Patriot Financial Group Insurance Agency, LLC Purchases in Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
895
+ 2.92%
$49.06 - $57.74 $43.9K - $51.7K
31.6K $1.65M
SBSW
Sibanye Stillwater LTD

Basic Materials
26K
New
$3.24 - $5.22 $84.4K - $136K
26K $85K
C
Citigroup Inc

Financial Services
410
+ 5.99%
$61.31 - $72.5 $25.1K - $29.7K
7.25K $510K
CVX
Chevron Corp

Energy
696
+ 7.96%
$141.15 - $162.53 $98.2K - $113K
9.44K $1.37M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.26K
+ 19.97%
$57.29 - $63.1 $129K - $142K
13.6K $778K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
14K
New
$1.38 - $4.81 $19.3K - $67.1K
14K $62K
BX
Blackstone Inc.

Financial Services
14
+ 0.48%
$148.45 - $199.05 $2.08K - $2.79K
2.92K $502K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
10.1K
New
$5.6 - $8.48 $56.5K - $85.6K
10.1K $58K
ADBE
Adobe Inc.

Technology
486
+ 22.2%
$437.39 - $552.96 $213K - $269K
2.68K $1.19M
JWN
Nordstrom Inc

Consumer Cyclical
1.33K
+ 11.07%
$21.42 - $24.9 $28.5K - $33.1K
13.3K $322K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.33K
+ 12.75%
$51.09 - $55.27 $67.8K - $73.3K
11.7K $600K
ENR
Energizer Holdings, Inc.

Industrials
485
+ 4.98%
$31.03 - $39.39 $15K - $19.1K
10.2K $356K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41.4K
+ 218.29%
$26.93 - $84.95 $1.12M - $3.52M
60.4K $1.65M
CSCO
Cisco Systems, Inc.

Technology
66
+ 1.01%
$52.45 - $60.02 $3.46K - $3.96K
6.63K $392K
PAUG
Innovator U.S. Equity Power Bu

ETFs
450
+ 1.14%
$37.61 - $38.92 $16.9K - $17.5K
39.9K $1.53M
MTB
M&T Bank Corp

Financial Services
10
+ 0.24%
$172.48 - $221.95 $1.72K - $2.22K
4.12K $774K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
896
+ 6.73%
$80.93 - $85.66 $72.5K - $76.8K
14.2K $1.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.14K
+ 8.1%
$44.33 - $49.55 $50.7K - $56.7K
15.3K $686K
OPEN
Opendoor Technologies Inc.

Real Estate
27K
New
$1.6 - $2.34 $43.2K - $63.1K
27K $43K
TFC
Truist Financial Corp

Financial Services
750
+ 4.98%
$41.51 - $48.1 $31.1K - $36.1K
15.8K $686K
ABC
Amerisourcebergen Corp

Healthcare
223
+ 5.6%
N/A
4.21K $778K
CHKP
Check Point Software Technologies LTD

Technology
373
+ 6.9%
$170.18 - $209.01 $63.5K - $78K
5.78K $1.08M
VRSN
Verisign Inc

Technology
74
+ 5.46%
$176.68 - $206.96 $13.1K - $15.3K
1.43K $295K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
66.8K
+ 111.87%
$22.63 - $47.53 $1.51M - $3.18M
127K $2.87M
WEC
Wec Energy Group, Inc.

Utilities
519
+ 7.67%
$92.94 - $101.82 $48.2K - $52.8K
7.29K $685K
IGM
Ishares Expanded Tech Sector E

ETFs
68
+ 1.61%
$94.19 - $106.95 $6.4K - $7.27K
4.29K $437K
RPM
Rpm International Inc

Basic Materials
3
+ 0.02%
$120.09 - $140.26 $360 - $421
15.9K $1.96M
SRE
Sempra Energy

Utilities
5
+ 0.07%
$80.81 - $94.77 $404 - $474
7.58K $665K
ADSK
Autodesk, Inc.

Technology
129
+ 5.94%
N/A
2.3K $565K
BR
Broadridge Financial Solutions, Inc.

Technology
33
+ 1.53%
$209.64 - $236.44 $6.92K - $7.8K
2.18K $493K
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.5K
+ 222.4%
$25.79 - $80.4 $477K - $1.49M
26.8K $698K
XLE
Energy Sector Spdr

ETFs
540
+ 6.64%
$83.32 - $97.27 $45K - $52.5K
8.67K $743K
TXN
Texas Instruments Inc

Technology
145
+ 3.77%
N/A
3.99K $777K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.06%
$129.87 - $162.87 $130 - $163
1.64K $242K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
107
+ 0.32%
$35.07 - $36.08 $3.75K - $3.86K
34.1K $1.22M
RWL
Invesco Exchange Traded Fd Tr

ETFs
282
+ 5.79%
$97.11 - $104.1 $27.4K - $29.4K
5.16K $504K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.12%
$246.06 - $292.59 $246 - $293
830 $231K
CGGO
Capital Group Global Growth Eq

ETFs
1.48K
+ 7.48%
$29.21 - $30.67 $43.3K - $45.5K
21.3K $621K
EPD
Enterprise Products Partners L.P.

Energy
30
+ 0.28%
$28.66 - $34.43 $860 - $1.03K
10.6K $331K
ZBRA
Zebra Technologies Corp

Technology
14
+ 1.2%
$360.09 - $411.94 $5.04K - $5.77K
1.18K $454K
USB
Us Bancorp \De\

Financial Services
158
+ 2.03%
$43.98 - $53.66 $6.95K - $8.48K
7.94K $379K
HBI
Hanesbrands Inc.

Consumer Cyclical
412
+ 1.74%
$6.91 - $8.91 $2.85K - $3.67K
24K $195K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.01K
+ 218.42%
$27.54 - $83.04 $248K - $749K
13.1K $364K
ADI
Analog Devices Inc

Technology
536
+ 10.39%
$206.35 - $236.48 $111K - $127K
5.7K $1.21M
MBB
Ishares Tr

ETFs
1.15K
+ 5.69%
$91.26 - $95.82 $105K - $111K
21.4K $1.97M
ARCC
Ares Capital Corp

Financial Services
390
+ 3.04%
$20.74 - $22.27 $8.09K - $8.69K
13.2K $289K
DDD
3 D Systems Corp

Technology
5.04K
+ 79.92%
$2.67 - $4.09 $13.4K - $20.6K
11.3K $37K
PAGP
Plains Gp Holdings LP

Energy
1.11K
+ 10.28%
$17.2 - $20.02 $19.1K - $22.3K
11.9K $219K
GNMA
Ishares Gnma Bond ETF

ETFs
666
+ 10.54%
$42.8 - $44.74 $28.5K - $29.8K
6.98K $299K
Activity Summary
Buys All Purchases 279 New Holdings 39 Increased Positions 240 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 7 Puts 0
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