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
AME
Ametek Inc

Industrials
1K
New
$152.74 - $176.01 $153K - $176K
1K $171K
CEG
Constellation Energy Corp

Utilities
368
+ 57.5%
$167.08 - $262.86 $61.5K - $96.7K
1.01K $262K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.63K
+ 26.34%
$57.32 - $62.65 $93.1K - $102K
7.8K $485K
GLW
Corning Inc

Technology
10
+ 0.05%
$37.76 - $46.2 $378 - $462
19.7K $888K
AMD
Advanced Micro Devices Inc

Technology
656
+ 10.98%
$128.67 - $183.96 $84.4K - $121K
6.63K $1.09M
AZN
Astrazeneca PLC

Healthcare
1.33K
New
$76.67 - $87.62 $102K - $117K
1.33K $103K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.05%
$3305.62 - $4268.05 $9.92K - $12.8K
290 $1.22M
EBC
Eastern Bankshares, Inc.

Financial Services
3.99K
+ 1155.94%
$13.69 - $17.09 $54.6K - $68.2K
4.33K $70K
ETN
Eaton Corp PLC

Industrials
161
+ 37.62%
$272.52 - $333.02 $43.9K - $53.6K
589 $195K
KMB
Kimberly Clark Corp

Consumer Defensive
305
+ 10.3%
$135.05 - $148.35 $41.2K - $45.2K
3.27K $464K
DOV
Dover Corp

Industrials
28
+ 0.75%
$172.5 - $193.03 $4.83K - $5.4K
3.75K $719K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
101
+ 18.07%
$460.0 - $505.78 $46.5K - $51.1K
660 $306K
SUB
Ishares Short Term National Mu

ETFs
375
New
$104.3 - $106.3 $39.1K - $39.9K
375 $39K
RWO
Spdr Dow Jones Global Real Est

ETFs
750
New
$41.23 - $48.48 $30.9K - $36.4K
750 $35K
ALL
Allstate Corp

Financial Services
25
+ 2.98%
$158.43 - $192.86 $3.96K - $4.82K
864 $163K
EEM
Ishares Msci Emerging Markets

ETFs
600
+ 133.33%
$40.42 - $46.7 $24.3K - $28K
1.05K $48K
HON
Honeywell International Inc

Industrials
882
+ 3.92%
$196.73 - $220.21 $174K - $194K
23.4K $4.83M
D
Dominion Energy, Inc

Utilities
20
+ 0.63%
$48.01 - $58.53 $960 - $1.17K
3.18K $183K
SPIB
Spdr Portfolio Intermediate Te

ETFs
749
+ 57.18%
$32.36 - $33.78 $24.2K - $25.3K
2.06K $69K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.32K
New
$19.2 - $19.82 $25.3K - $26.1K
1.32K $26K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.27K
New
$19.92 - $20.67 $25.2K - $26.1K
1.27K $26K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.39K
New
$18.12 - $18.92 $25.1K - $26.2K
1.39K $26K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.54K
New
$16.19 - $17.05 $25K - $26.3K
1.54K $26K
BSCV
Invesco ETF Self Indexed Fd Tr
1.57K
New
$15.89 - $16.79 $24.9K - $26.3K
1.57K $26K
SHOP
Shopify Inc.

Technology
40
+ 2.42%
$52.26 - $80.75 $2.09K - $3.23K
1.7K $135K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.25K
New
$20.47 - $20.71 $25.6K - $25.9K
1.25K $25K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.22K
New
$21.05 - $21.17 $25.8K - $25.9K
1.22K $25K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.33K
New
$19.2 - $19.63 $25.5K - $26K
1.33K $25K
USB
Us Bancorp \De\

Financial Services
157
+ 5.74%
$39.04 - $47.23 $6.13K - $7.42K
2.89K $132K
DECK
Deckers Outdoor Corp

Consumer Cyclical
200
+ 2000.0%
$150.73 - $974.56 $30.1K - $195K
210 $33K
ONON
On Holding Ag

Consumer Cyclical
400
+ 210.53%
$36.63 - $51.57 $14.7K - $20.6K
590 $29K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
365
+ 28.72%
$51.02 - $52.74 $18.6K - $19.3K
1.64K $86K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
210
New
$94.31 - $103.26 $19.8K - $21.7K
210 $21K
BSX
Boston Scientific Corp

Healthcare
119
+ 9.65%
$72.96 - $84.0 $8.68K - $10K
1.35K $113K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
230
+ 34.53%
$60.13 - $68.17 $13.8K - $15.7K
896 $60K
ILMN
Illumina, Inc.

Healthcare
4
+ 0.63%
$105.28 - $135.9 $421 - $544
634 $82K
NOC
Northrop Grumman Corp

Industrials
6
+ 4.0%
$423.73 - $533.14 $2.54K - $3.2K
156 $82K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
157
New
$95.1 - $106.76 $14.9K - $16.8K
157 $16K
AJG
Arthur J. Gallagher & Co.

Financial Services
49
+ 47.57%
$259.22 - $299.75 $12.7K - $14.7K
152 $42K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
320
New
$46.5 - $49.42 $14.9K - $15.8K
320 $15K
PANW
Palo Alto Networks Inc

Technology
24
+ 1.24%
$294.18 - $368.01 $7.06K - $8.83K
1.96K $669K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
585
New
$20.69 - $21.17 $12.1K - $12.4K
585 $12K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 3.0%
$459.02 - $510.25 $2.75K - $3.06K
206 $101K
SRE
Sempra Energy

Utilities
42
+ 5.25%
$74.97 - $84.04 $3.15K - $3.53K
842 $70K
COGT
Cogent Biosciences, Inc.

Healthcare
1K
New
$8.24 - $11.48 $8.24K - $11.5K
1K $10K
TT
Trane Technologies PLC

Industrials
23
+ 383.33%
$314.21 - $388.71 $7.23K - $8.94K
29 $11K
UBER
Uber Technologies, Inc

Technology
89
+ 13.28%
$58.48 - $77.47 $5.2K - $6.89K
759 $57K
CSX
Csx Corp

Industrials
40
+ 0.65%
$32.48 - $35.45 $1.3K - $1.42K
6.17K $213K
ATR
Aptargroup, Inc.

Healthcare
4
+ 1.0%
$138.54 - $160.11 $554 - $640
404 $64K
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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