Modera Wealth Management, LLC Purchases and Sells in Q1 2024

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

Top Buys

Incresed Positions

240 operations
Stock Shares change Price Range Shares Held Trade History
42.4K
+ 4.59%
$301.05 - $346.61 $12.7M - $14.7M
965K $332M
373K
+ 30.33%
$98.36 - $99.47 $36.6M - $37.1M
1.6M $159M
333K
+ 13.56%
$68.14 - $74.43 $22.7M - $24.8M
2.79M $207M
78K
+ 6.54%
$168.47 - $182.98 $13.1M - $14.3M
1.27M $232M
67.8K
+ 5.13%
$147.46 - $162.86 $9.99M - $11M
1.39M $226M
214K
+ 19.57%
$102.35 - $110.52 $21.9M - $23.7M
1.31M $145M
View all

New Holdings

58 operations
Stock Shares change Price Range Shares Held Trade History
27K
New
$37.55 - $40.43 $1.01M - $1.09M
27K $1.07M
67.3K
New
$13.13 - $13.89 $884K - $935K
67.3K $934K
31.3K
New
$25.3 - $25.89 $792K - $810K
31.3K $801K
6.43K
New
$93.76 - $95.35 $602K - $613K
6.43K $611K
14.3K
New
$28.3 - $31.64 $404K - $451K
14.3K $451K
4.68K
New
$67.94 - $80.17 $318K - $375K
4.68K $374K
View all

Top Sells

Reduced Positions

227 operations
Stock Shares change Price Range Shares Held Trade History
-3.72K
- 0.41%
$169.0 - $195.18 $629K - $727K
895K $153M
-252K
- 30.24%
$50.64 - $51.08 $12.7M - $12.8M
580K $29.6M
-686K
- 14.11%
$32.59 - $36.54 $22.4M - $25.1M
4.18M $153M
-22.2K
- 10.73%
$57.91 - $65.05 $1.28M - $1.44M
185K $11.1M
-60.8K
- 5.92%
$22.72 - $24.32 $1.38M - $1.48M
965K $22.9M
-16.4K
- 2.01%
$95.88 - $102.78 $1.57M - $1.68M
800K $82.2M
View all
Activity Summary
Buys All Purchases 298 New Holdings 58 Increased Positions 240 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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