Sfmg, LLC Sells in Q2 2024

Sfmg, LLC

  • $1.14 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-43
- 1.47%
$164.33 - $191.42 $7.07K - $8.23K
2.89K $525K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-3K
- 18.15%
$10.83 - $11.33 $32.5K - $34K
13.5K $151K
AZN
Astrazeneca PLC

Healthcare
-991
- 26.04%
$66.81 - $80.83 $66.2K - $80.1K
2.82K $219K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-21
- 9.33%
$956.61 - $1140.21 $20.1K - $23.9K
204 $215K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-3K
- 19.13%
$11.67 - $12.43 $35K - $37.3K
12.7K $156K
PLTR
Palantir Technologies Inc.

Technology
-6.34K
- 11.01%
$20.47 - $25.82 $130K - $164K
51.3K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
-90
- 5.73%
$439.2 - $524.63 $39.5K - $47.2K
1.48K $754K
PFE
Pfizer Inc

Healthcare
-839
- 7.71%
$25.26 - $29.6 $21.2K - $24.8K
10K $281K
ZTS
Zoetis Inc.

Healthcare
-146
- 10.6%
$145.54 - $178.83 $21.2K - $26.1K
1.23K $213K
PG
Procter & Gamble CO

Consumer Defensive
-218
- 2.54%
$155.33 - $168.56 $33.9K - $36.7K
8.35K $1.38M
ENB
Enbridge Inc

Energy
-176
- 2.36%
$32.97 - $37.83 $5.8K - $6.66K
7.28K $259K
ICE
Intercontinental Exchange, Inc.

Financial Services
-58
- 2.44%
$126.54 - $138.72 $7.34K - $8.05K
2.32K $317K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.03K
- 7.5%
$10.85 - $11.81 $11.2K - $12.2K
12.7K $149K
BAC
Bank Of America Corp

Financial Services
-764
- 6.07%
$34.68 - $40.02 $26.5K - $30.6K
11.8K $469K
DHR
Danaher Corp

Healthcare
-20
- 0.86%
$235.51 - $267.98 $4.71K - $5.36K
2.32K $578K
Schwab Charles Family Fd
-225K
- 31.35%
N/A
493K $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-391
- 2.91%
$10.62 - $11.46 $4.15K - $4.48K
13K $149K
ET
Energy Transfer LP

Energy
-634
- 2.02%
$15.1 - $16.25 $9.57K - $10.3K
30.8K $499K
MO
Altria Group, Inc.

Consumer Defensive
-179
- 2.07%
$40.75 - $46.83 $7.29K - $8.38K
8.46K $385K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.2%
$408.56 - $448.91 $409 - $449
507 $226K
ORCL
Oracle Corp

Technology
-356
- 9.14%
$113.75 - $144.64 $40.5K - $51.5K
3.54K $499K
NVO
Novo Nordisk A S

Healthcare
-93
- 5.57%
$122.71 - $146.91 $11.4K - $13.7K
1.58K $225K
MSI
Motorola Solutions, Inc.

Technology
-63
- 5.08%
$336.0 - $390.36 $21.2K - $24.6K
1.18K $454K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-18
- 2.18%
$316.15 - $367.33 $5.69K - $6.61K
809 $294K
KO
Coca Cola CO

Consumer Defensive
-120
- 1.24%
$58.06 - $64.15 $6.97K - $7.7K
9.54K $607K
PM
Philip Morris International Inc.

Consumer Defensive
-375
- 6.6%
$88.6 - $104.24 $33.2K - $39.1K
5.3K $537K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-13
- 0.18%
$108.78 - $119.23 $1.41K - $1.55K
7.17K $852K
VUG
Vanguard Growth ETF

ETFs
-65
- 3.78%
$322.46 - $377.11 $21K - $24.5K
1.65K $618K
WELL
Welltower Inc.

Real Estate
-62
- 1.81%
$88.31 - $105.01 $5.48K - $6.51K
3.35K $349K
WDC
Western Digital Corp

Technology
-1
- 0.02%
$66.05 - $80.23 $66.1 - $80.2
4.08K $309K
WMB
Williams Companies, Inc.

Energy
-610
- 3.66%
$37.58 - $43.11 $22.9K - $26.3K
16K $681K
AMGN
Amgen Inc

Healthcare
-104
- 4.24%
$262.75 - $319.31 $27.3K - $33.2K
2.35K $733K
TJX
Tjx Companies Inc

Consumer Cyclical
-28
- 0.32%
$92.66 - $111.05 $2.59K - $3.11K
8.8K $968K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-370
- 1.58%
$173.94 - $199.42 $64.4K - $73.8K
23.1K $4.55M
HON
Honeywell International Inc

Industrials
-394
- 1.63%
$190.36 - $215.89 $75K - $85.1K
23.7K $5.06M
GLD
Spdr Gold Trust

ETFs
-56
- 0.39%
$207.82 - $224.56 $11.6K - $12.6K
14.5K $3.11M
KMI
Kinder Morgan, Inc.

Energy
-2.21K
- 1.28%
$17.69 - $20.11 $39K - $44.4K
170K $3.37M
AVGO
Broadcom Inc.

Technology
-17
- 1.41%
$1204.71 - $1828.87 $20.5K - $31.1K
1.19K $1.91M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-3.82K
- 0.76%
$138.56 - $148.14 $529K - $566K
498K $73.4M
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 1.84%
$704.88 - $870.75 $45.1K - $55.7K
3.41K $2.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-76
- 0.67%
$414.65 - $485.21 $31.5K - $36.9K
11.2K $5.38M
GOOGL
Alphabet Inc.

Communication Services
-57
- 0.28%
$150.53 - $185.41 $8.58K - $10.6K
20.1K $3.65M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.29K
- 3.24%
$173.67 - $197.85 $572K - $652K
98.4K $19M
WMT
Walmart Inc.

Consumer Defensive
-955
- 0.81%
$58.85 - $68.9 $56.2K - $65.8K
118K $7.96M
PANW
Palo Alto Networks Inc

Technology
-177
- 1.05%
$265.2 - $340.82 $46.9K - $60.3K
16.6K $5.64M
AMAT
Applied Materials Inc

Technology
-653
- 1.18%
$189.46 - $247.83 $124K - $162K
54.7K $12.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-9.5K
- 1.18%
$98.05 - $107.78 $931K - $1.02M
796K $85.1M
MSFT
Microsoft Corp

Technology
-84
- 0.12%
$389.33 - $452.85 $32.7K - $38K
68.5K $30.6M
GOOG
Alphabet Inc.

Communication Services
-1.03K
- 1.45%
$151.94 - $186.86 $156K - $192K
70K $12.8M
Activity Summary
Buys All Purchases 95 New Holdings 11 Increased Positions 84 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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