Legacy Private Trust Co. Sells in Q3 2024

Legacy Private Trust Co.

  • $1.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-75
- 4.64%
$315.94 - $371.96 $23.7K - $27.9K
1.54K $556K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.78%
$332.02 - $382.76 $3.32K - $3.83K
1.27K $476K
GD
General Dynamics Corp

Industrials
-40
- 1.49%
$279.51 - $308.09 $11.2K - $12.3K
2.64K $797K
ECL
Ecolab Inc.

Basic Materials
-225
- 4.6%
$228.86 - $255.76 $51.5K - $57.5K
4.67K $1.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-495
- 0.25%
$50.25 - $50.74 $24.9K - $25.1K
196K $9.96M
BMY
Bristol Myers Squibb CO

Healthcare
-1.59K
- 14.44%
$39.66 - $51.75 $63.2K - $82.4K
9.44K $488K
VO
Vanguard Mid Cap ETF

ETFs
-149
- 4.4%
$237.84 - $263.83 $35.4K - $39.3K
3.24K $854K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.29K
- 4.86%
$61.11 - $67.85 $323K - $359K
104K $7.03M
COST
Costco Wholesale Corp

Consumer Defensive
-324
- 3.62%
$801.83 - $917.05 $260K - $297K
8.63K $7.65M
CMI
Cummins Inc

Industrials
-5
- 0.53%
$266.63 - $326.4 $1.33K - $1.63K
930 $300K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.43K
- 5.4%
$37.33 - $40.63 $203K - $221K
95.2K $3.87M
KO
Coca Cola CO

Consumer Defensive
-857
- 5.95%
$62.69 - $73.01 $53.7K - $62.6K
13.6K $974K
AMCR
Amcor PLC

Consumer Cyclical
-3.57K
- 5.63%
$9.5 - $11.44 $33.9K - $40.8K
59.8K $678K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.67K
- 4.92%
$61.47 - $67.36 $471K - $516K
148K $9.97M
VV
Vanguard Large Cap ETF

ETFs
-70
- 1.06%
$236.92 - $263.4 $16.6K - $18.4K
6.56K $1.73M
MMM
3 M CO

Industrials
-320
- 9.51%
$99.69 - $139.42 $31.9K - $44.6K
3.05K $416K
CMCSA
Comcast Corp

Communication Services
-85
- 0.25%
$37.33 - $41.78 $3.17K - $3.55K
33.6K $1.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.44K
- 19.34%
$191.76 - $263.26 $275K - $378K
5.98K $1.57M
MTD
Mettler Toledo International Inc

Healthcare
-52
- 2.67%
$1308.0 - $1521.03 $68K - $79.1K
1.9K $2.85M
TMUS
T Mobile Us, Inc.

Communication Services
-300
- 4.81%
$175.14 - $206.36 $52.5K - $61.9K
5.94K $1.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.25K
- 3.71%
$41.02 - $46.01 $92.2K - $103K
58.2K $2.65M
AFL
Aflac Inc

Financial Services
-1.49K
- 10.91%
$88.52 - $111.8 $132K - $167K
12.2K $1.36M
KMB
Kimberly Clark Corp

Consumer Defensive
-380
- 0.79%
$135.05 - $148.35 $51.3K - $56.4K
47.6K $6.77M
IBM
International Business Machines Corp

Technology
-1
- 0.03%
$175.1 - $223.38 $175 - $223
3K $662K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-979
- 4.36%
$162.83 - $179.16 $159K - $175K
21.5K $3.85M
NEE
Nextera Energy Inc

Utilities
-340
- 2.4%
$69.9 - $84.97 $23.8K - $28.9K
13.8K $1.17M
WEC
Wec Energy Group, Inc.

Utilities
-600
- 4.78%
$77.68 - $96.19 $46.6K - $57.7K
12K $1.15M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-20.5K
- 6.19%
$50.99 - $57.81 $1.05M - $1.19M
311K $17.8M
AMP
Ameriprise Financial Inc

Financial Services
-934
- 5.99%
$391.53 - $469.81 $366K - $439K
14.7K $6.89M
IYR
Ishares Tr

ETFs
-683
- 3.12%
$86.93 - $103.61 $59.4K - $70.8K
21.2K $2.16M
CSM
Proshares Large Cap Core Plus

ETFs
-1.29K
- 1.3%
$58.62 - $65.37 $75.6K - $84.3K
97.8K $6.39M
USB
Us Bancorp \De\

Financial Services
-580
- 1.24%
$39.04 - $47.23 $22.6K - $27.4K
46K $2.1M
BLK
Black Rock Inc.

Financial Services
-62
- 3.04%
$782.27 - $949.51 $48.5K - $58.9K
1.98K $1.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-475
- 0.55%
$57.32 - $62.65 $27.2K - $29.8K
85.6K $5.33M
CB
Chubb LTD

Financial Services
-169
- 1.56%
$252.51 - $292.2 $42.7K - $49.4K
10.6K $3.07M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-113
- 0.25%
$83.76 - $91.82 $9.46K - $10.4K
45.6K $4.16M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-13.5K
- 2.76%
$44.13 - $47.01 $596K - $635K
476K $22.2M
ACN
Accenture PLC

Technology
-383
- 3.68%
$295.44 - $355.81 $113K - $136K
10K $3.54M
UNP
Union Pacific Corp

Industrials
-2.98K
- 5.21%
$221.78 - $256.09 $661K - $764K
54.3K $13.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-11.8K
- 4.46%
$58.03 - $65.37 $687K - $774K
254K $16.4M
PEG
Public Service Enterprise Group Inc

Utilities
-1.25K
- 3.47%
$73.58 - $89.21 $92K - $112K
34.7K $3.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.62K
- 1.48%
$63.46 - $71.43 $103K - $116K
108K $7.63M
JNJ
Johnson & Johnson

Healthcare
-774
- 2.1%
$145.48 - $167.38 $113K - $130K
36.1K $5.85M
JPM
Jpmorgan Chase & CO

Financial Services
-638
- 0.9%
$194.9 - $224.8 $124K - $143K
70K $14.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-240
- 0.33%
$77.02 - $85.06 $18.5K - $20.4K
71.8K $6.07M
DHR
Danaher Corp

Healthcare
-451
- 1.8%
$239.25 - $280.76 $108K - $127K
24.6K $6.84M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.14K
- 2.64%
$38.04 - $45.36 $119K - $142K
116K $5.17M
XLU
Utilities Sector Spdr

ETFs
-165
- 0.32%
$67.67 - $80.78 $11.2K - $13.3K
50.8K $4.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.94K
- 2.22%
$36.98 - $41.55 $294K - $330K
349K $14.4M
Activity Summary
Buys All Purchases 84 New Holdings 9 Increased Positions 75 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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