Ritholtz Wealth Management Purchases in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
1.69K
+ 40.05%
$118.22 - $136.54 $200K - $231K
5.91K $724K
REG
Regency Centers Corp

Real Estate
2.8K
New
$69.77 - $75.91 $195K - $212K
2.8K $206K
JNPR
Juniper Networks Inc

Technology
5.52K
New
$35.08 - $39.26 $194K - $217K
5.52K $206K
HDB
Hdfc Bank LTD

Financial Services
2.97K
+ 25.79%
$59.45 - $68.01 $177K - $202K
14.5K $926K
WMB
Williams Companies, Inc.

Energy
2.29K
+ 24.9%
$46.37 - $59.74 $106K - $137K
11.5K $622K
DTM
Dt Midstream, Inc.

Energy
2.02K
New
$78.85 - $108.56 $160K - $220K
2.02K $201K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
876
New
$193.7 - $235.05 $170K - $206K
876 $200K
USB
Us Bancorp \De\

Financial Services
1.82K
+ 3.48%
$43.98 - $53.66 $80.2K - $97.8K
54.2K $2.59M
CHK
Chesapeake Energy Corp

Energy
2.3K
New
$81.46 - $87.57 $187K - $201K
2.3K $197K
FTNT
Fortinet, Inc.

Technology
1.47K
+ 42.54%
$76.49 - $99.21 $112K - $145K
4.91K $463K
LDOS
Leidos Holdings, Inc.

Technology
2.09K
+ 36.42%
$143.17 - $201.39 $300K - $422K
7.84K $1.13M
VCTR
Victory Capital Holdings, Inc.

Financial Services
2.14K
+ 44.4%
$54.76 - $72.24 $117K - $155K
6.96K $455K
ORCC
Owl Rock Capital Corp

Financial Services
13.9K
+ 58.55%
N/A
37.7K $504K
MTB
M&T Bank Corp

Financial Services
787
+ 21.29%
$172.48 - $221.95 $136K - $175K
4.48K $843K
MD
Mednax, Inc.

Healthcare
13.9K
New
$11.83 - $16.08 $164K - $223K
13.9K $182K
WIT
Wipro LTD

Technology
146K
+ 127.89%
$3.54 - $7.24 $516K - $1.05M
260K $918K
MSI
Motorola Solutions, Inc.

Technology
266
+ 5.87%
$449.08 - $504.6 $119K - $134K
4.8K $2.22M
PRG
Prog Holdings, Inc.

Industrials
6.25K
+ 45.64%
$41.69 - $49.65 $260K - $310K
19.9K $842K
OPBK
Op Bancorp

Financial Services
3.74K
+ 10.4%
$12.2 - $18.26 $45.6K - $68.3K
39.7K $627K
BNS
Bank Of Nova Scotia

Financial Services
3.36K
+ 55.16%
$51.5 - $57.02 $173K - $192K
9.45K $507K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.5K
+ 10.94%
$17.24 - $19.07 $180K - $200K
106K $1.86M
PPIH
Perma Pipe International Holdings, Inc.

Industrials
11.6K
New
$12.75 - $17.14 $148K - $199K
11.6K $175K
SRTS
Sensus Healthcare, Inc.

Healthcare
20.3K
+ 65.33%
$5.95 - $8.95 $121K - $181K
51.3K $351K
RELL
Richardson Electronics, Ltd.

Technology
12.3K
New
$12.06 - $14.81 $148K - $182K
12.3K $172K
DECK
Deckers Outdoor Corp

Consumer Cyclical
270
+ 10.16%
$152.04 - $211.12 $41.1K - $57K
2.93K $594K
OB
Outbrain Inc.

Communication Services
1.77K
+ 2.64%
$4.27 - $7.6 $7.57K - $13.5K
69K $495K
DAL
Delta Air Lines, Inc.

Industrials
1.64K
+ 23.18%
$47.46 - $65.77 $77.9K - $108K
8.72K $527K
AXON
Axon Enterprise, Inc.

Industrials
114
+ 22.71%
$399.22 - $689.78 $45.5K - $78.6K
616 $366K
NOK
Nokia Corp

Technology
36.6K
New
$4.13 - $4.95 $151K - $181K
36.6K $162K
COP
Conocophillips

Energy
3.23K
+ 12.37%
$95.12 - $114.72 $307K - $371K
29.4K $2.91M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.09K
+ 14.57%
$59.58 - $67.31 $124K - $140K
16.4K $1.04M
ISRG
Intuitive Surgical Inc

Healthcare
44
+ 1.0%
$471.27 - $550.62 $20.7K - $24.2K
4.47K $2.33M
CFG
Citizens Financial Group Inc

Financial Services
2.79K
+ 25.09%
$39.92 - $48.46 $111K - $135K
13.9K $608K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
29.2K
+ 27.24%
$13.09 - $17.44 $382K - $509K
136K $1.84M
BH
Biglari Holdings Inc.

Consumer Cyclical
204
+ 17.0%
$165.36 - $264.55 $33.7K - $54K
1.4K $357K
CMPO
Compo Secure, Inc.

Industrials
6.1K
+ 14.24%
$13.6 - $16.55 $83K - $101K
49K $750K
CALM
Cal Maine Foods Inc

Consumer Defensive
668
+ 23.07%
$75.41 - $112.24 $50.4K - $75K
3.56K $366K
TZOO
Travelzoo

Communication Services
19.9K
+ 57.73%
N/A
54.3K $407K
AER
Aer Cap Holdings N.V.

Industrials
1.46K
+ 18.05%
$91.85 - $100.3 $134K - $146K
9.52K $910K
RTX
Raytheon Technologies Corp

Industrials
2.44K
+ 9.51%
$114.45 - $127.21 $279K - $311K
28.1K $3.25M
APH
Amphenol Corp

Technology
1.64K
+ 25.52%
$62.07 - $75.35 $102K - $123K
8.06K $559K
MFG
Mizuho Financial Group Inc

Financial Services
12.1K
+ 10.37%
$4.05 - $5.26 $48.9K - $63.5K
128K $627K
CME
Cme Group Inc.

Financial Services
417
+ 11.53%
$221.17 - $246.02 $92.2K - $103K
4.04K $937K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
48
+ 2.02%
$1146.59 - $1270.6 $55K - $61K
2.42K $2.87M
NTIC
Northern Technologies International Corp

Basic Materials
10.8K
New
$11.8 - $14.42 $128K - $156K
10.8K $137K
KKR
Kkr & Co. Inc.

Financial Services
631
+ 28.08%
$129.87 - $162.87 $81.9K - $103K
2.88K $425K
PAYX
Paychex Inc

Industrials
96
+ 0.5%
$135.86 - $148.73 $13K - $14.3K
19.3K $2.71M
JEF
Jefferies Financial Group Inc.

Financial Services
794
+ 21.37%
$61.95 - $81.75 $49.2K - $64.9K
4.51K $353K
FISV
Fiserv Inc

Technology
994
+ 24.17%
N/A
5.11K $639K
Activity Summary
Buys All Purchases 447 New Holdings 58 Increased Positions 389 Sells All Sells 380 Reductions 380 Sold out 0 Options Calls 1 Puts 0
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