Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q3 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PBJ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.29%
$44.82 - $48.36 $89.6 - $96.7
703 $33K
ZM
Zoom Video Communications, Inc.

Technology
10
+ 12.35%
$55.32 - $71.9 $553 - $719
91 $6K
RDNT
Rad Net, Inc.

Healthcare
6
+ 7.41%
$55.28 - $71.1 $332 - $427
87 $6K
BOX
Box Inc

Technology
9
+ 4.79%
$24.92 - $33.45 $224 - $301
197 $6K
RBB
Rbb Bancorp

Financial Services
147
New
$18.8 - $18.8 $2.76K - $2.76K
147 $2K
CE
Celanese Corp

Basic Materials
16
+ 4.88%
$119.16 - $147.51 $1.91K - $2.36K
344 $46K
WASH
Washington Trust Bancorp Inc

Financial Services
85
New
$25.83 - $34.26 $2.2K - $2.91K
85 $2K
EXR
Extra Space Storage Inc.

Real Estate
9
+ 34.62%
$151.92 - $183.06 $1.37K - $1.65K
35 $6K
BSRR
Sierra Bancorp

Financial Services
99
New
$21.44 - $31.69 $2.12K - $3.14K
99 $2K
IHF
Ishares Tr

ETFs
1
+ 0.25%
$51.37 - $58.67 $51.4 - $58.7
404 $23K
LII
Lennox International Inc

Industrials
2
+ 40.0%
$523.72 - $620.83 $1.05K - $1.24K
7 $4K
MIR
Mirion Technologies, Inc.

Industrials
143
+ 178.75%
$9.45 - $11.78 $1.35K - $1.68K
223 $2K
NI
Nisource Inc.

Utilities
17
+ 6.94%
$28.54 - $34.64 $485 - $589
262 $9K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
51
New
$43.67 - $51.82 $2.23K - $2.64K
51 $2K
MOD
Modine Manufacturing CO

Consumer Cyclical
9
+ 25.0%
$94.6 - $133.72 $851 - $1.2K
45 $5K
JBL
Jabil Inc

Technology
6
+ 6.0%
$97.55 - $126.65 $585 - $760
106 $12K
VOD
Vodafone Group Public LTD CO

Communication Services
2
+ 0.12%
$8.8 - $10.35 $17.6 - $20.7
1.72K $17K
AXNX
Axonics, Inc.

Healthcare
2
+ 0.2%
$67.3 - $69.67 $135 - $139
1.01K $70K
IX
Orix Corp

Financial Services
6
+ 2.11%
$102.71 - $125.1 $616 - $751
291 $33K
SLF
Sun Life Financial Inc

Financial Services
1
+ 0.45%
$47.07 - $58.09 $47.1 - $58.1
222 $12K
MWA
Mueller Water Products, Inc.

Industrials
1
+ 0.23%
$17.56 - $21.7 $17.6 - $21.7
430 $9K
CHTR
Charter Communications, Inc.

Communication Services
3
+ 7.5%
$290.56 - $383.07 $872 - $1.15K
43 $13K
EL
Estee Lauder Companies Inc

Consumer Defensive
25
+ 38.46%
$84.18 - $106.5 $2.1K - $2.66K
90 $8K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
358
New
$6.3 - $6.99 $2.26K - $2.5K
358 $2K
THC
Tenet Healthcare Corp

Healthcare
7
+ 25.0%
$129.27 - $168.03 $905 - $1.18K
35 $5K
SBAC
Sba Communications Corp

Real Estate
3
+ 20.0%
$189.0 - $245.01 $567 - $735
18 $4K
GSHD
Goosehead Insurance, Inc.

Financial Services
1
+ 2.04%
$55.77 - $90.46 $55.8 - $90.5
50 $4K
EQH
Equitable Holdings, Inc.

Financial Services
50
New
$37.05 - $43.61 $1.85K - $2.18K
50 $2K
UI
Ubiquiti Inc.

Technology
13
New
$147.13 - $221.72 $1.91K - $2.88K
13 $2K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
15
New
$122.74 - $163.95 $1.84K - $2.46K
15 $2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.11%
$1024.09 - $1201.76 $1.02K - $1.2K
922 $969K
AMCR
Amcor PLC

Consumer Cyclical
90
+ 7.95%
$9.5 - $11.44 $855 - $1.03K
1.22K $13K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 4.0%
$211.35 - $255.11 $1.27K - $1.53K
156 $38K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10
+ 0.27%
$13.24 - $14.64 $132 - $146
3.67K $53K
ALXO
Alx Oncology Holdings Inc

Healthcare
1.55K
New
$1.81 - $8.13 $2.8K - $12.6K
1.55K $2K
ALLE
Allegion PLC

Industrials
1
+ 2.13%
$114.67 - $145.7 $115 - $146
48 $6K
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.2%
$21.34 - $23.47 $21.3 - $23.5
496 $11K
TRMB
Trimble Inc.

Technology
11
+ 73.33%
$49.82 - $62.06 $548 - $683
26 $1K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
1
+ 0.23%
$37.78 - $40.34 $37.8 - $40.3
431 $17K
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
+ 4.55%
$452.85 - $536.35 $453 - $536
23 $11K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
13
+ 0.72%
$18.35 - $19.01 $239 - $247
1.82K $34K
OGS
One Gas, Inc.

Utilities
1
+ 0.75%
$62.22 - $74.44 $62.2 - $74.4
134 $9K
VCYT
Veracyte, Inc.

Healthcare
46
New
$21.0 - $35.25 $966 - $1.62K
46 $1K
IT
Gartner Inc

Technology
1
+ 8.33%
$441.32 - $516.47 $441 - $516
13 $6K
PSTG
Pure Storage, Inc.

Technology
30
+ 60.0%
$45.73 - $67.71 $1.37K - $2.03K
80 $4K
CYRX
Cryoport, Inc.

Industrials
66
+ 29.46%
$5.55 - $9.56 $366 - $631
290 $2K
SYF
Synchrony Financial

Financial Services
18
+ 32.14%
$43.77 - $52.22 $788 - $940
74 $3K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1
+ 0.52%
$45.6 - $46.83 $45.6 - $46.8
194 $9K
DGX
Quest Diagnostics Inc

Healthcare
3
+ 2.42%
$137.09 - $137.09 $411 - $411
127 $17K
Activity Summary
Buys All Purchases 988 New Holdings 202 Increased Positions 786 Sells All Sells 685 Reductions 684 Sold out 1 Options Calls 0 Puts 0
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