Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
1
+ 0.11%
$389.45 - $466.0 $389 - $466
900 $381K
DOV
Dover Corp

Industrials
58
+ 5.36%
$184.72 - $206.51 $10.7K - $12K
1.14K $213K
HBAN
Huntington Bancshares Inc

Financial Services
230
+ 14.69%
$14.18 - $18.2 $3.26K - $4.19K
1.8K $29K
CPB
Campbell Soup CO

Consumer Defensive
238
+ 46.3%
$41.42 - $48.71 $9.86K - $11.6K
752 $31K
ILMN
Illumina, Inc.

Healthcare
44
+ 733.33%
$128.99 - $155.15 $5.68K - $6.83K
50 $6K
TLTE
Flexshares Tr Morningstar Emer

ETFs
133
New
$50.95 - $58.58 $6.78K - $7.79K
133 $6K
VPU
Vanguard Utilities ETF

ETFs
52
+ 18.91%
$160.52 - $179.11 $8.35K - $9.31K
327 $53K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.72%
$206.1 - $246.94 $618 - $741
420 $92K
WETF
Wisdom Tree Investments, Inc.

Financial Services
1K
New
N/A
1K $5K
SRUUF
Sprott Physical Uran (Canada)

Energy
300
New
$16.04 - $20.42 $4.81K - $6.13K
300 $5K
VAW
Vanguard Materials ETF

ETFs
30
New
$186.91 - $215.32 $5.61K - $6.46K
30 $5K
SGPYY
Sage Group PLC New Unsponsored

Technology
8
+ 1.53%
$49.99 - $67.54 $400 - $540
530 $33K
BMO
Bank Of Montreal

Financial Services
59
New
$89.75 - $103.39 $5.3K - $6.1K
59 $5K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
24
+ 63.16%
$170.03 - $192.78 $4.08K - $4.63K
62 $11K
NXE
Nex Gen Energy Ltd.

Energy
800
+ 100.0%
$6.6 - $8.88 $5.28K - $7.1K
1.6K $10K
SNWGF
Snowline Gold Corp Com Shs (Ca
1.61K
New
$3.47 - $4.47 $5.59K - $7.2K
1.61K $5K
FNB
Fnb Corp

Financial Services
300
New
$13.56 - $17.29 $4.07K - $5.19K
300 $4K
ISENF
Isoenergy LTD (Canada)
3K
+ 222.22%
$1.78 - $2.85 $5.34K - $8.55K
4.35K $7K
KD
Kyndryl Holdings, Inc.

Technology
75
+ 60.98%
$22.43 - $35.79 $1.68K - $2.68K
198 $6K
C
Citigroup Inc

Financial Services
18
+ 5.98%
$61.31 - $72.5 $1.1K - $1.31K
319 $22K
ENB
Enbridge Inc

Energy
75
+ 17.05%
$40.4 - $43.92 $3.03K - $3.29K
515 $21K
XEL
Xcel Energy Inc

Utilities
48
+ 25.53%
$62.16 - $72.92 $2.98K - $3.5K
236 $15K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
375
+ 0.56%
N/A
67.3K $461K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
16
+ 2.48%
$62.09 - $82.32 $993 - $1.32K
661 $44K
HYDB
Ishares Tr Edge High Yield Def

ETFs
78
New
$46.68 - $47.95 $3.64K - $3.74K
78 $3K
VO
Vanguard Mid Cap ETF

ETFs
11
+ 9.57%
$261.5 - $284.63 $2.88K - $3.13K
126 $33K
NFRA
Flexshares Stoxx Global Broad

ETFs
61
New
$54.11 - $59.58 $3.3K - $3.63K
61 $3K
GQRE
Flexshares Tr Global Quality R

ETFs
66
New
$56.58 - $62.37 $3.73K - $4.12K
66 $3K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
302
+ 1.63%
$113.92 - $127.38 $34.4K - $38.5K
18.8K $2.16M
AON
Aon PLC

Financial Services
2
+ 0.92%
$344.14 - $393.31 $688 - $787
219 $78K
NEE
Nextera Energy Inc

Utilities
540
+ 19.03%
$69.77 - $85.43 $37.7K - $46.1K
3.38K $242K
XLF
Financial Sector Spdr

ETFs
1
+ 0.1%
$44.89 - $51.34 $44.9 - $51.3
957 $46K
CORP
Pimco Investment Grade Corp Bd

ETFs
42
New
$95.1 - $99.41 $3.99K - $4.18K
42 $3K
GLL
Pro Shares Trust Ii

ETFs
224
New
$15.57 - $18.4 $3.49K - $4.12K
224 $3K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
152
+ 9.33%
$46.69 - $49.2 $7.1K - $7.48K
1.78K $83K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$202.91 - $229.76 $203 - $230
821 $172K
TRMK
Trustmark Corp

Financial Services
1
+ 0.25%
$30.94 - $39.97 $30.9 - $40
401 $14K
ANSS
Ansys Inc

Technology
3
+ 6.98%
$313.05 - $361.45 $939 - $1.08K
46 $15K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
77
+ 17.99%
$64.62 - $71.43 $4.98K - $5.5K
505 $32K
LYFT
Lyft, Inc.

Technology
200
New
$12.36 - $18.59 $2.47K - $3.72K
200 $2K
DNN
Denison Mines Corp.

Energy
1.1K
+ 22.92%
$1.8 - $2.39 $1.98K - $2.63K
5.9K $10K
SNPS
Synopsys Inc

Technology
5
+ 11.63%
$485.36 - $588.0 $2.43K - $2.94K
48 $23K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
36
New
$60.17 - $75.64 $2.17K - $2.72K
36 $2K
DGX
Quest Diagnostics Inc

Healthcare
9
+ 18.0%
N/A
59 $8K
GUNR
Flexshares Tr Morningstar Glob

ETFs
63
New
$36.15 - $41.9 $2.28K - $2.64K
63 $2K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
27
+ 103.85%
$97.29 - $122.68 $2.63K - $3.31K
53 $5K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22
+ 51.16%
$66.77 - $71.52 $1.47K - $1.57K
65 $4K
F
Ford Motor CO

Consumer Cyclical
246
+ 22.36%
$9.69 - $11.4 $2.38K - $2.8K
1.35K $13K
AUB
Atlantic Union Bankshares Corp

Financial Services
26
+ 0.79%
$36.13 - $43.55 $939 - $1.13K
3.31K $125K
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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