Moody Lynn & Lieberson, LLC Purchases in Q4 2024

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
62
+ 0.91%
$92.28 - $117.05 $5.72K - $7.26K
6.9K $692K
EPD
Enterprise Products Partners L.P.

Energy
925
+ 6.19%
$28.66 - $34.43 $26.5K - $31.8K
15.9K $497K
CW
Curtiss Wright Corp

Industrials
18
+ 0.91%
$335.08 - $389.49 $6.03K - $7.01K
2K $709K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 4.04%
$521.84 - $558.82 $31.3K - $33.5K
1.55K $832K
TPG
Tpg Inc.

Financial Services
81
+ 1.02%
$58.29 - $71.51 $4.72K - $5.79K
8K $502K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
33
+ 0.52%
$83.95 - $99.75 $2.77K - $3.29K
6.34K $566K
BR
Broadridge Financial Solutions, Inc.

Technology
23
+ 0.83%
$209.64 - $236.44 $4.82K - $5.44K
2.81K $635K
PKG
Packaging Corp Of America

Consumer Cyclical
25
+ 0.85%
$211.98 - $248.85 $5.3K - $6.22K
2.97K $669K
MSCI
Msci Inc.

Financial Services
7
+ 0.51%
$569.09 - $635.99 $3.98K - $4.45K
1.38K $825K
IWD
Ishares Russell 1000 Val ETF

ETFs
149
+ 11.46%
$183.23 - $199.79 $27.3K - $29.8K
1.45K $268K
SSNC
Ss&C Technologies Holdings Inc

Technology
54
+ 0.6%
$69.93 - $77.36 $3.78K - $4.18K
9.02K $683K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.26%
$225.97 - $266.66 $1.36K - $1.6K
2.29K $551K
RSG
Republic Services, Inc.

Industrials
33
+ 0.44%
$198.0 - $218.75 $6.53K - $7.22K
7.54K $1.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
109
+ 0.77%
$61.68 - $67.87 $6.72K - $7.4K
14.4K $894K
CHD
Church & Dwight CO Inc

Consumer Defensive
45
+ 0.13%
$99.11 - $112.25 $4.46K - $5.05K
34.8K $3.64M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
150
+ 5.0%
$74.71 - $79.24 $11.2K - $11.9K
3.15K $241K
PM
Philip Morris International Inc.

Consumer Defensive
23
+ 1.27%
$118.38 - $133.06 $2.72K - $3.06K
1.83K $220K
Ge Vernova Inc
22.1K
+ 54.64%
N/A
62.6K $0
CRH.L
Crh PLC

Basic Materials
1.26K
+ 4.28%
N/A
30.7K $0
PNM
Pnm Resources Inc

Utilities
3
+ 0.02%
N/A
12.4K $514K
Old Westbury Funds Inc Large C
13K
+ 2.84%
N/A
470K $0
Old Westbury Funds Inc All Cap
1.57K
+ 5.62%
N/A
29.5K $0
Fidelity Tr 500 Index Fund
1
+ 0.07%
N/A
1.52K $0
Linde PLC
332
+ 0.52%
N/A
64.6K $0
Old Westbury Funds Inc Sml Mid
1.1K
+ 1.83%
N/A
61K $0
Arista Networks Inc
72.9K
New
N/A
72.9K $0
Ishares Bitcoin Trust ETF
59.8K
New
N/A
59.8K $0
Blackrock Inc
1.28K
New
N/A
1.28K $0
Lam Research Corp New
4.31K
New
N/A
4.31K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
62
+ 1.0%
$113.92 - $127.38 $7.06K - $7.9K
6.24K $718K
FIS
Fidelity National Information Services, Inc.

Technology
31
+ 1.19%
$80.14 - $90.95 $2.48K - $2.82K
2.65K $213K
DOV
Dover Corp

Industrials
27
+ 0.86%
$184.72 - $206.51 $4.99K - $5.58K
3.16K $591K
IR
Ingersoll Rand Inc.

Industrials
39
+ 1.78%
$90.46 - $105.35 $3.53K - $4.11K
2.23K $201K
VEA
Vanguard Ftse Developed Market

ETFs
260
+ 4.15%
$47.57 - $52.44 $12.4K - $13.6K
6.53K $312K
WSO
Watsco Inc

Industrials
8
+ 0.52%
$466.57 - $568.78 $3.73K - $4.55K
1.55K $735K
PEG
Public Service Enterprise Group Inc

Utilities
210
+ 2.17%
$81.87 - $94.51 $17.2K - $19.8K
9.89K $835K
COP
Conocophillips

Energy
49
+ 0.9%
$95.12 - $114.72 $4.66K - $5.62K
5.52K $547K
LEA
Lear Corp

Consumer Cyclical
14
+ 0.52%
$92.95 - $108.96 $1.3K - $1.53K
2.69K $254K
TT
Trane Technologies PLC

Industrials
25
+ 0.93%
$369.35 - $419.14 $9.23K - $10.5K
2.73K $1.01M
ADI
Analog Devices Inc

Technology
70
+ 2.08%
$206.35 - $236.48 $14.4K - $16.6K
3.44K $731K
SWKS
Skyworks Solutions, Inc.

Technology
7
+ 0.15%
$83.18 - $99.15 $582 - $694
4.77K $423K
SBUX
Starbucks Corp

Consumer Cyclical
16
+ 0.19%
$87.44 - $102.5 $1.4K - $1.64K
8.33K $759K
VLO
Valero Energy Corp

Energy
27
+ 0.59%
$118.59 - $144.02 $3.2K - $3.89K
4.62K $565K
KHC
Kraft Heinz CO

Consumer Defensive
114
+ 0.86%
$30.1 - $36.02 $3.43K - $4.11K
13.4K $410K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.43K
+ 6.69%
$148.29 - $166.93 $360K - $406K
38.8K $5.77M
CMC
Commercial Metals CO

Basic Materials
92
+ 0.65%
$49.22 - $63.32 $4.53K - $5.83K
14.4K $711K
HRB
H&R Block Inc

Consumer Cyclical
60
+ 0.84%
$52.14 - $63.36 $3.13K - $3.8K
7.2K $380K
HEI
Heico Corp

Industrials
65
+ 1.55%
$237.06 - $279.02 $15.4K - $18.1K
4.25K $1.01M
MDB
Mongo Db, Inc.

Technology
880
+ 9.42%
$232.81 - $350.13 $205K - $308K
10.2K $2.38M
Activity Summary
Buys All Purchases 107 New Holdings 16 Increased Positions 91 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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