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
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 0.95%
$135.05 - $148.35 $675 - $742
533 $75K
NRG
Nrg Energy, Inc.

Utilities
6
+ 2.91%
$68.89 - $91.22 $413 - $547
212 $19K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
73
New
$42.76 - $45.16 $3.12K - $3.3K
73 $3K
TRP
Tc Energy Corp

Energy
73
New
$37.48 - $47.9 $2.74K - $3.5K
73 $3K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
27
New
$97.96 - $124.99 $2.64K - $3.37K
27 $3K
BTI
British American Tobacco P.L.C.

Consumer Defensive
109
New
$31.07 - $39.36 $3.39K - $4.29K
109 $3K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
105
New
$29.79 - $33.25 $3.13K - $3.49K
105 $3K
HEFA
Ishares Currency Hedged Msci E

ETFs
89
New
$32.34 - $35.85 $2.88K - $3.19K
89 $3K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
75
New
$42.87 - $45.76 $3.22K - $3.43K
75 $3K
SAND
Sandstorm Gold LTD

Basic Materials
501
New
$5.04 - $6.32 $2.53K - $3.17K
501 $3K
NVS
Novartis Ag

Healthcare
25
+ 208.33%
$106.13 - $120.89 $2.65K - $3.02K
37 $4K
KSS
Kohls Corp

Consumer Cyclical
164
+ 32.54%
$18.62 - $22.79 $3.05K - $3.74K
668 $14K
USFR
Wisdomtree Floating Rate Treas

ETFs
68
New
$50.2 - $50.48 $3.41K - $3.43K
68 $3K
IHDG
Wisdomtree Tr

ETFs
85
New
$42.42 - $46.78 $3.61K - $3.98K
85 $3K
RIO
Rio Tinto PLC

Basic Materials
44
New
$59.71 - $71.21 $2.63K - $3.13K
44 $3K
ACHR
Archer Aviation Inc.

Industrials
1.02K
New
$2.91 - $5.39 $2.97K - $5.5K
1.02K $3K
TXN
Texas Instruments Inc

Technology
17
+ 2.95%
$194.6 - $194.6 $3.31K - $3.31K
593 $115K
SU
Suncor Energy Inc

Energy
72
New
$36.06 - $41.7 $2.6K - $3K
72 $2K
IGF
Ishares Global Infrastructure

ETFs
37
New
$47.97 - $54.56 $1.77K - $2.02K
37 $2K
BNS
Bank Of Nova Scotia

Financial Services
47
New
$44.71 - $54.78 $2.1K - $2.57K
47 $2K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
64
New
$34.24 - $41.13 $2.19K - $2.63K
64 $2K
SLVM
Sylvamo Corp

Basic Materials
29
New
$65.73 - $87.18 $1.91K - $2.53K
29 $2K
TTE
Total Energies Se

Energy
28
+ 5.83%
$68.61 - $68.61 $1.92K - $1.92K
508 $34K
GUNR
Flexshares Tr Morningstar Glob

ETFs
67
New
$38.51 - $41.48 $2.58K - $2.78K
67 $2K
RF
Regions Financial Corp

Financial Services
26
+ 6.77%
$19.51 - $23.42 $507 - $609
410 $9K
FMC
Fmc Corp

Basic Materials
9
+ 4.64%
$54.54 - $66.06 $491 - $595
203 $13K
FNV
Franco Nevada Corp

Basic Materials
23
New
$116.95 - $131.12 $2.69K - $3.02K
23 $2K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
66
New
$32.7 - $36.14 $2.16K - $2.39K
66 $2K
EOG
Eog Resources Inc

Energy
21
New
$117.9 - $132.65 $2.48K - $2.79K
21 $2K
WM
Waste Management Inc

Industrials
17
+ 3.5%
$196.96 - $223.45 $3.35K - $3.8K
503 $104K
FDX
Fedex Corp

Industrials
11
+ 13.25%
$254.64 - $313.52 $2.8K - $3.45K
94 $25K
NTR
Nutrien Ltd.

Basic Materials
37
New
$45.26 - $52.2 $1.67K - $1.93K
37 $1K
CNQ
Canadian Natural Resources LTD

Energy
58
New
$31.97 - $37.41 $1.85K - $2.17K
58 $1K
NEM
Newmont Corp

Basic Materials
8
+ 25.0%
$41.65 - $55.85 $333 - $447
40 $2K
WHR
Whirlpool Corp

Consumer Cyclical
3
+ 0.9%
$90.25 - $112.34 $271 - $337
336 $35K
VAL
Valaris LTD

Energy
18
New
$53.76 - $79.98 $968 - $1.44K
18 $1K
KEY
Keycorp

Financial Services
40
+ 40.0%
$13.95 - $17.34 $558 - $694
140 $2K
HPQ
Hp Inc

Technology
11
+ 2.01%
$32.02 - $38.11 $352 - $419
558 $20K
ABC
Amerisourcebergen Corp

Healthcare
9
New
N/A
9 $1K
BP
Bp PLC

Energy
56
+ 17.07%
$30.78 - $37.05 $1.72K - $2.07K
384 $12K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
54
New
$21.35 - $22.73 $1.15K - $1.23K
54 $1K
FE
Firstenergy Corp

Utilities
10
+ 10.64%
$38.25 - $44.54 $383 - $445
104 $4K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
22
New
$50.02 - $54.5 $1.1K - $1.2K
22 $1K
AWK
American Water Works Company, Inc.

Utilities
3
+ 12.0%
$127.76 - $149.9 $383 - $450
28 $4K
OMAB
Central North Airport Group

Industrials
28
New
$59.37 - $74.89 $1.66K - $2.1K
28 $1K
SNY
Sanofi

Healthcare
20
New
$48.54 - $58.53 $971 - $1.17K
20 $1K
SPTL
Spdr Portfolio Long Term Treas

ETFs
37
New
$26.69 - $29.87 $988 - $1.11K
37 $1K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
15
New
$69.46 - $74.23 $1.04K - $1.11K
15 $1K
TDW
Tidewater Inc

Energy
14
New
$69.32 - $106.47 $970 - $1.49K
14 $1K
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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