Loring Wolcott & Coolidge Fiduciary Advisors LLP New Holdings in Q3 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GDDY
Go Daddy Inc.

Technology
71.2K
New
$141.41 - $167.41 $10.1M - $11.9M
71.2K $11.2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
63.2K
New
$108.65 - $139.41 $6.87M - $8.81M
63.2K $8.81M
URI
United Rentals, Inc.

Industrials
7K
New
$627.41 - $814.1 $4.39M - $5.7M
7K $5.67M
ZBRA
Zebra Technologies Corp

Technology
13.5K
New
$306.21 - $371.02 $4.14M - $5.01M
13.5K $5M
PEN
Penumbra Inc

Healthcare
2.43K
New
$163.64 - $210.12 $398K - $511K
2.43K $471K
AZO
Autozone Inc

Consumer Cyclical
72
New
$2815.0 - $3212.87 $203K - $231K
72 $226K
AME
Ametek Inc

Industrials
1K
New
$152.74 - $176.01 $153K - $176K
1K $171K
AZN
Astrazeneca PLC

Healthcare
1.33K
New
$76.67 - $87.62 $102K - $117K
1.33K $103K
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
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
BSCV
Invesco ETF Self Indexed Fd Tr
1.57K
New
$15.89 - $16.79 $24.9K - $26.3K
1.57K $26K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.54K
New
$16.19 - $17.05 $25K - $26.3K
1.54K $26K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.33K
New
$19.2 - $19.63 $25.5K - $26K
1.33K $25K
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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
210
New
$94.31 - $103.26 $19.8K - $21.7K
210 $21K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
157
New
$95.1 - $106.76 $14.9K - $16.8K
157 $16K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
320
New
$46.5 - $49.42 $14.9K - $15.8K
320 $15K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
585
New
$20.69 - $21.17 $12.1K - $12.4K
585 $12K
COGT
Cogent Biosciences, Inc.

Healthcare
1K
New
$8.24 - $11.48 $8.24K - $11.5K
1K $10K
PLD
Prologis, Inc.

Real Estate
58
New
$111.95 - $132.43 $6.49K - $7.68K
58 $7K
PHM
Pultegroup Inc

Consumer Cyclical
55
New
$103.95 - $144.98 $5.72K - $7.97K
55 $7K
CME
Cme Group Inc.

Financial Services
27
New
$193.43 - $220.62 $5.22K - $5.96K
27 $5K
MAR
Marriott International Inc

Consumer Cyclical
22
New
$211.35 - $255.11 $4.65K - $5.61K
22 $5K
DRI
Darden Restaurants Inc

Consumer Cyclical
35
New
$138.06 - $172.74 $4.83K - $6.05K
35 $5K
OSK
Oshkosh Corp

Industrials
54
New
$97.2 - $116.02 $5.25K - $6.27K
54 $5K
LVS
Las Vegas Sands Corp

Consumer Cyclical
80
New
$37.86 - $51.12 $3.03K - $4.09K
80 $4K
VOYA
Voya Financial, Inc.

Financial Services
40
New
$64.58 - $79.22 $2.58K - $3.17K
40 $3K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
26
New
$124.33 - $156.75 $3.23K - $4.08K
26 $3K
AIZ
Assurant, Inc.

Financial Services
20
New
$161.28 - $199.95 $3.23K - $4K
20 $3K
SYF
Synchrony Financial

Financial Services
80
New
$43.77 - $52.22 $3.5K - $4.18K
80 $3K
CHWY
Chewy, Inc.

Consumer Cyclical
80
New
$22.22 - $32.67 $1.78K - $2.61K
80 $2K
AIG
American International Group, Inc.

Financial Services
30
New
$70.16 - $79.23 $2.1K - $2.38K
30 $2K
RNR
Renaissancere Holdings LTD

Financial Services
9
New
$211.47 - $272.21 $1.9K - $2.45K
9 $2K
MLM
Martin Marietta Materials Inc

Basic Materials
5
New
$502.48 - $593.35 $2.51K - $2.97K
5 $2K
MPC
Marathon Petroleum Corp

Energy
15
New
$158.61 - $180.75 $2.38K - $2.71K
15 $2K
BKR
Baker Hughes CO

Energy
50
New
$32.92 - $38.72 $1.65K - $1.94K
50 $1K
CRH.L
Crh PLC

Basic Materials
30
New
N/A
30 $0
BALL
Ball Corp

Consumer Cyclical
9
New
$58.86 - $67.91 $530 - $611
9 $0
Sirius Xm
4.97K
New
N/A
4.97K $0
CNC
Centene Corp

Healthcare
10
New
$64.89 - $80.23 $649 - $802
10 $0
SNY
Sanofi

Healthcare
10
New
$48.54 - $58.53 $485 - $585
10 $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
1.24K
New
N/A
1.24K $0
Rigel Pharmaceuticals Inc
3
New
N/A
3 $0
Amentum
2.09K
New
N/A
2.09K $0
PEG
Public Service Enterprise Group Inc

Utilities
10
New
$73.58 - $89.21 $736 - $892
10 $0
Dimensional
368
New
N/A
368 $0
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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