Larson Financial Group LLC Purchases in Q3 2024

Larson Financial Group LLC

  • $1.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CHY
Calamos Convertible & High Income Fund

Financial Services
7K
+ 233.33%
$11.13 - $12.01 $77.9K - $84.1K
10K $119K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
6.34K
+ 226.25%
$12.23 - $13.11 $77.5K - $83.1K
9.14K $119K
DPZ
Dominos Pizza Inc

Consumer Cyclical
326
+ 49.17%
$402.52 - $505.35 $131K - $165K
989 $425K
IQI
Invesco Quality Municipal Income Trust

Financial Services
7.73K
+ 234.09%
$9.86 - $10.44 $76.2K - $80.6K
11K $115K
FDVV
Fidelity High Dividend ETF

ETFs
1.3K
+ 30.39%
$46.26 - $50.65 $60K - $65.6K
5.56K $281K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
618
+ 671.74%
$116.79 - $133.54 $72.2K - $82.5K
710 $93K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.39K
+ 15.88%
$44.9 - $47.55 $62.6K - $66.3K
10.2K $480K
MAIN
Main Street Capital Corp

Financial Services
1.93K
+ 4.49%
$47.05 - $52.25 $90.9K - $101K
45K $2.25M
TTE
Total Energies Se

Energy
1.18K
+ 279.67%
$68.61 - $68.61 $81.2K - $81.2K
1.61K $110K
AMGN
Amgen Inc

Healthcare
231
+ 29.24%
$309.38 - $337.38 $71.5K - $77.9K
1.02K $328K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
6.54K
+ 225.45%
$11.41 - $12.19 $74.6K - $79.7K
9.44K $113K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.11%
$117.9 - $128.2 $1.06K - $1.15K
7.98K $1.02M
TXT
Textron Inc

Industrials
775
+ 22.01%
$83.46 - $94.02 $64.7K - $72.9K
4.3K $380K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.6K
+ 109.45%
$43.73 - $46.29 $69.9K - $74K
3.06K $141K
USA
Liberty All Star Equity Fund

Financial Services
10.7K
+ 248.14%
$6.43 - $7.14 $68.6K - $76.2K
15K $106K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
7.9K
+ 232.35%
$8.77 - $9.35 $69.3K - $73.9K
11.3K $105K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.35K
New
$50.43 - $55.76 $68K - $75.2K
1.35K $75K
UBER
Uber Technologies, Inc

Technology
906
+ 38.1%
$58.48 - $77.47 $53K - $70.2K
3.28K $246K
TECS
Direxion Shs ETF Tr

ETFs
14K
New
$5.06 - $8.42 $70.8K - $118K
14K $74K
CDNS
Cadence Design Systems Inc

Technology
300
+ 150.0%
$246.84 - $321.11 $74.1K - $96.3K
500 $135K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
2.8K
+ 204.83%
$22.14 - $24.83 $62K - $69.5K
4.17K $103K
NTR
Nutrien Ltd.

Basic Materials
1.49K
+ 1370.64%
$45.26 - $52.2 $67.6K - $78K
1.6K $77K
ZTS
Zoetis Inc.

Healthcare
205
+ 14.82%
$172.58 - $196.48 $35.4K - $40.3K
1.59K $310K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
805
+ 904.49%
$80.13 - $88.89 $64.5K - $71.6K
894 $78K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.8K
+ 233.33%
$22.05 - $24.45 $61.7K - $68.5K
4K $97K
CL
Colgate Palmolive CO

Consumer Defensive
668
+ 525.98%
$95.54 - $108.77 $63.8K - $72.7K
795 $82K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
4.55K
+ 227.65%
$13.96 - $15.37 $63.6K - $70K
6.55K $100K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
3.5K
+ 233.33%
$17.27 - $19.44 $60.4K - $68K
5K $97K
MTD
Mettler Toledo International Inc

Healthcare
28
+ 10.85%
$1308.0 - $1521.03 $36.6K - $42.6K
286 $428K
OXY
Occidental Petroleum Corp

Energy
1.62K
+ 97.53%
$49.91 - $63.73 $80.9K - $103K
3.28K $169K
ROK
Rockwell Automation, Inc

Industrials
249
+ 70.74%
$248.27 - $294.37 $61.8K - $73.3K
601 $161K
CNP
Centerpoint Energy Inc

Utilities
2.19K
+ 1158.2%
$25.63 - $30.55 $56.1K - $66.9K
2.38K $69K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
4.2K
+ 233.33%
$13.63 - $14.85 $57.2K - $62.4K
6K $89K
BAC
Bank Of America Corp

Financial Services
1.58K
+ 17.99%
$36.65 - $44.13 $58K - $69.9K
10.4K $412K
MCHP
Microchip Technology Inc

Technology
1.05K
+ 55.86%
$72.0 - $95.98 $75.8K - $101K
2.94K $235K
VOX
Vanguard Communication Service

ETFs
439
New
$129.82 - $145.39 $57K - $63.8K
439 $63K
ANET
Arista Networks, Inc.

Technology
61
+ 5.27%
$311.42 - $388.21 $19K - $23.7K
1.22K $467K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
275
+ 15.56%
$178.94 - $207.0 $49.2K - $56.9K
2.04K $410K
CHKP
Check Point Software Technologies LTD

Technology
192
+ 21.45%
$165.0 - $195.47 $31.7K - $37.5K
1.09K $209K
APP
App Lovin Corp

Technology
465
+ 9300.0%
$67.14 - $130.65 $31.2K - $60.8K
470 $61K
IWY
Ishares Tr Russell 200 Growth

ETFs
200
+ 6.58%
$194.66 - $225.97 $38.9K - $45.2K
3.24K $712K
PLL
Piedmont Lithium Inc.

Basic Materials
8.64K
+ 53.02%
$6.68 - $12.75 $57.7K - $110K
24.9K $222K
CVI
Cvr Energy Inc

Energy
2.7K
+ 640.86%
$21.22 - $28.73 $57.3K - $77.5K
3.12K $71K
PAYC
Paycom Software, Inc.

Technology
10
+ 0.4%
$140.16 - $173.86 $1.4K - $1.74K
2.48K $413K
AEE
Ameren Corp

Utilities
53
+ 1.58%
$70.45 - $87.46 $3.73K - $4.64K
3.41K $298K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
337
+ 2.0%
$76.38 - $78.87 $25.7K - $26.6K
17.2K $1.35M
OPRA
Opera LTD

Communication Services
3.92K
New
$10.87 - $16.18 $42.6K - $63.4K
3.92K $60K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.04K
+ 64.65%
$46.96 - $52.62 $48.7K - $54.6K
2.64K $137K
CAG
Conagra Brands Inc.

Consumer Defensive
1.78K
+ 547.84%
$28.13 - $32.83 $49.9K - $58.3K
2.1K $68K
Activity Summary
Buys All Purchases 1420 New Holdings 365 Increased Positions 1055 Sells All Sells 383 Reductions 383 Sold out 0 Options Calls 14 Puts 0
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