Lake Street Advisors Group, LLC Incresed Positions in Q3 2024

Lake Street Advisors Group, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UEC
Uranium Energy Corp

Energy
609
+ 0.37%
$4.26 - $6.85 $2.59K - $4.17K
164K $1.01M
CTVA
Corteva, Inc.

Basic Materials
235
+ 5.71%
$50.72 - $58.78 $11.9K - $13.8K
4.35K $255K
AKAM
Akamai Technologies Inc

Technology
361
+ 15.07%
N/A
2.76K $250K
ECL
Ecolab Inc.

Basic Materials
6
+ 0.34%
$228.86 - $255.76 $1.37K - $1.53K
1.79K $456K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
56
+ 3.78%
$201.82 - $234.36 $11.3K - $13.1K
1.54K $354K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
481
+ 2.41%
$22.38 - $23.66 $10.8K - $11.4K
20.4K $478K
CSX
Csx Corp

Industrials
306
+ 1.81%
$32.48 - $35.45 $9.94K - $10.8K
17.2K $595K
TTE
Total Energies Se

Energy
181
+ 2.15%
$68.61 - $68.61 $12.4K - $12.4K
8.6K $589K
ACGL
Arch Capital Group Ltd.

Financial Services
48
+ 2.35%
$94.47 - $114.25 $4.53K - $5.48K
2.09K $233K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
14
+ 0.31%
$72.22 - $81.88 $1.01K - $1.15K
4.56K $359K
AJG
Arthur J. Gallagher & Co.

Financial Services
16
+ 1.54%
$259.22 - $299.75 $4.15K - $4.8K
1.05K $296K
ALGN
Align Technology Inc

Healthcare
55
+ 5.57%
$204.03 - $257.2 $11.2K - $14.1K
1.04K $265K
SCCO
Southern Copper Corp

Basic Materials
14
+ 0.45%
$94.1 - $120.43 $1.32K - $1.69K
3.15K $363K
BKR
Baker Hughes CO

Energy
515
+ 8.6%
$32.92 - $38.72 $17K - $19.9K
6.5K $235K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.08%
$64.57 - $71.76 $194 - $215
3.55K $254K
NTAP
Net App, Inc.

Technology
249
+ 14.29%
$114.18 - $134.62 $28.4K - $33.5K
1.99K $246K
MNST
Monster Beverage Corp

Consumer Defensive
35
+ 0.38%
$45.01 - $52.47 $1.58K - $1.84K
9.23K $481K
LHX
L3 Harris Technologies, Inc.

Industrials
18
+ 1.55%
$221.96 - $243.27 $4K - $4.38K
1.18K $280K
WSM
Williams Sonoma Inc

Consumer Cyclical
746
+ 99.2%
$128.47 - $280.94 $95.8K - $210K
1.5K $232K
RSG
Republic Services, Inc.

Industrials
25
+ 1.22%
$189.34 - $208.21 $4.73K - $5.21K
2.07K $416K
GNR
Spdr S&P Global Natural Resour

ETFs
44
+ 0.49%
$53.02 - $57.84 $2.33K - $2.54K
9.1K $524K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1
+ 0.02%
$79.58 - $91.64 $79.6 - $91.6
5.6K $507K
EA
Electronic Arts Inc.

Communication Services
59
+ 2.97%
$137.32 - $151.82 $8.1K - $8.96K
2.05K $293K
RJF
Raymond James Financial Inc

Financial Services
147
+ 6.54%
$106.39 - $125.13 $15.6K - $18.4K
2.39K $293K
VOD
Vodafone Group Public LTD CO

Communication Services
170
+ 1.58%
$8.8 - $10.35 $1.5K - $1.76K
10.9K $109K
NICE
Nice Ltd.

Technology
55
+ 2.19%
$154.95 - $184.96 $8.52K - $10.2K
2.57K $446K
LCID
Lucid Group, Inc.

Consumer Cyclical
140
+ 0.97%
$2.64 - $4.26 $370 - $596
14.6K $51K
AME
Ametek Inc

Industrials
27
+ 1.63%
$152.74 - $176.01 $4.12K - $4.75K
1.69K $289K
KMB
Kimberly Clark Corp

Consumer Defensive
41
+ 2.37%
$135.05 - $148.35 $5.54K - $6.08K
1.77K $251K
PSO
Pearson PLC

Communication Services
93
+ 0.87%
$12.39 - $14.05 $1.15K - $1.31K
10.8K $146K
FISV
Fiserv Inc

Technology
95
+ 1.48%
N/A
6.49K $813K
EPD
Enterprise Products Partners L.P.

Energy
317
+ 2.2%
$27.88 - $30.0 $8.84K - $9.51K
14.7K $429K
EOG
Eog Resources Inc

Energy
142
+ 4.5%
$117.9 - $132.65 $16.7K - $18.8K
3.3K $405K
ABEV
Ambev S.A.

Consumer Defensive
2.13K
+ 21.04%
$2.04 - $2.44 $4.34K - $5.19K
12.2K $29K
ADM
Archer Daniels Midland CO

Consumer Defensive
183
+ 4.78%
$57.96 - $65.72 $10.6K - $12K
4.02K $239K
ABC
Amerisourcebergen Corp

Healthcare
43
+ 1.28%
N/A
3.42K $632K
GPC
Genuine Parts CO

Consumer Cyclical
26
+ 1.5%
$131.04 - $147.11 $3.41K - $3.82K
1.76K $245K
APH
Amphenol Corp

Technology
415
+ 4.35%
$58.39 - $70.41 $24.2K - $29.2K
9.95K $648K
VRSK
Verisk Analytics, Inc.

Industrials
27
+ 2.37%
$260.31 - $285.99 $7.03K - $7.72K
1.17K $312K
LYB
Lyondell Basell Industries N.V.

Basic Materials
43
+ 2.0%
$92.56 - $99.46 $3.98K - $4.28K
2.19K $210K
ADSK
Autodesk, Inc.

Technology
29
+ 1.58%
$245.83 - $245.83 $7.13K - $7.13K
1.87K $459K
CE
Celanese Corp

Basic Materials
5
+ 0.23%
$119.16 - $147.51 $596 - $738
2.18K $295K
INTU
Intuit Inc

Technology
267
+ 5.87%
$602.97 - $670.49 $161K - $179K
4.82K $2.99M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.14%
$1024.09 - $1201.76 $1.02K - $1.2K
713 $749K
MLM
Martin Marietta Materials Inc

Basic Materials
5
+ 1.03%
$502.48 - $593.35 $2.51K - $2.97K
489 $263K
Southwest Airls CO
21K
+ 24.42%
N/A
107K $0
Conmed Corp
12K
+ 25.53%
N/A
59K $0
XYL
Xylem Inc.

Industrials
16
+ 0.57%
$126.14 - $141.53 $2.02K - $2.26K
2.81K $379K
Ziff Davis Inc
18K
+ 26.47%
N/A
86K $0
Activity Summary
Buys All Purchases 386 New Holdings 46 Increased Positions 340 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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