Lee Financial CO Purchases in Q3 2024

Lee Financial CO

  • $699 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
20K
+ 8.15%
$520.18 - $576.82 $10.4M - $11.5M
265K $153M
AAPL
Apple Inc.

Technology
45.2K
+ 59.61%
$207.23 - $234.82 $9.37M - $10.6M
121K $28.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
64.2K
+ 5.26%
$57.32 - $62.65 $3.68M - $4.02M
1.28M $80M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
672
+ 0.77%
$405.19 - $478.57 $272K - $322K
88.1K $40.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.5K
+ 5.43%
$84.77 - $97.13 $1.49M - $1.7M
340K $32.6M
EMLP
First Tr Exchange Traded Iv

ETFs
3.99K
+ 0.53%
$30.38 - $34.0 $121K - $136K
757K $25.4M
ET
Energy Transfer LP

Energy
151K
+ 376.06%
$15.43 - $16.44 $2.33M - $2.48M
191K $3.07M
SHV
Ishares Tr

ETFs
19.5K
+ 9.53%
$110.05 - $110.63 $2.15M - $2.16M
224K $24.8M
SUN
Sunoco LP

Energy
25.1K
New
$50.23 - $58.53 $1.26M - $1.47M
25.1K $1.35M
ARKO
Arko Corp.

Consumer Cyclical
170K
New
$5.44 - $7.23 $925K - $1.23M
170K $1.19M
NVDA
Nvidia Corp

Technology
8.58K
+ 52.11%
$98.91 - $134.91 $849K - $1.16M
25.1K $3.04M
MMLP
Martin Midstream Partners L.P.

Energy
271K
New
$3.18 - $4.05 $863K - $1.1M
271K $990K
GLP
Global Partners LP

Energy
18.8K
New
$37.3 - $46.56 $701K - $875K
18.8K $875K
IP
International Paper CO

Consumer Cyclical
17.7K
New
$42.55 - $49.98 $754K - $885K
17.7K $865K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
3K
New
$268.61 - $337.37 $806K - $1.01M
3K $851K
ETR
Entergy Corp

Utilities
4.64K
+ 67.0%
$104.75 - $131.61 $486K - $610K
11.6K $1.52M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $690K
LEN
Lennar Corp

Consumer Cyclical
3.49K
New
$142.5 - $192.45 $497K - $672K
3.49K $654K
ABBV
Abb Vie Inc.

Healthcare
1.38K
+ 11.26%
$163.84 - $199.33 $226K - $275K
13.6K $2.69M
ENB
Enbridge Inc

Energy
9.87K
+ 36.14%
$35.27 - $41.18 $348K - $406K
37.2K $1.51M
PM
Philip Morris International Inc.

Consumer Defensive
1.77K
+ 11.56%
$101.25 - $127.45 $179K - $226K
17.1K $2.07M
LLY
Eli Lilly & CO

Healthcare
619
+ 36.67%
$772.14 - $960.02 $478K - $594K
2.31K $2.04M
AVGO
Broadcom Inc.

Technology
22.7K
+ 954.81%
$136.27 - $1745.86 $3.1M - $39.7M
25.1K $4.33M
HD
Home Depot, Inc.

Consumer Cyclical
341
+ 5.64%
$333.64 - $405.2 $114K - $138K
6.39K $2.59M
OKE
Oneok Inc

Energy
3.73K
+ 26.72%
$78.62 - $95.27 $293K - $355K
17.7K $1.61M
MPLX
Mplx LP

Energy
10.1K
+ 142.46%
$40.44 - $45.07 $407K - $454K
17.1K $762K
ABT
Abbott Laboratories

Healthcare
2.95K
+ 23.98%
$100.07 - $118.13 $295K - $349K
15.3K $1.74M
UNH
Unitedhealth Group Inc

Healthcare
426
+ 15.56%
$488.01 - $604.18 $208K - $257K
3.16K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
789
New
$517.38 - $573.86 $408K - $453K
789 $452K
LNG
Cheniere Energy, Inc.

Energy
2.36K
New
$172.24 - $186.09 $407K - $440K
2.36K $424K
KO
Coca Cola CO

Consumer Defensive
2.77K
+ 10.37%
$62.69 - $73.01 $174K - $202K
29.5K $2.12M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
28.9K
New
$13.68 - $14.32 $395K - $413K
28.9K $410K
EPD
Enterprise Products Partners L.P.

Energy
13.8K
+ 27.54%
$27.88 - $30.0 $383K - $413K
63.7K $1.85M
AMT
American Tower Corp

Real Estate
711
+ 12.19%
$192.27 - $242.73 $137K - $173K
6.54K $1.52M
WES
Western Midstream Partners, LP

Energy
10.1K
New
$36.59 - $42.74 $371K - $434K
10.1K $388K
META
Meta Platforms, Inc.

Communication Services
490
+ 33.79%
$453.41 - $572.44 $222K - $280K
1.94K $1.11M
TRP
Tc Energy Corp

Energy
7.94K
New
$37.48 - $47.9 $298K - $380K
7.94K $377K
CAPL
Cross America Partners LP

Energy
18K
New
$18.82 - $21.27 $339K - $383K
18K $372K
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 26.31%
$161.02 - $200.0 $373K - $463K
11.1K $2.07M
NEM
Newmont Corp

Basic Materials
177
+ 0.57%
$41.65 - $55.85 $7.37K - $9.89K
31.3K $1.67M
PAA
Plains All American Pipeline LP

Energy
21.8K
+ 115.22%
$17.0 - $19.03 $370K - $415K
40.7K $707K
PAYX
Paychex Inc

Industrials
1.16K
+ 9.13%
$116.17 - $135.19 $135K - $157K
13.9K $1.86M
FNF
Fidelity National Financial, Inc.

Financial Services
2K
+ 11.13%
$48.08 - $62.04 $96K - $124K
19.9K $1.24M
MPC
Marathon Petroleum Corp

Energy
2.15K
New
$158.61 - $180.75 $341K - $388K
2.15K $349K
NFLX
Netflix Inc

Communication Services
487
New
$598.55 - $722.26 $291K - $352K
487 $345K
LMT
Lockheed Martin Corp

Industrials
584
New
$460.3 - $584.56 $269K - $341K
584 $341K
ACWI
Ishares Msci Acwi ETF

ETFs
419
+ 1.04%
$107.24 - $119.84 $44.9K - $50.2K
40.6K $4.86M
COP
Conocophillips

Energy
3.2K
New
$102.3 - $116.61 $328K - $374K
3.2K $337K
BSM
Black Stone Minerals, L.P.

Energy
22.4K
New
$14.05 - $15.85 $314K - $354K
22.4K $337K
Activity Summary
Buys All Purchases 130 New Holdings 42 Increased Positions 88 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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