Mutual Advisors, LLC Purchases in Q3 2024

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
177
+ 0.65%
$161.9 - $179.3 $28.7K - $31.7K
27.3K $4.64M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.74K
+ 51.33%
$61.42 - $76.46 $107K - $133K
5.14K $381K
EIX
Edison International

Utilities
147
+ 1.49%
$71.19 - $87.72 $10.5K - $12.9K
10K $871K
CMI
Cummins Inc

Industrials
149
+ 6.14%
$266.63 - $326.4 $39.7K - $48.6K
2.58K $833K
MP
Mp Materials Corp.

Basic Materials
2.89K
+ 12.97%
$10.49 - $18.39 $30.3K - $53.1K
25.1K $443K
HDV
Ishares Core High Dividend ETF

ETFs
48
+ 0.29%
$107.62 - $118.76 $5.17K - $5.7K
16.7K $1.96M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
5.83K
+ 38.47%
$19.97 - $21.77 $117K - $127K
21K $452K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
3.17K
+ 51.77%
$42.73 - $44.94 $136K - $143K
9.3K $417K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.47K
+ 7.32%
$55.15 - $59.31 $81.1K - $87.2K
21.6K $1.28M
VV
Vanguard Large Cap ETF

ETFs
449
+ 23.4%
$236.92 - $263.4 $106K - $118K
2.37K $623K
KRE
Spdr S&P Regional Banking ETF

ETFs
802
+ 6.32%
$47.94 - $59.23 $38.4K - $47.5K
13.5K $764K
JRS
Nuveen Real Estate Income Fund

Financial Services
783
+ 0.97%
$7.64 - $9.3 $5.98K - $7.28K
81.2K $755K
XAR
Spdr S&P Aerospace & Defense E

ETFs
608
+ 24.11%
$139.03 - $157.34 $84.5K - $95.7K
3.13K $492K
EXEL
Exelixis, Inc.

Healthcare
890
+ 2.66%
$21.96 - $27.6 $19.5K - $24.6K
34.4K $892K
DFAE
Dimensional ETF Tr

ETFs
3.32K
+ 10.97%
$24.46 - $27.82 $81.3K - $92.5K
33.6K $921K
ARCC
Ares Capital Corp

Financial Services
5.81K
+ 3.64%
$19.8 - $21.28 $115K - $124K
165K $3.46M
ITA
Ishares Tr

ETFs
68
+ 0.97%
$131.58 - $149.64 $8.95K - $10.2K
7.09K $1.06M
CTAS
Cintas Corp

Industrials
2.51K
+ 324.68%
$201.38 - $819.83 $506K - $2.06M
3.29K $676K
ILF
Ishares Latin America 40 ETF

ETFs
4.19K
+ 18.98%
$23.4 - $26.7 $98.1K - $112K
26.3K $680K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.6K
+ 9.35%
$38.45 - $40.05 $100K - $104K
30.4K $1.22M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.51K
+ 4.66%
$44.65 - $47.21 $67.5K - $71.4K
34K $1.59M
VBR
Vanguard Small Cap Value ETF

ETFs
21
+ 0.3%
$179.99 - $201.6 $3.78K - $4.23K
6.94K $1.39M
STE
Steris PLC

Healthcare
407
+ 30.08%
$213.51 - $247.14 $86.9K - $101K
1.76K $426K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.5K
+ 31.31%
$67.43 - $74.23 $101K - $111K
6.27K $456K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.09K
+ 2.92%
$28.08 - $32.61 $30.5K - $35.4K
38.3K $1.21M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
524
+ 2.15%
$48.51 - $52.86 $25.4K - $27.7K
24.9K $1.32M
MPLX
Mplx LP

Energy
2.44K
+ 25.62%
$40.44 - $45.07 $98.7K - $110K
12K $532K
PH
Parker Hannifin Corp

Industrials
97
+ 18.8%
$501.01 - $635.92 $48.6K - $61.7K
613 $387K
EQIX
Equinix Inc

Real Estate
49
+ 7.67%
$749.0 - $890.01 $36.7K - $43.6K
688 $610K
AME
Ametek Inc

Industrials
635
+ 18.58%
$152.74 - $176.01 $97K - $112K
4.05K $695K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
683
+ 14.19%
$104.5 - $114.97 $71.4K - $78.5K
5.5K $629K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.21K
+ 0.52%
$50.25 - $50.74 $60.8K - $61.4K
235K $11.9M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
22
+ 0.12%
$64.53 - $72.17 $1.42K - $1.59K
17.9K $1.29M
DRI
Darden Restaurants Inc

Consumer Cyclical
521
+ 20.24%
$138.06 - $172.74 $71.9K - $90K
3.1K $508K
MDLZ
Mondelez International, Inc.

Consumer Defensive
333
+ 2.92%
$64.35 - $75.71 $21.4K - $25.2K
11.7K $864K
EPP
Ishares Inc

ETFs
661
+ 4.48%
$41.3 - $48.84 $27.3K - $32.3K
15.4K $752K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.24K
+ 24.76%
$43.5 - $45.75 $97.3K - $102K
11.3K $515K
JHX
James Hardie Industries PLC

Basic Materials
30
+ 0.22%
$31.27 - $42.02 $938 - $1.26K
13.7K $548K
ICE
Intercontinental Exchange, Inc.

Financial Services
243
+ 7.5%
$136.93 - $162.81 $33.3K - $39.6K
3.48K $559K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.06K
+ 4.14%
$50.61 - $50.96 $104K - $105K
51.9K $2.64M
FV
First Trust Dorsey Wright Focu

ETFs
1.3K
+ 3.41%
$51.35 - $59.82 $66.7K - $77.6K
39.3K $2.29M
WHR
Whirlpool Corp

Consumer Cyclical
628
+ 6.45%
$90.25 - $112.34 $56.7K - $70.5K
10.4K $1.11M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.76K
+ 2.53%
$19.48 - $20.97 $34.3K - $36.9K
71.4K $1.48M
MOH
Molina Healthcare, Inc.

Healthcare
114
+ 7.51%
$283.98 - $360.73 $32.4K - $41.1K
1.63K $561K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
356
+ 14.1%
$210.25 - $231.86 $74.8K - $82.5K
2.88K $642K
IIPR
Innovative Industrial Properties Inc

Real Estate
19
+ 0.45%
$107.56 - $136.78 $2.04K - $2.6K
4.23K $568K
MXI
Ishares Global Materials ETF

ETFs
101
+ 0.84%
$82.55 - $93.68 $8.34K - $9.46K
12.2K $1.13M
HUM
Humana Inc

Healthcare
484
+ 62.69%
$310.25 - $404.52 $150K - $196K
1.26K $397K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
3.9K
+ 5.27%
$18.35 - $19.01 $71.5K - $74.1K
77.8K $1.47M
Activity Summary
Buys All Purchases 540 New Holdings 96 Increased Positions 444 Sells All Sells 492 Reductions 492 Sold out 0 Options Calls 1 Puts 1
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