Lido Advisors, LLC Purchases in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WTW
Willis Towers Watson PLC

Financial Services
95
+ 7.93%
$257.34 - $294.53 $24.4K - $28K
1.29K $380K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.39K
+ 7.25%
$24.29 - $24.63 $58K - $58.8K
35.4K $865K
SAR
Saratoga Investment Corp.

Financial Services
1.28K
+ 1.81%
$21.91 - $24.21 $27.9K - $30.9K
71.9K $1.67M
BAX
Baxter International Inc

Healthcare
409
+ 3.85%
$32.85 - $40.26 $13.4K - $16.5K
11K $418K
VOT
Vanguard Mid Cap Growth Index

ETFs
105
+ 4.02%
$218.05 - $243.47 $22.9K - $25.6K
2.71K $660K
VEEV
Veeva Systems Inc

Healthcare
67
+ 3.79%
$180.43 - $223.9 $12.1K - $15K
1.83K $384K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5
+ 0.21%
$89.87 - $124.16 $449 - $621
2.44K $302K
CPRT
Copart Inc

Consumer Cyclical
1.49K
+ 14.47%
$49.19 - $55.54 $73.2K - $82.7K
11.8K $617K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.33K
+ 14.03%
$23.47 - $23.74 $54.6K - $55.2K
18.9K $448K
CM
Canadian Imperial Bank Of Commerce

Financial Services
21
+ 0.5%
$47.28 - $62.24 $993 - $1.31K
4.25K $260K
FBP
First Bancorp

Financial Services
708
+ 4.74%
$17.74 - $21.83 $12.6K - $15.5K
15.6K $330K
ING
Ing Groep Nv

Financial Services
2.18K
+ 12.59%
$16.55 - $18.66 $36K - $40.6K
19.4K $353K
DVA
Davita Inc.

Healthcare
62
+ 3.46%
$133.98 - $165.19 $8.31K - $10.2K
1.86K $304K
OLED
Universal Display Corp Pa

Technology
267
+ 5.38%
$157.72 - $236.42 $42.1K - $63.1K
5.23K $1.1M
UYG
Proshares Ultra Financials

ETFs
7
+ 0.17%
$62.72 - $77.9 $439 - $545
4.24K $324K
AVUV
American Centy ETF Tr Avantis

ETFs
238
+ 4.7%
$88.24 - $99.7 $21K - $23.7K
5.3K $508K
WDAY
Workday, Inc.

Technology
116
+ 9.47%
$207.75 - $264.68 $24.1K - $30.7K
1.34K $327K
BIO
Bio Rad Laboratories, Inc.

Healthcare
24
+ 3.21%
$263.97 - $344.64 $6.34K - $8.27K
772 $258K
FEX
First Tr Large Cap Core Alphde

ETFs
18
+ 0.25%
$94.21 - $104.17 $1.7K - $1.88K
7.19K $748K
VMC
Vulcan Materials CO

Basic Materials
205
+ 18.35%
$231.83 - $274.51 $47.5K - $56.3K
1.32K $330K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.23K
+ 2.11%
$13.24 - $14.64 $16.3K - $18.1K
59.6K $872K
IYF
Ishares Tr

ETFs
3
+ 0.05%
$93.83 - $105.05 $281 - $315
5.5K $571K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.08K
+ 20.28%
$23.41 - $23.78 $48.6K - $49.4K
12.3K $291K
MPLX
Mplx LP

Energy
354
+ 1.99%
$40.44 - $45.07 $14.3K - $16K
18.1K $805K
ON
On Semiconductor Corp

Technology
284
+ 4.22%
$66.39 - $78.74 $18.9K - $22.4K
7.01K $509K
CPT
Camden Property Trust

Real Estate
173
+ 9.25%
$107.5 - $126.88 $18.6K - $22K
2.04K $252K
IR
Ingersoll Rand Inc.

Industrials
185
+ 4.68%
$86.9 - $100.4 $16.1K - $18.6K
4.14K $405K
PFG
Principal Financial Group Inc

Financial Services
55
+ 0.99%
$72.94 - $87.46 $4.01K - $4.81K
5.6K $480K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
631
+ 3.4%
$15.81 - $18.96 $9.98K - $12K
19.2K $346K
CCJ
Cameco Corp

Energy
1.08K
+ 23.54%
$36.9 - $53.72 $39.9K - $58K
5.67K $270K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
430
+ 3.93%
$46.18 - $48.92 $19.9K - $21K
11.4K $552K
ABC
Amerisourcebergen Corp

Healthcare
232
+ 4.68%
N/A
5.19K $960K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.57K
+ 99.68%
$128.47 - $280.94 $202K - $442K
3.15K $488K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
500
+ 2.45%
$17.09 - $20.23 $8.55K - $10.1K
20.9K $397K
XLB
Select Sector Spdr Fd Material

ETFs
165
+ 5.18%
$86.95 - $97.09 $14.3K - $16K
3.35K $322K
SPTL
Spdr Portfolio Long Term Treas

ETFs
740
+ 6.89%
$26.69 - $29.87 $19.8K - $22.1K
11.5K $333K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.49K
+ 2.78%
$15.41 - $17.22 $22.9K - $25.6K
55K $913K
APO
Apollo Global Management, Inc.

Financial Services
53
+ 1.1%
$99.16 - $125.81 $5.26K - $6.67K
4.87K $608K
LUV
Southwest Airlines CO

Industrials
639
+ 3.3%
$23.7 - $29.93 $15.1K - $19.1K
20K $593K
WRB
Berkley W R Corp

Financial Services
3.21K
+ 48.93%
$51.54 - $79.62 $165K - $256K
9.77K $554K
VONE
Vanguard Russell 1000 ETF

ETFs
82
+ 6.58%
$234.0 - $260.07 $19.2K - $21.3K
1.33K $345K
OXLC
Oxford Lane Capital Corp.

Financial Services
9.38K
+ 17.61%
$5.15 - $5.67 $48.3K - $53.2K
62.7K $327K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
5.89K
+ 5.49%
$15.5 - $16.99 $91.4K - $100K
113K $1.88M
PHYS
Sprott Physical Gold Trust

Financial Services
452
+ 3.76%
$18.12 - $20.72 $8.19K - $9.37K
12.5K $254K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
199
+ 7.17%
$90.87 - $102.43 $18.1K - $20.4K
2.98K $294K
WFC
Wells Fargo & Company

Financial Services
7.24K
+ 5.68%
$51.58 - $60.97 $373K - $441K
135K $7.6M
DGX
Quest Diagnostics Inc

Healthcare
250
+ 7.5%
$137.09 - $137.09 $34.3K - $34.3K
3.58K $491K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
636
+ 8.03%
$49.7 - $56.11 $31.6K - $35.7K
8.56K $470K
ALC
Alcon Inc

Healthcare
52
+ 2.15%
$88.07 - $100.79 $4.58K - $5.24K
2.47K $246K
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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