Sigma Planning Corp Purchases in Q4 2024

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
250
+ 2.75%
$22.12 - $24.37 $5.53K - $6.09K
9.35K $219K
ALLE
Allegion PLC

Industrials
122
+ 7.9%
$130.63 - $153.36 $15.9K - $18.7K
1.67K $217K
SHYD
Vaneck Short High Yield Muni E

ETFs
12
+ 0.03%
$22.45 - $22.81 $269 - $274
35.8K $804K
LNT
Alliant Energy Corp

Utilities
12
+ 0.19%
$56.24 - $63.63 $675 - $764
6.19K $365K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
147
+ 1.36%
$8.43 - $9.68 $1.24K - $1.42K
11K $93K
VLUE
Ishares Msci Usa Value Factor

ETFs
16
+ 0.48%
$104.01 - $115.38 $1.66K - $1.85K
3.38K $356K
POOL
Pool Corp

Industrials
167
+ 9.01%
$339.32 - $390.03 $56.7K - $65.1K
2.02K $688K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
66
+ 2.92%
$209.89 - $233.24 $13.9K - $15.4K
2.33K $494K
MDIV
First Trust Multi Asset Divers

ETFs
1.51K
+ 2.15%
$15.95 - $16.94 $24K - $25.5K
71.5K $1.15M
FMB
First Tr Exchange Traded Fd Ii

ETFs
503
+ 1.27%
$50.62 - $52.07 $25.5K - $26.2K
40K $2.04M
VTWV
Vanguard Russell 2000 Value Et

ETFs
36
+ 0.55%
$143.69 - $159.92 $5.17K - $5.76K
6.63K $958K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21.3K
+ 195.6%
$27.54 - $83.04 $587K - $1.77M
32.2K $893K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
120
+ 0.56%
$11.1 - $12.03 $1.33K - $1.44K
21.4K $241K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.18%
$183.23 - $199.79 $1.1K - $1.2K
3.31K $612K
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.4K
+ 103.41%
$24.19 - $50.58 $301K - $629K
24.5K $594K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.48K
+ 3.98%
$44.87 - $46.86 $291K - $304K
169K $7.6M
PAVE
Global X Fds Us Infrastructure

ETFs
162
+ 0.55%
$40.41 - $45.95 $6.55K - $7.44K
29.7K $1.2M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
409
+ 1.48%
$13.32 - $14.3 $5.45K - $5.85K
28.1K $376K
HCA
Hca Healthcare, Inc.

Healthcare
147
+ 25.93%
$297.52 - $415.61 $43.7K - $61.1K
714 $214K
TPHD
Timothy Plan High Divid Stk Et

ETFs
3
+ 0.03%
$35.89 - $39.51 $108 - $119
11.8K $430K
ICE
Intercontinental Exchange, Inc.

Financial Services
142
+ 4.29%
$148.29 - $166.93 $21.1K - $23.7K
3.45K $514K
APA
Apa Corp

Energy
33
+ 0.25%
$20.47 - $27.07 $676 - $893
13.3K $306K
FIW
First Trust Water ETF

ETFs
2.56K
+ 6.66%
$102.02 - $110.91 $262K - $284K
41.1K $4.19M
DFAX
Dimensional ETF Tr
44
+ 0.49%
$24.76 - $27.04 $1.09K - $1.19K
8.95K $222K
SB
Safe Bulkers, Inc.

Industrials
2
+ 0.02%
$3.48 - $5.15 $6.96 - $10.3
11.8K $42K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8
+ 0.1%
$43.02 - $47.32 $344 - $379
8.15K $352K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.03%
$65.32 - $70.92 $65.3 - $70.9
3.91K $256K
FN
Fabrinet

Technology
91
+ 3.78%
$214.76 - $271.08 $19.5K - $24.7K
2.5K $549K
GIB
Cgi Inc

Technology
2
+ 0.06%
$107.0 - $116.25 $214 - $233
3.5K $382K
OXY
Occidental Petroleum Corp

Energy
183
+ 1.32%
$45.36 - $55.91 $8.3K - $10.2K
14.1K $694K
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.3%
$92.94 - $101.82 $3.25K - $3.56K
11.6K $1.09M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
154
+ 3.02%
$40.0 - $52.93 $6.16K - $8.15K
5.25K $211K
IJK
Ishares S&P Midcap 400 Growth

ETFs
358
+ 0.64%
$90.66 - $99.46 $32.5K - $35.6K
56.3K $5.12M
AOR
Ishares Tr Core Growth Allocat

ETFs
154
+ 0.93%
$57.32 - $59.66 $8.83K - $9.19K
16.6K $953K
MELI
Mercadolibre Inc

Consumer Cyclical
78
+ 17.61%
$1666.0 - $2117.3 $130K - $165K
521 $885K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
278
+ 2.36%
$15.0 - $17.55 $4.17K - $4.88K
12K $182K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
104
+ 0.67%
$45.17 - $47.23 $4.7K - $4.91K
15.6K $706K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.82K
+ 3.64%
$98.47 - $109.35 $179K - $199K
51.8K $5.1M
IGR
Cbre Global Real Estate Income Fund

Financial Services
901
+ 5.03%
$4.81 - $6.44 $4.33K - $5.8K
18.8K $90K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
9
+ 0.06%
$83.21 - $88.08 $749 - $793
14.1K $1.2M
EEM
Ishares Msci Emerging Markets

ETFs
6
+ 0.08%
$41.82 - $47.36 $251 - $284
7.54K $315K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
519
+ 0.68%
$15.05 - $16.03 $7.81K - $8.32K
77.4K $1.18M
DNP
Dnp Select Income Fund Inc

Financial Services
3.76K
+ 7.11%
$8.82 - $9.96 $33.1K - $37.4K
56.6K $499K
SLB
Schlumberger Limited

Energy
129
+ 1.23%
$36.83 - $45.59 $4.75K - $5.88K
10.6K $406K
IDV
Ishares Tr

ETFs
414
+ 2.77%
$27.03 - $29.92 $11.2K - $12.4K
15.4K $420K
EPI
Wisdomtree Tr India Earnings F

ETFs
318
+ 3.52%
$45.09 - $50.08 $14.3K - $15.9K
9.36K $423K
ICLN
Ishares

ETFs
72
+ 0.71%
$11.35 - $14.51 $817 - $1.04K
10.2K $115K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
5.66K
+ 15.08%
$18.2 - $27.01 $103K - $153K
43.2K $928K
SBUX
Starbucks Corp

Consumer Cyclical
1.02K
+ 5.01%
$87.44 - $102.5 $89K - $104K
21.3K $1.95M
Activity Summary
Buys All Purchases 570 New Holdings 70 Increased Positions 500 Sells All Sells 557 Reductions 557 Sold out 0 Options Calls 1 Puts 2
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