Plante Moran Financial Advisors, LLC Purchases in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
POOL
Pool Corp

Industrials
271
New
$296.17 - $376.8 $80.3K - $102K
271 $102K
MDT
Medtronic PLC

Healthcare
912
+ 76.38%
$76.84 - $91.03 $70.1K - $83K
2.11K $189K
CPRT
Copart Inc

Consumer Cyclical
1.86K
+ 176.62%
$49.19 - $55.54 $91.4K - $103K
2.91K $152K
KEYS
Keysight Technologies, Inc.

Technology
561
+ 172.62%
$119.86 - $158.87 $67.2K - $89.1K
886 $140K
CINF
Cincinnati Financial Corp

Financial Services
555
+ 51.63%
$115.7 - $138.2 $64.2K - $76.7K
1.63K $221K
ATR
Aptargroup, Inc.

Healthcare
565
New
$138.54 - $160.11 $78.3K - $90.5K
565 $90K
SWKS
Skyworks Solutions, Inc.

Technology
919
+ 567.28%
$96.22 - $120.68 $88.4K - $111K
1.08K $106K
WAT
Waters Corp

Healthcare
238
New
$282.7 - $359.89 $67.3K - $85.7K
238 $85K
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 2.32%
$801.83 - $917.05 $27.3K - $31.2K
1.5K $1.33M
WTFC
Wintrust Financial Corp

Financial Services
685
+ 180.74%
$96.43 - $111.89 $66.1K - $76.6K
1.06K $115K
AFL
Aflac Inc

Financial Services
379
+ 24.89%
$88.52 - $111.8 $33.5K - $42.4K
1.9K $212K
AMGN
Amgen Inc

Healthcare
17
+ 0.23%
$309.38 - $337.38 $5.26K - $5.74K
7.26K $2.34M
UNF
Unifirst Corp

Industrials
387
New
$164.34 - $198.74 $63.6K - $76.9K
387 $76K
HAS
Hasbro, Inc.

Consumer Cyclical
1.05K
New
$56.54 - $72.32 $59.2K - $75.7K
1.05K $75K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
777
New
$87.56 - $95.49 $68K - $74.2K
777 $74K
DTM
Dt Midstream, Inc.

Energy
482
+ 10.82%
$69.34 - $79.28 $33.4K - $38.2K
4.94K $388K
ODFL
Old Dominion Freight Line, Inc.

Industrials
355
New
$178.41 - $210.18 $63.3K - $74.6K
355 $70K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 0.7%
$201.87 - $242.35 $2.83K - $3.39K
2.02K $473K
BRKR
Bruker Corp

Healthcare
949
New
$60.3 - $70.67 $57.2K - $67.1K
949 $65K
BALL
Ball Corp

Consumer Cyclical
960
New
$58.86 - $67.91 $56.5K - $65.2K
960 $65K
FISV
Fiserv Inc

Technology
479
+ 159.67%
N/A
779 $97K
GE
General Electric CO

Industrials
76
+ 5.08%
$156.66 - $189.66 $11.9K - $14.4K
1.57K $296K
GL
Globe Life Inc.

Financial Services
525
+ 52500.0%
$80.92 - $109.6 $42.5K - $57.5K
526 $55K
QUAL
Ishares Msci Usa Quality Facto

ETFs
219
+ 12.94%
$162.64 - $179.3 $35.6K - $39.3K
1.91K $342K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1K
+ 160.74%
$53.01 - $82.74 $53.2K - $83K
1.63K $105K
IAU
Ishares Gold Trust

ETFs
219
+ 3.16%
$44.06 - $50.5 $9.65K - $11.1K
7.14K $354K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
446
+ 15.45%
$68.79 - $76.02 $30.7K - $33.9K
3.33K $253K
COF
Capital One Financial Corp

Financial Services
329
+ 506.15%
$131.42 - $153.05 $43.2K - $50.4K
394 $58K
DVY
Ishares Tr

ETFs
100
+ 3.96%
$119.99 - $135.74 $12K - $13.6K
2.62K $354K
MA
Mastercard Inc

Financial Services
14
+ 1.78%
$429.6 - $500.99 $6.01K - $7.01K
800 $395K
O
Realty Income Corp

Real Estate
769
New
$52.36 - $63.42 $40.3K - $48.8K
769 $48K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
951
+ 337.23%
$41.9 - $48.26 $39.8K - $45.9K
1.23K $58K
KO
Coca Cola CO

Consumer Defensive
97
+ 2.07%
$62.69 - $73.01 $6.08K - $7.08K
4.78K $343K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
36
+ 1.03%
$127.29 - $141.5 $4.58K - $5.09K
3.54K $493K
MCK
Mckesson Corp

Healthcare
98
+ 171.93%
$479.06 - $630.38 $46.9K - $61.8K
155 $76K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
325
+ 365.17%
$116.79 - $133.54 $38K - $43.4K
414 $54K
CME
Cme Group Inc.

Financial Services
29
+ 1.97%
$193.43 - $220.62 $5.61K - $6.4K
1.5K $331K
BRBR
Bellring Brands, Inc.

Consumer Defensive
676
New
$48.99 - $61.11 $33.1K - $41.3K
676 $41K
ONON
On Holding Ag

Consumer Cyclical
833
New
$36.63 - $51.57 $30.5K - $43K
833 $41K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
435
+ 334.62%
$83.76 - $91.82 $36.4K - $39.9K
565 $51K
HWM
Howmet Aerospace Inc.

Industrials
418
New
$77.3 - $100.22 $32.3K - $41.9K
418 $41K
T
At&T Inc.

Communication Services
1.26K
+ 30.07%
$18.21 - $22.28 $22.9K - $28K
5.43K $119K
NOW
Service Now, Inc.

Technology
8
+ 2.86%
$730.87 - $937.36 $5.85K - $7.5K
288 $257K
IYW
Ishares Dj Us Tech ETF

ETFs
218
+ 15.59%
$133.16 - $158.73 $29K - $34.6K
1.62K $245K
CMCSA
Comcast Corp

Communication Services
528
+ 12.65%
$37.33 - $41.78 $19.7K - $22.1K
4.7K $196K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.86K
New
$10.63 - $11.81 $30.4K - $33.8K
2.86K $33K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
69
+ 0.96%
$60.84 - $67.51 $4.2K - $4.66K
7.28K $491K
DUK
Duke Energy Corp

Utilities
108
+ 9.69%
$99.35 - $117.71 $10.7K - $12.7K
1.22K $141K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.18%
$434.77 - $502.96 $2.17K - $2.51K
2.82K $1.38M
Activity Summary
Buys All Purchases 330 New Holdings 154 Increased Positions 176 Sells All Sells 138 Reductions 137 Sold out 1 Options Calls 0 Puts 0
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