Legacy Advisors, LLC Purchases in Q4 2024

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
2.2K
+ 55.73%
$129.87 - $162.87 $286K - $359K
6.15K $910K
ISRG
Intuitive Surgical Inc

Healthcare
492
+ 11.3%
$471.27 - $550.62 $232K - $271K
4.85K $2.53M
PGR
Progressive Corp

Financial Services
1.81K
+ 51.32%
$239.6 - $268.88 $433K - $486K
5.33K $1.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.43K
New
$77.25 - $91.3 $343K - $405K
4.43K $378K
TREX
Trex CO Inc

Industrials
5.41K
New
$62.94 - $79.88 $341K - $432K
5.41K $373K
WMT
Walmart Inc.

Consumer Defensive
1.52K
+ 6.18%
$79.1 - $95.7 $120K - $145K
26.1K $2.36M
CYBR
Cyber Ark Software Ltd.

Technology
130
+ 1.66%
$274.1 - $333.15 $35.6K - $43.3K
7.97K $2.66M
IBM
International Business Machines Corp

Technology
1.69K
+ 42.04%
$204.9 - $238.04 $346K - $403K
5.71K $1.26M
ALL
Allstate Corp

Financial Services
1.81K
+ 72.38%
$181.25 - $208.2 $329K - $377K
4.32K $832K
XLK
Technology Sector Spdr

ETFs
13
+ 0.02%
$220.26 - $241.44 $2.86K - $3.14K
52.3K $12.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.6K
New
$58.39 - $67.04 $327K - $375K
5.6K $355K
VRNS
Varonis Systems Inc

Technology
7.98K
New
$43.91 - $60.0 $350K - $479K
7.98K $354K
VTI
Vanguard Total Stock Market Et

ETFs
1.16K
+ 76.68%
$280.04 - $302.45 $325K - $351K
2.68K $775K
CTRA
Coterra Energy Inc.

Energy
13.5K
New
$22.71 - $27.63 $307K - $373K
13.5K $345K
CRWD
Crowd Strike Holdings, Inc.

Technology
933
New
$275.15 - $388.2 $257K - $362K
933 $319K
CVX
Chevron Corp

Energy
2.48K
+ 12.73%
$141.15 - $162.53 $350K - $404K
22K $3.18M
MGK
Vanguard Mega Cap Growth ETF

ETFs
905
New
$316.94 - $357.88 $287K - $324K
905 $310K
HOOD
Robinhood Markets, Inc.

Technology
8.21K
New
$22.33 - $43.2 $183K - $354K
8.21K $305K
EMR
Emerson Electric CO

Industrials
1.2K
+ 12.27%
$108.13 - $134.33 $130K - $162K
11K $1.36M
FDX
Fedex Corp

Industrials
1.04K
New
$260.5 - $305.15 $270K - $317K
1.04K $292K
FTNT
Fortinet, Inc.

Technology
390
+ 2.63%
$76.49 - $99.21 $29.8K - $38.7K
15.2K $1.44M
AZTA
Azenta, Inc.

Healthcare
5.29K
+ 102.24%
$40.37 - $51.57 $214K - $273K
10.5K $523K
GM
General Motors CO

Consumer Cyclical
3.45K
+ 34.32%
$44.82 - $60.2 $155K - $208K
13.5K $719K
TDG
Trans Digm Group Inc

Industrials
208
New
$1239.0 - $1442.53 $258K - $300K
208 $263K
INTU
Intuit Inc

Technology
336
+ 5.31%
$602.01 - $706.25 $202K - $237K
6.67K $4.19M
CSCO
Cisco Systems, Inc.

Technology
3.06K
+ 23.73%
$52.45 - $60.02 $160K - $184K
15.9K $944K
BX
Blackstone Inc.

Financial Services
325
+ 3.13%
$148.45 - $199.05 $48.2K - $64.7K
10.7K $1.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
180
+ 1.95%
$172.07 - $207.36 $31K - $37.3K
9.42K $1.86M
ROK
Rockwell Automation, Inc

Industrials
889
New
$264.65 - $302.92 $235K - $269K
889 $254K
MFC
Manulife Financial Corp

Financial Services
8.13K
New
$29.21 - $32.87 $237K - $267K
8.13K $249K
DOW
Dow Inc.

Basic Materials
6.15K
New
$39.1 - $55.34 $240K - $340K
6.15K $246K
MRVL
Marvell Technology, Inc.

Technology
956
+ 27.22%
$70.31 - $124.78 $67.2K - $119K
4.47K $493K
LHX
L3 Harris Technologies, Inc.

Industrials
1.13K
New
$208.94 - $264.22 $236K - $298K
1.13K $237K
XLU
Utilities Sector Spdr

ETFs
3.04K
New
$74.89 - $82.93 $228K - $252K
3.04K $230K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2K
New
$113.79 - $124.5 $228K - $249K
2K $229K
TTD
Trade Desk, Inc.

Technology
1.93K
New
$108.7 - $139.51 $210K - $269K
1.93K $226K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
974
New
$173.13 - $258.09 $169K - $251K
974 $224K
MS
Morgan Stanley

Financial Services
779
+ 13.57%
$104.42 - $134.99 $81.3K - $105K
6.52K $819K
CBRE
Cbre Group, Inc.

Real Estate
1.68K
New
$119.22 - $140.71 $200K - $237K
1.68K $220K
TM
Toyota Motor Corp

Consumer Cyclical
1.13K
New
$169.2 - $199.52 $191K - $225K
1.13K $219K
ECL
Ecolab Inc.

Basic Materials
921
New
$234.32 - $261.43 $216K - $241K
921 $215K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
873
New
$229.83 - $258.46 $201K - $226K
873 $215K
WELL
Welltower Inc.

Real Estate
1.71K
New
$123.11 - $139.3 $211K - $238K
1.71K $215K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.62K
New
$125.36 - $147.37 $204K - $239K
1.62K $213K
RE
Everest Re Group LTD

Financial Services
568
New
N/A
568 $210K
AON
Aon PLC

Financial Services
587
New
$344.14 - $393.31 $202K - $231K
587 $210K
COF
Capital One Financial Corp

Financial Services
1.17K
New
$145.19 - $192.01 $170K - $225K
1.17K $209K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.6K
New
$42.89 - $48.05 $197K - $221K
4.6K $207K
CPRT
Copart Inc

Consumer Cyclical
1.1K
+ 3.83%
$51.36 - $63.8 $56.5K - $70.2K
29.8K $1.71M
Activity Summary
Buys All Purchases 251 New Holdings 53 Increased Positions 198 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 1 Puts 0
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