Pfg Investments, LLC Purchases in Q3 2024

Pfg Investments, LLC

  • $1.55 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
1.38K
+ 3.84%
$37.66 - $42.06 $51.9K - $57.9K
37.2K $1.56B
FNF
Fidelity National Financial, Inc.

Financial Services
3.25K
New
$48.08 - $62.04 $156K - $202K
3.25K $202M
LVHI
Franklin International Low Vol

ETFs
6.48K
New
$28.72 - $31.28 $186K - $203K
6.48K $201M
CRM
Salesforce, Inc.

Technology
342
+ 5.45%
$238.42 - $276.53 $81.5K - $94.6K
6.62K $1.81B
UPS
United Parcel Service Inc

Industrials
1.47K
+ 12.23%
$123.32 - $147.38 $182K - $217K
13.5K $1.84B
PFFA
Etfis Ser Tr I

ETFs
7.07K
+ 38.68%
$20.94 - $22.98 $148K - $162K
25.3K $578M
ES
Eversource Energy

Utilities
1
+ 0.01%
$56.52 - $68.38 $56.5 - $68.4
16.8K $1.14B
MKC
Mccormick & CO Inc

Consumer Defensive
197
+ 1.3%
$69.44 - $84.76 $13.7K - $16.7K
15.3K $1.26B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.66K
+ 20.4%
$49.83 - $62.75 $282K - $355K
33.4K $1.93B
BLK
Black Rock Inc.

Financial Services
76
+ 10.78%
$782.27 - $949.51 $59.5K - $72.2K
781 $741M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.76K
+ 32.74%
$84.77 - $97.13 $149K - $171K
7.13K $683M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.37K
+ 58.03%
$51.02 - $52.74 $172K - $177K
9.16K $483M
XLF
Financial Sector Spdr

ETFs
1.4K
+ 5.07%
$40.84 - $45.74 $57.3K - $64.2K
29.1K $1.32B
FE
Firstenergy Corp

Utilities
1.45K
+ 7.66%
$38.25 - $44.54 $55.5K - $64.6K
20.4K $903M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.56K
+ 10.08%
$31.18 - $33.5 $111K - $119K
38.9K $1.29B
MXF
Mexico Fund Inc

Financial Services
11.5K
New
$14.35 - $17.26 $166K - $199K
11.5K $174M
CATH
Global X Fds Global X S&P 500

ETFs
2.28K
+ 62.74%
$62.26 - $69.39 $142K - $158K
5.91K $410M
NIO
Nio Inc.

Consumer Cyclical
3.83K
+ 6.61%
$3.67 - $6.68 $14K - $25.6K
61.7K $412M
Annaly Capital Management In
3.13K
+ 3.01%
N/A
107K $2.15B
M
Macy'S, Inc.

Consumer Cyclical
10.7K
New
$14.31 - $19.64 $153K - $210K
10.7K $168M
ABT
Abbott Laboratories

Healthcare
2
+ 0.01%
$100.07 - $118.13 $200 - $236
16.6K $1.89B
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.54K
+ 2.8%
$98.23 - $98.97 $151K - $152K
56.4K $5.58B
WFC
Wells Fargo & Company

Financial Services
3.65K
+ 26.29%
$51.58 - $60.97 $188K - $223K
17.6K $991M
HE
Hawaiian Electric Industries Inc

Utilities
17.1K
New
$7.74 - $17.51 $133K - $300K
17.1K $166M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
15
+ 0.07%
$61.04 - $71.27 $916 - $1.07K
22.9K $1.58B
GWW
W.W. Grainger, Inc.

Industrials
112
+ 32.75%
$896.19 - $1044.18 $100K - $117K
454 $472M
KMI
Kinder Morgan, Inc.

Energy
3K
+ 7.08%
$19.72 - $22.22 $59.2K - $66.7K
45.4K $1B
PDP
Invesco Exchange Traded Fd Tr

ETFs
205
+ 0.85%
$91.9 - $103.31 $18.8K - $21.2K
24.3K $2.51B
HYG
Ishares Tr

ETFs
1.62K
+ 25.66%
$76.72 - $80.36 $125K - $131K
7.95K $639M
VGSH
Vanguard

ETFs
2.05K
+ 7.8%
$57.74 - $59.13 $118K - $121K
28.3K $1.67B
DTE
Dte Energy CO

Utilities
30
+ 0.36%
$108.67 - $128.41 $3.26K - $3.85K
8.31K $1.07B
ITA
Ishares Tr

ETFs
298
+ 5.12%
$131.58 - $149.64 $39.2K - $44.6K
6.12K $916M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
12.3K
New
$11.22 - $11.79 $138K - $145K
12.3K $145M
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
20K
New
$6.85 - $6.85 $137K - $137K
20K $145M
DNP
Dnp Select Income Fund Inc

Financial Services
5.95K
+ 12.79%
$8.21 - $10.03 $48.9K - $59.7K
52.5K $527M
TT
Trane Technologies PLC

Industrials
86
+ 4.79%
$314.21 - $388.71 $27K - $33.4K
1.88K $731M
CLX
Clorox CO

Consumer Defensive
301
+ 8.81%
$131.73 - $166.97 $39.7K - $50.3K
3.72K $606M
EMB
Ishares Tr

ETFs
1.36K
+ 58.6%
$87.75 - $93.74 $119K - $127K
3.68K $344M
DD
Du Pont De Nemours, Inc.

Basic Materials
537
+ 5.16%
$77.22 - $89.49 $41.5K - $48.1K
10.9K $975M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
307
+ 2.24%
$113.45 - $126.18 $34.8K - $38.7K
14K $1.76B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.67K
+ 51.07%
$217.89 - $392.15 $364K - $655K
4.94K $1.39B
IVV
Ishares Core S&P 500 ETF

ETFs
101
+ 4.06%
$520.18 - $576.82 $52.5K - $58.3K
2.59K $1.49B
VLY
Valley National Bancorp

Financial Services
14.4K
New
$6.58 - $9.34 $94.9K - $135K
14.4K $131M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
12.2K
New
$10.06 - $10.77 $123K - $131K
12.2K $131M
NOVA
Sunnova Energy International Inc.

Technology
13.4K
New
$5.17 - $12.24 $69.2K - $164K
13.4K $130M
FCX
Freeport Mcmoran Inc

Basic Materials
2.06K
+ 10.03%
$39.52 - $51.92 $81.5K - $107K
22.6K $1.13B
BHR
Braemar Hotels & Resorts Inc.

Real Estate
33.9K
+ 74.44%
$2.49 - $3.87 $84.5K - $131K
79.5K $246M
TTD
Trade Desk, Inc.

Technology
910
+ 39.04%
$83.08 - $110.79 $75.6K - $101K
3.24K $355M
PSA
Public Storage

Real Estate
81
+ 6.33%
$283.13 - $365.01 $22.9K - $29.6K
1.36K $495M
Activity Summary
Buys All Purchases 600 New Holdings 131 Increased Positions 469 Sells All Sells 353 Reductions 353 Sold out 0 Options Calls 0 Puts 0
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