Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.89K
New
$23.56 - $25.94 $44.4K - $48.9K
1.89K $45K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.5K
+ 1655.63%
$17.65 - $18.18 $44.1K - $45.5K
2.65K $46K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
1.5K
New
$28.37 - $30.25 $42.6K - $45.4K
1.5K $44K
NVO
Novo Nordisk A S

Healthcare
647
+ 181.74%
$85.0 - $120.04 $55K - $77.7K
1K $86K
HWM
Howmet Aerospace Inc.

Industrials
400
New
$99.72 - $120.09 $39.9K - $48K
400 $43K
VRT
Vertiv Holdings CO

Industrials
498
+ 108.73%
N/A
956 $82K
BMI
Badger Meter Inc

Technology
200
New
$199.06 - $237.67 $39.8K - $47.5K
200 $42K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
750
New
$55.73 - $61.23 $41.8K - $45.9K
750 $42K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
788
New
$50.34 - $56.61 $39.7K - $44.6K
788 $40K
FNDA
Schwab Fundamental U S Small C

ETFs
4.33K
+ 146.05%
$29.26 - $59.11 $127K - $256K
7.29K $216K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
463
New
$79.95 - $89.42 $37K - $41.4K
463 $38K
SCHO
Schwab Short Term Us Treasury

ETFs
11.7K
+ 119.94%
$24.06 - $48.88 $280K - $569K
21.4K $513K
VVV
Valvoline Inc

Energy
1.05K
+ 466.67%
$36.18 - $43.41 $38K - $45.6K
1.28K $46K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
750
New
$50.06 - $55.0 $37.5K - $41.3K
750 $37K
ERIE
Erie Indemnity CO

Financial Services
90
New
$401.65 - $542.86 $36.1K - $48.9K
90 $37K
BX
Blackstone Inc.

Financial Services
195
+ 232.14%
$148.45 - $199.05 $28.9K - $38.8K
279 $48K
LOW
Lowes Companies Inc

Consumer Cyclical
295
+ 19.31%
$244.52 - $284.07 $72.1K - $83.8K
1.82K $449K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.5K
+ 6.43%
$17.14 - $18.44 $25.7K - $27.7K
24.8K $439K
FFBC
First Financial Bancorp

Financial Services
1.3K
New
$23.97 - $30.34 $31.3K - $39.6K
1.3K $35K
JKHY
Henry Jack & Associates Inc

Technology
200
New
$171.12 - $186.18 $34.2K - $37.2K
200 $35K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.49%
$370.24 - $418.94 $2.22K - $2.51K
1.23K $492K
WMB
Williams Companies, Inc.

Energy
13
+ 0.32%
$46.37 - $59.74 $603 - $777
4.08K $220K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.68K
+ 7.17%
$40.59 - $43.47 $68.2K - $73.1K
25.1K $1.02M
UTG
Reaves Utility Income Fund

Financial Services
1.3K
+ 21.08%
$30.81 - $34.99 $40.1K - $45.5K
7.47K $236K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.69K
New
$20.08 - $20.61 $33.9K - $34.8K
1.69K $33K
QLC
Flexshares Tr Us Quality Large

ETFs
501
New
$64.39 - $68.9 $32.3K - $34.5K
501 $33K
VB
Vanguard Small Cap ETF

ETFs
122
+ 9.67%
$233.76 - $261.58 $28.5K - $31.9K
1.38K $332K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
664
New
N/A
664 $32K
FXN
First Tr Exchange Traded Fd Fi

ETFs
2K
New
$15.42 - $18.08 $30.8K - $36.2K
2K $32K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.93K
+ 3.76%
$22.39 - $23.45 $65.6K - $68.7K
80.9K $1.86M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
300
+ 17.65%
$104.54 - $137.94 $31.4K - $41.4K
2K $243K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.21%
$473.15 - $574.01 $473 - $574
481 $256K
LNT
Alliant Energy Corp

Utilities
517
+ 517.0%
$56.24 - $63.63 $29.1K - $32.9K
617 $36K
DUK
Duke Energy Corp

Utilities
334
+ 37.11%
$105.76 - $120.76 $35.3K - $40.3K
1.23K $132K
BNDC
Flexshares Tr Core Select Bd F

ETFs
1.35K
New
$21.68 - $22.86 $29.3K - $30.9K
1.35K $29K
SCM
Stellus Capital Investment Corp

Financial Services
2.11K
New
$13.14 - $14.33 $27.7K - $30.2K
2.11K $29K
ROST
Ross Stores, Inc.

Consumer Cyclical
191
+ 434.09%
$138.59 - $156.61 $26.5K - $29.9K
235 $35K
RAAX
Vaneck ETF Trust Inflation All

ETFs
1K
New
$27.92 - $30.39 $27.9K - $30.4K
1K $28K
SWK
Stanley Black & Decker, Inc.

Industrials
776
+ 68.92%
$79.07 - $109.36 $61.4K - $84.9K
1.9K $152K
SLV
I Shares Silver Trust

ETFs
1.32K
+ 36.74%
$26.33 - $31.74 $34.6K - $41.7K
4.89K $128K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
530
New
$52.1 - $57.26 $27.6K - $30.3K
530 $27K
RTX
Raytheon Technologies Corp

Industrials
317
+ 16.83%
$114.45 - $127.21 $36.3K - $40.3K
2.2K $254K
CSGP
Costar Group, Inc.

Real Estate
353
+ 534.85%
$69.7 - $81.97 $24.6K - $28.9K
419 $29K
TOL
Toll Brothers, Inc.

Consumer Cyclical
200
New
$123.8 - $167.8 $24.8K - $33.6K
200 $25K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
+ 50.0%
$563.99 - $620.12 $24.3K - $26.7K
129 $73K
DFAS
Dimensional ETF Tr U S Small C

ETFs
387
New
$63.58 - $71.15 $24.6K - $27.5K
387 $25K
MAR
Marriott International Inc

Consumer Cyclical
84
+ 158.49%
$246.06 - $292.59 $20.7K - $24.6K
137 $38K
HD
Home Depot, Inc.

Consumer Cyclical
259
+ 5.45%
$385.02 - $431.37 $99.7K - $112K
5.01K $1.95M
KMB
Kimberly Clark Corp

Consumer Defensive
199
+ 86.52%
$130.37 - $146.09 $25.9K - $29.1K
429 $56K
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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