Newbridge Financial Services Group, Inc. Purchases in Q3 2024

Newbridge Financial Services Group, Inc.

  • $275 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
6.86K
+ 71.4%
$62.69 - $73.01 $430K - $501K
16.5K $1.18M
ORCL
Oracle Corp

Technology
3.01K
+ 156.36%
$125.9 - $170.35 $379K - $513K
4.94K $841K
XLF
Financial Sector Spdr

ETFs
8.66K
+ 24.92%
$40.84 - $45.74 $354K - $396K
43.4K $1.97M
DVA
Davita Inc.

Healthcare
2.89K
New
$133.98 - $165.19 $387K - $477K
2.89K $473K
IDV
Ishares Tr

ETFs
9.41K
+ 13.61%
$27.62 - $30.64 $260K - $288K
78.5K $2.37M
TT
Trane Technologies PLC

Industrials
927
+ 64.55%
$314.21 - $388.71 $291K - $360K
2.36K $918K
CAT
Caterpillar Inc

Industrials
533
+ 16.01%
$316.8 - $391.12 $169K - $208K
3.86K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
1.74K
+ 46.28%
$194.9 - $224.8 $338K - $390K
5.48K $1.16M
DGRO
Ishares Core Dividend Growth E

ETFs
4.37K
+ 24.11%
$57.47 - $62.76 $251K - $274K
22.5K $1.41M
MA
Mastercard Inc

Financial Services
679
+ 210.87%
$429.6 - $500.99 $292K - $340K
1K $494K
KMI
Kinder Morgan, Inc.

Energy
14.4K
+ 136.82%
$19.72 - $22.22 $284K - $320K
24.9K $551K
FOXA
Fox Corp

Communication Services
7.71K
New
$34.12 - $42.33 $263K - $326K
7.71K $326K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.38K
+ 123.74%
$72.18 - $107.33 $172K - $255K
4.3K $456K
SPY
Spdr S&P 500 ETF Trust

ETFs
335
+ 8.18%
$517.38 - $573.86 $173K - $192K
4.43K $2.54M
SPOT
Spotify Technology S.A.

Communication Services
800
+ 800.0%
$290.16 - $384.01 $232K - $307K
900 $331K
UNH
Unitedhealth Group Inc

Healthcare
385
+ 44.0%
$488.01 - $604.18 $188K - $233K
1.26K $736K
GS
Goldman Sachs Group Inc

Financial Services
539
+ 123.34%
$459.02 - $510.25 $247K - $275K
976 $483K
NRG
Nrg Energy, Inc.

Utilities
2.8K
+ 164.76%
$68.89 - $91.22 $193K - $256K
4.5K $409K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
404
+ 14.71%
$386.81 - $423.12 $156K - $171K
3.15K $1.33M
ACN
Accenture PLC

Technology
470
+ 2350.0%
$295.44 - $355.81 $139K - $167K
490 $173K
STX
Seagate Technology Holdings PLC

Technology
1.51K
New
$92.1 - $110.76 $139K - $167K
1.51K $165K
V
Visa Inc.

Financial Services
512
+ 33.53%
$253.74 - $291.56 $130K - $149K
2.04K $560K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 11.11%
$42.54 - $47.97 $107K - $121K
25.2K $1.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.86K
+ 254.46%
$57.22 - $80.08 $106K - $149K
2.58K $201K
AVAV
Aero Vironment Inc

Industrials
779
+ 779.0%
$164.14 - $204.5 $128K - $159K
879 $176K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.03K
+ 9.77%
$71.86 - $78.56 $73.7K - $80.6K
11.5K $905K
ENPH
Enphase Energy, Inc.

Technology
1.02K
+ 73.65%
$95.77 - $123.65 $97.7K - $126K
2.41K $271K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.31K
+ 5.47%
$40.48 - $45.39 $93.4K - $105K
44.5K $1.96M
GLD
Spdr Gold Trust

ETFs
383
+ 32.05%
$215.56 - $246.98 $82.6K - $94.6K
1.58K $383K
MO
Altria Group, Inc.

Consumer Defensive
1.45K
+ 15.18%
$45.95 - $54.71 $66.5K - $79.2K
11K $560K
XLU
Utilities Sector Spdr

ETFs
1.13K
+ 73.29%
$67.67 - $80.78 $76.1K - $90.9K
2.66K $214K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.8K
+ 25.45%
$32.1 - $38.93 $57.6K - $69.9K
8.85K $333K
AGOX
Starboard Invt Tr

ETFs
1.95K
+ 4.16%
$26.6 - $29.57 $51.9K - $57.7K
48.9K $1.41M
DKNG
Draft Kings Inc.

Consumer Cyclical
2.35K
+ 43.59%
$29.85 - $41.1 $70K - $96.4K
7.73K $302K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
700
+ 37.53%
$102.5 - $112.27 $71.8K - $78.6K
2.57K $287K
VST
Vistra Corp.

Utilities
550
+ 68.75%
$69.0 - $119.06 $38K - $65.5K
1.35K $160K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
415
+ 4.73%
$94.31 - $103.26 $39.1K - $42.9K
9.18K $941K
INVA
Innoviva, Inc.

Healthcare
4.42K
New
$16.33 - $20.04 $72.2K - $88.6K
4.42K $85K
D
Dominion Energy, Inc

Utilities
1.08K
+ 48.39%
$48.01 - $58.53 $51.9K - $63.2K
3.31K $191K
WM
Waste Management Inc

Industrials
461
+ 18.25%
$196.96 - $223.45 $90.8K - $103K
2.99K $620K
XLV
Select Sector Spdr Fund Health

ETFs
429
+ 22.64%
$143.3 - $157.24 $61.5K - $67.5K
2.32K $357K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
904
New
$74.85 - $82.2 $67.7K - $74.3K
904 $73K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.07%
$104.51 - $133.23 $209 - $266
2.9K $378K
MDB
Mongo Db, Inc.

Technology
152
+ 10.86%
$221.5 - $296.69 $33.7K - $45.1K
1.55K $419K
MNDY
Monday.Com Ltd.

Technology
210
+ 66.67%
$202.41 - $281.64 $42.5K - $59.1K
525 $145K
SNAP
Snap Inc

Communication Services
7K
+ 700.0%
$8.29 - $16.84 $58K - $118K
8K $85K
TDOC
Teladoc Health, Inc.

Healthcare
7.29K
+ 1822.5%
$6.79 - $10.09 $49.5K - $73.6K
7.69K $70K
BLK
Black Rock Inc.

Financial Services
26
+ 10.2%
$782.27 - $949.51 $20.3K - $24.7K
281 $266K
SMR
Nuscale Power Corp

Industrials
5.65K
+ 452.0%
$6.98 - $15.81 $39.4K - $89.3K
6.9K $79K
Activity Summary
Buys All Purchases 269 New Holdings 72 Increased Positions 197 Sells All Sells 144 Reductions 143 Sold out 1 Options Calls 0 Puts 0
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