Legacy Advisors, LLC Incresed Positions in Q3 2024

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
18
+ 1.67%
$479.31 - $584.91 $8.63K - $10.5K
1.1K $640K
MS
Morgan Stanley

Financial Services
794
+ 16.06%
$92.07 - $106.96 $73.1K - $84.9K
5.74K $598K
CVS
Cvs Health Corp

Healthcare
1.53K
+ 28.34%
$55.81 - $63.18 $85.3K - $96.5K
6.92K $434K
MCO
Moodys Corp

Financial Services
39
+ 2.16%
$421.49 - $494.67 $16.4K - $19.3K
1.85K $875K
AMGN
Amgen Inc

Healthcare
62
+ 0.66%
$309.38 - $337.38 $19.2K - $20.9K
9.43K $3.04M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
241
+ 43.9%
$460.0 - $505.78 $111K - $122K
790 $367K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
534
+ 2.69%
$57.32 - $62.65 $30.6K - $33.5K
20.4K $1.27M
CEG
Constellation Energy Corp

Utilities
66
+ 4.31%
$167.08 - $262.86 $11K - $17.3K
1.6K $415K
PPL
Ppl Corp

Utilities
1.77K
+ 19.48%
$27.36 - $33.08 $48.3K - $58.4K
10.8K $358K
COP
Conocophillips

Energy
1.25K
+ 45.22%
$102.3 - $116.61 $128K - $146K
4.01K $422K
GM
General Motors CO

Consumer Cyclical
2.58K
+ 34.42%
$39.95 - $49.9 $103K - $129K
10.1K $451K
PEG
Public Service Enterprise Group Inc

Utilities
173
+ 3.09%
$73.58 - $89.21 $12.7K - $15.4K
5.77K $514K
TXN
Texas Instruments Inc

Technology
520
+ 3.58%
$194.6 - $194.6 $101K - $101K
15.1K $2.93M
SPGI
S&P Global Inc.

Financial Services
95
+ 13.49%
$446.32 - $527.38 $42.4K - $50.1K
799 $412K
AMP
Ameriprise Financial Inc

Financial Services
52
+ 2.99%
$391.53 - $469.81 $20.4K - $24.4K
1.79K $842K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
482
+ 5.51%
$147.95 - $191.05 $71.3K - $92.1K
9.24K $1.6M
CARR
Carrier Global Corp

Industrials
230
+ 6.39%
$61.9 - $80.88 $14.2K - $18.6K
3.83K $308K
LEN
Lennar Corp

Consumer Cyclical
57
+ 3.04%
$142.5 - $192.45 $8.12K - $11K
1.93K $362K
CMI
Cummins Inc

Industrials
106
+ 11.02%
$266.63 - $326.4 $28.3K - $34.6K
1.07K $345K
SBSW
Sibanye Stillwater LTD

Basic Materials
19.7K
+ 196.63%
$3.18 - $4.96 $62.5K - $97.5K
29.7K $121K
TOST
Toast, Inc.

Technology
385
+ 1.47%
$22.71 - $28.31 $8.74K - $10.9K
26.5K $751K
ADBE
Adobe Inc.

Technology
261
+ 16.83%
$508.13 - $586.55 $133K - $153K
1.81K $938K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
70
+ 30.7%
$1024.09 - $1201.76 $71.7K - $84.1K
298 $313K
RGA
Reinsurance Group Of America Inc

Financial Services
130
+ 3.54%
$192.62 - $225.79 $25K - $29.4K
3.8K $827K
RAMP
Live Ramp Holdings, Inc.

Technology
8.25K
+ 38.07%
$21.74 - $33.02 $179K - $273K
29.9K $741K
DD
Du Pont De Nemours, Inc.

Basic Materials
434
+ 11.51%
$77.22 - $89.49 $33.5K - $38.8K
4.2K $374K
DLR
Digital Realty Trust, Inc.

Real Estate
121
+ 2.39%
$144.47 - $162.98 $17.5K - $19.7K
5.18K $838K
AMD
Advanced Micro Devices Inc

Technology
348
+ 6.72%
$128.67 - $183.96 $44.8K - $64K
5.52K $906K
WFC
Wells Fargo & Company

Financial Services
1.73K
+ 14.1%
$51.58 - $60.97 $89.1K - $105K
14K $789K
HSY
Hershey CO

Consumer Defensive
250
+ 14.49%
$182.45 - $203.25 $45.6K - $50.8K
1.98K $378K
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 14.93%
$3305.62 - $4268.05 $33.1K - $42.7K
77 $324K
ANET
Arista Networks, Inc.

Technology
74
+ 8.28%
$311.42 - $388.21 $23K - $28.7K
968 $371K
WDAY
Workday, Inc.

Technology
89
+ 5.78%
$207.75 - $264.68 $18.5K - $23.6K
1.63K $398K
CB
Chubb LTD

Financial Services
56
+ 4.97%
$252.51 - $292.2 $14.1K - $16.4K
1.18K $340K
MET
Metlife Inc

Financial Services
163
+ 5.08%
$67.96 - $82.48 $11.1K - $13.4K
3.37K $278K
HBAN
Huntington Bancshares Inc

Financial Services
490
+ 1.65%
$12.84 - $15.15 $6.29K - $7.42K
30.2K $444K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.52K
+ 32.03%
$6.71 - $8.78 $30.3K - $39.7K
18.6K $153K
CTVA
Corteva, Inc.

Basic Materials
73
+ 0.86%
$50.72 - $58.78 $3.7K - $4.29K
8.59K $505K
ADI
Analog Devices Inc

Technology
176
+ 7.42%
$200.56 - $243.33 $35.3K - $42.8K
2.55K $586K
SPG
Simon Property Group Inc

Real Estate
101
+ 7.19%
$146.09 - $170.11 $14.8K - $17.2K
1.51K $254K
BSX
Boston Scientific Corp

Healthcare
253
+ 8.97%
$72.96 - $84.0 $18.5K - $21.3K
3.07K $257K
WM
Waste Management Inc

Industrials
494
+ 4.48%
$196.96 - $223.45 $97.3K - $110K
11.5K $2.39M
EPD
Enterprise Products Partners L.P.

Energy
918
+ 0.99%
$27.88 - $30.0 $25.6K - $27.5K
94K $2.74M
CL
Colgate Palmolive CO

Consumer Defensive
141
+ 5.71%
$95.54 - $108.77 $13.5K - $15.3K
2.61K $270K
CFG
Citizens Financial Group Inc

Financial Services
14
+ 0.24%
$35.24 - $43.24 $493 - $605
5.74K $235K
CAH
Cardinal Health Inc

Healthcare
5
+ 0.22%
$93.74 - $114.66 $469 - $573
2.24K $247K
RJF
Raymond James Financial Inc

Financial Services
244
+ 14.23%
$106.39 - $125.13 $26K - $30.5K
1.96K $239K
MRVL
Marvell Technology, Inc.

Technology
291
+ 9.03%
$56.15 - $76.24 $16.3K - $22.2K
3.51K $253K
DFS
Discover Financial Services

Financial Services
42
+ 2.2%
$123.41 - $144.72 $5.18K - $6.08K
1.95K $274K
Activity Summary
Buys All Purchases 248 New Holdings 63 Increased Positions 185 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 1 Puts 0
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