Patten & Patten Inc Purchases in Q3 2024

Patten & Patten Inc

  • $1.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
18K
+ 35.96%
$266.03 - $266.03 $4.79M - $4.79M
68K $18.1M
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 4.75%
$66.91 - $81.4 $760K - $925K
250K $20.2M
SCHW
Schwab Charles Corp

Financial Services
63.5K
+ 155.91%
$61.74 - $76.08 $3.92M - $4.83M
104K $6.75M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.72K
+ 1.75%
$57.22 - $80.08 $156K - $218K
158K $12.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
7.81K
New
$217.89 - $392.15 $1.7M - $3.06M
7.81K $2.19M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.03K
+ 2.21%
$54.98 - $59.51 $496K - $537K
417K $24.8M
HCA
Hca Healthcare, Inc.

Healthcare
610
+ 4.43%
$315.12 - $406.43 $192K - $248K
14.4K $5.84M
AMZN
Amazon Com Inc

Consumer Cyclical
6.9K
+ 22.31%
$161.02 - $200.0 $1.11M - $1.38M
37.8K $7.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.7K
+ 82.17%
$46.9 - $51.96 $876K - $970K
41.4K $2.13M
KRE
Spdr S&P Regional Banking ETF

ETFs
7.47K
+ 10.12%
$47.94 - $59.23 $358K - $442K
81.2K $4.6M
EXAS
Exact Sciences Corp

Healthcare
3.14K
+ 13.91%
$42.43 - $70.83 $133K - $222K
25.7K $1.75M
IWM
Ishares Russell 2000 ETF

ETFs
2.49K
+ 21.08%
$200.87 - $224.6 $500K - $559K
14.3K $3.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.84K
+ 18.3%
$162.83 - $179.16 $462K - $508K
18.3K $3.28M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
11.2K
+ 3.53%
$50.15 - $50.66 $561K - $566K
328K $16.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
50
+ 0.83%
$1015.62 - $1159.62 $50.8K - $58K
6.08K $7.01M
XLV
Select Sector Spdr Fund Health

ETFs
1.66K
+ 3.94%
$143.3 - $157.24 $237K - $261K
43.7K $6.73M
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.2K
New
$38.04 - $45.36 $463K - $552K
12.2K $543K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3K
+ 21.06%
$211.47 - $281.27 $634K - $843K
17.2K $4.23M
MCD
Mcdonalds Corp

Consumer Cyclical
83
+ 0.94%
$245.82 - $304.51 $20.4K - $25.3K
8.88K $2.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.69K
+ 15.59%
$81.31 - $83.29 $381K - $390K
34.8K $2.89M
XLU
Utilities Sector Spdr

ETFs
1.06K
+ 3.96%
$67.67 - $80.78 $71.4K - $85.2K
27.7K $2.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 0.29%
$475.2 - $527.7 $19K - $21.1K
13.9K $7.35M
NGVT
Ingevity Corp

Basic Materials
32K
+ 17.75%
$32.91 - $47.24 $1.05M - $1.51M
212K $8.27M
PFE
Pfizer Inc

Healthcare
11K
+ 14.0%
$27.7 - $31.39 $303K - $344K
89.2K $2.58M
AVGO
Broadcom Inc.

Technology
19.1K
+ 940.62%
$136.27 - $1745.86 $2.6M - $33.4M
21.1K $3.65M
XLI
Industrial Sector Spdr

ETFs
375
+ 1.67%
$120.56 - $135.44 $45.2K - $50.8K
22.9K $3.1M
IXN
Ishares Global Information Tec

ETFs
5.81K
+ 1.26%
$73.0 - $87.81 $424K - $510K
466K $38.4M
INDA
Ishares Msci India Index Fund

ETFs
5.43K
+ 52.39%
$54.86 - $59.22 $298K - $321K
15.8K $923K
CCJ
Cameco Corp

Energy
7.01K
New
$36.9 - $53.72 $258K - $376K
7.01K $334K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.75K
+ 63.88%
$50.25 - $50.74 $289K - $292K
14.8K $748K
TSLA
Tesla, Inc.

Consumer Cyclical
156
+ 4.34%
$191.76 - $263.26 $29.9K - $41.1K
3.75K $982K
ORCL
Oracle Corp

Technology
1
+ 0.01%
$125.9 - $170.35 $126 - $170
9.27K $1.58M
IVV
Ishares Core S&P 500 ETF

ETFs
269
+ 6.99%
$520.18 - $576.82 $140K - $155K
4.12K $2.38M
IHE
Ishares Tr

ETFs
2.25K
+ 9.53%
$65.61 - $72.86 $147K - $164K
25.8K $1.82M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.5K
New
$149.02 - $167.67 $224K - $252K
1.5K $251K
IYK
Ishares U.S. Consumer Staples

ETFs
3.39K
New
$65.27 - $72.12 $221K - $244K
3.39K $239K
MDT
Medtronic PLC

Healthcare
1.73K
+ 24.01%
$76.84 - $91.03 $133K - $158K
8.94K $804K
VNQ
Vanguard Specialized Funds Van

ETFs
2.41K
New
$82.97 - $98.97 $200K - $238K
2.41K $234K
EXC
Exelon Corp

Utilities
5.52K
New
$34.24 - $40.55 $189K - $224K
5.52K $223K
VPU
Vanguard Utilities ETF

ETFs
1.25K
New
$146.64 - $174.54 $183K - $218K
1.25K $217K
FNDA
Schwab Fundamental U S Small C

ETFs
3.58K
New
$54.26 - $60.01 $194K - $215K
3.58K $213K
D
Dominion Energy, Inc

Utilities
1.21K
+ 7.41%
$48.01 - $58.53 $57.9K - $70.5K
17.5K $1.01M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
480
+ 7.04%
$320.55 - $412.94 $154K - $198K
7.3K $2.84M
BMO
Bank Of Montreal

Financial Services
2.33K
New
$79.1 - $90.77 $184K - $211K
2.33K $210K
RIO
Rio Tinto PLC

Basic Materials
2.94K
New
$59.71 - $71.21 $175K - $209K
2.94K $209K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.35K
New
$109.16 - $155.35 $147K - $209K
1.35K $207K
IYR
Ishares Tr

ETFs
2.04K
New
$86.93 - $103.61 $177K - $211K
2.04K $207K
DHR
Danaher Corp

Healthcare
729
New
$239.25 - $280.76 $174K - $205K
729 $202K
OKE
Oneok Inc

Energy
2.21K
New
$78.62 - $95.27 $173K - $210K
2.21K $201K
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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