Nordwand Advisors, LLC Purchases and Sells in Q1 2024

Nordwand Advisors, LLC

$257 Billion
Q1 2024

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	21K + 57.97%	$54.75 - $57.86 $1.15M - $1.22M	57.3K $3.32B
JPIE	13.8K + 7.5%	$45.21 - $45.87 $622K - $631K	197K $8.98B
IVV	245 + 38.28%	$469.56 - $525.73 $115K - $129K	885 $465M
VEA	2.01K + 105.53%	$46.21 - $50.27 $92.7K - $101K	3.91K $196M
AXP	8 + 6.3%	$179.79 - $229.12 $1.44K - $1.83K	135 $30.7M
PFE	250 + 125.0%	$25.89 - $29.73 $6.47K - $7.43K	450 $12.5M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LXU	223K New	$7.14 - $9.34 $1.6M - $2.09M	223K $1.96B
VZ	37.4K New	$37.9 - $42.49 $1.42M - $1.59M	37.4K $1.57B
TPR	30.2K New	$35.83 - $48.55 $1.08M - $1.47M	30.2K $1.43B
FLUTTER ENTMT PLC	5.82K New	N/A	5.82K $1.15B
KDP	34.6K New	$28.88 - $33.37 $1M - $1.16M	34.6K $1.06B
SERIES PORTFOLIOS TR	22.6K New	N/A	22.6K $606M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	-305K - 47.86%	$155.22 - $162.74 $47.3M - $49.6M	332K $52.5B
BRK-A	-97 - 36.06%	$545250.0 - $634440.0 $52.9M - $61.5M	172 $109B
GRAB	-1.02M - 37.45%	$2.92 - $3.53 $2.96M - $3.58M	1.7M $5.32B
AAPL	-18.3K - 68.31%	$169.0 - $195.18 $3.1M - $3.58M	8.51K $1.46B
MP	-144K - 66.24%	$13.05 - $19.66 $1.87M - $2.82M	73.1K $1.05B
MSFT	-9.29K - 26.79%	$367.75 - $429.37 $3.41M - $3.99M	25.4K $10.7B

Activity Summary All Purchases 40 New Holdings 32 Increased Positions 8 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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