River Street Advisors LLC Purchases and Sells in Q1 2024

River Street Advisors LLC

$148 Billion
Q1 2024

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	148K + 432.39%	$56.98 - $284.98 $8.41M - $42.1M	182K $11B
MSFT	873 + 8.19%	$367.75 - $429.37 $321K - $375K	11.5K $4.85B
JPM	841 + 4.72%	$167.09 - $200.3 $141K - $168K	18.7K $3.74B
LLY	5 + 0.14%	$592.2 - $792.28 $2.96K - $3.96K	3.52K $2.74B
CAT	5 + 0.06%	$278.63 - $366.43 $1.39K - $1.83K	8.97K $3.29B
AMZN	2.2K + 26.94%	$144.57 - $180.38 $318K - $396K	10.4K $1.87B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLIN	74K New	$34.76 - $37.37 $2.57M - $2.76M	74K $2.73B
BSMO	38K New	$24.74 - $24.95 $940K - $948K	38K $942M
BSMR	35K New	$23.62 - $23.88 $827K - $836K	35K $828M
NEE	12.9K New	$54.97 - $63.91 $707K - $822K	12.9K $822M
BSMQ	31.9K New	$23.57 - $23.76 $753K - $759K	31.9K $752M
FEDERATED HERMES ETF TRUST	30.1K New	N/A	30.1K $750M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-281 - 0.91%	$169.0 - $195.18 $47.5K - $54.8K	30.6K $5.25B
VYM	-5.31K - 37.3%	$109.98 - $120.99 $584K - $642K	8.92K $1.08B
BSCO	-21.6K - 11.56%	$20.87 - $20.99 $452K - $454K	166K $3.47B
QQQ	-544 - 45.37%	$396.28 - $446.38 $216K - $243K	655 $291M
MDY	-248 - 40.66%	$491.35 - $556.4 $122K - $138K	362 $201M
CMCSA	-602 - 4.35%	$41.24 - $46.73 $24.8K - $28.1K	13.2K $574M

Activity Summary All Purchases 101 New Holdings 18 Increased Positions 83 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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