Sheaff Brock Investment Advisors, LLC New Holdings in Q4 2024

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
190K
New
$35.98 - $44.88 $6.83M - $8.52M
190K $7.79M
FIX
Comfort Systems Usa Inc

Industrials
4.65K
New
$370.68 - $504.12 $1.72M - $2.34M
4.65K $1.97M
DGX
Quest Diagnostics Inc

Healthcare
7.13K
New
N/A
7.13K $976K
NTNX
Nutanix, Inc.

Technology
13.9K
New
$56.46 - $73.18 $785K - $1.02M
13.9K $850K
A
Agilent Technologies, Inc.

Healthcare
5.88K
New
$125.69 - $146.56 $739K - $861K
5.88K $789K
DX
Dynex Capital Inc

Real Estate
61K
New
$12.07 - $12.72 $736K - $776K
61K $771K
AFL
Aflac Inc

Financial Services
7.34K
New
$100.37 - $115.27 $737K - $847K
7.34K $759K
SLB
Schlumberger Limited

Energy
16.9K
New
$36.83 - $45.59 $621K - $769K
16.9K $646K
REG
Regency Centers Corp

Real Estate
8.58K
New
$69.77 - $75.91 $599K - $651K
8.58K $634K
VGIT
Vanguard Intermediate Term Tre

ETFs
10.8K
New
$57.78 - $60.4 $626K - $654K
10.8K $628K
NTAP
Net App, Inc.

Technology
5.2K
New
$115.31 - $131.11 $600K - $682K
5.2K $603K
DOCS
Doximity, Inc.

Healthcare
9.63K
New
$41.25 - $61.25 $397K - $590K
9.63K $514K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
3.09K
New
$107.0 - $142.46 $331K - $441K
3.09K $401K
AVPT
Ave Point, Inc.

Technology
22.8K
New
$11.54 - $18.89 $264K - $432K
22.8K $377K
ED
Consolidated Edison Inc

Utilities
4.22K
New
$88.87 - $107.38 $375K - $453K
4.22K $376K
GS
Goldman Sachs Group Inc

Financial Services
404
New
$486.1 - $608.57 $196K - $246K
404 $231K
VRT
Vertiv Holdings CO

Industrials
2.63K
New
N/A
2.63K $227K
SNOW
Snowflake Inc.

Technology
1.41K
New
$109.65 - $186.51 $155K - $264K
1.41K $218K
CTRA
Coterra Energy Inc.

Energy
8.44K
New
$22.71 - $27.63 $192K - $233K
8.44K $215K
SNV
Synovus Financial Corp

Financial Services
4.1K
New
$42.5 - $58.73 $174K - $240K
4.1K $209K
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
AVXL
Anavex Life Sciences Corp.

Healthcare
15.8K
New
$5.11 - $12.56 $80.5K - $198K
15.8K $169K
JVA
Coffee Holding CO Inc

Consumer Defensive
35K
New
$2.83 - $4.29 $99.1K - $150K
35K $119K
ERC
Allspring Multi Sector Income Fund

Financial Services
11K
New
$8.84 - $9.54 $97.6K - $105K
11K $101K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
12.7K
New
$5.64 - $5.93 $71.3K - $75K
12.7K $71K
Atlassian Corporation
1.05K
New
N/A
1.05K $0
Lam Research Corp
21.3K
New
N/A
21.3K $0
Blackrock Inc
242
New
N/A
242 $0
Arista Networks Inc
34.4K
New
N/A
34.4K $0
American Healthcare Reit Inc
22.3K
New
N/A
22.3K $0
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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