Ritholtz Wealth Management Purchases in Q3 2024

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
77
+ 4.94%
$354.52 - $391.16 $27.3K - $30.1K
1.64K $614K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
36
+ 0.2%
$47.01 - $48.2 $1.69K - $1.74K
18K $867K
LECO
Lincoln Electric Holdings Inc

Industrials
60
+ 4.83%
$173.3 - $211.48 $10.4K - $12.7K
1.3K $250K
CHD
Church & Dwight CO Inc

Consumer Defensive
61
+ 0.74%
$98.01 - $106.59 $5.98K - $6.5K
8.36K $874K
PANW
Palo Alto Networks Inc

Technology
7
+ 0.16%
$294.18 - $368.01 $2.06K - $2.58K
4.43K $1.52M
ABC
Amerisourcebergen Corp

Healthcare
82
+ 0.78%
N/A
10.6K $1.96M
TIP
Ishares Tr Tips Bd ETF

ETFs
43
+ 1.91%
$105.92 - $110.83 $4.55K - $4.77K
2.3K $253K
ROP
Roper Technologies Inc

Industrials
27
+ 3.59%
$515.25 - $576.55 $13.9K - $15.6K
779 $433K
FONR
Fonar Corp

Healthcare
303
+ 2.88%
$15.9 - $18.53 $4.82K - $5.61K
10.8K $174K
EOG
Eog Resources Inc

Energy
147
+ 3.61%
$117.9 - $132.65 $17.3K - $19.5K
4.22K $518K
Zymeworks Inc
24.1K
+ 52.43%
N/A
70.2K $0
Grayscale Bitcoin Mini Tr Bt
11.3K
New
N/A
11.3K $0
Crane Company
349
+ 5.49%
N/A
6.71K $0
Phinia Inc
18.6K
New
N/A
18.6K $0
CRH.L
Crh PLC

Basic Materials
4.31K
+ 10.37%
N/A
45.8K $0
Acres Commercial Realty Corp
4.83K
+ 23.04%
N/A
25.8K $0
Gsk PLC
2.14K
+ 2.81%
N/A
78.5K $0
Natwest Group PLC
27.2K
+ 26.36%
N/A
131K $0
Brookfield Corp
17.4K
+ 85.45%
N/A
37.8K $0
Brookfield Asset Managmt LTD
4.9K
New
N/A
4.9K $0
Ferguson Enterprises Inc
2.49K
New
N/A
2.49K $0
Thomson Reuters Corp.
352
+ 7.09%
N/A
5.31K $0
Taylor Devices Inc
5.56K
+ 60.31%
N/A
14.8K $0
SBLK
Star Bulk Carriers Corp.

Industrials
890
+ 2.8%
$19.87 - $25.0 $17.7K - $22.3K
32.6K $773K
Priority Technology Hldgs In
12.4K
New
N/A
12.4K $0
Flutter Entmt PLC
1.67K
New
N/A
1.67K $0
Linde PLC
528
+ 12.26%
N/A
4.84K $0
CRDA
Crawford & CO Class A

ETFs
898
+ 4.43%
N/A
21.2K $0
Anglogold Ashanti PLC
8.35K
New
N/A
8.35K $0
Arm Holdings PLC
520
+ 23.17%
N/A
2.76K $0
Canadian Pacific Kansas City
6.91K
+ 56.56%
N/A
19.1K $0
Annaly Capital Management In
465
+ 3.13%
N/A
15.3K $0
MFG
Mizuho Financial Group Inc

Financial Services
938
+ 0.81%
$3.69 - $4.62 $3.46K - $4.33K
116K $486K
UMC
United Microelectronics Corp

Technology
3.41K
+ 3.18%
$7.43 - $8.89 $25.4K - $30.4K
111K $931K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
7.78K
+ 4.87%
$11.38 - $14.48 $88.5K - $113K
167K $2.11M
MRO
Marathon Oil Corp

Energy
4
+ 0.02%
$25.87 - $29.26 $103 - $117
16.1K $429K
INTU
Intuit Inc

Technology
174
+ 4.44%
$602.97 - $670.49 $105K - $117K
4.1K $2.54M
VNT
Vontier Corp

Technology
644
+ 4.91%
$31.95 - $41.39 $20.6K - $26.7K
13.8K $464K
KEQU
Kewaunee Scientific Corp

Consumer Cyclical
2.16K
+ 24.62%
$33.14 - $55.62 $71.4K - $120K
10.9K $363K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
379
+ 11.57%
$129.86 - $184.59 $49.2K - $70K
3.66K $511K
CURV
Torrid Holdings Inc.

Consumer Cyclical
9.92K
+ 25.98%
$3.91 - $8.95 $38.8K - $88.8K
48.1K $189K
AMKR
Amkor Technology, Inc.

Technology
357
+ 1.67%
$28.09 - $44.68 $10K - $16K
21.7K $664K
CRWD
Crowd Strike Holdings, Inc.

Technology
45
+ 2.08%
$217.89 - $392.15 $9.81K - $17.6K
2.21K $619K
TM
Toyota Motor Corp

Consumer Cyclical
1.41K
+ 7.24%
$167.18 - $207.59 $236K - $293K
20.9K $3.74M
VLO
Valero Energy Corp

Energy
27
+ 0.22%
$132.81 - $163.48 $3.59K - $4.41K
12.5K $1.69M
NVO
Novo Nordisk A S

Healthcare
8.93K
+ 8.16%
$119.07 - $145.42 $1.06M - $1.3M
118K $14.1M
Activity Summary
Buys All Purchases 497 New Holdings 105 Increased Positions 392 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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