Middleton & CO Inc Purchases in Q3 2024

Middleton & CO Inc

  • $898 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
138K
+ 960.53%
$136.27 - $1745.86 $18.7M - $240M
152K $26.2M
IDXX
Idexx Laboratories Inc

Healthcare
5.29K
+ 571.35%
$455.08 - $517.19 $2.41M - $2.73M
6.21K $3.14M
NOW
Service Now, Inc.

Technology
103
+ 0.48%
$730.87 - $937.36 $75.3K - $96.5K
21.4K $19.1M
IVV
Ishares Core S&P 500 ETF

ETFs
767
+ 1.48%
$520.18 - $576.82 $399K - $442K
52.6K $30.3M
EQIX
Equinix Inc

Real Estate
16
+ 0.13%
$749.0 - $890.01 $12K - $14.2K
11.9K $10.6M
IEF
Ishares Barclays

ETFs
8.98K
+ 6.08%
$92.67 - $99.14 $832K - $891K
157K $15.4M
MSCI
Msci Inc.

Financial Services
69
+ 0.55%
$479.31 - $584.91 $33.1K - $40.4K
12.7K $7.41M
VGIT
Vanguard Intermediate Term Tre

ETFs
20.1K
+ 66.22%
$57.8 - $60.8 $1.16M - $1.22M
50.5K $3.05M
IQV
Iqvia Holdings Inc.

Healthcare
288
+ 0.61%
$206.81 - $251.55 $59.6K - $72.4K
47.8K $11.3M
CRM
Salesforce, Inc.

Technology
959
+ 1.6%
$238.42 - $276.53 $229K - $265K
61K $16.7M
VGSH
Vanguard

ETFs
15.1K
+ 11.85%
$57.74 - $59.13 $873K - $894K
143K $8.43M
EXC
Exelon Corp

Utilities
4.99K
+ 5.53%
$34.24 - $40.55 $171K - $202K
95.2K $3.86M
FTV
Fortive Corp

Technology
1.07K
+ 0.83%
$67.01 - $79.2 $71.9K - $85K
131K $10.3M
ODFL
Old Dominion Freight Line, Inc.

Industrials
93
+ 0.35%
$178.41 - $210.18 $16.6K - $19.5K
26.6K $5.28M
XOM
Exxon Mobil Corp

Energy
1.21K
+ 0.95%
$109.72 - $119.0 $132K - $143K
128K $15M
ZTS
Zoetis Inc.

Healthcare
245
+ 2.03%
$172.58 - $196.48 $42.3K - $48.1K
12.3K $2.4M
BX
Blackstone Inc.

Financial Services
1.5K
New
$120.77 - $159.66 $181K - $239K
1.5K $229K
CCI
Crown Castle International Corp

Real Estate
1.92K
New
$95.29 - $120.24 $182K - $230K
1.92K $227K
PANW
Palo Alto Networks Inc

Technology
232
+ 0.45%
$294.18 - $368.01 $68.2K - $85.4K
51.4K $17.6M
ITW
Illinois Tool Works Inc

Industrials
832
New
$233.14 - $263.97 $194K - $220K
832 $218K
WAT
Waters Corp

Healthcare
605
New
$282.7 - $359.89 $171K - $218K
605 $217K
WELL
Welltower Inc.

Real Estate
1.7K
New
$104.0 - $129.74 $177K - $221K
1.7K $217K
PEP
Pepsico Inc

Consumer Defensive
518
+ 2.07%
$161.9 - $179.3 $83.9K - $92.9K
25.5K $4.34M
IGM
Ishares Expanded Tech Sector E

ETFs
2.1K
New
$84.03 - $98.62 $176K - $207K
2.1K $201K
ORCL
Oracle Corp

Technology
452
+ 12.2%
$125.9 - $170.35 $56.9K - $77K
4.16K $708K
BLK
Black Rock Inc.

Financial Services
5
+ 0.49%
$782.27 - $949.51 $3.91K - $4.75K
1.04K $982K
ROL
Rollins Inc

Consumer Cyclical
975
+ 2.12%
$45.93 - $51.4 $44.8K - $50.1K
47K $2.38M
WCN
Waste Connections, Inc.

Industrials
45
+ 0.34%
$173.92 - $186.5 $7.83K - $8.39K
13.1K $2.34M
XYL
Xylem Inc.

Industrials
670
+ 0.89%
$126.14 - $141.53 $84.5K - $94.8K
76K $10.3M
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 2.86%
$181.06 - $197.17 $9.05K - $9.86K
1.8K $354K
Ishares Tr
36.3K
New
N/A
36.3K $0
Pgim ETF Tr
27.8K
New
N/A
27.8K $0
NVDA
Nvidia Corp

Technology
50
+ 0.33%
$98.91 - $134.91 $4.95K - $6.75K
15.2K $1.84M
ARRY
Array Technologies, Inc.

Technology
1.1K
+ 1.9%
$5.69 - $11.76 $6.23K - $12.9K
58.7K $387K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.43K
+ 9.18%
$53.01 - $82.74 $75.6K - $118K
17K $1.1M
ADBE
Adobe Inc.

Technology
5
+ 0.02%
$508.13 - $586.55 $2.54K - $2.93K
20.6K $10.7M
INTU
Intuit Inc

Technology
79
+ 0.32%
$602.97 - $670.49 $47.6K - $53K
24.7K $15.4M
MRK
Merck & Co., Inc.

Healthcare
2.33K
+ 1.72%
$111.15 - $128.97 $259K - $301K
138K $15.7M
SNPS
Synopsys Inc

Technology
681
+ 4.07%
$463.97 - $621.3 $316K - $423K
17.4K $8.81M
QCOM
Qualcomm Inc

Technology
1.97K
+ 2.29%
$156.12 - $209.64 $307K - $412K
87.6K $14.9M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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