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
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
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
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
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
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
MOFG
Mid West One Financial Group, Inc.

Financial Services
441
+ 52.0%
$21.43 - $29.87 $9.45K - $13.2K
1.29K $36K
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
CUBE
Cube Smart

Real Estate
278
+ 243.86%
$43.74 - $54.55 $12.2K - $15.2K
392 $21K
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
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
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
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
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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