Prospera Financial Services Inc Purchases in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
14
+ 0.47%
$324.93 - $383.42 $4.55K - $5.37K
3.01K $1.05M
XEL
Xcel Energy Inc

Utilities
764
+ 5.89%
$62.16 - $72.92 $47.5K - $55.7K
13.7K $927K
BR
Broadridge Financial Solutions, Inc.

Technology
92
+ 1.81%
$209.64 - $236.44 $19.3K - $21.8K
5.18K $1.17M
PRU
Prudential Financial Inc

Financial Services
833
+ 9.84%
$114.59 - $129.52 $95.5K - $108K
9.3K $1.1M
SPG
Simon Property Group Inc

Real Estate
119
+ 0.67%
$167.23 - $183.84 $19.9K - $21.9K
18K $3.1M
SHLS
Shoals Technologies Group, Inc.

Technology
13.9K
New
$4.15 - $6.14 $57.6K - $85.3K
13.9K $76K
VTWO
Vanguard Russell 2000 ETF

ETFs
855
+ 6.49%
$87.42 - $98.06 $74.7K - $83.8K
14K $1.25M
VHT
Vanguard Health Care ETF

ETFs
573
+ 22.3%
$250.81 - $283.3 $144K - $162K
3.14K $797K
JBL
Jabil Inc

Technology
9
+ 0.31%
$118.97 - $147.77 $1.07K - $1.33K
2.95K $424K
DG
Dollar General Corp

Consumer Defensive
1.29K
+ 42.5%
$73.27 - $84.47 $94.4K - $109K
4.32K $327K
LUV
Southwest Airlines CO

Industrials
496
+ 3.75%
$28.99 - $34.84 $14.4K - $17.3K
13.7K $461K
FSK
Fs Kkr Capital Corp

Financial Services
311
+ 0.99%
$19.71 - $22.22 $6.13K - $6.91K
31.6K $686K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
4.43K
+ 10.35%
$18.62 - $19.05 $82.5K - $84.4K
47.3K $884K
ATO
Atmos Energy Corp

Utilities
414
+ 2.08%
$136.41 - $151.43 $56.5K - $62.7K
20.4K $2.84M
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 7.49%
$53.26 - $60.98 $55.9K - $64K
15.1K $872K
HBAN
Huntington Bancshares Inc

Financial Services
2.12K
+ 10.58%
$14.18 - $18.2 $30K - $38.6K
22.1K $360K
INTU
Intuit Inc

Technology
90
+ 8.93%
$602.01 - $706.25 $54.2K - $63.6K
1.1K $690K
JOBY
Joby Aviation, Inc.

Industrials
1.5K
+ 9.07%
$4.8 - $9.16 $7.2K - $13.7K
18K $146K
EVRG
Evergy, Inc.

Utilities
1.22K
+ 3.79%
$59.06 - $65.0 $71.9K - $79.2K
33.4K $2.05M
BWXT
Bwx Technologies, Inc.

Industrials
458
+ 12.0%
$111.39 - $133.28 $51K - $61K
4.28K $476K
UTG
Reaves Utility Income Fund

Financial Services
2.29K
+ 20.97%
$30.81 - $34.99 $70.4K - $80K
13.2K $417K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
3.01K
+ 9.42%
$20.05 - $20.15 $60.4K - $60.7K
35K $702K
EWJ
Ishares Msci Japan ETF

ETFs
1.06K
+ 35.97%
$66.18 - $71.84 $70.4K - $76.4K
4.02K $269K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
295
+ 2.84%
$55.58 - $62.6 $16.4K - $18.5K
10.7K $642K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
684
+ 22.19%
$119.34 - $127.78 $81.6K - $87.4K
3.77K $449K
NBIX
Neurocrine Biosciences Inc

Healthcare
9
+ 0.35%
$111.62 - $139.44 $1K - $1.25K
2.59K $353K
AADR
Advisorshares Dorsey Wright Ad

ETFs
353
+ 6.05%
$63.29 - $71.88 $22.3K - $25.4K
6.19K $427K
AVUV
American Centy ETF Tr Avantis

ETFs
562
+ 25.79%
$94.37 - $106.41 $53K - $59.8K
2.74K $264K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
4.15K
+ 18.55%
$23.17 - $26.26 $96.2K - $109K
26.5K $637K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
3.03K
+ 9.42%
$19.8 - $20.06 $60K - $60.8K
35.2K $698K
SYY
Sysco Corp

Consumer Defensive
1.01K
+ 7.22%
$73.63 - $81.77 $74.1K - $82.3K
14.9K $1.14M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.57K
+ 7.75%
$17.93 - $18.8 $46.1K - $48.3K
35.7K $650K
DUK
Duke Energy Corp

Utilities
4.84K
+ 7.8%
$105.76 - $120.76 $511K - $584K
66.8K $7.2M
SCI
Service Corp International

Consumer Cyclical
567
+ 10.86%
$73.36 - $88.6 $41.6K - $50.2K
5.79K $461K
BK
Bank Of New York Mellon Corp

Financial Services
307
+ 5.8%
$70.82 - $81.87 $21.7K - $25.1K
5.6K $430K
OMC
Omnicom Group Inc.

Communication Services
2K
+ 28.41%
$85.82 - $105.47 $172K - $211K
9.05K $778K
ABT
Abbott Laboratories

Healthcare
1.36K
+ 1.18%
$111.93 - $119.39 $152K - $162K
116K $13.1M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
35
+ 0.2%
$21.71 - $25.45 $760 - $891
17.9K $442K
MBB
Ishares Tr

ETFs
865
+ 10.86%
$91.26 - $95.82 $78.9K - $82.9K
8.83K $809K
SONY
Sony Group Corp

Technology
22.2K
+ 396.16%
$17.53 - $96.8 $389K - $2.15M
27.8K $587K
FPX
First Trust Us Equity Opportun

ETFs
2
+ 0.04%
$109.38 - $131.9 $219 - $264
4.91K $586K
NUE
Nucor Corp

Basic Materials
1.64K
+ 36.83%
$115.78 - $167.74 $190K - $276K
6.1K $712K
VNQ
Vanguard Specialized Funds Van

ETFs
1.77K
+ 12.86%
$87.85 - $98.6 $155K - $174K
15.5K $1.38M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
4.71K
+ 21.17%
$9.64 - $10.11 $45.4K - $47.6K
27K $264K
BSX
Boston Scientific Corp

Healthcare
30
+ 0.44%
$83.62 - $91.5 $2.51K - $2.75K
6.81K $608K
PSET
Principal Exchange Traded Fund

ETFs
530
+ 11.34%
$69.39 - $74.43 $36.8K - $39.4K
5.21K $372K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
665
+ 0.59%
$61.68 - $67.87 $41K - $45.1K
113K $7.02M
TFC
Truist Financial Corp

Financial Services
257
+ 0.57%
$41.51 - $48.1 $10.7K - $12.4K
45.2K $1.96M
VNLA
Janus Henderson Short Duration

ETFs
740
+ 14.7%
$48.82 - $49.11 $36.1K - $36.3K
5.77K $282K
Activity Summary
Buys All Purchases 716 New Holdings 83 Increased Positions 633 Sells All Sells 359 Reductions 359 Sold out 0 Options Calls 0 Puts 0
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