Lido Advisors, LLC Purchases in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGNX
Cognex Corp

Technology
9.33K
New
$36.85 - $52.91 $344K - $494K
9.33K $377K
PFFA
Etfis Ser Tr I

ETFs
8.3K
+ 8.05%
$20.94 - $22.98 $174K - $191K
111K $2.54M
HNI
Hni Corp

Industrials
6.93K
New
$44.15 - $54.95 $306K - $381K
6.93K $373K
PWR
Quanta Services, Inc.

Industrials
679
+ 17.58%
$239.58 - $298.23 $163K - $202K
4.54K $1.35M
RGA
Reinsurance Group Of America Inc

Financial Services
1.69K
New
$192.62 - $225.79 $326K - $382K
1.69K $369K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
10K
New
N/A
10K $367K
CSWC
Capital Southwest Corp

Financial Services
14.5K
New
$23.56 - $27.07 $340K - $391K
14.5K $365K
AEP
American Electric Power CO Inc

Utilities
1.64K
+ 12.48%
$87.11 - $104.95 $143K - $172K
14.7K $1.51M
UPS
United Parcel Service Inc

Industrials
2.94K
+ 4.18%
$123.32 - $147.38 $362K - $433K
73.2K $9.98M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.43K
New
$228.55 - $253.74 $326K - $362K
1.43K $361K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.7K
+ 105.85%
$24.91 - $25.63 $342K - $352K
26.7K $684K
FLO
Flowers Foods Inc

Consumer Defensive
14.2K
+ 38.92%
$21.44 - $23.77 $304K - $337K
50.6K $1.17M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.03K
+ 12.54%
$39.95 - $45.86 $161K - $185K
36.1K $1.65M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
6.97K
+ 12.32%
$39.66 - $41.2 $276K - $287K
63.5K $2.61M
ITA
Ishares Tr

ETFs
33
+ 0.17%
$131.58 - $149.64 $4.34K - $4.94K
20K $3M
HTGC
Hercules Capital, Inc.

Financial Services
19.6K
+ 45.0%
$17.71 - $21.67 $347K - $425K
63.2K $1.24M
DASH
Door Dash, Inc.

Communication Services
108
+ 1.11%
$100.28 - $143.99 $10.8K - $15.6K
9.87K $1.41M
HRL
Hormel Foods Corp

Consumer Defensive
9.8K
+ 39.45%
$30.04 - $33.14 $294K - $325K
34.6K $1.1M
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
51.2K
New
$6.65 - $9.15 $341K - $469K
51.2K $340K
STWD
Starwood Property Trust, Inc.

Real Estate
7.32K
+ 5.66%
$18.75 - $21.11 $137K - $155K
137K $2.79M
WELL
Welltower Inc.

Real Estate
698
+ 6.79%
$104.0 - $129.74 $72.6K - $90.6K
11K $1.41M
PBT
Permian Basin Royalty Trust

Energy
26.6K
+ 97.89%
$10.5 - $12.01 $279K - $319K
53.7K $638K
ESS
Essex Property Trust, Inc.

Real Estate
835
+ 0.5%
$272.82 - $272.82 $228K - $228K
169K $46.2M
EVRG
Evergy, Inc.

Utilities
2.27K
+ 10.81%
$52.46 - $62.01 $119K - $141K
23.3K $1.44M
MOH
Molina Healthcare, Inc.

Healthcare
951
New
$283.98 - $360.73 $270K - $343K
951 $327K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
5.27K
New
$54.75 - $61.2 $288K - $322K
5.27K $322K
AJG
Arthur J. Gallagher & Co.

Financial Services
714
+ 13.48%
$259.22 - $299.75 $185K - $214K
6.01K $1.69M
SEVN
Seven Hills Realty Trust

Real Estate
17.3K
+ 24.52%
$12.42 - $14.25 $215K - $247K
87.9K $1.21M
PRG
Prog Holdings, Inc.

Industrials
6.48K
New
$32.04 - $50.26 $208K - $326K
6.48K $314K
FCNCA
First Citizens Bancshares Inc

Financial Services
171
New
$1685.92 - $2128.51 $288K - $364K
171 $314K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.57K
+ 1.52%
$35.97 - $41.58 $56.3K - $65.1K
104K $4.23M
IEFA
Ishares Tr

ETFs
616
+ 1.28%
$70.09 - $78.74 $43.2K - $48.5K
48.9K $3.81M
GVA
Granite Construction Inc

Industrials
3.9K
New
$58.93 - $80.33 $230K - $313K
3.9K $308K
CEIX
Consol Energy Inc.

Energy
2.92K
New
$88.45 - $107.31 $259K - $314K
2.92K $306K
BNDX
Vanguard Total International B

ETFs
5.26K
+ 21.72%
$48.42 - $50.35 $255K - $265K
29.5K $1.48M
RMD
Resmed Inc

Healthcare
629
+ 22.31%
$186.94 - $252.92 $118K - $159K
3.45K $841K
USFD
Us Foods Holding Corp.

Consumer Defensive
4.91K
New
$50.06 - $62.82 $246K - $309K
4.91K $302K
VDE
Vanguard Energy ETF

ETFs
3.78K
+ 11.75%
$117.44 - $131.06 $444K - $495K
36K $4.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
29.5K
+ 173.59%
$11.03 - $18.11 $326K - $535K
46.6K $522K
K
Kellogg CO

Consumer Defensive
987
+ 10.63%
$56.19 - $80.81 $55.5K - $79.8K
10.3K $829K
MLI
Mueller Industries Inc

Industrials
3.96K
New
$55.73 - $74.1 $221K - $293K
3.96K $293K
HROW
Harrow Health, Inc.

Healthcare
838
+ 7.98%
$20.85 - $46.47 $17.5K - $38.9K
11.3K $509K
AINV
Apollo Investment Corp

Financial Services
26K
+ 46.17%
N/A
82.3K $915K
IBHG
Ishares Tr Ibonds 2027 Term Hi
10.8K
+ 13.77%
$21.89 - $22.6 $236K - $244K
89K $2.01M
BALL
Ball Corp

Consumer Cyclical
4.21K
New
$58.86 - $67.91 $248K - $286K
4.21K $285K
CTVA
Corteva, Inc.

Basic Materials
3.61K
+ 24.02%
$50.72 - $58.78 $183K - $212K
18.6K $1.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.9K
New
$42.22 - $48.62 $249K - $287K
5.9K $274K
CI
Cigna Corp

Healthcare
370
+ 4.03%
$319.12 - $367.1 $118K - $136K
9.55K $3.31M
ITGR
Integer Holdings Corp

Healthcare
2.09K
New
$110.25 - $131.62 $230K - $275K
2.09K $271K
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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