Lake Street Financial LLC Purchases and Sells in Q4 2024

Lake Street Financial LLC

$608 Million
Q4 2024

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	30.2K + 116.62%	$174.22 - $187.62 $5.27M - $5.67M	56.2K $9.84M
VUG	7.86K + 12.21%	$378.79 - $428.11 $2.98M - $3.36M	72.2K $29.6M
VOO	7.12K + 119.39%	$521.84 - $558.82 $3.71M - $3.98M	13.1K $7.05M
IJS	25.6K + 42.4%	$104.59 - $118.05 $2.67M - $3.02M	85.8K $9.32M
IJT	15.9K + 34.91%	$134.53 - $150.65 $2.14M - $2.4M	61.5K $8.33M
INDA	35.3K + 60.61%	$52.64 - $58.16 $1.86M - $2.06M	93.6K $4.93M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DLN	138K New	$77.23 - $82.11 $10.7M - $11.4M	138K $10.8M
EMB	41.3K New	$88.94 - $93.46 $3.67M - $3.86M	41.3K $3.67M
UEC	228K New	$6.55 - $8.6 $1.5M - $1.96M	228K $1.53M
PLTR	6.97K New	$36.46 - $82.38 $254K - $574K	6.97K $527K
BA	2.45K New	$138.14 - $180.72 $338K - $443K	2.45K $433K
BBMC	3.37K New	$93.27 - $105.01 $314K - $354K	3.37K $324K

Top Sells

Reduced Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	-17.9K - 14.19%	$55.45 - $61.08 $993K - $1.09M	108K $6M
VZ	-27.7K - 23.08%	$39.6 - $45.21 $1.1M - $1.25M	92.2K $3.69M
VGK	-12.1K - 14.84%	$63.27 - $70.31 $764K - $849K	69.3K $4.4M
RQI	-25.8K - 6.17%	$11.91 - $14.14 $307K - $365K	392K $4.8M
MPW	-41.8K - 9.45%	$3.72 - $5.77 $155K - $241K	400K $1.58M
LLY	-229 - 3.64%	$727.2 - $932.06 $167K - $213K	6.05K $4.67M

Activity Summary All Purchases 109 New Holdings 15 Increased Positions 94 All Sells 121 Reductions 121 Sold out 0 Calls 0 Puts 0

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