Plante Moran Financial Advisors, LLC Incresed Positions in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
154
+ 427.78%
$65.52 - $77.61 $10.1K - $12K
190 $14K
KHC
Kraft Heinz CO

Consumer Defensive
254
+ 33.16%
$31.86 - $36.13 $8.09K - $9.18K
1.02K $35K
MS
Morgan Stanley

Financial Services
58
+ 9.28%
$92.07 - $106.96 $5.34K - $6.2K
683 $71K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
41
+ 8.09%
$111.9 - $124.28 $4.59K - $5.1K
548 $67K
PLD
Prologis, Inc.

Real Estate
12
+ 2.11%
$111.95 - $132.43 $1.34K - $1.59K
580 $73K
NEOG
Neogen Corp

Healthcare
100
+ 1.39%
$14.73 - $17.71 $1.47K - $1.77K
7.3K $122K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
246
+ 17.31%
$42.59 - $60.56 $10.5K - $14.9K
1.67K $84K
SYY
Sysco Corp

Consumer Defensive
5
+ 0.37%
$69.16 - $78.98 $346 - $395
1.37K $106K
WSM
Williams Sonoma Inc

Consumer Cyclical
297
+ 100.0%
$128.47 - $280.94 $38.2K - $83.4K
594 $92K
ENB
Enbridge Inc

Energy
65
+ 5.81%
$35.27 - $41.18 $2.29K - $2.68K
1.18K $48K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
53
+ 9.33%
$81.1 - $89.18 $4.3K - $4.73K
621 $54K
CAG
Conagra Brands Inc.

Consumer Defensive
16
+ 1.02%
$28.13 - $32.83 $450 - $525
1.59K $51K
WPM
Wheaton Precious Metals Corp.

Basic Materials
54
+ 10.76%
$52.04 - $64.22 $2.81K - $3.47K
556 $33K
CTAS
Cintas Corp

Industrials
180
+ 300.0%
$201.38 - $819.83 $36.2K - $148K
240 $49K
NOC
Northrop Grumman Corp

Industrials
1
+ 1.52%
$423.73 - $533.14 $424 - $533
67 $35K
USB
Us Bancorp \De\

Financial Services
71
+ 13.15%
$39.04 - $47.23 $2.77K - $3.35K
611 $27K
OHI
Omega Healthcare Investors Inc

Real Estate
87
+ 23.77%
$33.55 - $41.29 $2.92K - $3.59K
453 $18K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
52
+ 2.72%
$47.95 - $49.61 $2.49K - $2.58K
1.97K $97K
AVUV
American Centy ETF Tr Avantis

ETFs
38
+ 9.45%
$88.24 - $99.7 $3.35K - $3.79K
440 $42K
CGGR
Capital Group Growth ETF Shs C

ETFs
5
+ 0.16%
$30.71 - $34.79 $154 - $174
3.07K $106K
WEC
Wec Energy Group, Inc.

Utilities
8
+ 3.13%
$77.68 - $96.19 $621 - $770
264 $25K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
22
+ 4.56%
$85.03 - $94.56 $1.87K - $2.08K
504 $46K
HLN
Haleon PLC

Healthcare
300
+ 33.98%
$8.32 - $10.7 $2.5K - $3.21K
1.18K $12K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
200
+ 16.04%
$49.83 - $62.75 $9.97K - $12.6K
1.45K $83K
FPE
First Tr Pfd Secs & Income ETF

ETFs
100
+ 4.06%
$17.35 - $18.22 $1.74K - $1.82K
2.56K $46K
MSTR
Microstrategy Inc

Technology
38
+ 1900.0%
$114.3 - $1800.09 $4.34K - $68.4K
40 $6K
CB
Chubb LTD

Financial Services
14
+ 175.0%
$252.51 - $292.2 $3.54K - $4.09K
22 $6K
VNQ
Vanguard Specialized Funds Van

ETFs
8
+ 3.98%
$82.97 - $98.97 $664 - $792
209 $20K
BIIB
Biogen Inc.

Healthcare
20
+ 117.65%
$189.07 - $236.8 $3.78K - $4.74K
37 $7K
KD
Kyndryl Holdings, Inc.

Technology
202
+ 62.35%
$21.78 - $27.63 $4.4K - $5.58K
526 $12K
TTEK
Tetra Tech Inc

Industrials
476
+ 400.0%
$45.59 - $237.74 $21.7K - $113K
595 $28K
TFC
Truist Financial Corp

Financial Services
78
+ 45.09%
$38.22 - $44.94 $2.98K - $3.51K
251 $10K
CI
Cigna Corp

Healthcare
9
+ 10.23%
$319.12 - $367.1 $2.87K - $3.3K
97 $33K
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 0.95%
$135.05 - $148.35 $675 - $742
533 $75K
ETR
Entergy Corp

Utilities
5
+ 4.63%
$104.75 - $131.61 $524 - $658
113 $14K
NVS
Novartis Ag

Healthcare
25
+ 208.33%
$106.13 - $120.89 $2.65K - $3.02K
37 $4K
TXN
Texas Instruments Inc

Technology
17
+ 2.95%
$194.6 - $194.6 $3.31K - $3.31K
593 $115K
EMB
Ishares Tr

ETFs
20
+ 25.64%
$87.75 - $93.74 $1.76K - $1.87K
98 $9K
D
Dominion Energy, Inc

Utilities
10
+ 3.14%
$48.01 - $58.53 $480 - $585
328 $18K
NRG
Nrg Energy, Inc.

Utilities
6
+ 2.91%
$68.89 - $91.22 $413 - $547
212 $19K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.49%
$86.95 - $97.09 $174 - $194
414 $39K
KSS
Kohls Corp

Consumer Cyclical
164
+ 32.54%
$18.62 - $22.79 $3.05K - $3.74K
668 $14K
FMC
Fmc Corp

Basic Materials
9
+ 4.64%
$54.54 - $66.06 $491 - $595
203 $13K
RF
Regions Financial Corp

Financial Services
26
+ 6.77%
$19.51 - $23.42 $507 - $609
410 $9K
TTE
Total Energies Se

Energy
28
+ 5.83%
$68.61 - $68.61 $1.92K - $1.92K
508 $34K
WM
Waste Management Inc

Industrials
17
+ 3.5%
$196.96 - $223.45 $3.35K - $3.8K
503 $104K
AWK
American Water Works Company, Inc.

Utilities
3
+ 12.0%
$127.76 - $149.9 $383 - $450
28 $4K
WHR
Whirlpool Corp

Consumer Cyclical
3
+ 0.9%
$90.25 - $112.34 $271 - $337
336 $35K
FE
Firstenergy Corp

Utilities
10
+ 10.64%
$38.25 - $44.54 $383 - $445
104 $4K
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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