Loring Wolcott & Coolidge Fiduciary Advisors LLP Purchases in Q3 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
1.59K
+ 0.11%
$429.6 - $500.99 $681K - $795K
1.49M $734M
DHR
Danaher Corp

Healthcare
3.85K
+ 0.23%
$239.25 - $280.76 $920K - $1.08M
1.68M $467M
SNPS
Synopsys Inc

Technology
85.5K
+ 127.96%
$463.97 - $621.3 $39.7M - $53.1M
152K $77.1M
AAPL
Apple Inc.

Technology
1.64K
+ 0.11%
$207.23 - $234.82 $339K - $384K
1.52M $355M
VEEV
Veeva Systems Inc

Healthcare
116K
+ 31.52%
$180.43 - $223.9 $20.9M - $26M
484K $102M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33.2K
+ 18.13%
$405.19 - $478.57 $13.5M - $15.9M
216K $99.6M
HD
Home Depot, Inc.

Consumer Cyclical
5K
+ 2.0%
$333.64 - $405.2 $1.67M - $2.03M
255K $103M
GDDY
Go Daddy Inc.

Technology
71.2K
New
$141.41 - $167.41 $10.1M - $11.9M
71.2K $11.2M
CI
Cigna Corp

Healthcare
31.9K
+ 2185.73%
$319.12 - $367.1 $10.2M - $11.7M
33.3K $11.5M
PGR
Progressive Corp

Financial Services
43.3K
+ 2717.78%
$209.46 - $259.24 $9.06M - $11.2M
44.9K $11.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
63.2K
New
$108.65 - $139.41 $6.87M - $8.81M
63.2K $8.81M
TXN
Texas Instruments Inc

Technology
41K
+ 634.53%
$194.6 - $194.6 $7.99M - $7.99M
47.5K $9.24M
GWW
W.W. Grainger, Inc.

Industrials
6.68K
+ 6681.0%
$896.19 - $1044.18 $5.99M - $6.98M
6.78K $7.04M
AMZN
Amazon Com Inc

Consumer Cyclical
114K
+ 5.44%
$161.02 - $200.0 $18.4M - $22.9M
2.22M $413M
JPM
Jpmorgan Chase & CO

Financial Services
29K
+ 56.5%
$194.9 - $224.8 $5.65M - $6.52M
80.4K $16.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5.8K
+ 5.6%
$1024.09 - $1201.76 $5.94M - $6.97M
109K $115M
ABC
Amerisourcebergen Corp

Healthcare
32.5K
+ 6505.4%
N/A
33K $6.11M
MCD
Mcdonalds Corp

Consumer Cyclical
116
+ 0.1%
$245.82 - $304.51 $28.5K - $35.3K
120K $36.6M
CL
Colgate Palmolive CO

Consumer Defensive
52.9K
+ 73.81%
$95.54 - $108.77 $5.05M - $5.75M
124K $12.9M
URI
United Rentals, Inc.

Industrials
7K
New
$627.41 - $814.1 $4.39M - $5.7M
7K $5.67M
BAC
Bank Of America Corp

Financial Services
141K
+ 393.68%
$36.65 - $44.13 $5.17M - $6.23M
177K $7.03M
AMAT
Applied Materials Inc

Technology
27.4K
+ 1646.6%
$174.88 - $254.97 $4.78M - $6.97M
29K $5.86M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
146
+ 0.27%
$1015.62 - $1159.62 $148K - $169K
53.7K $61.8M
ZBRA
Zebra Technologies Corp

Technology
13.5K
New
$306.21 - $371.02 $4.14M - $5.01M
13.5K $5M
SHW
Sherwin Williams CO

Basic Materials
12.2K
+ 511.5%
$294.65 - $384.0 $3.59M - $4.68M
14.6K $5.56M
OTIS
Otis Worldwide Corp

Industrials
40K
+ 1160.47%
$91.43 - $104.43 $3.66M - $4.18M
43.5K $4.52M
BDX
Becton Dickinson & CO

Healthcare
13.2K
+ 135.24%
$221.47 - $242.41 $2.92M - $3.2M
22.9K $5.53M
IQV
Iqvia Holdings Inc.

Healthcare
8.67K
+ 132.39%
$206.81 - $251.55 $1.79M - $2.18M
15.2K $3.6M
NVDA
Nvidia Corp

Technology
37.5K
+ 3.01%
$98.91 - $134.91 $3.71M - $5.06M
1.29M $156M
ABBV
Abb Vie Inc.

Healthcare
63
+ 0.1%
$163.84 - $199.33 $10.3K - $12.6K
60.1K $11.9M
WMT
Walmart Inc.

Consumer Defensive
127
+ 0.14%
$66.91 - $81.4 $8.5K - $10.3K
91.2K $7.36M
NEE
Nextera Energy Inc

Utilities
40
+ 0.07%
$69.9 - $84.97 $2.8K - $3.4K
56.9K $4.81M
CTAS
Cintas Corp

Industrials
22.8K
+ 278.68%
$201.38 - $819.83 $4.59M - $18.7M
31K $6.38M
HSY
Hershey CO

Consumer Defensive
2.5K
+ 15.88%
$182.45 - $203.25 $455K - $507K
18.2K $3.49M
IVV
Ishares Core S&P 500 ETF

ETFs
779
+ 48.12%
$520.18 - $576.82 $405K - $449K
2.4K $1.38M
PEN
Penumbra Inc

Healthcare
2.43K
New
$163.64 - $210.12 $398K - $511K
2.43K $471K
CB
Chubb LTD

Financial Services
717
+ 9.86%
$252.51 - $292.2 $181K - $210K
7.99K $2.3M
ADI
Analog Devices Inc

Technology
287
+ 0.16%
$200.56 - $243.33 $57.6K - $69.8K
184K $42.3M
AXP
American Express CO

Financial Services
229
+ 3.49%
$225.92 - $271.17 $51.7K - $62.1K
6.79K $1.84M
CAT
Caterpillar Inc

Industrials
390
+ 15.79%
$316.8 - $391.12 $124K - $153K
2.86K $1.12M
UNH
Unitedhealth Group Inc

Healthcare
36
+ 1.01%
$488.01 - $604.18 $17.6K - $21.8K
3.58K $2.09M
GLD
Spdr Gold Trust

ETFs
100
+ 1.15%
$215.56 - $246.98 $21.6K - $24.7K
8.83K $2.15M
TW
Tradeweb Markets Inc.

Financial Services
2K
+ 1818.18%
$104.25 - $123.67 $209K - $247K
2.11K $260K
CARR
Carrier Global Corp

Industrials
1.32K
+ 18.81%
$61.9 - $80.88 $81.7K - $107K
8.34K $671K
AZO
Autozone Inc

Consumer Cyclical
72
New
$2815.0 - $3212.87 $203K - $231K
72 $226K
MS
Morgan Stanley

Financial Services
367
+ 1.52%
$92.07 - $106.96 $33.8K - $39.3K
24.5K $2.55M
TDG
Trans Digm Group Inc

Industrials
126
+ 70.0%
$1202.03 - $1427.41 $151K - $180K
306 $436K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.03K
+ 23.03%
$194.69 - $239.18 $201K - $247K
5.51K $1.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.02K
+ 15.59%
$105.53 - $118.34 $108K - $121K
7.58K $886K
Activity Summary
Buys All Purchases 151 New Holdings 54 Increased Positions 97 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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