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
BSX
Boston Scientific Corp

Healthcare
317
+ 4.34%
$83.62 - $91.5 $26.5K - $29K
7.63K $681K
GDDY
Go Daddy Inc.

Technology
64
+ 4.67%
$153.16 - $209.03 $9.8K - $13.4K
1.43K $282K
USB
Us Bancorp \De\

Financial Services
896
+ 7.29%
$43.98 - $53.66 $39.4K - $48.1K
13.2K $630K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
169
+ 11.0%
$229.83 - $258.46 $38.8K - $43.7K
1.71K $421K
PCAR
Paccar Inc

Industrials
426
+ 9.95%
$97.92 - $118.41 $41.7K - $50.4K
4.71K $489K
EW
Edwards Lifesciences Corp

Healthcare
552
+ 17.75%
$64.54 - $75.92 $35.6K - $41.9K
3.66K $271K
IBM
International Business Machines Corp

Technology
317
+ 7.23%
$204.9 - $238.04 $65K - $75.5K
4.7K $1.03M
DAL
Delta Air Lines, Inc.

Industrials
261
+ 5.65%
$47.46 - $65.77 $12.4K - $17.2K
4.88K $295K
DE
Deere & CO

Industrials
103
+ 4.12%
$389.45 - $466.0 $40.1K - $48K
2.6K $1.1M
BKR
Baker Hughes CO

Energy
693
+ 10.66%
$35.98 - $44.88 $24.9K - $31.1K
7.2K $295K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
73.2K
+ 200.0%
$22.01 - $66.82 $1.61M - $4.89M
110K $2.49M
BK
Bank Of New York Mellon Corp

Financial Services
382
+ 7.31%
$70.82 - $81.87 $27.1K - $31.3K
5.61K $431K
IVW
Ishares S&P 500 Growth ETF

ETFs
27
+ 0.31%
$94.43 - $105.47 $2.55K - $2.85K
8.88K $901K
EQIX
Equinix Inc

Real Estate
12
+ 1.61%
$865.69 - $985.0 $10.4K - $11.8K
756 $712K
ADSK
Autodesk, Inc.

Technology
213
+ 11.4%
N/A
2.08K $511K
APH
Amphenol Corp

Technology
124
+ 1.25%
$62.07 - $75.35 $7.7K - $9.34K
10.1K $699K
LNG
Cheniere Energy, Inc.

Energy
7
+ 0.52%
$181.07 - $225.92 $1.27K - $1.58K
1.36K $291K
ETR
Entergy Corp

Utilities
2.15K
+ 104.98%
$73.19 - $156.4 $157K - $336K
4.2K $318K
CHTR
Charter Communications, Inc.

Communication Services
79
+ 7.44%
$315.38 - $408.02 $24.9K - $32.2K
1.14K $391K
BRCC
Brc Inc.

Consumer Defensive
15K
New
$2.82 - $3.5 $42.3K - $52.5K
15K $47K
MFG
Mizuho Financial Group Inc

Financial Services
2.21K
+ 4.42%
$4.05 - $5.26 $8.95K - $11.6K
52.2K $255K
ROST
Ross Stores, Inc.

Consumer Cyclical
292
+ 12.33%
$138.59 - $156.61 $40.5K - $45.7K
2.66K $402K
SNPS
Synopsys Inc

Technology
131
+ 14.18%
$485.36 - $588.0 $63.6K - $77K
1.06K $512K
AON
Aon PLC

Financial Services
50
+ 2.43%
$344.14 - $393.31 $17.2K - $19.7K
2.11K $757K
PAYX
Paychex Inc

Industrials
190
+ 6.9%
$135.86 - $148.73 $25.8K - $28.3K
2.94K $412K
EOG
Eog Resources Inc

Energy
354
+ 10.74%
$118.22 - $136.54 $41.8K - $48.3K
3.65K $447K
XEL
Xcel Energy Inc

Utilities
492
+ 13.27%
$62.16 - $72.92 $30.6K - $35.9K
4.2K $283K
SYK
Stryker Corp

Healthcare
124
+ 4.06%
$345.14 - $392.15 $42.8K - $48.6K
3.18K $1.14M
AME
Ametek Inc

Industrials
138
+ 8.18%
$165.89 - $197.38 $22.9K - $27.2K
1.83K $329K
TTD
Trade Desk, Inc.

Technology
192
+ 9.42%
$108.7 - $139.51 $20.9K - $26.8K
2.23K $262K
NOK
Nokia Corp

Technology
8.29K
+ 23.15%
$4.13 - $4.95 $34.2K - $41K
44.1K $195K
SE
Sea LTD

Consumer Cyclical
63
+ 2.28%
$93.56 - $117.41 $5.89K - $7.4K
2.82K $299K
ACN
Accenture PLC

Technology
159
+ 1.54%
$343.9 - $376.86 $54.7K - $59.9K
10.5K $3.68M
MNST
Monster Beverage Corp

Consumer Defensive
625
+ 6.77%
$49.24 - $56.38 $30.8K - $35.2K
9.85K $517K
MTB
M&T Bank Corp

Financial Services
23
+ 0.76%
$172.48 - $221.95 $3.97K - $5.1K
3.04K $572K
ROK
Rockwell Automation, Inc

Industrials
39
+ 2.97%
$264.65 - $302.92 $10.3K - $11.8K
1.35K $386K
IP
International Paper CO

Consumer Cyclical
158
+ 3.38%
$46.64 - $59.57 $7.37K - $9.41K
4.84K $260K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
400
+ 3.33%
$46.48 - $51.32 $18.6K - $20.5K
12.4K $597K
WST
West Pharmaceutical Services Inc

Healthcare
39
+ 5.8%
$285.69 - $344.0 $11.1K - $13.4K
711 $232K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
63
+ 0.34%
$66.77 - $71.52 $4.21K - $4.51K
18.4K $1.27M
EA
Electronic Arts Inc.

Communication Services
165
+ 8.06%
$140.69 - $167.97 $23.2K - $27.7K
2.21K $323K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
495
+ 10.85%
$74.71 - $79.24 $37K - $39.2K
5.06K $388K
JCI
Johnson Controls International PLC

Industrials
239
+ 3.07%
$74.23 - $86.6 $17.7K - $20.7K
8.03K $633K
PSO
Pearson PLC

Communication Services
77
+ 0.72%
$13.3 - $16.28 $1.02K - $1.25K
10.8K $174K
MET
Metlife Inc

Financial Services
381
+ 8.14%
$78.15 - $88.25 $29.8K - $33.6K
5.06K $414K
FDX
Fedex Corp

Industrials
36
+ 1.6%
$260.5 - $305.15 $9.38K - $11K
2.29K $643K
MO
Altria Group, Inc.

Consumer Defensive
292
+ 2.69%
$49.06 - $57.74 $14.3K - $16.9K
11.2K $583K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
454
+ 4.05%
$77.23 - $82.11 $35.1K - $37.3K
11.7K $908K
SRE
Sempra Energy

Utilities
114
+ 2.66%
$80.81 - $94.77 $9.21K - $10.8K
4.4K $385K
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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