Rise Advisors, LLC Purchases in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
80
New
$100.75 - $111.62 $8.06K - $8.93K
80 $8K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
163
New
$50.85 - $53.88 $8.29K - $8.78K
163 $8K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.41%
$175.14 - $206.36 $175 - $206
244 $50K
IEF
Ishares Barclays

ETFs
86
New
$92.67 - $99.14 $7.97K - $8.53K
86 $8K
CCK
Crown Holdings Inc

Consumer Cyclical
1
+ 0.29%
$71.52 - $95.86 $71.5 - $95.9
347 $33K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.49%
$233.44 - $279.45 $233 - $279
205 $56K
NI
Nisource Inc.

Utilities
11
+ 0.86%
$28.54 - $34.64 $314 - $381
1.3K $44K
KMI
Kinder Morgan, Inc.

Energy
37
+ 1.37%
$19.72 - $22.22 $730 - $822
2.74K $60K
WELL
Welltower Inc.

Real Estate
2
+ 0.68%
$104.0 - $129.74 $208 - $259
295 $37K
DUK
Duke Energy Corp

Utilities
4
+ 0.94%
$99.35 - $117.71 $397 - $471
431 $49K
UPRO
Proshares Trust Proshares Ultr

ETFs
2
+ 0.28%
$64.53 - $86.19 $129 - $172
714 $61K
DSI
Ishares Msci Kld 400 Social Et

ETFs
4
+ 0.3%
$97.81 - $108.79 $391 - $435
1.32K $143K
ARES
Ares Management Corp

Financial Services
2
+ 0.67%
$133.73 - $158.05 $267 - $316
300 $46K
PNW
Pinnacle West Capital Corp

Utilities
5
+ 1.02%
$75.52 - $91.31 $378 - $457
493 $43K
UL
Unilever PLC

Consumer Defensive
4
+ 0.71%
$54.7 - $65.59 $219 - $262
570 $37K
KBH
Kb Home

Consumer Cyclical
1
+ 0.29%
$65.35 - $89.63 $65.4 - $89.6
341 $29K
FFIN
First Financial Bankshares Inc

Financial Services
5
+ 0.68%
$28.56 - $39.46 $143 - $197
742 $27K
RRX
Regal Rexnord Corp

Industrials
1
+ 0.54%
$132.18 - $174.25 $132 - $174
185 $30K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.4%
$105.53 - $118.34 $211 - $237
508 $59K
MPW
Medical Properties Trust Inc

Real Estate
125
+ 3.56%
$4.03 - $6.38 $504 - $798
3.64K $21K
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.99%
$82.97 - $98.97 $332 - $396
408 $39K
BBY
Best Buy CO Inc

Consumer Cyclical
3
+ 0.97%
$80.23 - $103.29 $241 - $310
313 $32K
OTIS
Otis Worldwide Corp

Industrials
3
+ 0.42%
$91.43 - $104.43 $274 - $313
712 $74K
K
Kellogg CO

Consumer Defensive
2
+ 0.68%
$56.19 - $80.81 $112 - $162
297 $23K
ES
Eversource Energy

Utilities
5
+ 1.06%
$56.52 - $68.38 $283 - $342
475 $32K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.46%
$80.06 - $107.45 $80.1 - $107
217 $23K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.4%
$81.41 - $108.94 $81.4 - $109
249 $26K
EBAY
Ebay Inc

Consumer Cyclical
31
+ 8.81%
$52.61 - $65.44 $1.63K - $2.03K
383 $24K
SPG
Simon Property Group Inc

Real Estate
4
+ 1.43%
$146.09 - $170.11 $584 - $680
284 $48K
EXPO
Exponent Inc

Industrials
1
+ 0.34%
$93.45 - $115.28 $93.5 - $115
296 $34K
SYK
Stryker Corp

Healthcare
1
+ 0.36%
$315.94 - $371.96 $316 - $372
275 $99K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
22
+ 1.79%
$15.15 - $19.2 $333 - $422
1.25K $23K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.75%
$213.75 - $259.69 $214 - $260
135 $33K
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.72%
$73.58 - $89.21 $147 - $178
281 $25K
CUBE
Cube Smart

Real Estate
6
+ 1.03%
$43.74 - $54.55 $262 - $327
587 $31K
EFSC
Enterprise Financial Services Corp

Financial Services
3
+ 0.63%
$38.94 - $54.0 $117 - $162
479 $24K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1
+ 0.33%
$76.97 - $100.56 $77 - $101
301 $29K
AEP
American Electric Power CO Inc

Utilities
3
+ 0.89%
$87.11 - $104.95 $261 - $315
339 $34K
DTE
Dte Energy CO

Utilities
3
+ 1.09%
$108.67 - $128.41 $326 - $385
278 $35K
ITT
Itt Inc.

Industrials
1
+ 0.46%
$125.05 - $150.55 $125 - $151
217 $32K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 0.44%
$66.31 - $74.08 $265 - $296
908 $66K
CUZ
Cousins Properties Inc

Real Estate
10
+ 1.36%
$22.4 - $30.21 $224 - $302
748 $22K
WSM
Williams Sonoma Inc

Consumer Cyclical
170
+ 100.59%
$128.47 - $280.94 $21.8K - $47.8K
339 $52K
DEI
Douglas Emmett Inc

Real Estate
15
+ 1.32%
$13.22 - $17.58 $198 - $264
1.15K $20K
O
Realty Income Corp

Real Estate
6
+ 1.41%
$52.36 - $63.42 $314 - $381
432 $27K
POR
Portland General Electric CO

Utilities
36
+ 6.27%
$42.44 - $49.09 $1.53K - $1.77K
610 $29K
WASH
Washington Trust Bancorp Inc

Financial Services
18
+ 1.93%
$25.83 - $34.26 $465 - $617
950 $30K
JEF
Jefferies Financial Group Inc.

Financial Services
3
+ 0.68%
$49.97 - $62.49 $150 - $187
446 $27K
CBT
Cabot Corp

Basic Materials
1
+ 0.39%
$86.96 - $111.73 $87 - $112
256 $28K
Activity Summary
Buys All Purchases 576 New Holdings 27 Increased Positions 549 Sells All Sells 151 Reductions 150 Sold out 1 Options Calls 0 Puts 0
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