Loring Wolcott & Coolidge Fiduciary Advisors LLP Closed Holding Positions

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SAN
Banco Santander, S.A.

Financial Services
Q2 2022 Filed on Jul 26, 2022
400
$2.7 - $3.49 $1.08K - $1.4K
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
3,694
$43.18 - $58.62 $160K - $217K
Cerner Corp
Q2 2022 Filed on Jul 26, 2022
1,185
N/A
COO
Cooper Companies, Inc.

Healthcare
Q2 2022 Filed on Jul 26, 2022
10
$301.4 - $428.42 $3.01K - $4.28K
Discovery
Q2 2022 Filed on Jul 26, 2022
26,977
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 26, 2022
137
$23.08 - $25.81 $3.16K - $3.54K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q2 2022 Filed on Jul 26, 2022
2,000
$11.63 - $14.02 $23.3K - $28K
K
Kellogg CO

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
743
$65.31 - $74.53 $48.5K - $55.4K
MORN
Morningstar, Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
46
$223.6 - $291.12 $10.3K - $13.4K
NGG
National Grid PLC

Utilities
Q2 2022 Filed on Jul 26, 2022
403
$63.23 - $80.01 $25.5K - $32.2K
Peoples United Financial Inc
Q2 2022 Filed on Jul 26, 2022
5,573
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
100
$104.84 - $119.55 $10.5K - $12K
CNP
Centerpoint Energy Inc

Utilities
Q2 2022 Filed on Jul 26, 2022
416
$27.4 - $32.75 $11.4K - $13.6K
ESS
Essex Property Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 26, 2022
6
$253.94 - $359.31 $1.52K - $2.16K
FIVN
Five9, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
118
$82.23 - $119.09 $9.7K - $14.1K
GPN
Global Payments Inc

Industrials
Q2 2022 Filed on Jul 26, 2022
223
$106.98 - $144.6 $23.9K - $32.2K
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
23
$142.09 - $183.58 $3.27K - $4.22K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q2 2022 Filed on Jul 26, 2022
22
$55.22 - $75.47 $1.21K - $1.66K
TER
Teradyne, Inc

Technology
Q2 2022 Filed on Jul 26, 2022
26
$86.95 - $118.94 $2.26K - $3.09K
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
250
$48.67 - $66.47 $12.2K - $16.6K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
175
$37.06 - $59.23 $6.49K - $10.4K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2022 Filed on Jul 26, 2022
1,241
$78.1 - $97.98 $96.9K - $122K
SABR
Sabre Corp

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
1,100
$5.59 - $11.6 $6.15K - $12.8K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
4,311
$10.05 - $12.08 $43.3K - $52.1K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
Q2 2022 Filed on Jul 26, 2022
4,317
$10.12 - $11.61 $43.7K - $50.1K
Draftkings Inc Cl A
Q2 2022 Filed on Jul 26, 2022
200
N/A
SHV
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
55
$109.96 - $110.28 $6.05K - $6.07K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q2 2022 Filed on Jul 26, 2022
25,000
$9.71 - $11.42 $243K - $286K
First Natl Corp
Q2 2022 Filed on Jul 26, 2022
3,750
N/A
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 26, 2022
150
$1.44 - $3.98 $216 - $597
SITE
Site One Landscape Supply, Inc.

Industrials
Q2 2022 Filed on Jul 26, 2022
46
$109.52 - $164.58 $5.04K - $7.57K
AON
Aon PLC

Financial Services
Q2 2022 Filed on Jul 26, 2022
804
$248.5 - $333.61 $200K - $268K
NRZ
New Residential Investment Corp.

Real Estate
Q2 2022 Filed on Jul 26, 2022
16,000
$8.25 - $11.74 $132K - $188K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
10
$165.45 - $228.02 $1.65K - $2.28K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
45
$69.0 - $136.17 $3.11K - $6.13K
JNPR
Juniper Networks Inc

Technology
Q2 2022 Filed on Jul 26, 2022
227
$27.63 - $36.83 $6.27K - $8.36K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q2 2022 Filed on Jul 26, 2022
14
$8.08 - $10.36 $113 - $145
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q2 2022 Filed on Jul 26, 2022
3,598
$57.06 - $83.86 $205K - $302K
TTMI
Ttm Technologies Inc

Technology
Q2 2022 Filed on Jul 26, 2022
3,500
$12.04 - $14.84 $42.1K - $51.9K
OTLY
Oatly Group Ab

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
1,945
$2.85 - $5.33 $5.54K - $10.4K
LYLT
Loyalty Ventures Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
70
$3.57 - $16.56 $250 - $1.16K
ONL
Orion Office Reit Inc.

Real Estate
Q2 2022 Filed on Jul 26, 2022
66
$10.96 - $14.31 $723 - $944
GWRE
Guidewire Software, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
327
$70.21 - $95.69 $23K - $31.3K
ABB
Abb LTD

Industrials
Q1 2022 Filed on Apr 13, 2022
772
$30.5 - $39.0 $23.5K - $30.1K
ATNI
Atn International, Inc.

Communication Services
Q1 2022 Filed on Apr 13, 2022
250
$32.66 - $41.73 $8.16K - $10.4K
BC
Brunswick Corp

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
354
$80.89 - $102.08 $28.6K - $36.1K
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on Apr 13, 2022
672
$94.3 - $106.34 $63.4K - $71.5K
HI
Hillenbrand, Inc.

Industrials
Q1 2022 Filed on Apr 13, 2022
253
$43.78 - $53.19 $11.1K - $13.5K
KLAC
Kla Corp

Technology
Q1 2022 Filed on Apr 13, 2022
27
$314.14 - $445.0 $8.48K - $12K
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