Lee Financial CO Purchases in Q3 2024

Lee Financial CO

  • $699 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
New
$191.76 - $263.26 $238K - $327K
1.24K $324K
BLK
Black Rock Inc.

Financial Services
57
+ 3.45%
$782.27 - $949.51 $44.6K - $54.1K
1.71K $1.62M
SM
Sm Energy CO

Energy
8K
New
$38.07 - $47.26 $305K - $378K
8K $319K
WTRG
Essential Utilities, Inc.

Utilities
7.62K
+ 38.12%
$36.74 - $41.49 $280K - $316K
27.6K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
1.09K
+ 10.94%
$194.9 - $224.8 $213K - $246K
11.1K $2.34M
DMLP
Dorchester Minerals, L.P.

Energy
11K
+ 44.71%
$28.87 - $32.64 $318K - $359K
35.6K $1.07M
ENLC
En Link Midstream, LLC

Energy
17.4K
+ 22.35%
$11.9 - $14.7 $208K - $256K
95.4K $1.38M
BR
Broadridge Financial Solutions, Inc.

Technology
760
+ 9.74%
$196.56 - $218.55 $149K - $166K
8.56K $1.84M
FDX
Fedex Corp

Industrials
1.09K
New
$254.64 - $313.52 $278K - $342K
1.09K $298K
CSCO
Cisco Systems, Inc.

Technology
2.76K
+ 11.52%
$44.74 - $53.22 $123K - $147K
26.7K $1.42M
ORI
Old Republic International Corp

Financial Services
3.28K
+ 9.67%
$29.89 - $35.9 $98K - $118K
37.2K $1.32M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
29K
New
$9.0 - $9.4 $261K - $273K
29K $268K
TMO
Thermo Fisher Scientific Inc.

Healthcare
427
New
$531.86 - $624.21 $227K - $267K
427 $264K
HESM
Hess Midstream LP

Energy
7.56K
+ 130.28%
$34.91 - $38.61 $264K - $292K
13.4K $471K
SYY
Sysco Corp

Consumer Defensive
1.73K
+ 10.16%
$69.16 - $78.98 $120K - $136K
18.7K $1.46M
ORCL
Oracle Corp

Technology
293
+ 4.32%
$125.9 - $170.35 $36.9K - $49.9K
7.08K $1.21M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
38K
New
$6.1 - $6.6 $232K - $251K
38K $247K
WMT
Walmart Inc.

Consumer Defensive
907
+ 6.88%
$66.91 - $81.4 $60.7K - $73.8K
14.1K $1.14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.77K
+ 58.42%
$50.25 - $50.74 $240K - $242K
12.9K $656K
SCI
Service Corp International

Consumer Cyclical
1.55K
+ 9.97%
$69.55 - $80.63 $108K - $125K
17.1K $1.35M
PH
Parker Hannifin Corp

Industrials
370
New
$501.01 - $635.92 $185K - $235K
370 $233K
CSX
Csx Corp

Industrials
6.58K
New
$32.48 - $35.45 $214K - $233K
6.58K $227K
FAST
Fastenal CO

Industrials
1.44K
+ 10.3%
$62.09 - $71.83 $89.2K - $103K
15.4K $1.1M
SLF
Sun Life Financial Inc

Financial Services
3.77K
New
$47.07 - $58.09 $177K - $219K
3.77K $218K
MS
Morgan Stanley

Financial Services
1.34K
+ 12.62%
$92.07 - $106.96 $124K - $144K
12K $1.25M
CRWD
Crowd Strike Holdings, Inc.

Technology
756
New
$217.89 - $392.15 $165K - $296K
756 $212K
SCHA
Schwab Strategic Tr Us Small C

ETFs
448
+ 0.96%
$46.9 - $51.96 $21K - $23.3K
46.9K $2.41M
SLV
I Shares Silver Trust

ETFs
7.44K
New
$24.33 - $29.38 $181K - $219K
7.44K $211K
ADI
Analog Devices Inc

Technology
911
New
$200.56 - $243.33 $183K - $222K
911 $209K
WCN
Waste Connections, Inc.

Industrials
1.14K
New
$173.92 - $186.5 $199K - $213K
1.14K $204K
STE
Steris PLC

Healthcare
251
+ 4.13%
$213.51 - $247.14 $53.6K - $62K
6.32K $1.53M
VUG
Vanguard Growth ETF

ETFs
522
New
$341.08 - $391.94 $178K - $205K
522 $200K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
29K
New
$5.85 - $6.33 $170K - $184K
29K $180K
MSFT
Microsoft Corp

Technology
1.02K
+ 6.34%
$395.15 - $467.56 $403K - $476K
17.1K $7.35M
KRP
Kimbell Royalty Partners, LP

Energy
10.4K
New
$15.11 - $17.05 $157K - $178K
10.4K $167K
ALLY
Ally Financial Inc.

Financial Services
6.83K
+ 36.09%
$32.67 - $45.01 $223K - $308K
25.8K $916K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.85K
+ 10.13%
$66.55 - $74.93 $123K - $138K
20.1K $1.45M
WMB
Williams Companies, Inc.

Energy
2.98K
+ 38.47%
$41.24 - $46.22 $123K - $138K
10.7K $489K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.03%
$214.77 - $237.72 $430 - $475
7.41K $1.76M
MA
Mastercard Inc

Financial Services
47
+ 2.16%
$429.6 - $500.99 $20.2K - $23.5K
2.23K $1.1M
IBM
International Business Machines Corp

Technology
244
+ 14.75%
$175.1 - $223.38 $42.7K - $54.5K
1.9K $419K
NEE
Nextera Energy Inc

Utilities
1.08K
+ 36.19%
$69.9 - $84.97 $75.5K - $91.8K
4.06K $343K
CODI
Compass Diversified Holdings

Industrials
4.99K
+ 9.75%
$20.23 - $24.06 $101K - $120K
56.1K $1.24M
PFE
Pfizer Inc

Healthcare
3.9K
+ 50.09%
$27.7 - $31.39 $108K - $122K
11.7K $337K
ATEC
Alphatec Holdings, Inc.

Healthcare
20.4K
New
$5.45 - $11.87 $111K - $243K
20.4K $113K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.8K
+ 9.65%
$28.02 - $32.68 $50.4K - $58.8K
20.5K $659K
TTI
Tetra Technologies Inc

Energy
32K
New
$2.76 - $3.78 $88.3K - $121K
32K $99K
RWR
Spdr Dow Jones Reit ETF

ETFs
639
+ 27.76%
$92.36 - $108.47 $59K - $69.3K
2.94K $313K
SUI
Sun Communities Inc

Real Estate
40
+ 0.64%
$117.46 - $147.6 $4.7K - $5.9K
6.28K $848K
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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