 $2.85M - $3.06M
76.1K $9.81M
VTI
Vanguard Total Stock Market Et

ETFs
3.54K
+ 1.24%
$280.04 - $302.45 $990K - $1.07M
289K $83.7M
CAT
Caterpillar Inc

Industrials
7.8K
+ 92.3%
$360.37 - $416.88 $2.81M - $3.25M
16.3K $5.9M
OKE
Oneok Inc

Energy
23.6K
+ 161.1%
$92.28 - $117.05 $2.18M - $2.76M
38.2K $3.84M
DELL
Dell Technologies Inc.

Technology
21.4K
+ 92.09%
$111.96 - $144.21 $2.4M - $3.09M
44.6K $5.14M
ABBV
Abb Vie Inc.

Healthcare
18.2K
+ 42.06%
$164.99 - $203.87 $3.01M - $3.72M
61.6K $10.9M
SPG
Simon Property Group Inc

Real Estate
12.6K
+ 181.75%
$167.23 - $183.84 $2.11M - $2.31M
19.5K $3.36M
MSFT
Microsoft Corp

Technology
6.55K
+ 8.14%
$406.35 - $454.46 $2.66M - $2.98M
87.1K $36.7M
MS
Morgan Stanley

Financial Services
12.1K
+ 52.4%
$104.42 - $134.99 $1.26M - $1.63M
35.2K $4.42M
HPQ
Hp Inc

Technology
61.4K
+ 218.32%
$32.46 - $39.3 $1.99M - $2.41M
89.6K $2.92M
STWD
Starwood Property Trust, Inc.

Real Estate
102K
+ 293.16%
$18.95 - $20.37 $1.94M - $2.08M
137K $2.6M
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 2.01%
$161.86 - $196.66 $222K - $269K
69.7K $13.2M
DBA
Invesco Db Agriculture Fund

ETFs
67.8K
+ 77.74%
$24.81 - $27.83 $1.68M - $1.89M
155K $4.12M
AFL
Aflac Inc

Financial Services
17.7K
+ 156.24%
$100.37 - $115.27 $1.77M - $2.04M
29K $3M
SBUX
Starbucks Corp

Consumer Cyclical
20.1K
+ 113.57%
$87.44 - $102.5 $1.76M - $2.06M
37.8K $3.44M
ENB
Enbridge Inc

Energy
39.8K
+ 286.48%
$40.4 - $43.92 $1.61M - $1.75M
53.7K $2.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.0%
$311.11 - $335.64 $311 - $336
214K $68.8M
TXN
Texas Instruments Inc

Technology
8.34K
+ 66.78%
N/A
20.8K $4.05M
PLTR
Palantir Technologies Inc.

Technology
7.62K
+ 29.38%
$36.46 - $82.38 $278K - $628K
33.5K $2.54M
CME
Cme Group Inc.

Financial Services
6.45K
+ 108.69%
$221.17 - $246.02 $1.43M - $1.59M
12.4K $2.88M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
26.3K
New
$56.27 - $69.89 $1.48M - $1.84M
26.3K $1.5M
BA
Boeing CO

Industrials
493
+ 0.88%
$138.14 - $180.72 $68.1K - $89.1K
56.6K $10M
MRK
Merck & Co., Inc.

Healthcare
18.5K
+ 71.38%
$96.31 - $114.76 $1.78M - $2.12M
44.4K $4.41M
ITA
Ishares Tr

ETFs
10K
New
$144.31 - $157.31 $1.45M - $1.58M
10K $1.46M
CVX
Chevron Corp

Energy
10.2K
+ 67.23%
$141.15 - $162.53 $1.44M - $1.66M
25.4K $3.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.49K
+ 56.11%
$172.07 - $207.36 $945K - $1.14M
15.3K $3.02M
DBB
Invesco Db Base Metals Fund

ETFs
75.1K
+ 81.65%
$18.85 - $21.42 $1.41M - $1.61M
167K $3.15M
XOM
Exxon Mobil Corp

Energy
15.1K
+ 34.9%
$105.51 - $125.37 $1.59M - $1.89M
58.3K $6.27M
UEC
Uranium Energy Corp

Energy
163K
+ 99.69%
$6.55 - $8.6 $1.07M - $1.4M
327K $2.19M
MCD
Mcdonalds Corp

Consumer Cyclical
4.45K
+ 50.75%
$288.47 - $316.54 $1.28M - $1.41M
13.2K $3.83M
LMT
Lockheed Martin Corp

Industrials
3.11K
+ 84.89%
$479.66 - $614.62 $1.49M - $1.91M
6.78K $3.29M
AMGN
Amgen Inc

Healthcare
5.85K
+ 84.78%
$258.78 - $328.31 $1.51M - $1.92M
12.7K $3.32M
IWM
Ishares Russell 2000 ETF

ETFs
4.92K
+ 16.11%
$216.13 - $242.4 $1.06M - $1.19M
35.5K $7.84M
META
Meta Platforms, Inc.

Communication Services
1.15K
+ 5.09%
$554.08 - $632.68 $639K - $730K
23.8K $14.1M
APP
App Lovin Corp

Technology
177
+ 3.37%
$130.67 - $401.5 $23.1K - $71.1K
5.43K $1.76M
WSO
Watsco Inc

Industrials
2.23K
+ 285.04%
$466.57 - $568.78 $1.04M - $1.27M
3.01K $1.43M
Activity Summary
Buys All Purchases 372 New Holdings 44 Increased Positions 328 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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