New Edge Advisors, LLC Incresed Positions in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ARC
Arc Document Solutions, Inc.

Industrials
2.78K
+ 7.73%
$2.91 - $3.39 $8.08K - $9.41K
38.7K $130K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
272
+ 1.39%
$14.38 - $16.69 $3.91K - $4.54K
19.8K $325K
NGD
New Gold Inc.

Basic Materials
6.5K
+ 34.76%
$1.95 - $3.19 $12.7K - $20.7K
25.2K $72K
WLKP
Westlake Chemical Partners LP

Basic Materials
1.6K
+ 160.0%
$22.08 - $23.42 $35.3K - $37.5K
2.6K $58K
MDIV
First Trust Multi Asset Divers

ETFs
1.22K
+ 7.86%
$15.69 - $16.76 $19.1K - $20.4K
16.7K $278K
MHO
M/I Homes, Inc.

Consumer Cyclical
183
+ 269.12%
$116.02 - $172.21 $21.2K - $31.5K
251 $43K
AVNT
Avient Corp

Basic Materials
442
+ 24.96%
$40.85 - $50.82 $18.1K - $22.5K
2.21K $111K
GMED
Globus Medical Inc

Healthcare
288
+ 6.46%
$67.08 - $73.92 $19.3K - $21.3K
4.74K $339K
OXLC
Oxford Lane Capital Corp.

Financial Services
8.22K
+ 17.58%
$5.15 - $5.67 $42.3K - $46.6K
55K $287K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
977
+ 6.95%
$27.88 - $28.71 $27.2K - $28K
15K $431K
OPFI
Opp Fi Inc.

Technology
2.94K
+ 20.16%
$3.13 - $4.88 $9.19K - $14.3K
17.5K $82K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
158
+ 1.84%
$69.59 - $79.2 $11K - $12.5K
8.77K $675K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
23
+ 0.46%
$52.25 - $58.97 $1.2K - $1.36K
4.98K $293K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
665
+ 1.06%
$7.74 - $8.68 $5.15K - $5.77K
63.7K $552K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
785
+ 13.0%
$31.4 - $36.67 $24.6K - $28.8K
6.82K $244K
LYG
Lloyds Banking Group PLC

Financial Services
8.44K
+ 52.98%
$2.73 - $3.17 $23K - $26.8K
24.4K $75K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
4.35K
+ 18.01%
$5.32 - $5.82 $23.1K - $25.3K
28.5K $165K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
1.53K
+ 2.63%
$5.34 - $6.06 $8.15K - $9.25K
59.5K $349K
GMAB
Genmab A/S

Healthcare
1.77K
+ 11.5%
$23.84 - $28.48 $42.1K - $50.3K
17.1K $417K
ISSC
Innovative Solutions & Support Inc

Industrials
3.2K
+ 16.36%
$5.35 - $7.06 $17.1K - $22.6K
22.8K $148K
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
ANSS
Ansys Inc

Technology
94
+ 24.1%
$296.54 - $331.25 $27.9K - $31.1K
484 $154K
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
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
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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