Sequoia Financial Advisors, LLC Purchases in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HUBB
Hubbell Inc

Industrials
357
+ 6.06%
$418.89 - $472.12 $150K - $169K
6.25K $2.62M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
13.5K
+ 15.11%
$17.41 - $19.29 $235K - $260K
103K $1.79M
FDS
Factset Research Systems Inc

Financial Services
153
+ 17.67%
$449.69 - $495.72 $68.8K - $75.8K
1.02K $489K
LXP
Lxp Industrial Trust

Real Estate
11.3K
New
$8.12 - $9.89 $91.8K - $112K
11.3K $91K
FITB
Fifth Third Bancorp

Financial Services
2.31K
+ 16.66%
$41.76 - $48.44 $96.3K - $112K
16.2K $682K
AVB
Avalonbay Communities Inc

Real Estate
457
+ 19.69%
$216.28 - $237.81 $98.8K - $109K
2.78K $611K
ESLT
Elbit Systems LTD

Industrials
22
+ 1.55%
$201.1 - $263.5 $4.42K - $5.8K
1.44K $372K
LUV
Southwest Airlines CO

Industrials
1.12K
+ 8.99%
$28.99 - $34.84 $32.6K - $39.2K
13.6K $457K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.98K
+ 49.81%
$9.71 - $15.34 $48.4K - $76.4K
15K $199K
KLAC
Kla Corp

Technology
603
+ 29.3%
$614.46 - $829.55 $371K - $500K
2.66K $1.68M
BLD
Top Build Corp

Industrials
544
+ 59.71%
$308.96 - $414.77 $168K - $226K
1.46K $452K
APA
Apa Corp

Energy
4.4K
+ 27.46%
$20.47 - $27.07 $90K - $119K
20.4K $472K
VMC
Vulcan Materials CO

Basic Materials
263
+ 13.24%
$237.95 - $292.31 $62.6K - $76.9K
2.25K $578K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
401
+ 0.83%
$9.95 - $12.23 $3.99K - $4.9K
48.9K $573K
PTC
Ptc Inc.

Technology
399
+ 27.31%
$175.97 - $201.89 $70.2K - $80.6K
1.86K $341K
PSA
Public Storage

Real Estate
1.71K
+ 25.29%
$289.33 - $360.21 $495K - $616K
8.47K $2.54M
CRSR
Corsair Gaming, Inc.

Technology
11.3K
New
$6.27 - $8.05 $70.7K - $90.8K
11.3K $74K
PODD
Insulet Corp

Healthcare
50
+ 2.36%
$227.79 - $275.7 $11.4K - $13.8K
2.17K $566K
RDY
Dr Reddys Laboratories LTD

Healthcare
67.6K
+ 432.05%
$13.99 - $79.75 $946K - $5.39M
83.2K $1.31M
RC
Ready Capital Corp

Real Estate
10.7K
New
$6.71 - $7.57 $71.7K - $80.9K
10.7K $72K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.06K
+ 17.97%
$34.25 - $37.94 $70.5K - $78.1K
13.5K $490K
TT
Trane Technologies PLC

Industrials
454
+ 9.04%
$369.35 - $419.14 $168K - $190K
5.48K $2.02M
JOE
St Joe CO

Real Estate
3.39K
+ 54.39%
$43.8 - $59.68 $148K - $202K
9.62K $432K
IBN
Icici Bank LTD

Financial Services
2.22K
+ 2.04%
$28.69 - $31.9 $63.6K - $70.7K
111K $3.31M
AB
Alliancebernstein Holding L.P.

Financial Services
711
+ 3.7%
$34.59 - $38.68 $24.6K - $27.5K
19.9K $739K
CHT
Chunghwa Telecom CO LTD

Communication Services
2.98K
+ 13.42%
$37.24 - $39.29 $111K - $117K
25.2K $949K
RMD
Resmed Inc

Healthcare
429
+ 20.69%
$228.69 - $256.07 $98.1K - $110K
2.5K $572K
BANR
Banner Corp

Financial Services
6
+ 0.07%
$57.86 - $76.26 $347 - $458
9.05K $604K
CNX
Cnx Resources Corp

Energy
308
+ 2.34%
$32.66 - $41.09 $10.1K - $12.7K
13.4K $492K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.22K
+ 24.59%
$32.65 - $33.68 $72.4K - $74.7K
11.2K $368K
XLG
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.17%
$46.94 - $51.62 $2.07K - $2.27K
25.8K $1.29M
GL
Globe Life Inc.

Financial Services
446
+ 17.14%
$103.49 - $116.02 $46.2K - $51.7K
3.05K $339K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
19
+ 0.52%
$110.69 - $154.48 $2.1K - $2.94K
3.66K $465K
CLX
Clorox CO

Consumer Defensive
396
+ 9.37%
$156.51 - $169.74 $62K - $67.2K
4.62K $750K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
104
+ 0.94%
$19.44 - $28.35 $2.02K - $2.95K
11.1K $286K
SNA
Snap On Inc

Industrials
66
+ 8.58%
$285.44 - $371.35 $18.8K - $24.5K
835 $283K
ASX
Ase Technology Holding Co., Ltd.

Technology
3.18K
+ 3.39%
$9.49 - $10.74 $30.2K - $34.1K
96.8K $975K
ONB
Old National Bancorp

Financial Services
66
+ 0.35%
$17.94 - $23.23 $1.18K - $1.53K
19.2K $416K
ERIC
Ericsson Lm Telephone CO

Technology
2.76K
+ 3.78%
$7.36 - $8.59 $20.3K - $23.7K
75.8K $611K
DELL
Dell Technologies Inc.

Technology
1.47K
+ 4.3%
$111.96 - $144.21 $164K - $212K
35.6K $4.1M
CBOE
Cboe Global Markets, Inc.

Financial Services
385
+ 19.15%
$191.61 - $217.84 $73.8K - $83.9K
2.4K $467K
NWL
Newell Brands Inc.

Consumer Defensive
1.78K
+ 10.87%
$7.18 - $11.63 $12.8K - $20.7K
18.1K $180K
BMO
Bank Of Montreal

Financial Services
337
+ 10.32%
$89.75 - $103.39 $30.2K - $34.8K
3.6K $349K
WCN
Waste Connections, Inc.

Industrials
569
+ 9.74%
$171.06 - $193.25 $97.3K - $110K
6.41K $1.1M
KHC
Kraft Heinz CO

Consumer Defensive
5.39K
+ 21.39%
$30.1 - $36.02 $162K - $194K
30.6K $939K
BBY
Best Buy CO Inc

Consumer Cyclical
1.2K
+ 44.37%
$85.2 - $101.35 $102K - $121K
3.89K $333K
SE
Sea LTD

Consumer Cyclical
176
+ 5.71%
$93.56 - $117.41 $16.5K - $20.7K
3.26K $345K
CINF
Cincinnati Financial Corp

Financial Services
231
+ 8.47%
$132.86 - $160.16 $30.7K - $37K
2.96K $424K
HES
Hess Corp

Energy
476
+ 13.58%
$127.66 - $148.65 $60.8K - $70.8K
3.98K $529K
Activity Summary
Buys All Purchases 987 New Holdings 150 Increased Positions 837 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 6 Puts 5
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