Ritholtz Wealth Management Incresed Positions in Q3 2024

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEU
Newmarket Corp

Basic Materials
97
+ 5.88%
$507.12 - $579.02 $49.2K - $56.2K
1.75K $964K
ACU
Acme United Corp

Consumer Defensive
917
+ 8.87%
$34.15 - $45.15 $31.3K - $41.4K
11.3K $468K
BNL
Broadstone Net Lease, Inc.

Real Estate
1.58K
+ 6.53%
$15.64 - $18.95 $24.7K - $29.9K
25.8K $488K
GWW
W.W. Grainger, Inc.

Industrials
39
+ 8.42%
$896.19 - $1044.18 $35K - $40.7K
502 $521K
PYPL
Pay Pal Holdings, Inc.

Financial Services
152
+ 3.32%
$57.22 - $80.08 $8.7K - $12.2K
4.72K $368K
CIA
Citizens, Inc.

Financial Services
23.2K
+ 116.2%
$2.39 - $3.62 $55.5K - $84.1K
43.2K $156K
TK
Teekay Corp

Energy
6.1K
+ 3.15%
$7.28 - $9.39 $44.4K - $57.3K
200K $1.84M
IBN
Icici Bank LTD

Financial Services
1.93K
+ 4.61%
$27.58 - $31.38 $53.3K - $60.6K
43.8K $1.31M
BCC
Boise Cascade CO

Basic Materials
315
+ 13.27%
$114.59 - $144.69 $36.1K - $45.6K
2.69K $379K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.42K
+ 7.03%
$28.08 - $32.61 $39.8K - $46.2K
21.6K $681K
AWK
American Water Works Company, Inc.

Utilities
306
+ 10.5%
$127.76 - $149.9 $39.1K - $45.9K
3.22K $471K
WEYS
Weyco Group Inc

Consumer Cyclical
1.89K
+ 23.41%
$28.13 - $34.81 $53.3K - $65.9K
9.98K $339K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
217
+ 7.67%
$460.0 - $505.78 $99.8K - $110K
3.05K $1.42M
GPS
Gap Inc

Consumer Cyclical
6.43K
+ 59.62%
$19.42 - $24.62 $125K - $158K
17.2K $346K
EQR
Equity Residential

Real Estate
316
+ 2.51%
$67.19 - $78.09 $21.2K - $24.7K
12.9K $960K
SWIM
Latham Group, Inc.

Industrials
1.92K
+ 10.6%
$2.63 - $6.8 $5.05K - $13.1K
20K $136K
EVR
Evercore Inc.

Financial Services
131
+ 12.11%
$211.0 - $258.67 $27.6K - $33.9K
1.21K $307K
BR
Broadridge Financial Solutions, Inc.

Technology
279
+ 23.1%
$196.56 - $218.55 $54.8K - $61K
1.49K $319K
EMR
Emerson Electric CO

Industrials
825
+ 7.5%
$98.19 - $118.87 $81K - $98.1K
11.8K $1.29M
IBDV
Ishares Tr

Technology
3.2K
+ 29.63%
$21.11 - $22.24 $67.6K - $71.2K
14K $310K
VIRC
Virco Mfg Corporation

Consumer Cyclical
6.4K
+ 7.02%
$12.93 - $18.24 $82.7K - $117K
97.5K $1.35M
SU
Suncor Energy Inc

Energy
5.51K
+ 5.01%
$36.06 - $41.7 $199K - $230K
115K $4.26M
CNC
Centene Corp

Healthcare
540
+ 14.75%
$64.89 - $80.23 $35K - $43.3K
4.2K $316K
RF
Regions Financial Corp

Financial Services
697
+ 4.05%
$19.51 - $23.42 $13.6K - $16.3K
17.9K $418K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.85K
+ 11.72%
$13.0 - $15.08 $37.1K - $43K
27.2K $386K
FISV
Fiserv Inc

Technology
569
+ 16.06%
N/A
4.11K $514K
UTHR
United Therapeutics Corp

Healthcare
105
+ 14.31%
$311.04 - $363.55 $32.7K - $38.2K
839 $300K
GOLD
Barrick Gold Corp

Basic Materials
502
+ 2.84%
$16.56 - $21.01 $8.31K - $10.5K
18.2K $361K
XYL
Xylem Inc.

Industrials
512
+ 5.91%
$126.14 - $141.53 $64.6K - $72.5K
9.18K $1.24M
CACI
Caci International Inc

Technology
158
+ 5.58%
$427.76 - $427.76 $67.6K - $67.6K
2.99K $1.28M
JCI
Johnson Controls International PLC

Industrials
281
+ 8.43%
$65.52 - $77.61 $18.4K - $21.8K
3.61K $280K
WMB
Williams Companies, Inc.

Energy
506
+ 5.82%
$41.24 - $46.22 $20.9K - $23.4K
9.2K $420K
NL
Nl Industries Inc

Industrials
3.18K
+ 17.09%
$5.53 - $7.43 $17.6K - $23.6K
21.8K $162K
JKHY
Henry Jack & Associates Inc

Technology
129
+ 5.2%
$160.87 - $177.06 $20.8K - $22.8K
2.61K $461K
SIG
Signet Jewelers LTD

Consumer Cyclical
115
+ 4.91%
$72.58 - $103.15 $8.35K - $11.9K
2.46K $253K
SANM
Sanmina Corp

Technology
323
+ 3.66%
$62.98 - $75.33 $20.3K - $24.3K
9.15K $626K
CRI
Carters Inc

Consumer Cyclical
419
+ 9.32%
$57.26 - $71.06 $24K - $29.8K
4.92K $319K
WNEB
Western New England Bancorp, Inc.

Financial Services
1.11K
+ 6.2%
$6.7 - $8.93 $7.46K - $9.94K
19.1K $162K
AXS
Axis Capital Holdings LTD

Financial Services
39
+ 1.03%
$69.04 - $79.88 $2.69K - $3.12K
3.82K $304K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.54K
+ 1.99%
$34.61 - $34.61 $53.3K - $53.3K
78.9K $2.73M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.26K
+ 566.17%
$150.73 - $974.56 $340K - $2.2M
2.66K $423K
GFF
Griffon Corp

Industrials
187
+ 5.02%
$55.61 - $74.71 $10.4K - $14K
3.91K $273K
WRB
Berkley W R Corp

Financial Services
2.54K
+ 49.97%
$51.54 - $79.62 $131K - $202K
7.63K $432K
BWEN
Broadwind, Inc.

Industrials
25K
+ 99.26%
$2.07 - $3.66 $51.8K - $91.6K
50.2K $114K
STLA
Stellantis N.V.

Consumer Cyclical
14.3K
+ 47.81%
$14.05 - $20.71 $200K - $295K
44.1K $619K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
82
+ 1.4%
$41.02 - $46.01 $3.36K - $3.77K
5.96K $271K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
12.7K
+ 32.26%
$10.23 - $13.02 $129K - $165K
51.9K $540K
C
Citigroup Inc

Financial Services
1.26K
+ 2.08%
$56.11 - $67.61 $70.8K - $85.3K
62K $3.88M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
914
+ 15.12%
$49.83 - $62.75 $45.5K - $57.4K
6.96K $400K
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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