Sheaff Brock Investment Advisors, LLC Purchases in Q4 2024

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
1.15K
New
$153.38 - $183.7 $177K - $212K
1.15K $204K
PAYX
Paychex Inc

Industrials
1.45K
New
$135.86 - $148.73 $197K - $216K
1.45K $203K
VUG
Vanguard Growth ETF

ETFs
312
+ 13.25%
$378.79 - $428.11 $118K - $134K
2.67K $1.09M
VO
Vanguard Mid Cap ETF

ETFs
701
+ 25.42%
$261.5 - $284.63 $183K - $200K
3.46K $913K
WMB
Williams Companies, Inc.

Energy
864
+ 5.36%
$46.37 - $59.74 $40.1K - $51.6K
17K $919K
EPD
Enterprise Products Partners L.P.

Energy
1.39K
+ 2.36%
$28.66 - $34.43 $39.9K - $47.9K
60.5K $1.9M
AVXL
Anavex Life Sciences Corp.

Healthcare
15.8K
New
$5.11 - $12.56 $80.5K - $198K
15.8K $169K
VV
Vanguard Large Cap ETF

ETFs
502
+ 9.9%
$260.27 - $280.65 $131K - $141K
5.58K $1.5M
MAR
Marriott International Inc

Consumer Cyclical
127
+ 3.05%
$246.06 - $292.59 $31.2K - $37.2K
4.29K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
154
+ 2.23%
$521.84 - $558.82 $80.4K - $86.1K
7.06K $3.8M
FTNT
Fortinet, Inc.

Technology
114
+ 1.38%
$76.49 - $99.21 $8.72K - $11.3K
8.35K $788K
C
Citigroup Inc

Financial Services
300
+ 1.83%
$61.31 - $72.5 $18.4K - $21.8K
16.7K $1.17M
KMI
Kinder Morgan, Inc.

Energy
112
+ 0.41%
$22.59 - $28.54 $2.53K - $3.2K
27.1K $743K
MPLX
Mplx LP

Energy
1.53K
+ 7.78%
$43.77 - $51.66 $67.1K - $79.1K
21.2K $1.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.25K
+ 46.3%
$100.16 - $100.7 $125K - $126K
3.95K $396K
IPDP
Listed Fds Tr Dividends Perfor
24.5K
+ 2.47%
$19.21 - $21.05 $470K - $515K
1.01M $19.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.68K
+ 39.72%
$66.77 - $71.52 $112K - $120K
5.92K $408K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
21.3K
+ 22.46%
$8.17 - $8.66 $174K - $184K
116K $948K
JVA
Coffee Holding CO Inc

Consumer Defensive
35K
New
$2.83 - $4.29 $99.1K - $150K
35K $119K
NOW
Service Now, Inc.

Technology
22
+ 3.83%
$867.18 - $1148.42 $19.1K - $25.3K
596 $631K
MO
Altria Group, Inc.

Consumer Defensive
220
+ 0.26%
$49.06 - $57.74 $10.8K - $12.7K
83.9K $4.39M
WDAY
Workday, Inc.

Technology
29
+ 0.37%
$233.85 - $279.91 $6.78K - $8.12K
7.91K $2.04M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
400
+ 10.67%
$101.51 - $140.63 $40.6K - $56.3K
4.15K $520K
FAS
Direxion Daily Financial Bull

ETFs
19
+ 0.38%
$126.08 - $182.0 $2.4K - $3.46K
5.07K $765K
ERC
Allspring Multi Sector Income Fund

Financial Services
11K
New
$8.84 - $9.54 $97.6K - $105K
11K $101K
IWM
Ishares Russell 2000 ETF

ETFs
452
+ 12.24%
$216.13 - $242.4 $97.7K - $110K
4.15K $915K
VB
Vanguard Small Cap ETF

ETFs
376
+ 42.58%
$233.76 - $261.58 $87.9K - $98.4K
1.26K $302K
CNM
Core & Main, Inc.

Industrials
752
+ 9.3%
$41.91 - $55.78 $31.5K - $41.9K
8.84K $449K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
92
+ 0.45%
$417.69 - $450.94 $38.4K - $41.5K
20.4K $8.67M
NBIX
Neurocrine Biosciences Inc

Healthcare
261
+ 11.66%
$111.62 - $139.44 $29.1K - $36.4K
2.5K $341K
MAIN
Main Street Capital Corp

Financial Services
25
+ 0.3%
$49.95 - $58.58 $1.25K - $1.46K
8.48K $496K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
12.7K
New
$5.64 - $5.93 $71.3K - $75K
12.7K $71K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
178
+ 2.62%
$201.32 - $217.44 $35.8K - $38.7K
6.98K $1.44M
PANW
Palo Alto Networks Inc

Technology
3.23K
+ 98.53%
$181.96 - $405.9 $587K - $1.31M
6.5K $1.18M
ARCC
Ares Capital Corp

Financial Services
512
+ 0.92%
$20.74 - $22.27 $10.6K - $11.4K
56.2K $1.23M
MTB
M&T Bank Corp

Financial Services
63
+ 1.23%
$172.48 - $221.95 $10.9K - $14K
5.19K $975K
PWR
Quanta Services, Inc.

Industrials
72
+ 3.35%
$296.05 - $346.6 $21.3K - $25K
2.22K $701K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
39
+ 1.84%
$172.07 - $207.36 $6.71K - $8.09K
2.16K $425K
TRGP
Targa Resources Corp.

Energy
5
+ 0.27%
$150.58 - $207.69 $753 - $1.04K
1.88K $334K
GLD
Spdr Gold Trust

ETFs
240
+ 12.83%
$236.59 - $257.5 $56.8K - $61.8K
2.11K $510K
MSI
Motorola Solutions, Inc.

Technology
72
+ 3.89%
$449.08 - $504.6 $32.3K - $36.3K
1.93K $889K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
8.78K
+ 25.82%
$11.48 - $12.95 $101K - $114K
42.8K $491K
CPRT
Copart Inc

Consumer Cyclical
308
+ 4.53%
$51.36 - $63.8 $15.8K - $19.7K
7.11K $407K
AJG
Arthur J. Gallagher & Co.

Financial Services
37
+ 0.25%
$278.49 - $315.16 $10.3K - $11.7K
15K $4.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.1K
+ 219.91%
$26.93 - $84.95 $999K - $3.15M
54K $1.47M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.09K
+ 12.62%
$8.24 - $11.07 $25.4K - $34.2K
27.5K $256K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1K
+ 14.24%
$34.25 - $37.94 $34.3K - $37.9K
8.02K $291K
ENB
Enbridge Inc

Energy
251
+ 2.01%
$40.4 - $43.92 $10.1K - $11K
12.7K $540K
ESEA
Euroseas Ltd.

Industrials
3.6K
+ 46.09%
$33.09 - $50.4 $119K - $181K
11.4K $413K
Activity Summary
Buys All Purchases 187 New Holdings 32 Increased Positions 155 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 2 Puts 3
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