Lake Street Financial LLC Sells in Q3 2024

Lake Street Financial LLC

  • $600 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
-944
- 16.47%
$45.17 - $46.39 $42.6K - $43.8K
4.79K $222K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-775
- 17.79%
$95.1 - $106.76 $73.7K - $82.7K
3.58K $382K
LEV
Lion Electric CO

Industrials
-3.45K
- 3.5%
$0.55 - $0.98 $1.9K - $3.38K
95.3K $64K
BSX
Boston Scientific Corp

Healthcare
-520
- 16.6%
$72.96 - $84.0 $37.9K - $43.7K
2.61K $218K
HPE
Hewlett Packard Enterprise CO

Technology
-600
- 4.9%
$16.1 - $21.44 $9.66K - $12.9K
11.6K $238K
CL
Colgate Palmolive CO

Consumer Defensive
-490
- 10.77%
$95.54 - $108.77 $46.8K - $53.3K
4.06K $421K
EMR
Emerson Electric CO

Industrials
-90
- 2.08%
$98.19 - $118.87 $8.84K - $10.7K
4.23K $462K
C
Citigroup Inc

Financial Services
-130
- 3.25%
$56.11 - $67.61 $7.29K - $8.79K
3.88K $242K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-844
- 11.15%
$125.95 - $142.04 $106K - $120K
6.73K $955K
CSX
Csx Corp

Industrials
-523
- 5.18%
$32.48 - $35.45 $17K - $18.5K
9.57K $330K
Ge Healthcare Tech
-21
- 0.76%
N/A
2.75K $0
Pimco ETF Tr
-3.41K
- 4.45%
N/A
73.2K $0
Innovator Etfs Tr
-1.64K
- 2.01%
N/A
80.1K $0
Innovator Etfs Tr
-1.35K
- 3.35%
N/A
39K $0
Bitwise Bitcoin ETF Tr
-25
- 0.11%
N/A
22.4K $0
CDW
Cdw Corp

Technology
-11
- 0.84%
$206.67 - $239.84 $2.27K - $2.64K
1.3K $294K
SYF
Synchrony Financial

Financial Services
-245
- 4.72%
$43.77 - $52.22 $10.7K - $12.8K
4.94K $246K
SBUX
Starbucks Corp

Consumer Cyclical
-1.04K
- 19.74%
$72.51 - $98.6 $75.7K - $103K
4.25K $413K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-30
- 7.67%
$1015.62 - $1159.62 $30.5K - $34.8K
361 $415K
ITA
Ishares Tr

ETFs
-144
- 9.21%
$131.58 - $149.64 $18.9K - $21.5K
1.42K $212K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-899
- 5.16%
$53.41 - $57.9 $48K - $52.1K
16.5K $955K
DLR
Digital Realty Trust, Inc.

Real Estate
-111
- 4.37%
$144.47 - $162.98 $16K - $18.1K
2.43K $393K
IVW
Ishares S&P 500 Growth ETF

ETFs
-52
- 1.24%
$84.77 - $97.13 $4.41K - $5.05K
4.15K $397K
PFG
Principal Financial Group Inc

Financial Services
-231
- 6.36%
$72.94 - $87.46 $16.8K - $20.2K
3.4K $292K
SHOP
Shopify Inc.

Technology
-1.47K
- 16.14%
$52.26 - $80.75 $76.6K - $118K
7.61K $609K
XLC
Select Sector Spdr Tr Communic

ETFs
-7
- 0.28%
$82.16 - $90.4 $575 - $633
2.45K $221K
IYY
Ishares Tr

ETFs
-19
- 1.02%
$125.77 - $139.59 $2.39K - $2.65K
1.84K $256K
PLD
Prologis, Inc.

Real Estate
-100
- 5.5%
$111.95 - $132.43 $11.2K - $13.2K
1.72K $216K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-25
- 1.02%
$90.87 - $102.43 $2.27K - $2.56K
2.43K $239K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-216
- 2.66%
$60.25 - $66.85 $13K - $14.4K
7.9K $521K
PGR
Progressive Corp

Financial Services
-154
- 13.03%
$209.46 - $259.24 $32.3K - $39.9K
1.03K $260K
WMB
Williams Companies, Inc.

Energy
-367
- 3.54%
$41.24 - $46.22 $15.1K - $17K
10K $456K
OHI
Omega Healthcare Investors Inc

Real Estate
-2.8K
- 13.36%
$33.55 - $41.29 $94K - $116K
18.2K $739K
URI
United Rentals, Inc.

Industrials
-40
- 11.63%
$627.41 - $814.1 $25.1K - $32.6K
304 $246K
XLF
Financial Sector Spdr

ETFs
-698
- 5.3%
$40.84 - $45.74 $28.5K - $31.9K
12.5K $565K
VTR
Ventas, Inc.

Real Estate
-1.79K
- 16.44%
$50.88 - $65.33 $91.1K - $117K
9.1K $583K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.38K
- 2.61%
$56.04 - $62.99 $189K - $213K
126K $7.71M
ATO
Atmos Energy Corp

Utilities
-16
- 0.72%
$114.08 - $138.75 $1.83K - $2.22K
2.22K $308K
PKG
Packaging Corp Of America

Consumer Cyclical
-11
- 0.65%
$176.32 - $215.7 $1.94K - $2.37K
1.68K $361K
ZTS
Zoetis Inc.

Healthcare
-25
- 0.89%
$172.58 - $196.48 $4.31K - $4.91K
2.77K $541K
CMI
Cummins Inc

Industrials
-4
- 0.31%
$266.63 - $326.4 $1.07K - $1.31K
1.29K $415K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.62K
- 2.48%
$23.58 - $25.5 $38.2K - $41.3K
63.7K $1.62M
WELL
Welltower Inc.

Real Estate
-147
- 4.12%
$104.0 - $129.74 $15.3K - $19.1K
3.42K $437K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-30
- 0.29%
$103.09 - $113.83 $3.09K - $3.41K
10.2K $1.14M
FBT
First Trust Nyse Arca Biotechn

ETFs
-30
- 0.69%
$152.39 - $172.91 $4.57K - $5.19K
4.35K $747K
HCA
Hca Healthcare, Inc.

Healthcare
-1
- 0.11%
$315.12 - $406.43 $315 - $406
935 $380K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-316
- 1.65%
$38.04 - $45.36 $12K - $14.3K
18.9K $843K
DHI
Horton D R Inc

Consumer Cyclical
-18
- 0.78%
$135.21 - $197.06 $2.43K - $3.55K
2.3K $439K
GBCI
Glacier Bancorp, Inc.

Financial Services
-1.4K
- 6.7%
$36.29 - $47.47 $50.8K - $66.5K
19.5K $891K
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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