Patriot Financial Group Insurance Agency, LLC Sells in Q3 2024

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
-23
- 0.3%
$74.97 - $84.04 $1.72K - $1.93K
7.58K $633K
APD
Air Products & Chemicals, Inc.

Basic Materials
-398
- 9.05%
$247.34 - $300.11 $98.4K - $119K
4K $1.19M
WBS
Webster Financial Corp

Financial Services
-99
- 0.48%
$42.49 - $49.62 $4.21K - $4.91K
20.3K $948K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-212
- 0.87%
$54.33 - $60.04 $11.5K - $12.7K
24.1K $1.45M
PHM
Pultegroup Inc

Consumer Cyclical
-1
- 0.04%
$103.95 - $144.98 $104 - $145
2.27K $325K
LOW
Lowes Companies Inc

Consumer Cyclical
-129
- 5.85%
$213.3 - $270.78 $27.5K - $34.9K
2.08K $561K
CARR
Carrier Global Corp

Industrials
-564
- 7.8%
$61.9 - $80.88 $34.9K - $45.6K
6.67K $536K
ALLE
Allegion PLC

Industrials
-99
- 2.75%
$114.67 - $145.7 $11.4K - $14.4K
3.5K $509K
HD
Home Depot, Inc.

Consumer Cyclical
-308
- 8.95%
$333.64 - $405.2 $103K - $125K
3.13K $1.27M
CAT
Caterpillar Inc

Industrials
-65
- 3.39%
$316.8 - $391.12 $20.6K - $25.4K
1.85K $724K
MGV
Vanguard Mega Cap Value

ETFs
-50
- 0.51%
$118.0 - $128.28 $5.9K - $6.41K
9.8K $1.26M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.21K
- 2.84%
$67.43 - $74.23 $81.7K - $90K
41.4K $3.01M
ABBV
Abb Vie Inc.

Healthcare
-46
- 1.15%
$163.84 - $199.33 $7.54K - $9.17K
3.96K $781K
GE
General Electric CO

Industrials
-651
- 8.55%
$156.66 - $189.66 $102K - $123K
6.96K $1.31M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-20
- 0.08%
$50.02 - $54.5 $1K - $1.09K
26.1K $1.42M
JD
Jd.Com, Inc.

Consumer Cyclical
-1.99K
- 14.65%
$24.95 - $40.01 $49.5K - $79.4K
11.6K $462K
IIPR
Innovative Industrial Properties Inc

Real Estate
-440
- 6.46%
$107.56 - $136.78 $47.3K - $60.2K
6.37K $857K
META
Meta Platforms, Inc.

Communication Services
-1.39K
- 10.37%
$453.41 - $572.44 $628K - $793K
12K $6.86M
IQV
Iqvia Holdings Inc.

Healthcare
-245
- 3.52%
$206.81 - $251.55 $50.7K - $61.6K
6.72K $1.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12
- 0.04%
$41.9 - $48.26 $503 - $579
29.2K $1.4M
SWK
Stanley Black & Decker, Inc.

Industrials
-16
- 0.39%
$77.75 - $110.17 $1.24K - $1.76K
4.06K $447K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-181
- 0.66%
$63.5 - $69.79 $11.5K - $12.6K
27.1K $1.89M
VFC
V F Corp

Consumer Cyclical
-2.2K
- 7.26%
$12.74 - $19.95 $28K - $43.9K
28.1K $560K
PLTR
Palantir Technologies Inc.

Technology
-540
- 3.51%
$24.09 - $37.95 $13K - $20.5K
14.9K $552K
IBM
International Business Machines Corp

Technology
-107
- 2.53%
$175.1 - $223.38 $18.7K - $23.9K
4.12K $911K
UNH
Unitedhealth Group Inc

Healthcare
-81
- 2.32%
$488.01 - $604.18 $39.5K - $48.9K
3.42K $2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.1K
- 0.71%
$54.98 - $59.51 $60.3K - $65.2K
153K $9.13M
ORCL
Oracle Corp

Technology
-137
- 0.77%
$125.9 - $170.35 $17.2K - $23.3K
17.6K $2.99M
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 0.25%
$191.76 - $263.26 $4.79K - $6.58K
10.1K $2.64M
AAPL
Apple Inc.

Technology
-2.68K
- 3.51%
$207.23 - $234.82 $555K - $629K
73.7K $17.2M
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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