Lake Street Financial LLC Purchases in Q3 2024

Lake Street Financial LLC

  • $600 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
143K
+ 2580.84%
$47.41 - $50.82 $6.76M - $7.25M
148K $7.48M
VTV
Vanguard Value ETF

ETFs
15.9K
+ 8.31%
$159.75 - $174.57 $2.53M - $2.77M
207K $36.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
18.3K
+ 67.09%
$127.29 - $141.5 $2.33M - $2.59M
45.6K $6.36M
INDA
Ishares Msci India Index Fund

ETFs
45.6K
+ 358.81%
$54.86 - $59.22 $2.5M - $2.7M
58.3K $3.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.53K
+ 212.91%
$460.0 - $505.78 $1.62M - $1.78M
5.19K $2.41M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
22.7K
+ 12.31%
$59.61 - $60.15 $1.35M - $1.37M
207K $12.4M
BX
Blackstone Inc.

Financial Services
1.15K
+ 2.98%
$120.77 - $159.66 $139K - $183K
39.7K $6.08M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.39K
+ 9.81%
$95.81 - $109.03 $516K - $587K
60.3K $6.49M
BAR
Granite Shares Gold Trust

ETFs
1.58K
+ 0.43%
$23.01 - $26.37 $36.4K - $41.8K
367K $9.53M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
5.23K
+ 1.27%
$11.57 - $14.32 $60.5K - $74.8K
418K $5.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.52K
+ 5.33%
$57.32 - $62.65 $374K - $408K
129K $8.02M
NOC
Northrop Grumman Corp

Industrials
316
+ 4.24%
$423.73 - $533.14 $134K - $168K
7.77K $4.1M
ALL
Allstate Corp

Financial Services
426
+ 1.85%
$158.43 - $192.86 $67.5K - $82.2K
23.4K $4.44M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
46.1K
+ 80.31%
$13.65 - $23.25 $629K - $1.07M
103K $1.91M
PYPL
Pay Pal Holdings, Inc.

Financial Services
744
+ 2.39%
$57.22 - $80.08 $42.6K - $59.6K
31.8K $2.48M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.9K
+ 5.04%
$65.06 - $71.72 $254K - $280K
81.4K $5.78M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.67K
+ 7.93%
$96.25 - $101.98 $354K - $375K
50K $5.06M
CUBE
Cube Smart

Real Estate
3.3K
+ 7.42%
$43.74 - $54.55 $144K - $180K
47.7K $2.57M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
37.8K
+ 5.67%
$9.37 - $9.99 $354K - $377K
703K $6.96M
HYLB
Xtrackers Usd High Yield Corp

ETFs
7.22K
+ 5.67%
$35.26 - $36.92 $254K - $266K
135K $4.97M
EBND
Spdr Bloomberg Emerging Market

ETFs
13.7K
+ 15.82%
$19.74 - $21.39 $270K - $293K
100K $2.13M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
13.3K
+ 10.49%
$23.43 - $24.12 $311K - $320K
140K $3.36M
IWM
Ishares Russell 2000 ETF

ETFs
1.4K
+ 43.97%
$200.87 - $224.6 $281K - $315K
4.59K $1.01M
FTSL
First Trust Senior Ln Fund

ETFs
7.17K
+ 5.27%
$45.51 - $46.26 $326K - $331K
143K $6.57M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.34K
+ 12.79%
$89.91 - $101.33 $210K - $237K
20.6K $2.02M
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.6K
+ 5.02%
$51.0 - $52.05 $235K - $239K
96.3K $5M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
15K
+ 13.42%
$12.25 - $13.1 $184K - $197K
127K $1.66M
VEA
Vanguard Ftse Developed Market

ETFs
2.83K
+ 7.39%
$47.6 - $53.31 $135K - $151K
41.1K $2.17M
FICO
Fair Isaac Corp

Technology
128
New
$1496.51 - $1947.38 $192K - $249K
128 $248K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.29K
+ 7.78%
$106.11 - $113.72 $137K - $147K
17.9K $2.03M
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.47K
+ 4.28%
$17.35 - $18.22 $112K - $118K
158K $2.85M
COMB
Graniteshares ETF Tr Bloomber

ETFs
9.46K
+ 5.37%
$19.07 - $20.73 $180K - $196K
186K $3.81M
ED
Consolidated Edison Inc

Utilities
2.07K
New
$88.42 - $104.97 $183K - $217K
2.07K $215K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.27K
New
$49.9 - $50.37 $213K - $215K
4.27K $214K
SPGI
S&P Global Inc.

Financial Services
403
New
$446.32 - $527.38 $180K - $213K
403 $208K
CMCSA
Comcast Corp

Communication Services
35
+ 0.05%
$37.33 - $41.78 $1.31K - $1.46K
77.5K $3.24M
AVB
Avalonbay Communities Inc

Real Estate
903
New
$200.95 - $234.65 $181K - $212K
903 $203K
INDY
Ishares India 50 ETF

ETFs
3.62K
New
$52.68 - $57.25 $191K - $207K
3.62K $203K
MMM
3 M CO

Industrials
248
+ 5.18%
$99.69 - $139.42 $24.7K - $34.6K
5.04K $688K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.8K
+ 0.87%
$9.59 - $10.12 $36.4K - $38.5K
438K $4.4M
LNG
Cheniere Energy, Inc.

Energy
459
+ 2.28%
$172.24 - $186.09 $79.1K - $85.4K
20.6K $3.71M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.95K
+ 17.49%
$58.75 - $64.07 $115K - $125K
13.1K $840K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.93K
+ 86.41%
$91.42 - $91.82 $176K - $177K
4.16K $381K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.18K
+ 2.06%
$23.54 - $26.35 $27.8K - $31.1K
58.5K $1.53M
IWN
Ishares Russell2000 Val ETF

ETFs
723
+ 22.72%
$150.05 - $171.34 $108K - $124K
3.91K $651K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
330
+ 3.94%
$320.55 - $412.94 $106K - $136K
8.71K $3.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
839
+ 3.12%
$41.9 - $48.26 $35.2K - $40.5K
27.8K $1.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
595
+ 14.26%
$162.64 - $179.3 $96.8K - $107K
4.77K $854K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
223
+ 6.35%
$256.4 - $289.78 $57.2K - $64.6K
3.73K $1.06M
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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