Orion Portfolio Solutions, LLC Sells in Q3 2024

Orion Portfolio Solutions, LLC

  • $9.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-3.29K
- 5.28%
$50.77 - $57.17 $167K - $188K
59K $3.37M
TWKS
Thoughtworks Holding, Inc.

Technology
-969
- 4.18%
$2.37 - $4.42 $2.3K - $4.28K
22.2K $98K
LCII
Lci Industries

Consumer Cyclical
-253
- 6.92%
$97.61 - $123.73 $24.7K - $31.3K
3.4K $410K
HLIT
Harmonic Inc

Technology
-1.52K
- 7.71%
$11.75 - $14.66 $17.9K - $22.3K
18.2K $265K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.3K
- 2.74%
$44.13 - $47.01 $57.4K - $61.1K
46.2K $2.15M
MLR
Miller Industries Inc

Consumer Cyclical
-1.18K
- 6.58%
$53.35 - $68.06 $62.7K - $80K
16.7K $1.02M
COOP
Mr. Cooper Group Inc.

Financial Services
-85
- 2.19%
$78.57 - $94.99 $6.68K - $8.07K
3.8K $350K
RGLD
Royal Gold Inc

Basic Materials
-51
- 1.82%
$125.01 - $146.5 $6.38K - $7.47K
2.74K $384K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
-520
- 4.2%
$22.07 - $28.04 $11.5K - $14.6K
11.9K $319K
IHE
Ishares Tr

ETFs
-104
- 1.01%
$65.61 - $72.86 $6.82K - $7.58K
10.1K $716K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.3K
- 1.23%
$47.01 - $48.2 $61K - $62.6K
104K $5.03M
WHD
Cactus, Inc.

Energy
-18
- 0.32%
$51.05 - $63.46 $919 - $1.14K
5.56K $331K
CGUS
Capital Group Core Equity ETF
-19.6K
- 5.59%
$31.19 - $34.33 $612K - $674K
331K $11.3M
IGIC
International General Insurance Holdings Ltd.

Financial Services
-800
- 7.36%
$13.96 - $19.12 $11.2K - $15.3K
10.1K $191K
AEM
Agnico Eagle Mines LTD

Basic Materials
-109
- 3.41%
$65.04 - $84.24 $7.09K - $9.18K
3.09K $248K
GLDX
Uscf ETF Tr Gold Strategy Plus
-38
- 0.21%
$27.36 - $29.77 $1.04K - $1.13K
18.2K $538K
SYK
Stryker Corp

Healthcare
-752
- 5.05%
$315.94 - $371.96 $238K - $280K
14.1K $5.1M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
-42
- 0.66%
$41.58 - $49.01 $1.75K - $2.06K
6.34K $310K
BSX
Boston Scientific Corp

Healthcare
-1.98K
- 6.49%
$72.96 - $84.0 $144K - $166K
28.5K $2.39M
PFFA
Etfis Ser Tr I

ETFs
-45
- 0.18%
$20.94 - $22.98 $942 - $1.03K
24.4K $556K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.39K
- 6.25%
$41.02 - $46.01 $97.9K - $110K
35.8K $1.63M
ED
Consolidated Edison Inc

Utilities
-521
- 7.81%
$88.42 - $104.97 $46.1K - $54.7K
6.15K $640K
TW
Tradeweb Markets Inc.

Financial Services
-125
- 3.74%
$104.25 - $123.67 $13K - $15.5K
3.21K $397K
LYTS
Lsi Industries Inc

Technology
-125
- 0.43%
$13.9 - $17.06 $1.74K - $2.13K
28.7K $463K
SASR
Sandy Spring Bancorp Inc

Financial Services
-473
- 5.38%
$23.54 - $33.51 $11.1K - $15.9K
8.33K $261K
BRO
Brown & Brown, Inc.

Financial Services
-41
- 1.14%
$89.11 - $105.82 $3.65K - $4.34K
3.55K $367K
SYF
Synchrony Financial

Financial Services
-818
- 2.52%
$43.77 - $52.22 $35.8K - $42.7K
31.7K $1.58M
REG
Regency Centers Corp

Real Estate
-9
- 0.18%
$61.64 - $75.18 $555 - $677
4.96K $358K
INN
Summit Hotel Properties, Inc.

Real Estate
-768
- 1.24%
$5.67 - $7.0 $4.35K - $5.38K
61K $418K
BXP
Boston Properties Inc

Real Estate
-209
- 6.0%
$60.3 - $82.49 $12.6K - $17.2K
3.28K $263K
BSAC
Banco Santander Chile

Financial Services
-2.15K
- 4.38%
$18.53 - $21.24 $39.8K - $45.6K
46.9K $972K
ZTO
Zto Express (Cayman) Inc.

Industrials
-398
- 2.63%
$18.33 - $24.77 $7.3K - $9.86K
14.7K $365K
EGP
Eastgroup Properties Inc

Real Estate
-500
- 5.75%
$169.51 - $191.71 $84.8K - $95.9K
8.19K $1.53M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-2.24K
- 6.74%
$57.69 - $64.56 $129K - $144K
31K $1.98M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-966
- 16.8%
$335.64 - $444.2 $324K - $429K
4.78K $2.05M
ERIC
Ericsson Lm Telephone CO

Technology
-2.22K
- 4.34%
$6.19 - $7.77 $13.7K - $17.3K
48.9K $370K
PRGS
Progress Software Corp

Technology
-180
- 3.51%
$53.37 - $67.37 $9.61K - $12.1K
4.94K $333K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-80
- 0.6%
$15.19 - $21.35 $1.22K - $1.71K
13.2K $262K
FTV
Fortive Corp

Technology
-105
- 0.75%
$67.01 - $79.2 $7.04K - $8.32K
13.8K $1.09M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-1.76K
- 5.35%
$51.3 - $64.42 $90.3K - $113K
31.1K $1.78M
WY
Weyerhaeuser CO

Real Estate
-2.79K
- 9.95%
$27.05 - $33.84 $75.4K - $94.3K
25.2K $853K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-95
- 1.43%
$97.66 - $119.74 $9.28K - $11.4K
6.57K $734K
OUT
Outfront Media Inc.

Real Estate
-1.9K
- 8.16%
$13.91 - $18.77 $26.4K - $35.7K
21.4K $392K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-27
- 0.4%
$58.01 - $69.08 $1.57K - $1.87K
6.73K $457K
DTE
Dte Energy CO

Utilities
-85
- 2.02%
$108.67 - $128.41 $9.24K - $10.9K
4.12K $529K
RWO
Spdr Dow Jones Global Real Est

ETFs
-414
- 3.05%
$41.23 - $48.48 $17.1K - $20.1K
13.2K $626K
DINT
Davis Fundamental ETF Tr

ETFs
-3.75K
- 10.13%
$18.92 - $24.25 $71K - $90.9K
33.3K $798K
TSEM
Tower Semiconductor LTD

Technology
-2.41K
- 7.03%
$36.25 - $44.27 $87.4K - $107K
31.9K $1.41M
CHWY
Chewy, Inc.

Consumer Cyclical
-912
- 2.02%
$22.22 - $32.67 $20.3K - $29.8K
44.2K $1.29M
Activity Summary
Buys All Purchases 874 New Holdings 161 Increased Positions 713 Sells All Sells 886 Reductions 886 Sold out 0 Options Calls 0 Puts 0
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