Lido Advisors, LLC Purchases in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVNA
Carvana Co.

Consumer Cyclical
155
+ 8.63%
$122.32 - $175.15 $19K - $27.1K
1.95K $339K
CTSH
Cognizant Technology Solutions Corp

Technology
150
+ 1.45%
$66.89 - $77.87 $10K - $11.7K
10.5K $812K
IQV
Iqvia Holdings Inc.

Healthcare
4
+ 0.1%
$206.81 - $251.55 $827 - $1.01K
4.11K $972K
PDI
Pimco Dynamic Income Fund

Financial Services
2.3K
+ 5.65%
$18.7 - $20.25 $43K - $46.5K
42.9K $869K
ROST
Ross Stores, Inc.

Consumer Cyclical
411
+ 4.93%
$136.06 - $155.24 $55.9K - $63.8K
8.74K $1.32M
KHC
Kraft Heinz CO

Consumer Defensive
7
+ 0.02%
$31.86 - $36.13 $223 - $253
36.1K $1.27M
EAT
Brinker International, Inc

Consumer Cyclical
292
+ 1.48%
$59.09 - $77.85 $17.3K - $22.7K
20K $1.53M
AZO
Autozone Inc

Consumer Cyclical
9
+ 2.2%
$2815.0 - $3212.87 $25.3K - $28.9K
419 $1.32M
ARES
Ares Management Corp

Financial Services
309
+ 12.67%
$133.73 - $158.05 $41.3K - $48.8K
2.75K $428K
IWC
Russell Micro Cap ETF

ETFs
451
+ 8.86%
$112.21 - $129.46 $50.6K - $58.4K
5.54K $683K
VNQI
Vanguard Global Ex U.S. Real

ETFs
543
+ 4.58%
$40.45 - $47.24 $22K - $25.7K
12.4K $582K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
5.13K
+ 10.97%
$11.52 - $12.52 $59.1K - $64.2K
51.9K $640K
STX
Seagate Technology Holdings PLC

Technology
243
+ 2.1%
$92.1 - $110.76 $22.4K - $26.9K
11.8K $1.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.71K
+ 2.78%
$85.84 - $85.84 $147K - $147K
63.2K $5.42M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
100
+ 0.81%
$69.31 - $77.34 $6.93K - $7.73K
12.5K $959K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
59
+ 0.15%
$26.74 - $30.37 $1.58K - $1.79K
38.8K $1.18M
MTD
Mettler Toledo International Inc

Healthcare
43
+ 15.41%
$1308.0 - $1521.03 $56.2K - $65.4K
322 $482K
SNY
Sanofi

Healthcare
584
+ 9.01%
$48.54 - $58.53 $28.3K - $34.2K
7.06K $407K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
895
+ 7.11%
$54.38 - $59.77 $48.7K - $53.5K
13.5K $798K
CAG
Conagra Brands Inc.

Consumer Defensive
402
+ 2.05%
$28.13 - $32.83 $11.3K - $13.2K
20K $649K
ERIC
Ericsson Lm Telephone CO

Technology
12.3K
New
$6.19 - $7.77 $75.9K - $95.3K
12.3K $92K
CW
Curtiss Wright Corp

Industrials
73
+ 6.18%
$265.18 - $332.22 $19.4K - $24.3K
1.26K $412K
EA
Electronic Arts Inc.

Communication Services
523
+ 12.73%
$137.32 - $151.82 $71.8K - $79.4K
4.63K $664K
VRSK
Verisk Analytics, Inc.

Industrials
350
+ 20.31%
$260.31 - $285.99 $91.1K - $100K
2.07K $555K
LHX
L3 Harris Technologies, Inc.

Industrials
143
+ 3.37%
$221.96 - $243.27 $31.7K - $34.8K
4.38K $1.04M
MLPX
Global X Mlp & Energy Infrastr

ETFs
498
+ 2.69%
$50.37 - $55.21 $25.1K - $27.5K
19K $1.03M
THC
Tenet Healthcare Corp

Healthcare
218
+ 13.47%
$129.27 - $168.03 $28.2K - $36.6K
1.84K $305K
RWR
Spdr Dow Jones Reit ETF

ETFs
1
+ 0.02%
$92.36 - $108.47 $92.4 - $108
6.43K $686K
SGOL
Abrdn Gold ETF Trust

ETFs
1.42K
+ 8.47%
$22.26 - $25.51 $31.6K - $36.2K
18.2K $456K
STZ
Constellation Brands, Inc.

Consumer Defensive
241
+ 0.31%
$236.42 - $259.82 $57K - $62.6K
77.2K $19.9M
BHP
Bhp Group LTD

Basic Materials
677
+ 8.75%
$51.32 - $62.11 $34.7K - $42K
8.42K $522K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
15
+ 0.04%
$27.15 - $30.78 $407 - $462
36.7K $1.12M
USA
Liberty All Star Equity Fund

Financial Services
2.69K
+ 1.58%
$6.43 - $7.14 $17.3K - $19.2K
173K $1.24M
ICVT
Ishares Tr Convertible Bond Et

ETFs
749
+ 28.24%
$77.24 - $83.67 $57.9K - $62.7K
3.4K $284K
VKQ
Invesco Municipal Trust

Financial Services
7.09K
+ 55.01%
$9.81 - $10.44 $69.5K - $74K
20K $204K
NTAP
Net App, Inc.

Technology
720
+ 27.73%
$114.18 - $134.62 $82.2K - $96.9K
3.32K $409K
SNA
Snap On Inc

Industrials
174
+ 20.14%
$255.35 - $289.77 $44.4K - $50.4K
1.04K $300K
DTE
Dte Energy CO

Utilities
1
+ 0.02%
$108.67 - $128.41 $109 - $128
4.27K $548K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.9K
+ 25.25%
$21.7 - $22.6 $62.9K - $65.5K
14.4K $323K
TTEK
Tetra Tech Inc

Industrials
9.43K
+ 398.52%
$45.59 - $237.74 $430K - $2.24M
11.8K $556K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
327
+ 3.85%
$60.13 - $68.17 $19.7K - $22.3K
8.83K $597K
NMR
Nomura Holdings Inc

Financial Services
14K
New
$4.92 - $6.31 $68.7K - $88.1K
14K $72K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
3.45K
+ 29.69%
$18.13 - $19.13 $62.5K - $65.9K
15.1K $285K
EWG
Ishares Msci Germany ETF

ETFs
800
+ 5.7%
$29.49 - $33.93 $23.6K - $27.1K
14.8K $502K
XYL
Xylem Inc.

Industrials
561
+ 9.25%
$126.14 - $141.53 $70.8K - $79.4K
6.62K $894K
VICI
Vici Properties Inc.

Real Estate
650
+ 6.13%
$27.64 - $34.08 $18K - $22.2K
11.3K $374K
LUMN
Lumen Technologies, Inc.

Communication Services
10.1K
New
$1.03 - $7.28 $10.4K - $73.8K
10.1K $71K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
335
+ 1.39%
$460.0 - $505.78 $154K - $169K
24.4K $11.3M
MSTR
Microstrategy Inc

Technology
2.03K
+ 892.51%
$114.3 - $1800.09 $232K - $3.65M
2.25K $379K
Activity Summary
Buys All Purchases 676 New Holdings 131 Increased Positions 545 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 27 Puts 72
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