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
COP
Conocophillips

Energy
2.63K
+ 31.75%
$95.12 - $114.72 $251K - $302K
10.9K $1.08M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.82K
New
$34.25 - $37.94 $199K - $221K
5.82K $211K
CNP
Centerpoint Energy Inc

Utilities
6.65K
New
$28.58 - $32.66 $190K - $217K
6.65K $210K
HWM
Howmet Aerospace Inc.

Industrials
1.91K
New
$99.72 - $120.09 $190K - $229K
1.91K $208K
MCK
Mckesson Corp

Healthcare
99
+ 4.97%
$482.27 - $628.5 $47.7K - $62.2K
2.09K $1.19M
PKG
Packaging Corp Of America

Consumer Cyclical
911
New
$211.98 - $248.85 $193K - $227K
911 $205K
VST
Vistra Corp.

Utilities
1.48K
New
$115.74 - $166.61 $172K - $247K
1.48K $204K
ISRG
Intuitive Surgical Inc

Healthcare
197
+ 6.01%
$471.27 - $550.62 $92.8K - $108K
3.47K $1.81M
JEF
Jefferies Financial Group Inc.

Financial Services
2.59K
New
$61.95 - $81.75 $161K - $212K
2.59K $203K
LNT
Alliant Energy Corp

Utilities
3.4K
New
$56.24 - $63.63 $191K - $216K
3.4K $201K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4K
+ 20.51%
$50.53 - $55.55 $202K - $222K
23.5K $1.2M
KEYS
Keysight Technologies, Inc.

Technology
1.25K
New
$149.01 - $172.53 $186K - $215K
1.25K $200K
SAP
Sap Se

Technology
183
+ 2.27%
$218.13 - $255.54 $39.9K - $46.8K
8.26K $2.03M
MAR
Marriott International Inc

Consumer Cyclical
225
+ 6.04%
$246.06 - $292.59 $55.4K - $65.8K
3.95K $1.1M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
10.1K
New
$16.2 - $17.97 $164K - $182K
10.1K $172K
INTU
Intuit Inc

Technology
216
+ 4.48%
$602.01 - $706.25 $130K - $153K
5.03K $3.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
925
+ 7.9%
$77.25 - $91.3 $71.5K - $84.5K
12.6K $1.08M
OWL
Blue Owl Capital Inc.

Financial Services
131
+ 0.33%
$19.51 - $24.81 $2.56K - $3.25K
39.8K $924K
C
Citigroup Inc

Financial Services
598
+ 4.14%
$61.31 - $72.5 $36.7K - $43.4K
15.1K $1.06M
HSBC
Hsbc Holdings PLC

Financial Services
739
+ 2.72%
$43.83 - $49.51 $32.4K - $36.6K
27.9K $1.38M
ABNB
Airbnb, Inc.

Consumer Cyclical
539
+ 3.38%
$125.36 - $147.37 $67.6K - $79.4K
16.5K $2.16M
SCHW
Schwab Charles Corp

Financial Services
317
+ 2.46%
$63.31 - $82.85 $20.1K - $26.3K
13.2K $975K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
10.5K
New
$13.01 - $14.43 $136K - $151K
10.5K $138K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
485
+ 2.59%
$105.85 - $112.84 $51.3K - $54.7K
19.2K $2.12M
FTNT
Fortinet, Inc.

Technology
173
+ 2.69%
$76.49 - $99.21 $13.2K - $17.2K
6.6K $623K
MNDY
Monday.Com Ltd.

Technology
905
+ 42.59%
$224.69 - $324.31 $203K - $294K
3.03K $713K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.47K
+ 2.72%
$12.27 - $15.41 $18.1K - $22.7K
55.7K $806K
EMR
Emerson Electric CO

Industrials
196
+ 2.93%
$108.13 - $134.33 $21.2K - $26.3K
6.9K $854K
DXCM
Dexcom Inc

Healthcare
1.07K
+ 29.47%
$65.68 - $81.01 $70.5K - $87K
4.72K $366K
EXPE
Expedia Group, Inc.

Consumer Cyclical
49
+ 1.68%
$146.47 - $191.01 $7.18K - $9.36K
2.96K $552K
INTC
Intel Corp

Technology
7.88K
+ 60.34%
$19.07 - $26.23 $150K - $207K
21K $420K
SNOW
Snowflake Inc.

Technology
158
+ 7.05%
$109.65 - $186.51 $17.3K - $29.5K
2.4K $370K
TJX
Tjx Companies Inc

Consumer Cyclical
348
+ 1.69%
$112.15 - $127.2 $39K - $44.3K
20.9K $2.52M
WDAY
Workday, Inc.

Technology
350
+ 26.76%
$233.85 - $279.91 $81.8K - $98K
1.66K $427K
PANW
Palo Alto Networks Inc

Technology
3.44K
+ 105.35%
$181.96 - $405.9 $626K - $1.4M
6.71K $1.22M
CDNS
Cadence Design Systems Inc

Technology
93
+ 3.63%
$249.1 - $324.54 $23.2K - $30.2K
2.66K $797K
APO
Apollo Global Management, Inc.

Financial Services
115
+ 5.6%
$131.36 - $178.61 $15.1K - $20.5K
2.17K $358K
TM
Toyota Motor Corp

Consumer Cyclical
135
+ 3.09%
$169.2 - $199.52 $22.8K - $26.9K
4.5K $875K
T
At&T Inc.

Communication Services
1.69K
+ 2.29%
$21.22 - $23.88 $35.8K - $40.2K
75.2K $1.71M
ABT
Abbott Laboratories

Healthcare
936
+ 5.53%
$111.93 - $119.39 $105K - $112K
17.9K $2.02M
CPRT
Copart Inc

Consumer Cyclical
809
+ 10.27%
$51.36 - $63.8 $41.6K - $51.6K
8.69K $498K
GM
General Motors CO

Consumer Cyclical
601
+ 9.44%
$44.82 - $60.2 $26.9K - $36.2K
6.97K $371K
VV
Vanguard Large Cap ETF

ETFs
41
+ 0.36%
$260.27 - $280.65 $10.7K - $11.5K
11.6K $3.12M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.03K
+ 46.27%
$45.17 - $47.23 $91.7K - $95.9K
6.42K $291K
PM
Philip Morris International Inc.

Consumer Defensive
721
+ 9.28%
$118.38 - $133.06 $85.4K - $95.9K
8.49K $1.02M
NTRA
Natera, Inc.

Healthcare
43
+ 1.91%
$117.67 - $174.0 $5.06K - $7.48K
2.29K $362K
DLR
Digital Realty Trust, Inc.

Real Estate
107
+ 2.9%
$156.46 - $195.69 $16.7K - $20.9K
3.8K $673K
ANSS
Ansys Inc

Technology
178
+ 22.91%
$313.05 - $361.45 $55.7K - $64.3K
955 $322K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
46
+ 7.54%
$1146.59 - $1270.6 $52.7K - $58.4K
656 $777K
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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