Patriot Financial Group Insurance Agency, LLC Incresed Positions in Q3 2024

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
19
+ 0.64%
$95.54 - $108.77 $1.82K - $2.07K
2.99K $310K
SOFI
So Fi Technologies, Inc.

Financial Services
849
+ 7.91%
$6.32 - $8.19 $5.37K - $6.95K
11.6K $91K
CSF
Victory Portf Ii Shs Us Disc E

ETFs
13
+ 0.29%
$49.28 - $55.14 $641 - $717
4.49K $244K
FEP
First Trust Europe Alphadex Fu

ETFs
53
+ 0.65%
$35.46 - $39.44 $1.88K - $2.09K
8.24K $321K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
15
+ 0.34%
$70.42 - $80.82 $1.06K - $1.21K
4.46K $348K
EPD
Enterprise Products Partners L.P.

Energy
581
+ 5.83%
$27.88 - $30.0 $16.2K - $17.4K
10.6K $307K
GNL
Global Net Lease, Inc.

Real Estate
54
+ 0.35%
$7.3 - $8.96 $394 - $484
15.4K $129K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
17.4K
+ 42.47%
$0.98 - $1.47 $17.1K - $25.6K
58.5K $57K
FJP
First Trust Japan Alphadex Fun

ETFs
21
+ 0.42%
$46.62 - $54.91 $979 - $1.15K
5.03K $272K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.09%
$25.36 - $28.37 $178 - $199
7.67K $215K
PBYI
Puma Biotechnology, Inc.

Healthcare
8K
+ 72.73%
$2.25 - $4.03 $18K - $32.2K
19K $48K
FSIG
First Tr ETF Iv LTD Duration I
117
+ 0.76%
$18.72 - $19.32 $2.19K - $2.26K
15.6K $299K
VALE
Vale S.A.

Basic Materials
110
+ 0.71%
$9.9 - $11.8 $1.09K - $1.3K
15.6K $182K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.08%
$172.24 - $186.09 $172 - $186
1.26K $226K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
23
+ 0.08%
$12.49 - $13.7 $287 - $315
28.8K $394K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.12%
$211.35 - $255.11 $211 - $255
829 $206K
BBDC
Barings Bdc, Inc.

Financial Services
255
+ 1.12%
$9.28 - $10.19 $2.37K - $2.6K
22.9K $224K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
49
+ 1.25%
$62.4 - $62.4 $3.06K - $3.06K
3.98K $248K
Blackrock ETF Trust Ii
6.76K
+ 49.67%
N/A
20.4K $0
PSEP
Innovator U.S. Equity Power Bu
3.47K
+ 15.65%
N/A
25.7K $0
JGRO
J P Morgan Exchange Traded Fd
34K
+ 894.08%
N/A
37.8K $0
Gsk PLC
903
+ 5.82%
N/A
16.4K $0
Victory Portfolios Ii
2.98K
+ 15.03%
N/A
22.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
64.6K
+ 276.18%
N/A
88K $0
REAL
The Real Real, Inc.

Consumer Cyclical
725
+ 1.57%
$2.28 - $3.77 $1.65K - $2.73K
46.9K $147K
GIGB
Goldman Sachs ETF Access Invt
87
+ 1.76%
N/A
5.04K $0
T Rowe Price ETF Inc
8.03K
+ 29.95%
N/A
34.9K $0
CGMU
Capital Group Core Plus Income
1.28K
+ 11.38%
N/A
12.5K $0
FSCO
Fs Cr Opportunities Corp Com
61.1K
+ 31.08%
N/A
258K $0
CGMS
Capital Grp Core Plus Income E
14.8K
+ 42.9%
N/A
49.4K $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.6K
+ 4.18%
$23.09 - $25.75 $60K - $66.9K
64.8K $1.56M
MCK
Mckesson Corp

Healthcare
220
+ 17.94%
$479.06 - $630.38 $105K - $139K
1.45K $714K
GM
General Motors CO

Consumer Cyclical
111
+ 2.01%
$39.95 - $49.9 $4.43K - $5.54K
5.64K $252K
PSX
Phillips 66

Energy
24
+ 1.26%
$125.0 - $147.17 $3K - $3.53K
1.93K $253K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
45
+ 0.4%
$13.4 - $19.57 $603 - $881
11.2K $196K
NXPI
Nxp Semiconductors N.V.

Technology
230
+ 9.27%
$225.14 - $290.78 $51.8K - $66.9K
2.71K $650K
QTEC
First Trust Nasdaq 100 Technol

ETFs
22
+ 0.55%
$169.92 - $205.38 $3.74K - $4.52K
4.04K $773K
MRK
Merck & Co., Inc.

Healthcare
552
+ 3.98%
$111.15 - $128.97 $61.4K - $71.2K
14.4K $1.64M
FANG
Diamondback Energy, Inc.

Energy
19
+ 0.63%
$168.46 - $210.94 $3.2K - $4.01K
3.03K $522K
CRSP
Crispr Therapeutics Ag

Healthcare
2.17K
+ 7.9%
$44.62 - $62.75 $96.6K - $136K
29.6K $1.39M
AMAT
Applied Materials Inc

Technology
1.1K
+ 10.67%
$174.88 - $254.97 $192K - $280K
11.4K $2.31M
VYGR
Voyager Therapeutics, Inc.

Healthcare
9K
+ 7.04%
$5.77 - $9.27 $51.9K - $83.4K
137K $800K
AMZN
Amazon Com Inc

Consumer Cyclical
178
+ 0.39%
$161.02 - $200.0 $28.7K - $35.6K
45.6K $8.5M
SCHW
Schwab Charles Corp

Financial Services
417
+ 0.96%
$61.74 - $76.08 $25.7K - $31.7K
43.7K $2.83M
GOOG
Alphabet Inc.

Communication Services
704
+ 2.37%
$149.54 - $192.66 $105K - $136K
30.4K $5.08M
QCOM
Qualcomm Inc

Technology
1.64K
+ 7.24%
$156.12 - $209.64 $257K - $344K
24.3K $4.14M
LRCX
Lam Research Corp

Technology
101
+ 5.25%
$731.56 - $1127.3 $73.9K - $114K
2.02K $1.65M
Activity Summary
Buys All Purchases 293 New Holdings 45 Increased Positions 248 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 5 Puts 1
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