New Edge Advisors, LLC Purchases in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LITE
Lumentum Holdings Inc.

Technology
162
+ 9.37%
$40.28 - $64.74 $6.53K - $10.5K
1.89K $119K
AINV
Apollo Investment Corp

Financial Services
2.79K
+ 12.79%
N/A
24.6K $273K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
2.31K
+ 17.53%
$10.65 - $11.21 $24.6K - $25.9K
15.5K $173K
TSN
Tyson Foods, Inc.

Consumer Defensive
367
+ 8.77%
$55.91 - $65.87 $20.5K - $24.2K
4.55K $270K
X
United States Steel Corp

Basic Materials
984
+ 54.85%
$29.38 - $42.28 $28.9K - $41.6K
2.78K $98K
MARA
Marathon Digital Holdings, Inc.

Financial Services
986
+ 37.72%
$22.56 - $22.56 $22.2K - $22.2K
3.6K $81K
SOUN
Soundhound Ai, Inc.

Technology
3.95K
+ 23.6%
$3.89 - $6.2 $15.4K - $24.5K
20.7K $96K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
265
+ 5.23%
$47.72 - $53.81 $12.6K - $14.3K
5.33K $283K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
3.77K
+ 19.12%
$5.85 - $6.33 $22K - $23.9K
23.5K $146K
EGHT
8 X8 Inc

Technology
14.5K
New
$1.64 - $3.34 $23.8K - $48.4K
14.5K $29K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.45K
+ 6.16%
$10.51 - $11.28 $15.2K - $16.3K
24.9K $280K
GHYG
Ishares Incus & Intl High Yiel

ETFs
445
+ 10.06%
$43.58 - $45.8 $19.4K - $20.4K
4.87K $222K
SPE
Special Opportunities Fund, Inc.

Financial Services
1.26K
+ 8.92%
$12.89 - $13.92 $16.2K - $17.5K
15.4K $213K
ACHR
Archer Aviation Inc.

Industrials
11.2K
+ 90.2%
$2.91 - $5.39 $32.7K - $60.6K
23.7K $71K
HSBC
Hsbc Holdings PLC

Financial Services
163
+ 1.34%
$40.42 - $45.91 $6.59K - $7.48K
12.4K $558K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.44%
$93.07 - $102.32 $1.4K - $1.53K
3.4K $347K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
14
+ 0.8%
$63.18 - $82.13 $885 - $1.15K
1.76K $143K
SMR
Nuscale Power Corp

Industrials
2.42K
+ 120.95%
$6.98 - $15.81 $16.9K - $38.2K
4.42K $51K
RRC
Range Resources Corp

Energy
1K
+ 145.35%
$27.91 - $34.84 $27.9K - $34.8K
1.69K $51K
FNDA
Schwab Fundamental U S Small C

ETFs
302
+ 14.19%
$54.26 - $60.01 $16.4K - $18.1K
2.43K $144K
ABEV
Ambev S.A.

Consumer Defensive
11.3K
New
$2.04 - $2.44 $23K - $27.5K
11.3K $27K
IBKR
Interactive Brokers Group, Inc.

Financial Services
38
+ 2.84%
$108.65 - $139.41 $4.13K - $5.3K
1.38K $191K
IGHG
Proshares Investment Grade Int

ETFs
350
+ 28.71%
$74.38 - $77.39 $26K - $27.1K
1.57K $120K
BIDU
Baidu, Inc.

Communication Services
225
+ 161.87%
$81.0 - $105.29 $18.2K - $23.7K
364 $38K
FLO
Flowers Foods Inc

Consumer Defensive
174
+ 0.7%
$21.44 - $23.77 $3.73K - $4.14K
25.1K $579K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
2.43K
+ 13.0%
$9.97 - $11.33 $24.2K - $27.5K
21.1K $232K
FSK
Fs Kkr Capital Corp

Financial Services
1.13K
+ 0.52%
$18.74 - $20.43 $21.2K - $23.1K
219K $4.32M
BUG
Global X Fds Cybersecurity ETF

ETFs
333
+ 3.15%
$27.33 - $31.1 $9.1K - $10.4K
10.9K $337K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
1.24K
+ 163.25%
$19.97 - $21.86 $24.8K - $27.2K
2.01K $41K
HES
Hess Corp

Energy
397
+ 15.72%
$126.3 - $155.44 $50.1K - $61.7K
2.92K $396K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
109
+ 0.23%
$6.24 - $6.87 $680 - $749
46.8K $320K
WLK
Westlake Corp

Basic Materials
150
+ 36.76%
$133.5 - $150.97 $20K - $22.6K
558 $83K
FNGS
Bank Of Montreal

ETFs
420
+ 5.55%
$43.68 - $53.14 $18.3K - $22.3K
7.99K $394K
CE
Celanese Corp

Basic Materials
157
+ 9.86%
$119.16 - $147.51 $18.7K - $23.2K
1.75K $237K
IOSP
Innospec Inc.

Basic Materials
278
+ 32.78%
$104.8 - $131.4 $29.1K - $36.5K
1.13K $127K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
156
+ 3.08%
$52.27 - $60.45 $8.15K - $9.43K
5.23K $309K
NPCT
Nuveen Core Plus Impact Fund
2K
New
$10.84 - $11.85 $21.7K - $23.7K
2K $23K
BXSL
Blackstone Secured Lending Fund

Financial Services
869
+ 40.16%
$28.75 - $31.59 $25K - $27.5K
3.03K $88K
CHE
Chemed Corp

Healthcare
25
+ 22.32%
$527.82 - $600.97 $13.2K - $15K
137 $82K
ISCB
International Speedway Corp

ETFs
391
New
$53.31 - $59.12 $20.8K - $23.1K
391 $22K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.29K
+ 6.72%
$2.64 - $4.26 $3.4K - $5.49K
20.5K $72K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
2.47K
+ 12.76%
$5.13 - $5.57 $12.7K - $13.8K
21.9K $121K
SUI
Sun Communities Inc

Real Estate
1
+ 0.07%
$117.46 - $147.6 $117 - $148
1.48K $200K
IYR
Ishares Tr

ETFs
73
+ 7.86%
$86.93 - $103.61 $6.35K - $7.56K
1K $102K
DCO
Ducommun Inc

Industrials
100
+ 5.87%
$56.94 - $66.59 $5.69K - $6.66K
1.8K $118K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
8
+ 0.07%
$15.33 - $17.47 $123 - $140
11.7K $202K
APLD
Applied Blockchain, Inc.

Financial Services
1.54K
+ 61.4%
$3.15 - $8.29 $4.84K - $12.7K
4.04K $33K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
12K
New
$1.32 - $1.84 $15.8K - $22.1K
12K $19K
CTO
Cto Realty Growth, Inc.

Real Estate
1K
New
$17.36 - $20.15 $17.4K - $20.2K
1K $19K
Activity Summary
Buys All Purchases 1655 New Holdings 245 Increased Positions 1410 Sells All Sells 1277 Reductions 1276 Sold out 1 Options Calls 0 Puts 0
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