Legacy Advisors, LLC Purchases in Q4 2024

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CFG
Citizens Financial Group Inc

Financial Services
1.02K
+ 17.84%
$39.92 - $48.46 $40.8K - $49.6K
6.76K $295K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
200
+ 27.51%
$278.19 - $315.36 $55.6K - $63.1K
927 $266K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.13%
$571.78 - $647.97 $1.14K - $1.3K
1.53K $951K
GLD
Spdr Gold Trust

ETFs
300
+ 1.42%
$236.59 - $257.5 $71K - $77.3K
21.5K $5.2M
BSX
Boston Scientific Corp

Healthcare
386
+ 12.56%
$83.62 - $91.5 $32.3K - $35.3K
3.46K $308K
HBAN
Huntington Bancshares Inc

Financial Services
181
+ 0.6%
$14.18 - $18.2 $2.57K - $3.29K
30.4K $495K
MEDP
Medpace Holdings, Inc.

Healthcare
162
+ 3.53%
$308.93 - $363.58 $50K - $58.9K
4.75K $1.58M
VEEV
Veeva Systems Inc

Healthcare
222
+ 6.14%
$201.81 - $250.45 $44.8K - $55.6K
3.84K $806K
SYK
Stryker Corp

Healthcare
169
+ 1.53%
$345.14 - $392.15 $58.3K - $66.3K
11.2K $4.04M
FANG
Diamondback Energy, Inc.

Energy
303
+ 23.93%
$153.06 - $199.5 $46.4K - $60.4K
1.57K $257K
NINE
Nine Energy Service, Inc.

Energy
33.2K
New
$0.82 - $1.75 $27.2K - $58.1K
33.2K $37K
CAH
Cardinal Health Inc

Healthcare
158
+ 7.06%
$107.89 - $125.33 $17K - $19.8K
2.4K $283K
PH
Parker Hannifin Corp

Industrials
50
+ 8.1%
$621.74 - $709.46 $31.1K - $35.5K
667 $424K
MSI
Motorola Solutions, Inc.

Technology
52
+ 10.18%
$449.08 - $504.6 $23.4K - $26.2K
563 $260K
ASML
Asml Holding Nv

Technology
145
+ 29.0%
$658.43 - $872.27 $95.5K - $126K
645 $447K
AZPN
Aspen Technology, Inc.

Technology
13
+ 0.56%
$231.19 - $253.16 $3.01K - $3.29K
2.33K $580K
FICO
Fair Isaac Corp

Technology
5
+ 1.37%
$1911.01 - $2382.4 $9.56K - $11.9K
369 $734K
AME
Ametek Inc

Industrials
64
+ 4.19%
$165.89 - $197.38 $10.6K - $12.6K
1.59K $287K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
24K
New
$1.07 - $1.47 $25.6K - $35.2K
24K $25K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8
+ 1.9%
$1146.59 - $1270.6 $9.17K - $10.2K
430 $509K
WDAY
Workday, Inc.

Technology
1
+ 0.06%
$233.85 - $279.91 $234 - $280
1.63K $420K
SNPS
Synopsys Inc

Technology
121
+ 6.55%
$485.36 - $588.0 $58.7K - $71.1K
1.97K $955K
ROLL
Rbc Bearings Inc

Industrials
73
+ 1.66%
N/A
4.47K $1.1M
FISV
Fiserv Inc

Technology
111
+ 1.05%
N/A
10.7K $1.34M
ADI
Analog Devices Inc

Technology
279
+ 10.95%
$206.35 - $236.48 $57.6K - $66K
2.83K $600K
JKHY
Henry Jack & Associates Inc

Technology
109
+ 2.21%
$171.12 - $186.18 $18.7K - $20.3K
5.05K $884K
D
Dominion Energy, Inc

Utilities
480
+ 13.45%
$52.63 - $60.92 $25.3K - $29.2K
4.05K $218K
HES
Hess Corp

Energy
118
+ 6.63%
$127.66 - $148.65 $15.1K - $17.5K
1.9K $252K
ADSK
Autodesk, Inc.

Technology
32
+ 3.37%
N/A
982 $241K
TT
Trane Technologies PLC

Industrials
50
+ 8.85%
$369.35 - $419.14 $18.5K - $21K
615 $227K
TECH
Bio Techne Corp

Healthcare
1.5K
+ 11.72%
$66.37 - $78.17 $99.4K - $117K
14.3K $1.03M
WM
Waste Management Inc

Industrials
357
+ 3.1%
$201.79 - $228.46 $72K - $81.6K
11.9K $2.4M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.14%
$323.08 - $349.08 $323 - $349
701 $234K
EC
Ecopetrol S.A.

Energy
2.5K
+ 16.43%
$7.36 - $9.04 $18.4K - $22.6K
17.7K $140K
CMCSA
Comcast Corp

Communication Services
3.77K
+ 11.72%
$37.39 - $45.14 $141K - $170K
35.9K $1.35M
CSX
Csx Corp

Industrials
576
+ 8.83%
$31.58 - $36.88 $18.2K - $21.2K
7.1K $229K
PRU
Prudential Financial Inc

Financial Services
75
+ 3.25%
$114.59 - $129.52 $8.59K - $9.71K
2.38K $282K
MLM
Martin Marietta Materials Inc

Basic Materials
22
+ 5.49%
$516.5 - $619.58 $11.4K - $13.6K
423 $218K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.04%
$563.99 - $620.12 $3.95K - $4.34K
17.1K $9.72M
OEF
Ishares S&P 100 ETF

ETFs
4
+ 0.01%
N/A
34.4K $9.15M
Ge Healthcare Technologies I
1.27K
+ 40.14%
N/A
4.43K $0
GIGB
Goldman Sachs ETF Access Invt
891
+ 9.6%
N/A
10.2K $0
SO
Southern CO

Utilities
766
+ 9.44%
$81.5 - $94.15 $62.4K - $72.1K
8.88K $731K
Arista Networks Inc
4.05K
New
N/A
4.05K $0
Linde PLC
155
+ 10.96%
N/A
1.57K $0
Trust For Professional Manag
1.69M
+ 5368.55%
N/A
1.72M $0
Lam Research Corp
8.8K
New
N/A
8.8K $0
XLP
Consumer Staples Sector Spdr

ETFs
5
+ 0.02%
N/A
28.5K $2.17M
Ge Vernova Inc
92
+ 6.51%
N/A
1.51K $0
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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