Operose Advisors LLC Purchases in Q4 2024

Operose Advisors LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
526
+ 31.33%
$77.02 - $78.58 $40.5K - $41.3K
2.21K $170K
APP
App Lovin Corp

Technology
116
New
$130.67 - $401.5 $15.2K - $46.6K
116 $37K
FIS
Fidelity National Information Services, Inc.

Technology
529
+ 17.49%
$80.14 - $90.95 $42.4K - $48.1K
3.55K $286K
ADM
Archer Daniels Midland CO

Consumer Defensive
674
+ 328.78%
$49.38 - $59.52 $33.3K - $40.1K
879 $44K
CM
Canadian Imperial Bank Of Commerce

Financial Services
416
New
$59.58 - $67.31 $24.8K - $28K
416 $26K
IWM
Ishares Russell 2000 ETF

ETFs
106
+ 0.78%
$216.13 - $242.4 $22.9K - $25.7K
13.7K $3.03M
CRDO
Credo Technology Group Holding LTD

Technology
364
New
$30.16 - $77.25 $11K - $28.1K
364 $24K
SCHV
Schwab Strategic Tr Us Large C

ETFs
918
New
$25.79 - $80.4 $23.7K - $73.8K
918 $23K
QUAL
Ishares Msci Usa Quality Facto

ETFs
125
+ 33.78%
$176.42 - $186.91 $22.1K - $23.4K
495 $88K
GM
General Motors CO

Consumer Cyclical
223
+ 18.74%
$44.82 - $60.2 $9.99K - $13.4K
1.41K $75K
AZN
Astrazeneca PLC

Healthcare
224
+ 2240.0%
$63.2 - $79.58 $14.2K - $17.8K
234 $15K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.54K
+ 300.14%
$25.93 - $105.3 $170K - $689K
8.72K $242K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
61
+ 48.03%
$201.32 - $217.44 $12.3K - $13.3K
188 $38K
SMR
Nuscale Power Corp

Industrials
688
New
$11.69 - $30.21 $8.04K - $20.8K
688 $12K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.34K
+ 149.0%
$25.33 - $51.16 $34K - $68.6K
2.24K $57K
NXE
Nex Gen Energy Ltd.

Energy
1.54K
New
$6.6 - $8.88 $10.1K - $13.6K
1.54K $10K
SE
Sea LTD

Consumer Cyclical
101
New
$93.56 - $117.41 $9.45K - $11.9K
101 $10K
BWXT
Bwx Technologies, Inc.

Industrials
97
New
$111.39 - $133.28 $10.8K - $12.9K
97 $10K
AJG
Arthur J. Gallagher & Co.

Financial Services
36
New
$278.49 - $315.16 $10K - $11.3K
36 $10K
UEC
Uranium Energy Corp

Energy
1.47K
New
$6.55 - $8.6 $9.63K - $12.6K
1.47K $9K
DDOG
Datadog, Inc.

Technology
59
New
$113.98 - $168.65 $6.72K - $9.95K
59 $8K
ILMN
Illumina, Inc.

Healthcare
61
New
$128.99 - $155.15 $7.87K - $9.46K
61 $8K
LPLA
Lpl Financial Holdings Inc.

Financial Services
27
New
$229.85 - $335.91 $6.21K - $9.07K
27 $8K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
27
+ 0.33%
$55.05 - $58.86 $1.49K - $1.59K
8.29K $468K
LEU
Centrus Energy Corp

Energy
128
New
$55.8 - $109.53 $7.14K - $14K
128 $8K
DFSV
Dimensional ETF Tr Dimensional

ETFs
253
New
$30.18 - $33.87 $7.64K - $8.57K
253 $7K
WCN
Waste Connections, Inc.

Industrials
42
New
$171.06 - $193.25 $7.18K - $8.12K
42 $7K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
225
New
$30.93 - $33.94 $6.96K - $7.64K
225 $6K
APAM
Artisan Partners Asset Management Inc.

Financial Services
486
+ 0.86%
$41.74 - $49.17 $20.3K - $23.9K
57.3K $2.47M
ASML
Asml Holding Nv

Technology
10
New
$658.43 - $872.27 $6.58K - $8.72K
10 $6K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
76
New
$84.34 - $95.14 $6.41K - $7.23K
76 $6K
RGA
Reinsurance Group Of America Inc

Financial Services
32
New
$201.26 - $231.95 $6.44K - $7.42K
32 $6K
TTE
Total Energies Se

Energy
85
New
N/A
85 $5K
RACE
Ferrari N.V.

Consumer Cyclical
15
+ 55.56%
$422.83 - $490.34 $6.34K - $7.36K
42 $17K
FRPT
Freshpet, Inc.

Consumer Defensive
38
New
$132.54 - $156.76 $5.04K - $5.96K
38 $5K
DFIV
Dimensional ETF Tr

ETFs
148
New
$34.86 - $37.97 $5.16K - $5.62K
148 $5K
UAL
United Airlines Holdings, Inc.

Industrials
30
+ 230.77%
$55.62 - $102.44 $1.67K - $3.07K
43 $4K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
New
$701.85 - $1046.91 $3.51K - $5.23K
5 $3K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.06%
$87.25 - $95.52 $524 - $573
10.4K $921K
SONY
Sony Group Corp

Technology
1.22K
+ 400.0%
$17.53 - $96.8 $21.3K - $118K
1.52K $32K
DG
Dollar General Corp

Consumer Defensive
50
New
$73.27 - $84.47 $3.66K - $4.22K
50 $3K
TRP
Tc Energy Corp

Energy
72
New
$44.03 - $50.23 $3.17K - $3.62K
72 $3K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
253
+ 119.34%
$8.24 - $11.07 $2.08K - $2.8K
465 $4K
AME
Ametek Inc

Industrials
20
New
$165.89 - $197.38 $3.32K - $3.95K
20 $3K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
16
New
$173.13 - $258.09 $2.77K - $4.13K
16 $3K
IR
Ingersoll Rand Inc.

Industrials
34
New
$90.46 - $105.35 $3.08K - $3.58K
34 $3K
HDV
Ishares Core High Dividend ETF

ETFs
248
+ 5.47%
$110.82 - $121.28 $27.5K - $30.1K
4.78K $536K
AES
Aes Corp

Utilities
161
New
$12.44 - $20.24 $2K - $3.26K
161 $2K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
55
New
$49.78 - $66.55 $2.74K - $3.66K
55 $2K
Activity Summary
Buys All Purchases 126 New Holdings 49 Increased Positions 77 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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