Loring Wolcott & Coolidge Fiduciary Advisors LLP Purchases in Q4 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
63.7K
+ 4.96%
$117.0 - $148.88 $7.46M - $9.49M
1.35M $181M
VEEV
Veeva Systems Inc

Healthcare
44.4K
+ 9.17%
$201.81 - $250.45 $8.96M - $11.1M
529K $111M
NVO
Novo Nordisk A S

Healthcare
81.6K
+ 253.83%
$85.0 - $120.04 $6.93M - $9.79M
114K $9.78M
SNPS
Synopsys Inc

Technology
15.3K
+ 10.02%
$485.36 - $588.0 $7.4M - $8.97M
168K $81.3M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
15.5K
+ 281.91%
$193.7 - $235.05 $3.01M - $3.65M
21K $4.81M
BALL
Ball Corp

Consumer Cyclical
47.9K
+ 531933.31%
$54.84 - $67.94 $2.63M - $3.25M
47.9K $2.63M
KKR
Kkr & Co. Inc.

Financial Services
15K
New
$129.87 - $162.87 $1.95M - $2.44M
15K $2.22M
AVGO
Broadcom Inc.

Technology
884
+ 4.21%
$159.67 - $250.0 $141K - $221K
21.9K $5.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
235
+ 81.03%
$4100.99 - $5300.34 $964K - $1.25M
525 $2.61M
LLY
Eli Lilly & CO

Healthcare
2.66K
+ 36.97%
$727.2 - $932.06 $1.93M - $2.48M
9.86K $7.61M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.08%
$471.27 - $550.62 $2.83K - $3.3K
7.68K $4.01M
IVV
Ishares Core S&P 500 ETF

ETFs
350
+ 14.6%
$570.51 - $610.59 $200K - $214K
2.75K $1.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
153
+ 1.37%
$567.81 - $607.81 $86.9K - $93K
11.3K $6.65M
VAL
Valaris LTD

Energy
5K
New
$40.92 - $56.38 $205K - $282K
5K $221K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8K
New
$24.82 - $25.48 $199K - $204K
8K $199K
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 1.77%
$481.22 - $538.17 $45.7K - $51.1K
5.47K $2.79M
CMCSA
Comcast Corp

Communication Services
6.3K
+ 28.68%
$37.39 - $45.14 $236K - $285K
28.3K $1.06M
MRVL
Marvell Technology, Inc.

Technology
440
+ 22.0%
$70.31 - $124.78 $30.9K - $54.9K
2.44K $269K
ORCL
Oracle Corp

Technology
648
+ 25.33%
$165.41 - $192.43 $107K - $125K
3.21K $534K
TMUS
T Mobile Us, Inc.

Communication Services
113
+ 5.13%
$206.1 - $246.94 $23.3K - $27.9K
2.32K $511K
AME
Ametek Inc

Industrials
249
+ 24.9%
$165.89 - $197.38 $41.3K - $49.1K
1.25K $225K
AJG
Arthur J. Gallagher & Co.

Financial Services
163
+ 107.24%
$278.49 - $315.16 $45.4K - $51.4K
315 $89K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
500
New
$89.81 - $104.0 $44.9K - $52K
500 $45K
KLAC
Kla Corp

Technology
69
New
$614.46 - $829.55 $42.4K - $57.2K
69 $43K
WM
Waste Management Inc

Industrials
232
+ 19.4%
$201.79 - $228.46 $46.8K - $53K
1.43K $288K
PANW
Palo Alto Networks Inc

Technology
1.93K
+ 98.72%
$181.96 - $405.9 $352K - $785K
3.89K $708K
ALC
Alcon Inc

Healthcare
463
New
$83.87 - $99.15 $38.8K - $45.9K
463 $39K
VRT
Vertiv Holdings CO

Industrials
350
+ 116.67%
N/A
650 $56K
TXN
Texas Instruments Inc

Technology
142
+ 0.3%
N/A
47.6K $9.27M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
200
+ 16.67%
$134.53 - $150.65 $26.9K - $30.1K
1.4K $189K
IJK
Ishares S&P Midcap 400 Growth

ETFs
296
+ 4.98%
$90.66 - $99.46 $26.8K - $29.4K
6.24K $567K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
305
+ 3.91%
$61.68 - $67.87 $18.8K - $20.7K
8.1K $504K
AMP
Ameriprise Financial Inc

Financial Services
25
New
$473.15 - $574.01 $11.8K - $14.4K
25 $13K
SEDG
Solaredge Technologies, Inc.

Technology
1K
+ 240.96%
$10.47 - $22.02 $10.5K - $22K
1.42K $19K
REZI
Resideo Technologies, Inc.

Industrials
49
New
$19.3 - $27.75 $946 - $1.36K
49 $1K
Tortoise Capital
542
New
N/A
542 $0
Linde PLC
143
+ 4.41%
N/A
3.39K $0
Atlassian Corp Class A
14
+ 6.64%
N/A
225 $0
Arista Networks Inc
114K
New
N/A
114K $0
Sunrise Communications
24
New
N/A
24 $0
VUSB
Vanguard Bd Index Fds
3.02K
+ 14.79%
N/A
23.4K $0
Blackrock Inc
674
New
N/A
674 $0
Concentra Group
79.4K
New
N/A
79.4K $0
Veralto Corporation
13.9K
+ 2.71%
N/A
526K $0
Lam Research Corp
620
New
N/A
620 $0
South Bow Corp
400
New
N/A
400 $0
AAXJ
Ishares Msci All Country Asia

ETFs
1
+ 0.37%
$72.15 - $82.16 $72.2 - $82.2
274 $19K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.49%
$91.13 - $117.95 $182 - $236
408 $37K
NOVA
Sunnova Energy International Inc.

Technology
2K
+ 50.0%
$3.14 - $9.1 $6.28K - $18.2K
6K $20K
Activity Summary
Buys All Purchases 59 New Holdings 16 Increased Positions 43 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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