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
YUM
Yum Brands Inc

Consumer Cyclical
372
+ 9.19%
$130.36 - $139.54 $48.5K - $51.9K
4.42K $593K
BRO
Brown & Brown, Inc.

Financial Services
324
+ 8.8%
$100.93 - $113.42 $32.7K - $36.7K
4.01K $408K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
375
+ 2.87%
$61.68 - $67.87 $23.1K - $25.5K
13.4K $836K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.44K
+ 12.26%
$13.54 - $14.25 $19.5K - $20.5K
13.2K $184K
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.2K
+ 200.0%
$22.4 - $68.28 $564K - $1.72M
37.8K $876K
COP
Conocophillips

Energy
641
+ 9.01%
$95.12 - $114.72 $61K - $73.5K
7.76K $769K
LTC
Ltc Properties Inc

Real Estate
1K
+ 13.99%
$34.42 - $39.44 $34.4K - $39.4K
8.15K $281K
TY
Tri Continental Corp

Financial Services
990
+ 8.82%
$31.01 - $34.67 $30.7K - $34.3K
12.2K $386K
WETF
Wisdom Tree Investments, Inc.

Financial Services
3.21K
+ 8.32%
N/A
41.8K $227K
DE
Deere & CO

Industrials
2
+ 0.09%
$389.45 - $466.0 $779 - $932
2.19K $925K
RF
Regions Financial Corp

Financial Services
25
+ 0.05%
$22.45 - $27.47 $561 - $687
52.3K $1.23M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.59%
$198.04 - $221.51 $1.19K - $1.33K
1.02K $215K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
21
+ 0.15%
$14.26 - $15.2 $299 - $319
14.5K $217K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
700
+ 3.61%
$9.1 - $9.51 $6.37K - $6.66K
20.1K $187K
VIG
Vanguard Dividend Appreciation

ETFs
45
+ 1.45%
N/A
3.15K $573K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
14
+ 0.12%
$19.62 - $21.98 $275 - $308
12.1K $252K
MEDP
Medpace Holdings, Inc.

Healthcare
39
+ 0.71%
$308.93 - $363.58 $12K - $14.2K
5.52K $1.83M
DSX
Diana Shipping Inc.

Industrials
6.5K
+ 43.12%
$1.74 - $2.54 $11.3K - $16.5K
21.6K $42K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
3
+ 0.02%
$14.65 - $15.8 $44 - $47.4
13.4K $202K
TXN
Texas Instruments Inc

Technology
13
+ 0.03%
N/A
40.8K $7.94M
SVOL
Simplify ETF Simplify Volatili

ETFs
600
+ 6.38%
$20.4 - $21.93 $12.2K - $13.2K
10K $207K
BIAF
Bio Affinity Technologies, Inc.

Healthcare
26.3K
+ 131.52%
$0.88 - $2.18 $23.1K - $57.3K
46.3K $42K
Blackrock Inc
242
New
N/A
242 $0
Lam Research Corp
21.3K
New
N/A
21.3K $0
Atlassian Corporation
1.05K
New
N/A
1.05K $0
Siriusxm Holdings Inc
1
+ 0.0%
N/A
86.1K $0
Linde PLC
18
+ 2.56%
N/A
722 $0
Jacobs Solutions Inc
800
+ 12.88%
N/A
7.01K $0
Labcorp Holdings Inc
25
+ 0.51%
N/A
4.92K $0
Arista Networks Inc
34.4K
New
N/A
34.4K $0
American Healthcare Reit Inc
22.3K
New
N/A
22.3K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
39
+ 2.56%
$285.5 - $335.62 $11.1K - $13.1K
1.56K $452K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10
+ 0.21%
$44.33 - $49.55 $443 - $496
4.89K $219K
EAD
Allspring Income Opportunities Fund

Financial Services
109
+ 0.67%
$6.76 - $7.2 $737 - $785
16.4K $112K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.2K
+ 206.27%
$25.79 - $80.4 $339K - $1.06M
19.5K $509K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
25
+ 0.65%
$101.77 - $113.02 $2.54K - $2.83K
3.85K $406K
RTX
Raytheon Technologies Corp

Industrials
118
+ 3.13%
$114.45 - $127.21 $13.5K - $15K
3.89K $449K
OXLC
Oxford Lane Capital Corp.

Financial Services
100
+ 0.16%
$5.05 - $5.45 $505 - $545
62.4K $316K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.17%
$174.22 - $187.62 $697 - $750
2.4K $420K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$60.73 - $64.94 $60.7 - $64.9
7.19K $441K
SAN
Banco Santander, S.A.

Financial Services
500
+ 2.24%
$4.49 - $5.05 $2.25K - $2.53K
22.9K $104K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
3
+ 0.04%
$31.36 - $35.93 $94.1 - $108
8.08K $258K
WEC
Wec Energy Group, Inc.

Utilities
14
+ 0.19%
$92.94 - $101.82 $1.3K - $1.43K
7.19K $676K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
35
+ 0.06%
$8.36 - $8.71 $293 - $305
59.4K $500K
XLE
Energy Sector Spdr

ETFs
19
+ 0.22%
$83.32 - $97.27 $1.58K - $1.85K
8.6K $736K
XLV
Select Sector Spdr Fund Health

ETFs
204
+ 6.7%
$136.28 - $154.74 $27.8K - $31.6K
3.25K $446K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4
+ 0.06%
$40.06 - $45.21 $160 - $181
7.03K $286K
VALE
Vale S.A.

Basic Materials
100
+ 0.96%
$8.74 - $11.78 $874 - $1.18K
10.5K $93K
PMM
Putnam Managed Municipal Income Trust

Financial Services
1.5K
+ 2.18%
$5.97 - $6.52 $8.96K - $9.78K
70.2K $418K
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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