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
Linde PLC
155
+ 3.09%
N/A
5.18K $0
BRO
Brown & Brown, Inc.

Financial Services
37
+ 1.68%
$100.93 - $113.42 $3.73K - $4.2K
2.23K $227K
Brookfield Renewable Corp
328K
New
N/A
328K $0
Brookfield Infrastructure CO
319K
New
N/A
319K $0
Lam Research Corp
16.8K
New
N/A
16.8K $0
Kenvue Inc
2.36K
+ 17.41%
N/A
15.9K $0
Blackrock Inc
1.39K
New
N/A
1.39K $0
Super Micro Computer Inc
7.47K
New
N/A
7.47K $0
Natwest Group PLC
332
+ 1.06%
N/A
31.6K $0
D
Dominion Energy, Inc

Utilities
404
+ 7.4%
$52.63 - $60.92 $21.3K - $24.6K
5.87K $315K
SMOT
Vaneck ETF Tr Morningstar Smid
1.19K
+ 15.02%
N/A
9.09K $0
2023 ETF Series Trust Ii
1.32K
+ 6.02%
N/A
23.2K $0
Direxion Shs ETF Tr
4.4K
New
N/A
4.4K $0
Arista Networks Inc
16.2K
New
N/A
16.2K $0
Envoy Medical Inc
45.5K
New
N/A
45.5K $0
Te Connectivity PLC
109
+ 5.29%
N/A
2.17K $0
Envoy Medical Inc
100K
+ 99.7%
N/A
200K $0
Aegon LTD
837
+ 3.5%
N/A
24.7K $0
SYY
Sysco Corp

Consumer Defensive
59
+ 1.77%
$73.63 - $81.77 $4.34K - $4.82K
3.39K $258K
FTV
Fortive Corp

Technology
106
+ 4.09%
$71.16 - $79.68 $7.54K - $8.45K
2.7K $202K
CSGP
Costar Group, Inc.

Real Estate
289
+ 4.75%
$69.7 - $81.97 $20.1K - $23.7K
6.37K $456K
AVB
Avalonbay Communities Inc

Real Estate
8
+ 0.87%
$216.28 - $237.81 $1.73K - $1.9K
929 $204K
FITB
Fifth Third Bancorp

Financial Services
2
+ 0.03%
$41.76 - $48.44 $83.5 - $96.9
7.16K $302K
IR
Ingersoll Rand Inc.

Industrials
141
+ 6.61%
$90.46 - $105.35 $12.8K - $14.9K
2.27K $205K
KMB
Kimberly Clark Corp

Consumer Defensive
114
+ 6.44%
$130.37 - $146.09 $14.9K - $16.7K
1.88K $246K
CB
Chubb LTD

Financial Services
121
+ 3.75%
$271.57 - $301.89 $32.9K - $36.5K
3.35K $925K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$69.58 - $74.87 $69.6 - $74.9
3.55K $248K
APD
Air Products & Chemicals, Inc.

Basic Materials
31
+ 1.55%
$285.5 - $335.62 $8.85K - $10.4K
2.03K $588K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.5K
+ 102.67%
$22.63 - $47.53 $102K - $214K
8.89K $201K
ODFL
Old Dominion Freight Line, Inc.

Industrials
215
+ 10.54%
$176.4 - $231.84 $37.9K - $49.8K
2.26K $397K
YUM
Yum Brands Inc

Consumer Cyclical
60
+ 2.1%
$130.36 - $139.54 $7.82K - $8.37K
2.92K $392K
OTIS
Otis Worldwide Corp

Industrials
154
+ 7.19%
$92.57 - $106.01 $14.3K - $16.3K
2.3K $212K
WM
Waste Management Inc

Industrials
31
+ 0.83%
$201.79 - $228.46 $6.26K - $7.08K
3.76K $759K
A
Agilent Technologies, Inc.

Healthcare
234
+ 7.1%
$125.69 - $146.56 $29.4K - $34.3K
3.53K $474K
XLRE
Select Sector Spdr Tr Real Est

ETFs
235
+ 3.76%
$40.06 - $45.21 $9.41K - $10.6K
6.48K $263K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
278
+ 0.69%
$18.36 - $19.53 $5.1K - $5.43K
40.7K $747K
PSA
Public Storage

Real Estate
126
+ 14.55%
$289.33 - $360.21 $36.5K - $45.4K
992 $297K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.02%
$126.68 - $134.74 $633 - $674
31.1K $3.97M
UPS
United Parcel Service Inc

Industrials
185
+ 4.55%
$122.65 - $138.35 $22.7K - $25.6K
4.26K $536K
PG
Procter & Gamble CO

Consumer Defensive
493
+ 2.67%
$161.05 - $179.7 $79.4K - $88.6K
18.9K $3.18M
DVA
Davita Inc.

Healthcare
12
+ 0.84%
$139.81 - $167.96 $1.68K - $2.02K
1.45K $216K
VT
Vanguard Total World Stk Index

ETFs
131
+ 0.86%
$117.09 - $123.07 $15.3K - $16.1K
15.4K $1.81M
SAN
Banco Santander, S.A.

Financial Services
1.47K
+ 2.89%
$4.49 - $5.05 $6.61K - $7.43K
52.4K $239K
TSCO
Tractor Supply CO

Consumer Cyclical
4.45K
+ 411.85%
$52.59 - $303.74 $234K - $1.35M
5.53K $293K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.02%
$81.87 - $94.51 $81.9 - $94.5
4.32K $364K
SLB
Schlumberger Limited

Energy
90
+ 1.33%
$36.83 - $45.59 $3.31K - $4.1K
6.85K $262K
BDX
Becton Dickinson & CO

Healthcare
15
+ 0.86%
$220.02 - $243.75 $3.3K - $3.66K
1.77K $400K
IX
Orix Corp

Financial Services
45
+ 1.6%
$104.38 - $117.09 $4.7K - $5.27K
2.87K $304K
SBAC
Sba Communications Corp

Real Estate
61
+ 5.84%
$198.24 - $249.31 $12.1K - $15.2K
1.11K $225K
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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