Lmcg Investments, LLC Purchases in Q3 2024

Lmcg Investments, LLC

  • $1.65 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
26.3K
+ 6.47%
$62.69 - $73.01 $1.65M - $1.92M
434K $31.2M
JNJ
Johnson & Johnson

Healthcare
21.5K
+ 32.68%
$145.48 - $167.38 $3.12M - $3.59M
87.2K $14.1M
WYNN
Wynn Resorts LTD

Consumer Cyclical
39.3K
New
$73.55 - $97.62 $2.89M - $3.84M
39.3K $3.77M
UNH
Unitedhealth Group Inc

Healthcare
1.63K
+ 5.04%
$488.01 - $604.18 $795K - $984K
34K $19.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.14K
+ 0.56%
$65.04 - $84.24 $74K - $95.9K
203K $16.4M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
22.2K
New
$129.86 - $184.59 $2.88M - $4.1M
22.2K $3.1M
SLB
Schlumberger Limited

Energy
90.4K
+ 68.67%
$39.57 - $49.67 $3.58M - $4.49M
222K $9.31M
NEM
Newmont Corp

Basic Materials
15K
+ 8.03%
$41.65 - $55.85 $627K - $840K
203K $10.8M
CIEN
Ciena Corp

Technology
12.4K
+ 7.68%
$45.77 - $62.46 $568K - $775K
174K $10.7M
DHR
Danaher Corp

Healthcare
955
+ 1.01%
$239.25 - $280.76 $228K - $268K
95.1K $26.4M
DOCS
Doximity, Inc.

Healthcare
7.61K
+ 5.25%
$25.5 - $43.57 $194K - $331K
152K $6.64M
SPGI
S&P Global Inc.

Financial Services
2.13K
+ 10.7%
$446.32 - $527.38 $951K - $1.12M
22K $11.4M
KEYS
Keysight Technologies, Inc.

Technology
5.87K
+ 13.66%
$119.86 - $158.87 $704K - $933K
48.8K $7.76M
DIS
Walt Disney CO

Communication Services
23.1K
+ 18.61%
$85.6 - $98.61 $1.98M - $2.28M
147K $14.2M
AES
Aes Corp

Utilities
3.69K
+ 0.57%
$16.18 - $20.07 $59.7K - $74.1K
651K $13.1M
A
Agilent Technologies, Inc.

Healthcare
1.14K
+ 1.44%
$125.42 - $148.48 $143K - $169K
80.2K $11.9M
MRVL
Marvell Technology, Inc.

Technology
18.5K
+ 15.99%
$56.15 - $76.24 $1.04M - $1.41M
135K $9.7M
FITB
Fifth Third Bancorp

Financial Services
3.27K
+ 1.45%
$36.01 - $43.64 $118K - $143K
229K $9.81M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.22K
+ 1.66%
$149.02 - $167.67 $182K - $204K
74.6K $12.5M
MA
Mastercard Inc

Financial Services
18
+ 0.07%
$429.6 - $500.99 $7.73K - $9.02K
24.5K $12.1M
MS
Morgan Stanley

Financial Services
7.38K
+ 28.55%
$92.07 - $106.96 $680K - $790K
33.2K $3.47M
ZS
Zscaler, Inc.

Technology
5.75K
+ 76.83%
$155.9 - $204.47 $896K - $1.18M
13.2K $2.26M
RIO
Rio Tinto PLC

Basic Materials
1.07K
+ 0.96%
$59.71 - $71.21 $63.9K - $76.2K
112K $7.97M
AVGO
Broadcom Inc.

Technology
39.7K
+ 897.76%
$136.27 - $1745.86 $5.4M - $69.2M
44.1K $7.6M
AMGN
Amgen Inc

Healthcare
158
+ 0.43%
$309.38 - $337.38 $48.9K - $53.3K
37.1K $12M
WDAY
Workday, Inc.

Technology
10
+ 0.05%
$207.75 - $264.68 $2.08K - $2.65K
19.5K $4.77M
PGR
Progressive Corp

Financial Services
41
+ 0.51%
$209.46 - $259.24 $8.59K - $10.6K
8.04K $2.04M
IWB
Ishares Tr Russell 1000 ETF

ETFs
399
+ 3.21%
$283.28 - $314.39 $113K - $125K
12.8K $4.03M
WM
Waste Management Inc

Industrials
1.83K
+ 21.12%
$196.96 - $223.45 $360K - $408K
10.5K $2.18M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 2.75%
$61.47 - $67.36 $87K - $95.4K
52.9K $3.56M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.86K
+ 6.93%
$44.07 - $50.57 $82.1K - $94.3K
28.8K $1.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
306
+ 2.87%
$434.77 - $502.96 $133K - $154K
11K $5.36M
SO
Southern CO

Utilities
2.55K
New
$77.0 - $90.52 $196K - $231K
2.55K $229K
HCA
Hca Healthcare, Inc.

Healthcare
553
New
$315.12 - $406.43 $174K - $225K
553 $224K
AFL
Aflac Inc

Financial Services
2K
New
$88.52 - $111.8 $177K - $223K
2K $223K
EWD
Ishares Inc Msci Sweden ETF

ETFs
4.92K
New
$37.8 - $43.85 $186K - $216K
4.92K $213K
CCI
Crown Castle International Corp

Real Estate
1.73K
New
$95.29 - $120.24 $165K - $208K
1.73K $205K
IWS
Ishares Russell Midcap Value E

ETFs
1.52K
New
$119.52 - $132.25 $182K - $201K
1.52K $201K
WLK
Westlake Corp

Basic Materials
238
+ 0.81%
$133.5 - $150.97 $31.8K - $35.9K
29.6K $4.44M
DGRO
Ishares Core Dividend Growth E

ETFs
725
+ 3.08%
$57.47 - $62.76 $41.7K - $45.5K
24.2K $1.52M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
862
+ 7.13%
$64.57 - $71.76 $55.7K - $61.9K
13K $929K
EFA
Ishares Tr Msci Eafe ETF

ETFs
458
+ 2.36%
$75.32 - $84.37 $34.5K - $38.6K
19.9K $1.66M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
999
+ 7.31%
$54.31 - $61.04 $54.3K - $61K
14.7K $895K
XLV
Select Sector Spdr Fund Health

ETFs
269
+ 2.69%
$143.3 - $157.24 $38.5K - $42.3K
10.3K $1.58M
MO
Altria Group, Inc.

Consumer Defensive
706
+ 5.61%
$45.95 - $54.71 $32.4K - $38.6K
13.3K $678K
EFG
Msci Eafe Growth ETF

ETFs
533
+ 6.91%
$96.84 - $108.77 $51.6K - $58K
8.25K $887K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
1.36K
+ 6.94%
$17.55 - $21.54 $23.8K - $29.2K
20.9K $441K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
764
+ 3.03%
$34.48 - $37.66 $26.3K - $28.8K
26K $971K
TGT
Target Corp

Consumer Defensive
379
+ 9.93%
$133.47 - $159.25 $50.6K - $60.4K
4.2K $654K
Activity Summary
Buys All Purchases 66 New Holdings 9 Increased Positions 57 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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