Lido Advisors, LLC Purchases in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ERIE
Erie Indemnity CO

Financial Services
1.76K
New
$356.56 - $544.84 $627K - $958K
1.76K $948K
TTD
Trade Desk, Inc.

Technology
7.4K
+ 94.39%
$83.08 - $110.79 $615K - $820K
15.2K $1.67M
DJP
Barclays Bank PLC

ETFs
27.7K
New
$32.3 - $32.3 $896K - $896K
27.7K $895K
AMGN
Amgen Inc

Healthcare
1.26K
+ 2.55%
$309.38 - $337.38 $389K - $424K
50.5K $16.3M
RODM
Hartford Multifactor Developed

ETFs
6.21K
+ 2.65%
$27.35 - $30.82 $170K - $192K
241K $7.34M
MS
Morgan Stanley

Financial Services
3.76K
+ 5.74%
$92.07 - $106.96 $346K - $402K
69.2K $7.22M
O
Realty Income Corp

Real Estate
7.86K
+ 23.96%
$52.36 - $63.42 $412K - $498K
40.7K $2.58M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.92K
+ 17.13%
$99.14 - $109.18 $587K - $647K
40.5K $4.42M
ATR
Aptargroup, Inc.

Healthcare
5.15K
New
$138.54 - $160.11 $714K - $825K
5.15K $825K
CMI
Cummins Inc

Industrials
537
+ 4.02%
$266.63 - $326.4 $143K - $175K
13.9K $4.5M
ROKU
Roku, Inc

Communication Services
4.21K
+ 13.39%
$51.67 - $77.48 $217K - $326K
35.6K $2.66M
PFE
Pfizer Inc

Healthcare
15.7K
+ 4.67%
$27.7 - $31.39 $434K - $492K
351K $10.2M
HCA
Hca Healthcare, Inc.

Healthcare
139
+ 1.66%
$315.12 - $406.43 $43.8K - $56.5K
8.52K $3.46M
PGR
Progressive Corp

Financial Services
1.42K
+ 16.34%
$209.46 - $259.24 $297K - $368K
10.1K $2.56M
YUM
Yum Brands Inc

Consumer Cyclical
4.85K
+ 43.15%
$125.95 - $139.96 $611K - $679K
16.1K $2.25M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
29.9K
New
$24.39 - $25.28 $728K - $755K
29.9K $750K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
124K
+ 123.37%
$5.1 - $5.68 $632K - $704K
224K $1.26M
DUOL
Duolingo, Inc.

Technology
35
+ 0.35%
$158.85 - $287.54 $5.56K - $10.1K
10.1K $2.84M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
32K
New
$22.94 - $23.16 $734K - $742K
32K $740K
BBY
Best Buy CO Inc

Consumer Cyclical
4.91K
+ 40.45%
$80.23 - $103.29 $394K - $507K
17K $1.76M
FNDF
Schwab Fundamental Intl Large

ETFs
18.6K
+ 102.33%
$33.67 - $37.71 $626K - $701K
36.8K $1.37M
SPOT
Spotify Technology S.A.

Communication Services
2K
New
$290.16 - $384.01 $579K - $767K
2K $735K
MAIN
Main Street Capital Corp

Financial Services
14.7K
+ 299.29%
$47.05 - $52.25 $691K - $767K
19.6K $981K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
860
+ 2.12%
$125.95 - $142.04 $108K - $122K
41.4K $5.87M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
686
+ 5.07%
$386.81 - $423.12 $265K - $290K
14.2K $6.02M
RGLD
Royal Gold Inc

Basic Materials
2.55K
+ 10.75%
$125.01 - $146.5 $319K - $374K
26.3K $3.69M
FDS
Factset Research Systems Inc

Financial Services
1.29K
+ 77.16%
$397.04 - $469.48 $514K - $608K
2.97K $1.37M
SPG
Simon Property Group Inc

Real Estate
2.67K
+ 20.73%
$146.09 - $170.11 $390K - $454K
15.5K $2.63M
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.71K
+ 3.5%
$37.33 - $40.63 $213K - $232K
169K $6.85M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.44K
+ 3.78%
$31.18 - $33.5 $263K - $283K
232K $7.7M
RELY
Remitly Global, Inc.

Technology
48.6K
New
$12.07 - $14.58 $587K - $709K
48.6K $650K
MSI
Motorola Solutions, Inc.

Technology
954
+ 27.95%
$385.65 - $450.49 $368K - $430K
4.37K $1.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
946
+ 0.62%
$57.32 - $62.65 $54.2K - $59.3K
154K $9.58M
DUK
Duke Energy Corp

Utilities
1.68K
+ 5.75%
$99.35 - $117.71 $167K - $198K
30.9K $3.56M
IBMO
Ishares Tr Ibonds December 202

ETFs
24.2K
+ 72.87%
$25.26 - $25.66 $612K - $622K
57.5K $1.48M
IBMP
Ishares Tr Ibonds December 202

ETFs
24.4K
+ 94.39%
$24.92 - $25.47 $609K - $622K
50.3K $1.28M
FAST
Fastenal CO

Industrials
5.83K
+ 23.43%
$62.09 - $71.83 $362K - $419K
30.7K $2.19M
AZN
Astrazeneca PLC

Healthcare
8.07K
+ 40.21%
$76.67 - $87.62 $619K - $707K
28.1K $2.19M
BDX
Becton Dickinson & CO

Healthcare
1.87K
+ 7.87%
$221.47 - $242.41 $413K - $453K
25.6K $6.17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
557
+ 1.38%
$210.25 - $231.86 $117K - $129K
40.8K $9.11M
CINF
Cincinnati Financial Corp

Financial Services
3.2K
+ 35.11%
$115.7 - $138.2 $370K - $443K
12.3K $1.68M
SPXC
Spx Corp

Industrials
3.76K
New
$139.19 - $164.35 $523K - $618K
3.76K $599K
PSA
Public Storage

Real Estate
945
+ 28.52%
$283.13 - $365.01 $268K - $345K
4.26K $1.55M
OMC
Omnicom Group Inc.

Communication Services
4.35K
+ 41.75%
$87.69 - $103.9 $381K - $452K
14.8K $1.53M
APH
Amphenol Corp

Technology
9.69K
+ 53.38%
$58.39 - $70.41 $566K - $682K
27.8K $1.81M
SKYW
Skywest Inc

Industrials
6.93K
New
$68.08 - $87.62 $472K - $607K
6.93K $588K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
29.4K
+ 98.36%
$19.97 - $21.86 $587K - $642K
59.2K $1.22M
IOT
Samsara Inc.

Technology
12K
New
$34.85 - $49.75 $418K - $597K
12K $577K
MELI
Mercadolibre Inc

Consumer Cyclical
115
+ 13.96%
$1591.44 - $2140.1 $183K - $246K
939 $1.93M
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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