Perigon Wealth Management, LLC Purchases in Q3 2024

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
189
+ 5.85%
$175.14 - $206.36 $33.1K - $39K
3.42K $705K
BRX
Brixmor Property Group Inc.

Real Estate
6.44K
+ 23.09%
$22.73 - $22.73 $146K - $146K
34.3K $779K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.23K
+ 3.41%
$26.01 - $27.41 $58.1K - $61.2K
67.7K $1.85M
EQIX
Equinix Inc

Real Estate
2
+ 0.2%
$749.0 - $890.01 $1.5K - $1.78K
1.01K $898K
CHTR
Charter Communications, Inc.

Communication Services
127
+ 3.46%
$290.56 - $383.07 $36.9K - $48.6K
3.8K $1.23M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.33K
+ 33.91%
$75.63 - $84.89 $100K - $113K
5.24K $441K
NRG
Nrg Energy, Inc.

Utilities
223
+ 2.73%
$68.89 - $91.22 $15.4K - $20.3K
8.39K $764K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14.2K
New
$8.26 - $12.16 $118K - $173K
14.2K $127K
WBD
Warner Bros. Discovery, Inc.

Communication Services
15.3K
New
$6.71 - $8.78 $103K - $134K
15.3K $126K
PHM
Pultegroup Inc

Consumer Cyclical
114
+ 3.49%
$103.95 - $144.98 $11.9K - $16.5K
3.39K $485K
PEG
Public Service Enterprise Group Inc

Utilities
58
+ 0.76%
$73.58 - $89.21 $4.27K - $5.17K
7.71K $687K
BAX
Baxter International Inc

Healthcare
1.35K
+ 8.31%
$32.85 - $40.26 $44.3K - $54.3K
17.6K $667K
IYR
Ishares Tr

ETFs
424
+ 7.5%
$86.93 - $103.61 $36.9K - $43.9K
6.08K $619K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.91K
+ 9.11%
$47.95 - $49.61 $91.6K - $94.8K
22.9K $1.13M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.16K
+ 45.88%
$217.89 - $392.15 $470K - $847K
6.87K $1.93M
MATX
Matson, Inc.

Industrials
11
+ 0.11%
$121.89 - $142.79 $1.34K - $1.57K
10K $1.43M
URI
United Rentals, Inc.

Industrials
39
+ 7.22%
$627.41 - $814.1 $24.5K - $31.7K
579 $468K
AON
Aon PLC

Financial Services
89
+ 5.46%
$293.16 - $351.06 $26.1K - $31.2K
1.72K $595K
ALL
Allstate Corp

Financial Services
173
+ 6.28%
$158.43 - $192.86 $27.4K - $33.4K
2.93K $555K
SRE
Sempra Energy

Utilities
56
+ 0.38%
$74.97 - $84.04 $4.2K - $4.71K
14.8K $1.23M
OKE
Oneok Inc

Energy
84
+ 0.76%
$78.62 - $95.27 $6.6K - $8K
11.1K $1.01M
SHOP
Shopify Inc.

Technology
166
+ 2.33%
$52.26 - $80.75 $8.68K - $13.4K
7.3K $584K
PLD
Prologis, Inc.

Real Estate
230
+ 3.79%
$111.95 - $132.43 $25.7K - $30.5K
6.29K $794K
DBX
Dropbox, Inc.

Technology
148
+ 0.4%
$21.42 - $25.44 $3.17K - $3.77K
37.1K $943K
EOG
Eog Resources Inc

Energy
966
+ 42.15%
$117.9 - $132.65 $114K - $128K
3.26K $400K
BAC
Bank Of America Corp

Financial Services
3.16K
+ 1.67%
$36.65 - $44.13 $116K - $139K
192K $7.64M
PAVE
Global X Fds Us Infrastructure

ETFs
4
+ 0.02%
$36.39 - $41.16 $146 - $165
26K $1.07M
PH
Parker Hannifin Corp

Industrials
27
+ 3.79%
$501.01 - $635.92 $13.5K - $17.2K
740 $467K
LTRN
Lantern Pharma Inc.

Healthcare
28.9K
New
$3.42 - $4.83 $98.8K - $140K
28.9K $106K
ICVT
Ishares Tr Convertible Bond Et

ETFs
679
+ 7.06%
$77.24 - $83.67 $52.4K - $56.8K
10.3K $861K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1.91K
+ 8.33%
$50.15 - $50.66 $96K - $97K
24.9K $1.26M
AOR
Ishares Tr Core Growth Allocat

ETFs
793
+ 4.08%
$55.15 - $59.31 $43.7K - $47K
20.2K $1.2M
APO
Apollo Global Management, Inc.

Financial Services
580
+ 13.11%
$99.16 - $125.81 $57.5K - $73K
5K $624K
IGM
Ishares Expanded Tech Sector E

ETFs
768
+ 4.41%
$84.03 - $98.62 $64.5K - $75.7K
18.2K $1.75M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.37K
+ 7.63%
$46.18 - $48.92 $63K - $66.8K
19.3K $935K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.97K
+ 2.7%
$50.52 - $50.95 $99.7K - $101K
75.2K $3.83M
ADMA
Adma Biologics, Inc.

Healthcare
41
+ 0.36%
$11.21 - $20.03 $460 - $821
11.3K $225K
CPB
Campbell Soup CO

Consumer Defensive
1.08K
+ 8.84%
$45.01 - $51.89 $48.5K - $55.9K
13.3K $648K
MET
Metlife Inc

Financial Services
114
+ 1.57%
$67.96 - $82.48 $7.75K - $9.4K
7.37K $607K
KR
Kroger CO

Consumer Defensive
508
+ 5.6%
$50.43 - $57.3 $25.6K - $29.1K
9.58K $548K
ARW
Arrow Electronics Inc

Technology
391
+ 10.96%
$117.29 - $135.1 $45.9K - $52.8K
3.96K $525K
A
Agilent Technologies, Inc.

Healthcare
179
+ 5.01%
$125.42 - $148.48 $22.5K - $26.6K
3.76K $557K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
48
+ 11.91%
$1015.62 - $1159.62 $48.7K - $55.7K
451 $519K
XLE
Energy Sector Spdr

ETFs
2.02K
+ 7.8%
$84.35 - $93.39 $171K - $189K
28K $2.46M
EWJ
Ishares Msci Japan ETF

ETFs
985
+ 15.64%
$63.12 - $72.99 $62.2K - $71.9K
7.28K $520K
ADI
Analog Devices Inc

Technology
363
+ 11.59%
$200.56 - $243.33 $72.8K - $88.3K
3.49K $804K
AME
Ametek Inc

Industrials
104
+ 0.73%
$152.74 - $176.01 $15.9K - $18.3K
14.4K $2.46M
SPFF
Global X Superincome Preferred

ETFs
3.08K
+ 2.83%
$9.01 - $9.86 $27.7K - $30.3K
112K $1.09M
IQV
Iqvia Holdings Inc.

Healthcare
72
+ 2.58%
$206.81 - $251.55 $14.9K - $18.1K
2.87K $678K
Activity Summary
Buys All Purchases 584 New Holdings 171 Increased Positions 413 Sells All Sells 362 Reductions 362 Sold out 0 Options Calls 3 Puts 1
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