Oxford Financial Group LTD Purchases and Sells in Q3 2024

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INFL	209K + 9.96%	$33.15 - $38.37 $6.93M - $8.02M	2.31M $86.7M
VTI	4.74K + 0.68%	$255.18 - $283.2 $1.21M - $1.34M	703K $199M
ISRG	4.19K + 1.96%	$416.14 - $494.01 $1.74M - $2.07M	218K $107M
CPRT	120K + 2871.84%	$49.19 - $55.54 $5.91M - $6.68M	124K $6.52M
SYBT	140 + 0.09%	$48.52 - $64.71 $6.79K - $9.06K	148K $9.2M
DPZ	4.67K + 30.4%	$402.52 - $505.35 $1.88M - $2.36M	20K $8.61M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BK	7.22K New	$59.54 - $72.17 $430K - $521K	7.22K $518K
GLD	907 New	$215.56 - $246.98 $196K - $224K	907 $220K
CEG	834 New	$167.08 - $262.86 $139K - $219K	834 $216K
TMO	336 New	$531.86 - $624.21 $179K - $210K	336 $207K
ICE	1.28K New	$136.93 - $162.81 $176K - $209K	1.28K $206K
LIT	4.64K New	$35.01 - $43.59 $162K - $202K	4.64K $202K

Top Sells

Reduced Positions

169 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-4.08K - 1.64%	$772.14 - $960.02 $3.15M - $3.92M	245K $217M
VEA	-49.9K - 63.76%	$47.6 - $53.31 $2.38M - $2.66M	28.4K $1.5M
IWL	-11.4K - 66.6%	$126.32 - $140.44 $1.43M - $1.6M	5.7K $800K
MTUM	-10.3K - 11.05%	$175.46 - $203.3 $1.81M - $2.1M	83.2K $16.9M
KE	-1.26K - 0.37%	$17.31 - $24.28 $21.9K - $30.7K	342K $6.34M
NVDA	-6.68K - 4.68%	$98.91 - $134.91 $660K - $901K	136K $16.5M

Activity Summary All Purchases 42 New Holdings 12 Increased Positions 30 All Sells 169 Reductions 169 Sold out 0 Calls 0 Puts 0

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