Seneca House Advisors Purchases and Sells in Q3 2024

Seneca House Advisors

$230 Million
Q3 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	4.23K + 3.66%	$162.83 - $179.16 $689K - $758K	120K $21.5M
CALF	6.99K + 3.52%	$42.22 - $48.62 $295K - $340K	206K $9.57M
NEE	1.63K + 2.97%	$69.9 - $84.97 $114K - $138K	56.2K $4.75M
WPC	836 + 0.74%	$54.63 - $63.96 $45.7K - $53.5K	113K $7.05M
JAAA	15.3K + 6.43%	$50.52 - $50.95 $774K - $781K	254K $12.9M
IBDX	5.99K + 1.7%	$24.34 - $25.83 $146K - $155K	358K $9.21M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTB	1.92K New	$146.49 - $179.85 $282K - $346K	1.92K $342K
VBFC	4.08K New	$46.42 - $77.0 $189K - $314K	4.08K $311K
CRWD	968 New	$217.89 - $392.15 $211K - $380K	968 $271K
CPRI	5.5K New	$29.61 - $42.44 $163K - $233K	5.5K $233K
SDY	1.57K New	$125.95 - $142.04 $197K - $223K	1.57K $222K
BMY	4.27K New	$39.66 - $51.75 $169K - $221K	4.27K $220K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHW	-360 - 0.45%	$61.74 - $76.08 $22.2K - $27.4K	79.2K $5.13M
IBDU	-12.8K - 14.05%	$22.51 - $23.57 $288K - $301K	78.1K $1.84M
VMC	-913 - 2.91%	$231.83 - $274.51 $212K - $251K	30.5K $7.62M
IBTM	-6.67K - 30.0%	$22.2 - $23.71 $148K - $158K	15.6K $365K
IBTK	-7.34K - 30.44%	$19.11 - $20.18 $140K - $148K	16.8K $336K
HD	-2.16K - 17.54%	$333.64 - $405.2 $720K - $874K	10.1K $4.11M

Activity Summary All Purchases 51 New Holdings 9 Increased Positions 42 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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