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
BELFB
Bel Fuse Inc.

Technology
231
New
$61.07 - $81.01 $14.1K - $18.7K
231 $18K
CARG
Car Gurus, Inc.

Communication Services
351
+ 19.26%
$22.11 - $30.58 $7.76K - $10.7K
2.17K $65K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
167
+ 1.27%
$23.75 - $26.54 $3.97K - $4.43K
13.3K $353K
GAB
Gabelli Equity Trust Inc

Financial Services
1.01K
+ 2.36%
$5.15 - $5.6 $5.2K - $5.65K
43.8K $240K
GH
Guardant Health, Inc.

Healthcare
1K
+ 143.06%
$22.3 - $36.29 $22.3K - $36.3K
1.7K $38K
PAGP
Plains Gp Holdings LP

Energy
2.26K
+ 3.03%
$17.93 - $19.98 $40.6K - $45.2K
77K $1.43M
SNV
Synovus Financial Corp

Financial Services
55
+ 1.55%
$39.32 - $47.62 $2.16K - $2.62K
3.61K $160K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.14K
+ 1.9%
$44.66 - $49.15 $319K - $351K
383K $18M
AIT
Applied Industrial Technologies Inc

Industrials
42
+ 16.67%
$183.8 - $224.77 $7.72K - $9.44K
294 $65K
FLGV
Franklin Templeton ETF Trfrank

ETFs
825
+ 118.88%
$20.11 - $21.26 $16.6K - $17.5K
1.52K $31K
PHX
Phx Minerals Inc.

Energy
4.5K
+ 40.91%
$3.11 - $3.46 $14K - $15.6K
15.5K $52K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
596
+ 2.07%
$8.98 - $10.08 $5.35K - $6.01K
29.4K $282K
BSVN
Bank7 Corp.

Financial Services
433
New
$30.21 - $42.2 $13.1K - $18.3K
433 $16K
CUBE
Cube Smart

Real Estate
278
+ 243.86%
$43.74 - $54.55 $12.2K - $15.2K
392 $21K
RAIL
Freight Car America, Inc.

Industrials
1.52K
New
$3.07 - $11.0 $4.65K - $16.7K
1.52K $16K
USRT
Ishares Core U.S. Reit ETF

ETFs
15
+ 0.77%
$53.07 - $62.66 $796 - $940
1.96K $120K
PCOR
Procore Technologies, Inc.

Technology
260
+ 295.45%
$51.74 - $71.71 $13.5K - $18.6K
348 $21K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.86K
+ 110.0%
$5.92 - $8.6 $16.9K - $24.6K
5.46K $35K
USAC
Usa Compression Partners, LP

Energy
735
New
$21.09 - $24.66 $15.5K - $18.1K
735 $16K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
306
+ 41.8%
$129.86 - $184.59 $39.7K - $56.5K
1.04K $145K
BEP
Brookfield Renewable Partners L.P.

Utilities
500
+ 135.14%
$23.3 - $28.3 $11.7K - $14.2K
870 $24K
PFFA
Etfis Ser Tr I

ETFs
7
+ 0.08%
$20.94 - $22.98 $147 - $161
8.27K $188K
CLOU
Global X Fds Cloud Computing E

ETFs
524
+ 10.7%
$18.22 - $20.61 $9.55K - $10.8K
5.42K $111K
VBF
Invesco Bond Fund

Financial Services
204
+ 1.72%
$15.93 - $17.11 $3.25K - $3.49K
12.1K $205K
IYLD
Ishares Tr Ishares Morningstar

ETFs
697
+ 55.27%
$19.72 - $20.73 $13.7K - $14.4K
1.96K $40K
LRGF
Ishares Tr

ETFs
8
+ 0.16%
$52.89 - $58.77 $423 - $470
4.88K $286K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
575
+ 115.0%
$19.62 - $23.55 $11.3K - $13.5K
1.08K $25K
MFM
Mfs Municipal Income Trust

Financial Services
113
+ 0.2%
$5.33 - $5.78 $602 - $653
56.8K $324K
FNDC
Schwab Fundamental Intl Small

ETFs
245
+ 14.39%
$33.85 - $38.5 $8.29K - $9.43K
1.95K $74K
KOMP
Spdr S&P Kensho New Economies

ETFs
179
+ 9.51%
$44.44 - $50.42 $7.95K - $9.03K
2.06K $101K
VLY
Valley National Bancorp

Financial Services
104
+ 1.53%
$6.58 - $9.34 $684 - $971
6.92K $62K
PRDO
Perdoceo Education Corp

Consumer Defensive
525
+ 16.29%
$20.78 - $25.25 $10.9K - $13.3K
3.75K $83K
MTBC
Care Cloud, Inc.

Healthcare
4.58K
+ 34.12%
N/A
18K $54K
CAPE
Barclays Bank PLC

ETFs
500
New
$27.05 - $29.64 $13.5K - $14.8K
500 $14K
EQ
Equillium, Inc.

Healthcare
17.7K
New
$0.64 - $1.13 $11.3K - $20K
17.7K $14K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
250
+ 227.27%
$51.3 - $59.04 $12.8K - $14.8K
360 $19K
ISTR
Investar Holding Corp

Financial Services
6
+ 0.18%
$14.98 - $19.6 $89.9 - $118
3.36K $65K
SKYW
Skywest Inc

Industrials
115
+ 7.13%
$68.08 - $87.62 $7.83K - $10.1K
1.73K $146K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
68
New
$196.3 - $218.19 $13.3K - $14.8K
68 $14K
FCBC
First Community Bankshares Inc

Financial Services
7
+ 0.37%
$35.82 - $45.71 $251 - $320
1.92K $83K
G
Genpact LTD

Technology
318
+ 365.52%
$30.96 - $39.45 $9.85K - $12.5K
405 $15K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.04K
+ 8.07%
$15.92 - $18.86 $16.5K - $19.5K
13.9K $243K
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
1.65K
New
$6.05 - $8.95 $9.97K - $14.7K
1.65K $13K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
349
+ 0.84%
$12.49 - $13.7 $4.36K - $4.78K
42K $575K
OPBK
Op Bancorp

Financial Services
1.05K
New
$9.52 - $12.88 $9.97K - $13.5K
1.05K $13K
VTHR
Vanguard Russell 3000 ETF

ETFs
4
+ 0.48%
$228.55 - $253.74 $914 - $1.01K
844 $214K
AB
Alliancebernstein Holding L.P.

Financial Services
254
+ 8.52%
$31.87 - $35.39 $8.09K - $8.99K
3.24K $112K
CWST
Casella Waste Systems Inc

Industrials
116
+ 16.79%
$96.59 - $108.33 $11.2K - $12.6K
807 $80K
FRBA
First Bank (Nj) Common Stock

Financial Services
831
New
$12.29 - $15.79 $10.2K - $13.1K
831 $12K
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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