Operose Advisors LLC Purchases and Sells in Q4 2024

Operose Advisors LLC

$292 Million
Q4 2024

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	11.5K + 5.68%	$280.04 - $302.45 $3.21M - $3.47M	214K $61.9M
SCHF	539K + 169.6%	$18.41 - $40.87 $9.93M - $22M	857K $15.9M
VONG	20.3K + 214.29%	$95.27 - $107.82 $1.94M - $2.19M	29.8K $3.08M
VEA	73.6K + 24.44%	$47.57 - $52.44 $3.5M - $3.86M	375K $17.9M
NVDA	11.9K + 136.77%	$117.0 - $148.88 $1.39M - $1.77M	20.5K $2.76M
AVGO	5.58K + 87.0%	$159.67 - $250.0 $891K - $1.4M	12K $2.78M

New Holdings

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	2.5K New	$74.89 - $82.93 $187K - $207K	2.5K $189K
CCJ	2.21K New	$48.64 - $61.14 $108K - $135K	2.21K $113K
PLTR	1.3K New	$36.46 - $82.38 $47.4K - $107K	1.3K $98K
DLS	985 New	$62.71 - $68.47 $61.8K - $67.4K	985 $62K
RAVI	792 New	$75.05 - $75.53 $59.4K - $59.8K	792 $59K
YUM	350 New	$130.36 - $139.54 $45.6K - $48.8K	350 $46K

Top Sells

Reduced Positions

181 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	-55.4K - 13.52%	$126.68 - $134.74 $7.01M - $7.46M	354K $45.2M
VOO	-11.2K - 62.34%	$521.84 - $558.82 $5.86M - $6.28M	6.79K $3.66M
VSS	-13K - 53.41%	$114.08 - $125.68 $1.48M - $1.63M	11.3K $1.3M
ORCL	-10.3K - 98.01%	$165.41 - $192.43 $1.71M - $1.98M	209 $34K
IJR	-12K - 11.75%	$113.92 - $127.38 $1.37M - $1.53M	90.2K $10.4M
V	-4.12K - 64.73%	$273.87 - $320.91 $1.13M - $1.32M	2.25K $710K

Activity Summary All Purchases 126 New Holdings 49 Increased Positions 77 All Sells 181 Reductions 181 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Operose Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Operose Advisors LLC with notifications on news.