Plante Moran Financial Advisors, LLC New Holdings in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EVRG
Evergy, Inc.

Utilities
5.86K
New
$52.46 - $62.01 $307K - $363K
5.86K $363K
AYI
Acuity Brands Inc

Industrials
804
New
$222.88 - $275.47 $179K - $221K
804 $221K
EBC
Eastern Bankshares, Inc.

Financial Services
12.7K
New
$13.69 - $17.09 $174K - $217K
12.7K $208K
TECK
Teck Resources LTD

Basic Materials
3.47K
New
$43.48 - $53.4 $151K - $186K
3.47K $181K
KKR
Kkr & Co. Inc.

Financial Services
1.11K
New
$104.51 - $133.23 $116K - $147K
1.11K $144K
AWI
Armstrong World Industries Inc

Industrials
1.02K
New
$111.43 - $132.72 $114K - $135K
1.02K $133K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.33K
New
$74.21 - $96.5 $98.9K - $129K
1.33K $128K
AER
Aer Cap Holdings N.V.

Industrials
1.36K
New
$86.24 - $98.28 $117K - $133K
1.36K $128K
FIS
Fidelity National Information Services, Inc.

Technology
1.49K
New
$72.8 - $85.04 $108K - $127K
1.49K $124K
LII
Lennox International Inc

Industrials
196
New
$523.72 - $620.83 $103K - $122K
196 $118K
POST
Post Holdings, Inc.

Consumer Defensive
984
New
$103.64 - $118.23 $102K - $116K
984 $113K
CBRE
Cbre Group, Inc.

Real Estate
903
New
$85.97 - $124.48 $77.6K - $112K
903 $112K
STE
Steris PLC

Healthcare
455
New
$213.51 - $247.14 $97.1K - $112K
455 $110K
MC
Moelis & CO

Financial Services
1.55K
New
$57.14 - $70.62 $88.7K - $110K
1.55K $106K
POOL
Pool Corp

Industrials
271
New
$296.17 - $376.8 $80.3K - $102K
271 $102K
ATR
Aptargroup, Inc.

Healthcare
565
New
$138.54 - $160.11 $78.3K - $90.5K
565 $90K
WAT
Waters Corp

Healthcare
238
New
$282.7 - $359.89 $67.3K - $85.7K
238 $85K
NEU
Newmarket Corp

Basic Materials
141
New
$507.12 - $579.02 $71.5K - $81.6K
141 $77K
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
ODFL
Old Dominion Freight Line, Inc.

Industrials
355
New
$178.41 - $210.18 $63.3K - $74.6K
355 $70K
BALL
Ball Corp

Consumer Cyclical
960
New
$58.86 - $67.91 $56.5K - $65.2K
960 $65K
BRKR
Bruker Corp

Healthcare
949
New
$60.3 - $70.67 $57.2K - $67.1K
949 $65K
O
Realty Income Corp

Real Estate
769
New
$52.36 - $63.42 $40.3K - $48.8K
769 $48K
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
HWM
Howmet Aerospace Inc.

Industrials
418
New
$77.3 - $100.22 $32.3K - $41.9K
418 $41K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.86K
New
$10.63 - $11.81 $30.4K - $33.8K
2.86K $33K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
582
New
$37.45 - $52.79 $21.8K - $30.7K
582 $26K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
517
New
$44.65 - $47.21 $23.1K - $24.4K
517 $24K
HDV
Ishares Core High Dividend ETF

ETFs
196
New
$107.62 - $118.76 $21.1K - $23.3K
196 $23K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
195
New
$91.42 - $91.82 $17.8K - $17.9K
195 $17K
PHYS
Sprott Physical Gold Trust

Financial Services
805
New
$18.12 - $20.72 $14.6K - $16.7K
805 $16K
IP
International Paper CO

Consumer Cyclical
342
New
$42.55 - $49.98 $14.6K - $17.1K
342 $16K
IEV
Ishares Tr Europe ETF

ETFs
275
New
$53.25 - $58.78 $14.6K - $16.2K
275 $16K
VTWO
Vanguard Russell 2000 ETF

ETFs
185
New
$81.17 - $90.77 $15K - $16.8K
185 $16K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
181
New
$81.31 - $83.29 $14.7K - $15.1K
181 $15K
NRP
Natural Resource Partners LP

Energy
100
New
$83.14 - $100.53 $8.31K - $10.1K
100 $9K
ILF
Ishares Latin America 40 ETF

ETFs
338
New
$23.4 - $26.7 $7.91K - $9.02K
338 $8K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
164
New
$46.17 - $51.13 $7.57K - $8.39K
164 $8K
INDA
Ishares Msci India Index Fund

ETFs
140
New
$54.86 - $59.22 $7.68K - $8.29K
140 $8K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
586
New
$12.32 - $13.26 $7.22K - $7.77K
586 $7K
ASEA
Global X Funds Global X Ftse S

ETFs
361
New
$14.62 - $17.98 $5.28K - $6.49K
361 $6K
PPLT
Abrdn Platinum ETF Trust

ETFs
67
New
$89.83 - $89.83 $6.02K - $6.02K
67 $6K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
55
New
$114.73 - $120.23 $6.31K - $6.61K
55 $6K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
94
New
$48.89 - $54.14 $4.6K - $5.09K
94 $5K
WELL
Welltower Inc.

Real Estate
46
New
$104.0 - $129.74 $4.78K - $5.97K
46 $5K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
130
New
$36.02 - $41.68 $4.68K - $5.42K
130 $5K
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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